Universe · entity
NEEDHAM INVESTMENT MANAGEMENT LLC
Institutional manager (13F) · CIK 1167212
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NLIGHT INC | $110M | 1,922,740 |
| 2 | VICOR CORP | $84M | 522,000 |
| 3 | VERTIV HOLDINGS CO | $71M | 285,250 |
| 4 | PDF SOLUTIONS INC | $66M | 2,022,700 |
| 5 | ARTERIS INC | $65M | 3,952,500 |
| 6 | FORMFACTOR INC | $59M | 603,500 |
| 7 | VISHAY INTERTECHNOLOGY INC | $53M | 2,920,000 |
| 8 | LINCOLN EDL SVCS CORP | $52M | 1,277,500 |
| 9 | OIL DRI CORP AMER | $44M | 677,500 |
| 10 | NOVA LTD | $40M | 92,150 |
| 11 | UNIVERSAL TECHNICAL INST INC | $37M | 1,030,000 |
| 12 | SUPER MICRO COMPUTER INC | $37M | 1,616,500 |
| 13 | THERMON GROUP HLDGS INC | $32M | 632,500 |
| 14 | THREDUP INC | $30M | 9,275,000 |
| 15 | VEECO INSTRS INC DEL | $30M | 880,000 |
| 16 | TETRA TECHNOLOGIES INC DEL | $29M | 3,375,000 |
| 17 | MKS INC. | $28M | 120,000 |
| 18 | VISHAY PRECISION GROUP INC | $27M | 620,000 |
| 19 | COHERENT CORP | $25M | 105,500 |
| 20 | ARLO TECHNOLOGIES INC | $25M | 1,760,000 |
| 21 | PHOTRONICS INC | $24M | 605,000 |
| 22 | CENTURI HOLDINGS INC | $24M | 817,628 |
| 23 | CECO ENVIRONMENTAL CORP | $23M | 387,500 |
| 24 | CRA INTL INC | $23M | 140,006 |
| 25 | ASURE SOFTWARE INC | $22M | 2,607,500 |
| 26 | PARSONS CORP DEL | $22M | 409,000 |
| 27 | HUNTINGTON INGALLS INDS INC | $21M | 55,250 |
| 28 | AKAMAI TECHNOLOGIES INC | $21M | 178,500 |
| 29 | CLEAN HARBORS INC | $20M | 68,856 |
| 30 | NVENT ELEC PLC | $18M | 154,500 |
| 31 | ASTRONICS CORP | $18M | 272,500 |
| 32 | GENIUS SPORTS LIMITED | $18M | 4,000,000 |
| 33 | SELECT WATER SOLUTIONS INC | $18M | 1,155,000 |
| 34 | GORMAN RUPP CO | $17M | 272,500 |
| 35 | MATRIX SVC CO | $16M | 1,435,000 |
| 36 | VITAL FARMS INC | $16M | 1,150,000 |
| 37 | ADTRAN HOLDINGS INC | $15M | 1,228,500 |
| 38 | ASPEN AEROGELS INC | $15M | 4,518,775 |
| 39 | BRUKER CORP | $15M | 424,250 |
| 40 | TENNANT CO | $15M | 229,000 |
| 41 | VIASAT INC | $15M | 330,600 |
| 42 | KLA CORP | $15M | 10,250 |
| 43 | LABCORP HOLDINGS INC | $15M | 56,313 |
| 44 | EVERUS CONSTR GROUP | $15M | 126,500 |
| 45 | SOLSTICE ADVANCED MATLS INC | $14M | 187,500 |
| 46 | GENERAC HLDGS INC | $14M | 72,450 |
| 47 | WABTEC | $14M | 55,750 |
| 48 | ENTEGRIS INC | $14M | 117,000 |
| 49 | ECOVYST INC | $13M | 1,020,000 |
| 50 | MARKEL GROUP INC | $13M | 6,700 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.