Needham Investment Management
$3.3B 13F equity value
189 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Needham Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VICR | VICOR CORP | 524,000 | $199M | 6.0% |
| AIP | ARTERIS INC | 3,927,500 | $191M | 5.7% |
| VSH | VISHAY INTERTECHNOLOGY INC | 3,035,610 | $163M | 4.9% |
| PDFS | PDF SOLUTIONS INC | 2,065,000 | $146M | 4.4% |
| LASR | NLIGHT INC | 1,992,740 | $139M | 4.2% |
| VRT | VERTIV HOLDINGS CO | 285,750 | $96M | 2.9% |
| VPG | VISHAY PRECISION GROUP INC | 599,000 | $90M | 2.7% |
| FORM | FORMFACTOR INC | 547,500 | $88M | 2.6% |
| CECO | CECO ENVIRONMENTAL CORP | 957,500 | $87M | 2.6% |
| ODC | OIL DRI CORP AMER | 686,000 | $70M | 2.1% |
Track Needham Investment Management's 13F portfolio: $3.3B in reported holdings, 189 positions. Top holdings and quarterly changes on SentiSense.
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