Needham Investment Management

Needham Investment Management as of Dec. 31, 2025

Portfolio Holdings for Needham Investment Management

Needham Investment Management holds 162 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nlight (LASR) 4.4 $70M 1.9M 37.51
Vicor Corporation (VICR) 3.9 $62M 570k 109.60
PDF Solutions (PDFS) 3.5 $56M 2.0M 28.53
Arteris (AIP) 3.3 $53M 3.4M 15.50
Vertiv Holdings Com Cl A (VRT) 2.9 $46M 285k 162.01
Super Micro Computer Com New (SMCI) 2.6 $40M 1.4M 29.27
Thredup Cl A (TDUP) 2.5 $39M 6.1M 6.39
FormFactor (FORM) 2.4 $39M 695k 55.78
NOVA MEASURING Instruments L (NVMI) 2.3 $37M 112k 328.39
Vishay Intertechnology (VSH) 2.2 $34M 2.4M 14.49
Oil-Dri Corporation of America (ODC) 2.0 $31M 635k 48.94
Genius Sports Shares Cl A (GENI) 1.9 $30M 2.7M 11.02
Lincoln Educational Services Corporation (LINC) 1.7 $27M 1.1M 24.15
Coherent Corp (COHR) 1.6 $25M 138k 184.57
Vishay Precision (VPG) 1.6 $25M 658k 38.50
Photronics (PLAB) 1.6 $25M 775k 32.00
Asure Software (ASUR) 1.5 $24M 2.6M 9.42
Thermon Group Holdings (THR) 1.5 $23M 620k 37.16
Veeco Instruments (VECO) 1.5 $23M 805k 28.58
TETRA Technologies (TTI) 1.4 $22M 2.4M 9.37
Vital Farms (VITL) 1.4 $22M 685k 31.94
Arlo Technologies (ARLO) 1.4 $22M 1.5M 13.99
Universal Technical Institute (UTI) 1.3 $21M 808k 26.13
MKS Instruments (MKSI) 1.3 $21M 131k 159.80
Centuri Holdings Com Shs (CTRI) 1.3 $20M 798k 25.25
Parsons Corporation (PSN) 1.3 $20M 324k 61.80
CRA International (CRAI) 1.3 $20M 99k 200.69
CECO Environmental (CECO) 1.1 $18M 299k 59.85
Bruker Corporation (BRKR) 1.1 $17M 365k 47.11
Huntington Ingalls Inds (HII) 1.1 $17M 51k 340.07
Matrix Service Company (MTRX) 1.1 $17M 1.4M 11.70
Clean Harbors (CLH) 1.0 $16M 69k 234.48
Entegris (ENTG) 1.0 $16M 191k 84.25
Kla Corp Com New (KLAC) 1.0 $16M 13k 1215.08
Nvent Electric SHS (NVT) 1.0 $16M 155k 101.97
Astronics Corporation (ATRO) 0.9 $15M 273k 54.24
Thermo Fisher Scientific (TMO) 0.9 $15M 25k 579.45
Labcorp Holdings Com Shs (LH) 0.9 $14M 56k 250.88
Akamai Technologies (AKAM) 0.9 $14M 157k 87.25
Markel Corporation (MKL) 0.8 $13M 6.2k 2149.65
Unisys Corp Com New (UIS) 0.8 $13M 4.8M 2.76
Bright Horizons Fam Sol In D (BFAM) 0.8 $13M 129k 101.40
TTM Technologies (TTMI) 0.8 $13M 185k 69.00
Adtran Holdings (ADTN) 0.8 $13M 1.4M 8.69
Gorman-Rupp Company (GRC) 0.8 $12M 260k 47.75
Aspen Aerogels (ASPN) 0.8 $12M 4.4M 2.83
Wabtec Corporation (WAB) 0.8 $12M 56k 213.45
ViaSat (VSAT) 0.7 $11M 331k 34.46
Everus Constr Group (ECG) 0.7 $11M 127k 85.56
MDU Resources (MDU) 0.7 $11M 542k 19.52
Ecovyst (ECVT) 0.6 $9.9M 1.0M 9.73
Research Solutions (RSSS) 0.6 $9.2M 3.1M 2.94
Solstice Advanced Matls Com Shs (SOLS) 0.5 $8.5M 175k 48.58
Myr (MYRG) 0.5 $8.4M 39k 218.50
Equinix (EQIX) 0.5 $8.2M 11k 766.16
Smith-Midland Corporation (SMID) 0.5 $8.2M 225k 36.34
Select Water Solutions Cl A Com (WTTR) 0.5 $8.2M 775k 10.52
Camtek Ord (CAMT) 0.5 $8.0M 76k 106.34
Vail Resorts (MTN) 0.5 $7.8M 59k 132.80
Jacobs Engineering Group (J) 0.5 $7.7M 58k 132.46
Transcat (TRNS) 0.4 $7.1M 124k 56.73
Comcast Corp Cl A (CMCSA) 0.4 $6.9M 232k 29.89
Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.4 $6.8M 403k 16.78
Gilead Sciences (GILD) 0.4 $6.8M 55k 122.74
Cognex Corporation (CGNX) 0.4 $6.2M 173k 35.98
Bwx Technologies (BWXT) 0.4 $6.2M 36k 172.84
Comtech Telecommunications C Com New (CMTL) 0.4 $6.2M 1.2M 5.29
Asml Holding N V N Y Registry Shs (ASML) 0.4 $5.9M 5.5k 1069.86
Teradyne (TER) 0.4 $5.8M 30k 193.56
Box Cl A (BOX) 0.4 $5.7M 190k 29.91
Northern Technologies International (NTIC) 0.4 $5.6M 713k 7.83
Abrdn Healthcare Investors Sh Ben Int (HQH) 0.3 $5.5M 292k 18.94
Rogers Corporation (ROG) 0.3 $5.5M 60k 91.57
Sitime Corp (SITM) 0.3 $5.5M 16k 353.19
Harmonic (HLIT) 0.3 $5.4M 545k 9.89
Honeywell International (HON) 0.3 $5.4M 28k 195.09
Bentley Sys Com Cl B (BSY) 0.3 $5.3M 140k 38.16
Medtronic SHS (MDT) 0.3 $5.1M 53k 96.06
Core Molding Technologies (CMT) 0.3 $5.1M 253k 20.05
CRH Ord (CRH) 0.3 $5.1M 41k 124.80
Apple (AAPL) 0.3 $5.0M 19k 271.86
CarMax (KMX) 0.3 $5.0M 130k 38.64
Tennant Company (TNC) 0.3 $5.0M 68k 73.70
Navigator Hldgs SHS (NVGS) 0.3 $5.0M 286k 17.32
Boeing Company (BA) 0.3 $4.9M 23k 217.12
Energy Services of America (ESOA) 0.3 $4.8M 585k 8.17
Encompass Health Corp (EHC) 0.3 $4.8M 45k 106.14
Generac Holdings (GNRC) 0.3 $4.7M 35k 136.37
Badger Meter (BMI) 0.3 $4.4M 25k 174.41
Lam Research Corp Com New (LRCX) 0.3 $4.3M 25k 171.18
Atlanta Braves Hldgs Com Ser C (BATRK) 0.3 $4.1M 105k 39.45
Marvell Technology (MRVL) 0.3 $4.1M 48k 84.98
CoStar (CSGP) 0.3 $4.1M 61k 67.24
908 Devices (MASS) 0.3 $4.0M 770k 5.25
Suro Capital Corp Com New (SSSS) 0.3 $4.0M 427k 9.44
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.2 $3.9M 550k 7.16
Corning Incorporated (GLW) 0.2 $3.7M 42k 87.56
Ceva (CEVA) 0.2 $3.4M 160k 21.52
Cohu (COHU) 0.2 $3.4M 145k 23.27
Modine Manufacturing (MOD) 0.2 $3.3M 25k 133.51
Cryoport Com Par $0.001 (CYRX) 0.2 $3.3M 340k 9.60
Becton, Dickinson and (BDX) 0.2 $3.3M 17k 194.07
LeMaitre Vascular (LMAT) 0.2 $3.2M 40k 81.10
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $3.2M 69k 45.89
Life Time Group Holdings Common Stock (LTH) 0.2 $3.1M 115k 26.58
Precision Optics Corp Inc Ma Com New (POCI) 0.2 $3.0M 720k 4.18
Ichor Holdings SHS (ICHR) 0.2 $2.9M 158k 18.43
Legence Corp Cl A (LGN) 0.2 $2.9M 68k 43.04
Air Lease Corp Cl A 0.2 $2.9M 45k 64.23
Alpha Pro Tech (APT) 0.2 $2.9M 643k 4.44
Matthews Intl Corp Cl A (MATW) 0.2 $2.8M 106k 26.12
KVH Industries (KVHI) 0.2 $2.7M 390k 6.97
Analog Devices (ADI) 0.2 $2.7M 10k 271.20
Qnity Electronics Common Stock (Q) 0.2 $2.7M 33k 81.65
Chart Industries (GTLS) 0.2 $2.6M 13k 206.23
Figure Technology Solutio Com Cl A (FIGR) 0.2 $2.5M 62k 40.84
MaxLinear (MXL) 0.2 $2.4M 140k 17.43
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.1 $2.2M 110k 20.01
Carter's (CRI) 0.1 $2.2M 68k 32.43
Applied Materials (AMAT) 0.1 $2.1M 8.3k 256.99
Klaviyo Com Ser A (KVYO) 0.1 $2.1M 65k 32.47
Penguin Solutions (PENG) 0.1 $2.0M 103k 19.56
The Trade Desk Com Cl A (TTD) 0.1 $1.9M 51k 37.96
Hewlett Packard Enterprise (HPE) 0.1 $1.8M 74k 24.02
Axcelis Technologies Com New (ACLS) 0.1 $1.6M 20k 80.34
Ultra Clean Holdings (UCTT) 0.1 $1.5M 60k 25.33
Raytheon Technologies Corp (RTX) 0.1 $1.4M 7.6k 183.40
Rapid7 (RPD) 0.1 $1.4M 90k 15.20
Firefly Aerospace (FLY) 0.1 $1.3M 60k 22.37
Quest Diagnostics Incorporated (DGX) 0.1 $1.3M 7.5k 173.53
Chevron Corporation (CVX) 0.1 $1.3M 8.3k 152.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.3M 4.0k 313.00
Commerce.com Com Ser 1 (CMRC) 0.1 $1.2M 283k 4.12
Educational Development Corporation (EDUC) 0.1 $1.1M 800k 1.32
Allegro Microsystems Ord (ALGM) 0.1 $1.1M 40k 26.38
Hinge Health Cl A (HNGE) 0.1 $1.0M 23k 46.45
Power Integrations (POWI) 0.1 $903k 25k 35.54
Mobileye Global Common Class A (MBLY) 0.1 $835k 80k 10.44
Waste Management (WM) 0.1 $824k 3.8k 219.71
Southwest Airlines (LUV) 0.1 $820k 20k 41.33
Verizon Communications (VZ) 0.1 $815k 20k 40.73
Lindblad Expeditions Hldgs I (LIND) 0.0 $753k 52k 14.42
Extreme Networks (EXTR) 0.0 $749k 45k 16.65
Mercury Computer Systems (MRCY) 0.0 $730k 10k 73.01
Dupont De Nemours (DD) 0.0 $704k 18k 40.20
Crowdstrike Hldgs Cl A (CRWD) 0.0 $703k 1.5k 468.76
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $659k 13k 52.39
Fortrea Hldgs Common Stock (FTRE) 0.0 $651k 38k 17.25
Alight Com Cl A (ALIT) 0.0 $585k 300k 1.95
Frequency Electronics (FEIM) 0.0 $538k 10k 53.84
Netskope Cl A (NTSK) 0.0 $526k 30k 17.54
Lockheed Martin Corporation (LMT) 0.0 $484k 1.0k 483.67
Enhabit Ord (EHAB) 0.0 $461k 50k 9.22
Circle Internet Group Com Cl A (CRCL) 0.0 $429k 5.4k 79.30
Cleanspark Com New (CLSK) 0.0 $405k 40k 10.12
UGI Corporation (UGI) 0.0 $374k 10k 37.43
Pure Storage Cl A (PSTG) 0.0 $335k 5.0k 67.01
Kimbell Rty Partners Unit (KRP) 0.0 $299k 25k 11.76
Caredx (CDNA) 0.0 $283k 15k 18.84
D Fluidigm Corp Del (LAB) 0.0 $268k 209k 1.28
SLB Com Stk (SLB) 0.0 $211k 5.5k 38.38
Kindercare Learning Companie (KLC) 0.0 $176k 41k 4.32