Needham Investment Management

Needham Investment Management as of June 30, 2026

Portfolio Holdings for Needham Investment Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vicor Corporation (VICR) 6.0 $199M 524k 379.78
Arteris (AIP) 5.7 $191M 3.9M 48.59
Vishay Intertechnology (VSH) 4.9 $163M 3.0M 53.78
PDF Solutions (PDFS) 4.4 $146M 2.1M 70.79
Nlight (LASR) 4.2 $139M 2.0M 69.62
Vertiv Holdings Com Cl A (VRT) 2.9 $96M 286k 334.82
Vishay Precision (VPG) 2.7 $90M 599k 149.91
FormFactor (FORM) 2.6 $88M 548k 159.93
CECO Environmental (CECO) 2.6 $87M 958k 90.74
Oil-Dri Corporation of America (ODC) 2.1 $70M 686k 102.21
Thredup Cl A (TDUP) 2.1 $70M 10M 6.85
Lincoln Educational Services Corporation (LINC) 2.0 $66M 1.3M 49.90
Veeco Instruments (VECO) 1.9 $64M 846k 75.80
TETRA Technologies (TTI) 1.9 $64M 5.7M 11.33
Super Micro Computer Com New (SMCI) 1.6 $55M 1.9M 29.33
Elmet Group Common Stock 1.6 $52M 2.6M 19.74
MKS Instruments (MKSI) 1.5 $50M 112k 444.80
Universal Technical Institute (UTI) 1.5 $48M 1.1M 42.77
NOVA MEASURING Instruments L (NVMI) 1.4 $48M 89k 542.94
Coherent Corp (COHR) 1.1 $37M 93k 394.47
Kla Corp Com New (KLAC) 0.9 $31M 103k 301.71
CRA International (CRAI) 0.9 $31M 216k 142.30
Genius Sports Shares Cl A (GENI) 0.9 $30M 4.9M 6.06
ViaSat (VSAT) 0.9 $30M 331k 89.81
Parsons Corporation (PSN) 0.9 $29M 555k 52.39
Ambiq Micro Common Stock (AMBQ) 0.9 $29M 324k 88.30
Centuri Holdings Com Shs (CTRI) 0.9 $29M 943k 30.24
Bruker Corporation (BRKR) 0.8 $28M 459k 60.18
Arlo Technologies (ARLO) 0.8 $27M 2.0M 13.48
Nvent Elec SHS (NVT) 0.8 $26M 155k 169.61
Select Water Solutions Cl A Com (WTTR) 0.8 $26M 1.3M 19.98
Gorman-Rupp Company (GRC) 0.8 $25M 273k 91.74
Generac Holdings (GNRC) 0.7 $24M 82k 292.81
Astronics Corporation (ATRO) 0.7 $22M 273k 81.26
Akamai Technologies (AKAM) 0.7 $22M 184k 118.21
Badger Meter (BMI) 0.6 $22M 145k 148.38
Tennant Company (TNC) 0.6 $21M 243k 87.54
Everus Constr Group (ECG) 0.6 $21M 127k 165.95
Clean Harbors (CLH) 0.6 $21M 70k 298.75
Asure Software (ASUR) 0.6 $21M 2.6M 7.94
Aspen Aerogels (ASPN) 0.6 $21M 3.3M 6.34
Matrix Service Company (MTRX) 0.6 $20M 1.4M 13.70
Myr (MYRG) 0.6 $20M 39k 500.40
Photronics (PLAB) 0.6 $19M 586k 32.53
Lantronix Com New (LTRX) 0.6 $19M 3.2M 5.88
Entegris (ENTG) 0.5 $18M 102k 179.86
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.5 $18M 3.1M 5.80
Bwx Technologies (BWXT) 0.5 $17M 88k 194.65
Solstice Advanced Matls Com Shs (SOLS) 0.5 $17M 188k 88.60
Franklin Electric (FELE) 0.5 $17M 154k 107.19
Lightpath Technologies Com Cl A (LPTH) 0.5 $17M 1.0M 16.35
Bentley Sys Com Cl B (BSY) 0.5 $16M 542k 29.89
Unisys Corp Com New (UIS) 0.5 $16M 4.4M 3.66
Unusual Machs Com Shs (UMAC) 0.5 $16M 719k 22.30
908 Devices (MASS) 0.5 $16M 1.8M 8.70
Huntington Ingalls Inds (HII) 0.5 $16M 57k 279.89
Labcorp Holdings Com Shs (LH) 0.5 $16M 56k 280.00
Jacobs Engineering Group (J) 0.5 $16M 125k 126.00
Energy Services of America (ESOA) 0.5 $16M 800k 19.34
Atlanta Braves Hldgs Com Ser C (BATRK) 0.4 $15M 287k 51.90
Marvell Technology (MRVL) 0.4 $14M 48k 297.89
Wabtec Corporation (WAB) 0.4 $14M 53k 269.60
Markel Corporation (MKL) 0.4 $14M 7.3k 1953.01
MDU Resources (MDU) 0.4 $14M 665k 21.21
Vital Farms (VITL) 0.4 $14M 1.2M 11.63
Teradyne (TER) 0.4 $14M 29k 483.84
Equinix (EQIX) 0.4 $14M 13k 1042.39
TTM Technologies (TTMI) 0.4 $14M 73k 187.02
MasTec (MTZ) 0.4 $13M 32k 416.06
Ecovyst (ECVT) 0.4 $13M 1.0M 12.45
Transcat (TRNS) 0.4 $13M 137k 92.77
Thermo Fisher Scientific (TMO) 0.4 $13M 25k 501.36
Cognex Corporation (CGNX) 0.4 $13M 173k 72.42
Life Time Group Holdings Common Stock (LTH) 0.4 $13M 305k 40.84
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $12M 6.2k 1989.44
Ambarella SHS (AMBA) 0.3 $12M 135k 85.80
Vail Resorts (MTN) 0.3 $12M 85k 136.15
Harmonic (HLIT) 0.3 $11M 700k 16.33
Cryoport Com Par $0.001 (CYRX) 0.3 $11M 717k 15.70
Sitime Corp (SITM) 0.3 $11M 15k 745.56
Corning Incorporated (GLW) 0.3 $11M 43k 255.43
Lam Research Corp Com New (LRCX) 0.3 $11M 25k 433.33
3d Sys Corp Del Com New (DDD) 0.3 $11M 3.5M 3.02
Camtek Ord (CAMT) 0.3 $10M 64k 163.12
Calix (CALX) 0.3 $10M 275k 37.32
Modine Manufacturing (MOD) 0.3 $10M 38k 267.02
AeroVironment (AVAV) 0.3 $10M 61k 165.07
Ceva (CEVA) 0.3 $9.9M 210k 47.16
Rogers Corporation (ROG) 0.3 $9.0M 55k 163.73
Abrdn Life Sciences Investor Sh Ben Int (HQL) 0.3 $8.9M 443k 20.01
Precision Optics Corp Inc Ma Com New (POCI) 0.3 $8.5M 1.7M 5.10
Matthews Intl Corp Cl A (MATW) 0.2 $8.1M 300k 26.92
CRH Ord (CRH) 0.2 $7.6M 71k 107.00
Red Cat Hldgs (RCAT) 0.2 $7.3M 688k 10.65
Research Solutions (RSSS) 0.2 $7.3M 3.2M 2.32
Abrdn Healthcare Investors Sh Ben Int (HQH) 0.2 $7.1M 321k 21.98
Gilead Sciences (GILD) 0.2 $6.9M 55k 126.34
Northern Technologies International (NTIC) 0.2 $6.8M 800k 8.56
Draganfly (DPRO) 0.2 $6.8M 1.3M 5.42
CarMax (KMX) 0.2 $6.7M 128k 52.89
Axcelis Technologies Com New (ACLS) 0.2 $6.7M 36k 189.45
Smith-Midland Corporation (SMID) 0.2 $6.5M 225k 29.00
Bright Horizons Fam Sol In D (BFAM) 0.2 $6.4M 90k 70.88
Primoris Services (PRIM) 0.2 $6.4M 64k 99.12
Adtran Holdings (ADTN) 0.2 $6.3M 450k 13.90
Applied Materials (AMAT) 0.2 $6.0M 8.3k 723.00
Legence Corp Cl A (LGN) 0.2 $5.8M 68k 85.23
Core Molding Technologies (CMT) 0.2 $5.7M 243k 23.60
Comcast Corp Cl A (CMCSA) 0.2 $5.7M 232k 24.55
Netskope Cl A (NTSK) 0.2 $5.5M 500k 10.94
Suro Capital Corp Com New 0.2 $5.3M 427k 12.54
Apple (AAPL) 0.2 $5.3M 19k 289.36
Navigator Hldgs SHS (NVGS) 0.2 $5.3M 286k 18.63
Qnity Electronics Common Stock (Q) 0.2 $5.3M 33k 163.31
Box Cl A (BOX) 0.2 $5.2M 195k 26.54
Octave Intelligence Ord Shs Cl B 0.1 $4.9M 300k 16.30
Boeing Company (BA) 0.1 $4.9M 23k 216.47
Encompass Health Corp (EHC) 0.1 $4.5M 45k 101.08
CoStar (CSGP) 0.1 $4.5M 160k 28.32
Firefly Aerospace (FLY) 0.1 $4.5M 153k 29.40
Honeywell International (HON) 0.1 $4.5M 20k 223.90
Honeywell Aerospace (HONA) 0.1 $4.4M 20k 221.08
Analog Devices (ADI) 0.1 $4.2M 11k 397.17
Medtronic SHS (MDT) 0.1 $4.1M 53k 78.23
Mayville Engineering (MEC) 0.1 $4.1M 110k 37.46
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.1 $3.9M 113k 34.27
LeMaitre Vascular (LMAT) 0.1 $3.8M 40k 95.96
Allegro Microsystems Ord (ALGM) 0.1 $3.8M 55k 69.62
KVH Industries (KVHI) 0.1 $3.8M 385k 9.91
Synaptics, Incorporated (SYNA) 0.1 $3.7M 30k 124.23
Cohu (COHU) 0.1 $3.7M 50k 73.91
Alpha Pro Tech (APT) 0.1 $3.6M 643k 5.62
Twin Disc, Incorporated (TWIN) 0.1 $3.5M 150k 23.20
Eaglerock Ld Cl A Shs Rep Ltd 0.1 $3.4M 160k 21.25
HEICO Corporation (HEI) 0.1 $3.4M 9.5k 356.19
Kopin Corporation (KOPN) 0.1 $3.4M 750k 4.48
Hewlett Packard Enterprise (HPE) 0.1 $3.3M 74k 45.11
Alphabet Cap Stk Cl A (GOOGL) 0.1 $3.2M 9.0k 357.37
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $3.0M 69k 42.59
Flotek Industries Com New (FTK) 0.1 $2.8M 120k 23.52
Cleanspark Com New (CLSK) 0.1 $2.5M 175k 14.55
Becton, Dickinson and (BDX) 0.1 $2.5M 17k 151.33
Comtech Telecommunications C Com New (CMTL) 0.1 $1.9M 906k 2.10
Hinge Health Cl A (HNGE) 0.1 $1.9M 23k 83.00
UnitedHealth (UNH) 0.0 $1.7M 4.0k 415.63
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.5M 2.0k 763.14
Raytheon Technologies Corp (RTX) 0.0 $1.5M 8.0k 189.73
Lindblad Expeditions Hldgs I (LIND) 0.0 $1.5M 52k 28.24
Chevron Corporation (CVX) 0.0 $1.4M 8.3k 165.76
Mercury Computer Systems (MRCY) 0.0 $1.2M 10k 122.33
Educational Development Corporation (EDUC) 0.0 $1.2M 800k 1.51
Lockheed Martin Corporation (LMT) 0.0 $1.1M 2.3k 509.46
Klaviyo Com Ser A (KVYO) 0.0 $982k 65k 15.10
Quest Diagnostics Incorporated (DGX) 0.0 $954k 4.5k 211.95
Waste Management (WM) 0.0 $892k 4.0k 222.88
Frp Holdings (FRPH) 0.0 $875k 35k 24.99
Waters Corporation (WAT) 0.0 $850k 2.3k 375.04
Verizon Communications (VZ) 0.0 $847k 20k 42.34
salesforce (CRM) 0.0 $783k 5.0k 156.66
Quanta Services (PWR) 0.0 $720k 1.0k 720.04
Netflix (NFLX) 0.0 $714k 10k 71.40
The Trade Desk Com Cl A (TTD) 0.0 $615k 34k 18.08
Frequency Electronics (FEIM) 0.0 $597k 9.0k 66.35
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $564k 13k 44.85
Microsoft Corporation (MSFT) 0.0 $560k 1.5k 373.02
Caredx (CDNA) 0.0 $428k 15k 28.50
Mobileye Global Common Class A (MBLY) 0.0 $387k 40k 9.68
Kimbell Rty Partners Unit (KRP) 0.0 $369k 25k 14.53
Commerce.com Com Ser 1 (CMRC) 0.0 $355k 120k 2.96
UGI Corporation (UGI) 0.0 $345k 10k 34.54
Versant Media Group Com Cl A (VSNT) 0.0 $334k 9.3k 36.01
SLB Com Stk (SLB) 0.0 $302k 6.5k 46.49
Bellring Brands Common Stock (BRBR) 0.0 $194k 15k 12.94
Kindercare Learning Companie (KLC) 0.0 $173k 41k 4.25
Alight Com Cl A (ALIT) 0.0 $168k 300k 0.56
D Fluidigm Corp Del (LAB) 0.0 $28k 34k 0.82