Needham Investment Management
$2.0B Assets Reported
183 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LASR | NLIGHT INC | 1,922,740 | $110M | 5.6% |
| VICR | VICOR CORP | 522,000 | $84M | 4.3% |
| VRT | VERTIV HOLDINGS CO | 285,250 | $71M | 3.7% |
| PDFS | PDF SOLUTIONS INC | 2,022,700 | $66M | 3.4% |
| AIP | ARTERIS INC | 3,952,500 | $65M | 3.3% |
| FORM | FORMFACTOR INC | 603,500 | $59M | 3.0% |
| VSH | VISHAY INTERTECHNOLOGY INC | 2,920,000 | $53M | 2.7% |
| LINC | LINCOLN EDL SVCS CORP | 1,277,500 | $52M | 2.7% |
| ODC | OIL DRI CORP AMER | 677,500 | $44M | 2.3% |
| NVMI | NOVA LTD | 92,150 | $40M | 2.0% |
Track Needham Investment Management's 13F portfolio: $2.0B in reported holdings, 183 positions. Top holdings, AUM, and quarterly changes on SentiSense.