FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.040.29%
STOXX50E5,860.32-0.39%
XLF51.770.68%
FTSE10,321.09-0.56%
IXIC24,861.740.10%
RUT2,787.020.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

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
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDVERTIV HOLDINGS COVRT+237,250+$38.4M+$262,025
ADDGENIUS SPORTS LIMITEDGENI+2,600,700+$28.7M-$40,800
ADDVISHAY PRECISION GROUP INCVPG+507,500+$19.5M+$483,750
ADDMDU RES GROUP INC552690109+452,000+$8.8M+$76,950
ADDEVERUS CONSTR GROUPEVEX-WT+101,500+$8.7M-$2,375
REDUCEFORMFACTOR INCFORM-155,000-$8.6M+$4.1M
ADDAKAMAI TECHNOLOGIES INCAKAM+95,000+$8.3M+$315,975
ADDTETRA TECHNOLOGIES INC DEL88162F105+850,000+$8.0M+$5.5M
ADDCECO ENVIRONMENTAL CORPCECO+123,500+$7.4M+$1.5M
REDUCELABCORP HOLDINGS INCLH-27,763-$7.0M-$1.2M

Sector Allocation

Technology
46.2%$731.8M
Industrials
13.7%$217.3M
Healthcare
4.0%$62.9M
Materials
1.8%$29.0M
Utilities
1.3%$20.1M
Energy
1.1%$16.8M
Financials
0.9%$13.8M
Real Estate
0.8%$12.3M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NLIGHT INCLASR1,595,000$59.8M6.22%
2VICOR CORPVICR491,250$53.8M5.60%
3ARTERIS INCAIP2,761,500$42.8M4.45%
4VERTIV HOLDINGS COVRT260,750$42.2M4.40%
5PDF SOLUTIONS INCPDFS1,465,000$41.8M4.35%
6THREDUP INCTDUP6,075,000$38.8M4.04%
7OIL DRI CORP AMER677864100635,000$31.1M3.23%
8GENIUS SPORTS LIMITEDGENI2,630,700$29.0M3.02%
9LINCOLN EDL SVCS CORP5335351001,125,000$27.2M2.83%
10VISHAY INTERTECHNOLOGY INCVSH1,700,000$24.6M2.56%
11ASURE SOFTWARE INCASUR2,570,000$24.2M2.52%
12SUPER MICRO COMPUTER INCSMCI810,000$23.7M2.47%
13THERMON GROUP HLDGS INCTHR620,000$23.0M2.40%
14VISHAY PRECISION GROUP INCVPG582,500$22.4M2.33%
15TETRA TECHNOLOGIES INC DEL88162F1052,375,000$22.3M2.32%
16VITAL FARMS INCVITL685,000$21.9M2.28%
17UNIVERSAL TECHNICAL INST INCUTI807,500$21.1M2.20%
18ARLO TECHNOLOGIES INCARLO1,475,000$20.6M2.15%
19NOVA LTDNVMI62,250$20.4M2.13%
20CRA INTL INC12618T10598,756$19.8M2.06%