Needham Investment Management

Needham Investment Management as of March 31, 2026

Portfolio Holdings for Needham Investment Management

Needham Investment Management holds 176 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nlight (LASR) 5.6 $110M 1.9M 57.02
Vicor Corporation (VICR) 4.3 $84M 522k 161.00
Vertiv Holdings Com Cl A (VRT) 3.7 $72M 285k 250.58
PDF Solutions (PDFS) 3.4 $66M 2.0M 32.71
Arteris (AIP) 3.3 $65M 4.0M 16.44
FormFactor (FORM) 3.0 $59M 604k 96.99
Vishay Intertechnology (VSH) 2.7 $53M 2.9M 18.00
Lincoln Educational Services Corporation (LINC) 2.7 $52M 1.3M 40.68
Oil-Dri Corporation of America (ODC) 2.3 $44M 678k 65.09
NOVA MEASURING Instruments L (NVMI) 2.0 $40M 92k 434.28
Universal Technical Institute (UTI) 1.9 $37M 1.0M 36.10
Super Micro Computer Com New (SMCI) 1.9 $37M 1.6M 22.77
Thermon Group Holdings (THR) 1.6 $32M 633k 50.40
Thredup Cl A (TDUP) 1.6 $30M 9.3M 3.28
Veeco Instruments (VECO) 1.5 $30M 880k 33.86
TETRA Technologies (TTI) 1.5 $29M 3.4M 8.52
MKS Instruments (MKSI) 1.4 $28M 120k 229.81
Vishay Precision (VPG) 1.4 $27M 620k 43.42
Coherent Corp (COHR) 1.3 $25M 106k 238.21
Arlo Technologies (ARLO) 1.3 $25M 1.8M 14.23
Photronics (PLAB) 1.2 $24M 605k 40.41
Centuri Holdings Com Shs (CTRI) 1.2 $24M 818k 29.21
CECO Environmental (CECO) 1.2 $23M 388k 59.58
CRA International (CRAI) 1.2 $23M 140k 161.88
Asure Software (ASUR) 1.1 $22M 2.6M 8.60
Parsons Corporation (PSN) 1.1 $22M 409k 54.17
Huntington Ingalls Inds (HII) 1.1 $21M 55k 379.90
Akamai Technologies (AKAM) 1.0 $21M 179k 114.85
Clean Harbors (CLH) 1.0 $20M 69k 286.73
Nvent Elec SHS (NVT) 0.9 $18M 155k 118.28
Astronics Corporation (ATRO) 0.9 $18M 273k 66.73
Genius Sports Shares Cl A (GENI) 0.9 $18M 4.0M 4.43
Select Water Solutions Cl A Com (WTTR) 0.9 $18M 1.2M 15.30
Gorman-Rupp Company (GRC) 0.9 $17M 273k 62.13
Matrix Service Company (MTRX) 0.8 $17M 1.4M 11.48
Vital Farms (VITL) 0.8 $16M 1.2M 14.12
Adtran Holdings (ADTN) 0.8 $16M 1.2M 12.58
Aspen Aerogels (ASPN) 0.8 $16M 4.5M 3.42
Bruker Corporation (BRKR) 0.8 $15M 424k 36.12
Tennant Company (TNC) 0.8 $15M 229k 66.40
ViaSat (VSAT) 0.8 $15M 331k 45.80
Kla Corp Com New (KLAC) 0.8 $15M 10k 1472.41
Labcorp Holdings Com Shs (LH) 0.8 $15M 56k 266.81
Everus Constr Group (ECG) 0.8 $15M 127k 118.06
Solstice Advanced Matls Com Shs (SOLS) 0.7 $14M 188k 76.16
Generac Holdings (GNRC) 0.7 $14M 73k 195.33
Wabtec Corporation (WAB) 0.7 $14M 56k 249.91
Entegris (ENTG) 0.7 $14M 117k 117.24
Ecovyst (ECVT) 0.7 $13M 1.0M 12.86
Markel Corporation (MKL) 0.7 $13M 6.7k 1914.07
Thermo Fisher Scientific (TMO) 0.6 $12M 25k 491.53
Jacobs Engineering Group (J) 0.6 $12M 96k 127.28
Bwx Technologies (BWXT) 0.6 $12M 59k 204.49
MDU Resources (MDU) 0.6 $12M 558k 20.72
Equinix (EQIX) 0.6 $11M 11k 980.24
Myr (MYRG) 0.6 $11M 39k 282.32
Bright Horizons Fam Sol In D (BFAM) 0.5 $11M 129k 82.13
Energy Services of America (ESOA) 0.5 $11M 800k 13.13
Camtek Ord (CAMT) 0.5 $10M 67k 151.61
Transcat (TRNS) 0.5 $9.6M 131k 73.45
Unisys Corp Com New (UIS) 0.5 $9.2M 4.4M 2.07
Teradyne (TER) 0.4 $8.6M 29k 296.46
TTM Technologies (TTMI) 0.4 $8.5M 88k 97.42
Cognex Corporation (CGNX) 0.4 $8.5M 173k 48.99
Gilead Sciences (GILD) 0.4 $7.7M 55k 139.37
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $7.7M 5.8k 1320.83
908 Devices (MASS) 0.4 $7.6M 1.2M 6.12
Vail Resorts (MTN) 0.4 $7.6M 59k 128.32
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.4 $7.6M 1.3M 6.05
Bentley Sys Com Cl B (BSY) 0.4 $7.6M 215k 35.12
Modine Manufacturing (MOD) 0.4 $7.5M 35k 216.71
Precision Optics Corp Inc Ma Com New (POCI) 0.4 $7.3M 1.7M 4.39
Smith-Midland Corporation (SMID) 0.4 $7.3M 225k 32.53
Research Solutions (RSSS) 0.4 $7.1M 3.2M 2.26
Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.4 $7.0M 430k 16.27
CRH Ord (CRH) 0.3 $6.8M 65k 105.12
Comcast Corp Cl A (CMCSA) 0.3 $6.6M 232k 28.71
MasTec (MTZ) 0.3 $6.5M 20k 321.74
Life Time Group Holdings Common Stock (LTH) 0.3 $6.5M 240k 26.94
Northern Technologies International (NTIC) 0.3 $6.3M 765k 8.24
Rogers Corporation (ROG) 0.3 $6.2M 58k 107.33
Honeywell International (HON) 0.3 $6.2M 28k 226.03
Atlanta Braves Hldgs Com Ser C (BATRK) 0.3 $6.2M 145k 42.70
Unusual Machs Com Shs (UMAC) 0.3 $6.0M 485k 12.40
Harmonic (HLIT) 0.3 $6.0M 668k 8.98
CoStar (CSGP) 0.3 $5.7M 142k 40.34
Corning Incorporated (GLW) 0.3 $5.7M 42k 135.97
Core Molding Technologies (CMT) 0.3 $5.7M 252k 22.40
Abrdn Healthcare Investors Sh Ben Int (HQH) 0.3 $5.5M 311k 17.79
Navigator Hldgs SHS (NVGS) 0.3 $5.5M 286k 19.33
CarMax (KMX) 0.3 $5.3M 129k 41.58
Lam Research Corp Com New (LRCX) 0.3 $5.3M 25k 213.66
Lightpath Technologies Com Cl A (LPTH) 0.3 $5.3M 528k 10.03
Sitime Corp (SITM) 0.3 $5.2M 15k 345.35
Ambiq Micro Common Stock (AMBQ) 0.3 $5.1M 200k 25.41
Red Cat Hldgs (RCAT) 0.3 $5.0M 380k 13.09
Marvell Technology (MRVL) 0.2 $4.8M 48k 99.05
Apple (AAPL) 0.2 $4.7M 19k 253.79
Box Cl A (BOX) 0.2 $4.6M 195k 23.64
Medtronic SHS (MDT) 0.2 $4.6M 53k 86.65
Badger Meter (BMI) 0.2 $4.6M 30k 152.35
Suro Capital Corp Com New (SSSS) 0.2 $4.6M 427k 10.71
Boeing Company (BA) 0.2 $4.5M 23k 199.03
LeMaitre Vascular (LMAT) 0.2 $4.4M 40k 109.17
Encompass Health Corp (EHC) 0.2 $4.4M 45k 96.73
Ceva (CEVA) 0.2 $4.3M 230k 18.68
Cohu (COHU) 0.2 $4.0M 130k 30.62
Axcelis Technologies Com New (ACLS) 0.2 $4.0M 43k 93.08
Comtech Telecommunications C Com New (CMTL) 0.2 $3.9M 1.2M 3.32
Legence Corp Cl A (LGN) 0.2 $3.8M 68k 56.46
Qnity Electronics Common Stock (Q) 0.2 $3.7M 33k 115.38
KVH Industries (KVHI) 0.2 $3.4M 385k 8.96
Analog Devices (ADI) 0.2 $3.2M 10k 318.14
Cryoport Com Par $0.001 (CYRX) 0.2 $3.0M 360k 8.28
Matthews Intl Corp Cl A (MATW) 0.2 $3.0M 115k 25.82
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.2 $2.9M 110k 26.79
Alpha Pro Tech (APT) 0.1 $2.9M 643k 4.44
Applied Materials (AMAT) 0.1 $2.8M 8.3k 341.79
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $2.8M 69k 40.47
Becton, Dickinson and (BDX) 0.1 $2.6M 17k 157.23
Synaptics, Incorporated (SYNA) 0.1 $2.6M 37k 70.04
Figure Technology Solutio Com Cl A (FIGR) 0.1 $2.5M 72k 33.95
MaxLinear (MXL) 0.1 $2.0M 115k 17.39
Hewlett Packard Enterprise (HPE) 0.1 $1.8M 74k 23.81
Allegro Microsystems Ord (ALGM) 0.1 $1.7M 55k 31.53
Firefly Aerospace (FLY) 0.1 $1.7M 60k 28.47
Chevron Corporation (CVX) 0.1 $1.7M 8.3k 206.90
Raytheon Technologies Corp (RTX) 0.1 $1.5M 7.6k 192.90
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.4M 5.0k 287.56
HEICO Corporation (HEI) 0.1 $1.4M 5.0k 274.20
Power Integrations (POWI) 0.1 $1.3M 25k 51.20
Klaviyo Com Ser A (KVYO) 0.1 $1.3M 65k 19.46
The Trade Desk Com Cl A (TTD) 0.1 $1.2M 51k 22.69
AeroVironment (AVAV) 0.1 $1.1M 6.3k 183.05
Kopin Corporation (KOPN) 0.1 $1.1M 500k 2.25
UnitedHealth (UNH) 0.1 $1.1M 4.0k 270.59
Ambarella SHS (AMBA) 0.1 $1.0M 20k 51.48
Educational Development Corporation (EDUC) 0.1 $1.0M 800k 1.26
Verizon Communications (VZ) 0.1 $1.0M 20k 50.20
Lockheed Martin Corporation (LMT) 0.0 $907k 1.5k 604.39
Lindblad Expeditions Hldgs I (LIND) 0.0 $904k 52k 17.30
Quest Diagnostics Incorporated (DGX) 0.0 $882k 4.5k 195.98
Penguin Solutions (PENG) 0.0 $880k 50k 17.60
Hinge Health Cl A (HNGE) 0.0 $868k 23k 38.56
Waste Management (WM) 0.0 $862k 3.8k 229.79
Netskope Cl A (NTSK) 0.0 $849k 100k 8.49
Dupont De Nemours (DD) 0.0 $779k 17k 45.80
Mercury Computer Systems (MRCY) 0.0 $729k 10k 72.91
Crowdstrike Hldgs Cl A (CRWD) 0.0 $722k 1.9k 390.41
Cleanspark Com New (CLSK) 0.0 $681k 80k 8.51
Flotek Industries Com New (FTK) 0.0 $679k 40k 16.97
Extreme Networks (EXTR) 0.0 $679k 45k 15.08
Waters Corporation (WAT) 0.0 $675k 2.3k 297.80
Sterling Construction Company (STRL) 0.0 $611k 1.5k 407.27
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $559k 13k 44.45
Mobileye Global Common Class A (MBLY) 0.0 $550k 80k 6.87
Circle Internet Group Com Cl A (CRCL) 0.0 $516k 5.4k 95.41
Commerce.com Com Ser 1 (CMRC) 0.0 $507k 190k 2.67
Frequency Electronics (FEIM) 0.0 $398k 9.0k 44.26
Kimbell Rty Partners Unit (KRP) 0.0 $368k 25k 14.47
UGI Corporation (UGI) 0.0 $364k 10k 36.42
Mayville Engineering (MEC) 0.0 $359k 20k 17.95
Fortrea Hldgs Common Stock (FTRE) 0.0 $356k 38k 9.42
Versant Media Group Com Cl A (VSNT) 0.0 $343k 9.3k 37.02
SLB Com Stk (SLB) 0.0 $334k 6.5k 51.39
Frp Holdings (FRPH) 0.0 $328k 15k 21.88
Ultra Clean Holdings (UCTT) 0.0 $311k 5.0k 62.18
Draganfly (DPRO) 0.0 $295k 60k 4.91
Netflix (NFLX) 0.0 $289k 3.0k 96.15
salesforce (CRM) 0.0 $280k 1.5k 186.67
Caredx (CDNA) 0.0 $260k 15k 17.36
Bellring Brands Common Stock (BRBR) 0.0 $241k 15k 16.09
Ichor Holdings SHS (ICHR) 0.0 $233k 5.0k 46.61
Alight Com Cl A (ALIT) 0.0 $175k 300k 0.58
Kindercare Learning Companie (KLC) 0.0 $90k 41k 2.20
D Fluidigm Corp Del (LAB) 0.0 $32k 34k 0.92