Holders — by stockHoldings — by fund
NEEDHAM INVESTMENT MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1167212
$3.33B
disclosed book value
176
positions
6%
largest position share
Positions, as of 2026-06-30
top 100 of 176 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VICRVICOR CORP | 524,000 | $199.0M | 6% |
| 2 | AIPARTERIS INC | 3.9M | $190.8M | 5.7% |
| 3 | VSHVISHAY INTERTECHNOLOGY INC | 3.0M | $163.3M | 4.9% |
| 4 | PDFSPDF SOLUTIONS INC | 2.1M | $146.2M | 4.4% |
| 5 | LASRNLIGHT INC | 2.0M | $138.7M | 4.2% |
| 6 | VRTVERTIV HOLDINGS CO | 285,750 | $95.7M | 2.9% |
| 7 | VPGVISHAY PRECISION GROUP INC | 599,000 | $89.8M | 2.7% |
| 8 | FORMFORMFACTOR INC | 547,500 | $87.6M | 2.6% |
| 9 | CECOCECO ENVIRONMENTAL CORP | 957,500 | $86.9M | 2.6% |
| 10 | ODCOIL DRI CORP AMER | 686,000 | $70.1M | 2.1% |
| 11 | TDUPTHREDUP INC | 10.2M | $69.7M | 2.1% |
| 12 | LINCLINCOLN EDL SVCS CORP | 1.3M | $66.1M | 2% |
| 13 | VECOVEECO INSTRS INC DEL | 845,850 | $64.1M | 1.9% |
| 14 | TTITETRA TECHNOLOGIES INC DEL | 5.7M | $64.0M | 1.9% |
| 15 | SMCISUPER MICRO COMPUTER INC | 1.9M | $54.5M | 1.6% |
| 16 | ELMTELMET GROUP CO (THE) | 2.6M | $52.1M | 1.6% |
| 17 | MKSIMKS INC. | 112,250 | $49.9M | 1.5% |
| 18 | UTIUNIVERSAL TECHNICAL INST INC | 1.1M | $48.3M | 1.5% |
| 19 | NOVA LTD | 88,650 | $48.1M | 1.4% |
| 20 | COHRCOHERENT CORP | 92,500 | $36.5M | 1.1% |
| 21 | KLACKLA CORP | 102,500 | $30.9M | 0.9% |
| 22 | CRAICRA INTL INC | 215,506 | $30.7M | 0.9% |
| 23 | GENIUS SPORTS LIMITED | 4.9M | $29.8M | 0.9% |
| 24 | VSATVIASAT INC | 330,600 | $29.7M | 0.9% |
| 25 | PSNPARSONS CORP DEL | 555,000 | $29.1M | 0.9% |
| 26 | AMBQAMBIQ MICRO INC | 323,700 | $28.6M | 0.9% |
| 27 | CTRICENTURI HOLDINGS INC | 942,628 | $28.5M | 0.9% |
| 28 | BRKRBRUKER CORP | 459,250 | $27.6M | 0.8% |
| 29 | ARLOARLO TECHNOLOGIES INC | 2.0M | $26.9M | 0.8% |
| 30 | NVENT ELEC PLC | 154,500 | $26.2M | 0.8% |
| 31 | WTTRSELECT WATER SOLUTIONS INC | 1.3M | $26.0M | 0.8% |
| 32 | GRCGORMAN RUPP CO | 272,500 | $25.0M | 0.8% |
| 33 | GNRCGENERAC HLDGS INC | 82,000 | $24.0M | 0.7% |
| 34 | ATROASTRONICS CORP | 272,500 | $22.1M | 0.7% |
| 35 | AKAMAKAMAI TECHNOLOGIES INC | 183,500 | $21.7M | 0.7% |
| 36 | BMIBADGER METER INC | 145,000 | $21.5M | 0.6% |
| 37 | TNCTENNANT CO | 242,500 | $21.2M | 0.6% |
| 38 | ECGEVERUS CONSTR GROUP | 126,500 | $21.0M | 0.6% |
| 39 | CLHCLEAN HARBORS INC | 70,106 | $20.9M | 0.6% |
| 40 | ASURASURE SOFTWARE INC | 2.6M | $20.9M | 0.6% |
| 41 | ASPNASPEN AEROGELS INC | 3.3M | $20.7M | 0.6% |
| 42 | MTRXMATRIX SVC CO | 1.4M | $19.7M | 0.6% |
| 43 | MYRGMYR GROUP INC | 39,000 | $19.5M | 0.6% |
| 44 | PLABPHOTRONICS INC | 585,500 | $19.0M | 0.6% |
| 45 | LTRXLANTRONIX INC | 3.1M | $18.5M | 0.6% |
| 46 | ENTGENTEGRIS INC | 101,500 | $18.3M | 0.5% |
| 47 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 3.1M | $17.8M | 0.5% |
| 48 | BWXTBWX TECHNOLOGIES INC | 87,500 | $17.0M | 0.5% |
| 49 | SOLSSOLSTICE ADVANCED MATLS INC | 187,500 | $16.6M | 0.5% |
| 50 | FELEFRANKLIN ELEC INC | 154,200 | $16.5M | 0.5% |
| 51 | LPTHLIGHTPATH TECHNOLOGIES INC | 1.0M | $16.5M | 0.5% |
| 52 | BSYBENTLEY SYS INC | 542,300 | $16.2M | 0.5% |
| 53 | UISUNISYS CORP | 4.4M | $16.2M | 0.5% |
| 54 | UMACUNUSUAL MACHS INC | 718,500 | $16.0M | 0.5% |
| 55 | MASS908 DEVICES INC | 1.8M | $15.8M | 0.5% |
| 56 | HIIHUNTINGTON INGALLS INDS INC | 56,500 | $15.8M | 0.5% |
| 57 | LHLABCORP HOLDINGS INC | 56,313 | $15.8M | 0.5% |
| 58 | JJACOBS SOLUTIONS INC | 124,500 | $15.7M | 0.5% |
| 59 | ESOAENERGY SERVICES OF AMER CORP | 800,000 | $15.5M | 0.5% |
| 60 | BATRKATLANTA BRAVES HLDGS INC | 287,100 | $14.9M | 0.4% |
| 61 | MRVLMARVELL TECHNOLOGY INC | 48,250 | $14.4M | 0.4% |
| 62 | WABWABTEC | 53,000 | $14.3M | 0.4% |
| 63 | MKLMARKEL GROUP INC | 7,275 | $14.2M | 0.4% |
| 64 | MDUMDU RES GROUP INC | 665,000 | $14.1M | 0.4% |
| 65 | VITLVITAL FARMS INC | 1.2M | $14.1M | 0.4% |
| 66 | TERTERADYNE INC | 29,000 | $14.0M | 0.4% |
| 67 | EQIXEQUINIX INC | 13,175 | $13.7M | 0.4% |
| 68 | TTMITTM TECHNOLOGIES INC | 72,500 | $13.6M | 0.4% |
| 69 | MTZMASTEC INC | 32,250 | $13.4M | 0.4% |
| 70 | ECVTECOVYST INC | 1.0M | $12.7M | 0.4% |
| 71 | TRNSTRANSCAT INC | 136,720 | $12.7M | 0.4% |
| 72 | TMOTHERMO FISHER SCIENTIFIC INC | 25,250 | $12.7M | 0.4% |
| 73 | CGNXCOGNEX CORP | 173,000 | $12.5M | 0.4% |
| 74 | LTHLIFE TIME GROUP HOLDINGS INC | 305,000 | $12.5M | 0.4% |
| 75 | ASML HLDG NV | 6,150 | $12.2M | 0.4% |
| 76 | AMBARELLA INC | 135,000 | $11.6M | 0.3% |
| 77 | MTNVAIL RESORTS INC | 84,500 | $11.5M | 0.3% |
| 78 | HLITHARMONIC INC | 700,000 | $11.4M | 0.3% |
| 79 | CYRXCRYOPORT INC | 717,000 | $11.3M | 0.3% |
| 80 | SITMSITIME CORP | 15,000 | $11.2M | 0.3% |
| 81 | GLWCORNING INC | 42,500 | $10.9M | 0.3% |
| 82 | LRCXLAM RESEARCH CORP | 25,000 | $10.8M | 0.3% |
| 83 | DDD3D SYS CORP DEL | 3.5M | $10.6M | 0.3% |
| 84 | CAMTEK LTD | 64,000 | $10.4M | 0.3% |
| 85 | CALXCALIX INC | 275,000 | $10.3M | 0.3% |
| 86 | MODMODINE MFG CO | 38,000 | $10.1M | 0.3% |
| 87 | AVAVAEROVIRONMENT INC | 61,000 | $10.1M | 0.3% |
| 88 | CEVACEVA INC | 210,000 | $9.9M | 0.3% |
| 89 | ROGROGERS CORP | 55,000 | $9.0M | 0.3% |
| 90 | HQLABRDN LIFE SCIENCES INVESTOR | 443,041 | $8.9M | 0.3% |
| 91 | POCIPRECISION OPTICS CORP INC MA | 1.7M | $8.5M | 0.3% |
| 92 | MATWMATTHEWS INTL CORP | 300,000 | $8.1M | 0.2% |
| 93 | CRH PLC | 70,700 | $7.6M | 0.2% |
| 94 | RCATRED CAT HLDGS INC | 687,500 | $7.3M | 0.2% |
| 95 | RSSSRESEARCH SOLUTIONS INC | 3.2M | $7.3M | 0.2% |
| 96 | HQHABRDN HEALTHCARE INVESTORS | 320,825 | $7.1M | 0.2% |
| 97 | GILDGILEAD SCIENCES INC | 55,000 | $6.9M | 0.2% |
| 98 | NTICNORTHERN TECHNOLOGIES INTL C | 800,000 | $6.8M | 0.2% |
| 99 | DPRODRAGANFLY INC. | 1.3M | $6.8M | 0.2% |
| 100 | KMXCARMAX INC | 127,500 | $6.7M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.