Holdings of NEEDHAM INVESTMENT MANAGEMENT LLC

Name: Holdings of NEEDHAM INVESTMENT MANAGEMENT LLC
Creator: Titelia

163 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.7 % of the equity sleeve

Sector breakdown

Technology 7.1 %
Industrials 6.5 %
Health care 1.4 %
Real estate 0.6 %
Communication 0.5 %
Unattributed 84.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.4 %
NL 0.4 %
CA 0.2 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	161	1.8B $	99.43 %
2	NL	1	7.7M $	0.41 %
3	CA	1	2.9M $	0.15 %

Positions

Rank	Company	Shares	Value
1	nLight Inc	1,922,740	109.6M $
2	Vicor Corp	522,000	84M $
3	Vertiv Holdings Co	285,250	71.5M $
4	PDF Solutions Inc	2,022,700	66.2M $
5	Arteris Inc	3,952,500	65M $
6	FormFactor Inc	603,500	58.5M $
7	Vishay Intertechnology Inc	2,920,000	52.6M $
8	Lincoln Educational Services Corp	1,277,500	52M $
9	Oil-Dri Corp of America	677,500	44.1M $
10	Universal Technical Institute Inc	1,030,000	37.2M $
11	Super Micro Computer Inc	1,616,500	36.8M $
12	Thermon Group Holdings Inc	632,500	31.9M $
13	ThredUp Inc	9,275,000	30.4M $
14	Veeco Instruments Inc	880,000	29.8M $
15	TETRA Technologies Inc	3,375,000	28.8M $
16	MKS Inc	120,000	27.6M $
17	Vishay Precision Group Inc	620,000	26.9M $
18	Coherent Corp	105,500	25.1M $
19	Arlo Technologies Inc	1,760,000	25M $
20	Photronics Inc	605,000	24.4M $
21	Centuri Holdings Inc	817,628	23.9M $
22	CECO Environmental Corp	387,500	23.1M $
23	CRA International Inc	140,006	22.7M $
24	Asure Software Inc	2,607,500	22.4M $
25	Parsons Corp	409,000	22.2M $
26	Huntington Ingalls Industries, Inc.	55,250	21M $
27	Akamai Technologies Inc	178,500	20.5M $
28	Clean Harbors Inc	68,856	19.7M $
29	Astronics Corp	272,500	18.2M $
30	Select Water Solutions Inc	1,155,000	17.7M $
31	Gorman-Rupp Co/The	272,500	16.9M $
32	Matrix Service Co	1,435,000	16.5M $
33	Vital Farms Inc	1,150,000	16.2M $
34	ADTRAN Holdings Inc	1,228,500	15.5M $
35	Aspen Aerogels Inc	4,518,775	15.5M $
36	Bruker Corp	424,250	15.3M $
37	Tennant Co	229,000	15.2M $
38	Viasat Inc	330,600	15.1M $
39	KLA Corp	10,250	15.1M $
40	Labcorp Holdings Inc	56,313	15M $
41	Everus Construction Group Inc	126,500	14.9M $
42	Solstice Advanced Materials Inc	187,500	14.3M $
43	Generac Holdings Inc	72,450	14.2M $
44	Westinghouse Air Brake Technologies Corp	55,750	13.9M $
45	Entegris Inc	117,000	13.7M $
46	Ecovyst Inc	1,020,000	13.1M $
47	Markel Group Inc	6,700	12.8M $
48	Thermo Fisher Scientific Inc	25,250	12.4M $
49	Jacobs Solutions Inc	96,000	12.2M $
50	BWX Technologies Inc	59,000	12.1M $
51	MDU Resources Group Inc	557,500	11.6M $
52	Equinix Inc	11,200	11M $
53	MYR Group Inc	38,600	10.9M $
54	Bright Horizons Family Solutions Inc	129,000	10.6M $
55	Energy Services of America Corp	800,000	10.5M $
56	Transcat Inc	130,500	9.6M $
57	Unisys Corp	4,428,000	9.2M $
58	Teradyne Inc	29,000	8.6M $
59	TTM Technologies Inc	87,500	8.5M $
60	Cognex Corp	173,000	8.5M $
61	Gilead Sciences Inc	55,000	7.7M $
62	ASML Holding NV	5,800	7.7M $
63	908 Devices Inc	1,240,000	7.6M $
64	Vail Resorts Inc	59,000	7.6M $
65	Evolv Technologies Holdings Inc	1,250,000	7.6M $
66	Bentley Systems Inc	215,000	7.6M $
67	Modine Manufacturing Co	34,500	7.5M $
68	PRECISION OPTICS INC MASS	1,670,550	7.3M $
69	Smith-Midland Corp	225,000	7.3M $
70	Research Solutions Inc/CA	3,155,000	7.1M $
71	abrdn Life Sciences Investors	429,573	7M $
72	Comcast Corp	231,500	6.6M $
73	MasTec Inc	20,100	6.5M $
74	Life Time Group Holdings Inc	240,000	6.5M $
75	Northern Technologies International Corp	765,000	6.3M $
76	Rogers Corp	58,000	6.2M $
77	Honeywell International Inc	27,500	6.2M $
78	Atlanta Braves Holdings Inc	145,000	6.2M $
79	Unusual Machines Inc /US	485,000	6M $
80	Harmonic Inc	668,000	6M $
81	CoStar Group Inc	142,000	5.7M $
82	Corning Inc	42,000	5.7M $
83	Core Molding Technologies Inc	252,371	5.7M $
84	abrdn Healthcare Investors	311,284	5.5M $
85	CarMax Inc	128,500	5.3M $
86	Lam Research Corp	25,000	5.3M $
87	LightPath Technologies Inc	527,500	5.3M $
88	SiTime Corp	15,000	5.2M $
89	Ambiq Micro Inc	200,000	5.1M $
90	Red Cat Holdings Inc	380,000	5M $
91	Marvell Technology Inc	48,250	4.8M $
92	Apple Inc	18,450	4.7M $
93	Box Inc	195,000	4.6M $
94	Badger Meter Inc	30,000	4.6M $
95	Suro Capital Corp	426,594	4.6M $
96	Boeing Co/The	22,500	4.5M $
97	LeMaitre Vascular Inc	40,000	4.4M $
98	Encompass Health Corp	45,000	4.4M $
99	CEVA Inc	230,000	4.3M $
100	Cohu Inc	130,000	4M $