Institutional Manager · CIK 0001167212
NEEDHAM INVESTMENT MANAGEMENT LLC
NEW YORK, NY · File #028-10095
Latest AUM
$1.58B
Positions
322
Top-10 Concentration
40.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025322 pos · $1.58B
- 13F HOLDINGS REPORTQ/E Sep 2025315 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Jun 2025302 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Mar 2025314 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Dec 2024316 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Sep 2024315 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Jun 2024302 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Mar 2024280 pos · $1.08B
- 13F HOLDINGS REPORTQ/E Dec 2023254 pos · $588.0M
- 13F HOLDINGS REPORTQ/E Sep 2023254 pos · $607.0M
- 13F HOLDINGS REPORTQ/E Jun 2023255 pos · $579.8M
- 13F HOLDINGS REPORTQ/E Mar 2023253 pos · $552.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NLIGHT INC | LASR | 1,595,000 | $59.8M | 6.22% |
| 2 | VICOR CORP | VICR | 491,250 | $53.8M | 5.60% |
| 3 | ARTERIS INC | AIP | 2,761,500 | $42.8M | 4.45% |
| 4 | VERTIV HOLDINGS CO | VRT | 260,750 | $42.2M | 4.40% |
| 5 | PDF SOLUTIONS INC | PDFS | 1,465,000 | $41.8M | 4.35% |
| 6 | THREDUP INC | TDUP | 6,075,000 | $38.8M | 4.04% |
| 7 | OIL DRI CORP AMER | 677864100 | 635,000 | $31.1M | 3.23% |
| 8 | GENIUS SPORTS LIMITED | GENI | 2,630,700 | $29.0M | 3.02% |
| 9 | LINCOLN EDL SVCS CORP | 533535100 | 1,125,000 | $27.2M | 2.83% |
| 10 | VISHAY INTERTECHNOLOGY INC | VSH | 1,700,000 | $24.6M | 2.56% |
| 11 | ASURE SOFTWARE INC | ASUR | 2,570,000 | $24.2M | 2.52% |
| 12 | SUPER MICRO COMPUTER INC | SMCI | 810,000 | $23.7M | 2.47% |
| 13 | THERMON GROUP HLDGS INC | THR | 620,000 | $23.0M | 2.40% |
| 14 | VISHAY PRECISION GROUP INC | VPG | 582,500 | $22.4M | 2.33% |
| 15 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 2,375,000 | $22.3M | 2.32% |
| 16 | VITAL FARMS INC | VITL | 685,000 | $21.9M | 2.28% |
| 17 | UNIVERSAL TECHNICAL INST INC | UTI | 807,500 | $21.1M | 2.20% |
| 18 | ARLO TECHNOLOGIES INC | ARLO | 1,475,000 | $20.6M | 2.15% |
| 19 | NOVA LTD | NVMI | 62,250 | $20.4M | 2.13% |
| 20 | CRA INTL INC | 12618T105 | 98,756 | $19.8M | 2.06% |