The Analysis of NEEDHAM INVESTMENT MANAGEMENT LLC's Holdings
Currently, NEEDHAM INVESTMENT MANAGEMENT LLC holds 162 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in LASR (+1.9M shares, valued at $69.7M), VICR (+569.8K shares, valued at $62.4M), PDFS (+2.0M shares, valued at $56.1M); initiated new positions in LASR (+1.9M shares, valued at $69.7M), VICR (+569.8K shares, valued at $62.4M), PDFS (+2.0M shares, valued at $56.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LASR NLIGHT INC1.9M sharesnew addition2025-12-312026-02-17
VICR VICOR CORP569.8K sharesnew addition2025-12-312026-02-17 PDFS PDF SOLUTIONS INC2.0M sharesnew addition2025-12-312026-02-17 AIP ARTERIS INC3.4M sharesnew addition2025-12-312026-02-17 VRT VERTIV HOLDINGS CO285.3K sharesnew addition2025-12-312026-02-17 TDUP THREDUP INC6.1M sharesnew addition2025-12-312026-02-17 FORM FORMFACTOR INC694.5K sharesnew addition2025-12-312026-02-17 NVMI NOVA LTD111.8K sharesnew addition2025-12-312026-02-17 VSH VISHAY INTERTECHNOLOGY INC2.4M sharesnew addition2025-12-312026-02-17 ODC OIL DRI CORP AMER635.0K sharesnew addition2025-12-312026-02-17 GENI GENIUS SPORTS LIMITED2.7M sharesnew addition2025-12-312026-02-17 LINC LINCOLN EDL SVCS CORP1.1M sharesnew addition2025-12-312026-02-17 COHERENT CORP COHERENT CORP137.5K sharesnew addition2025-12-312026-02-17 VPG VISHAY PRECISION GROUP INC657.5K sharesnew addition2025-12-312026-02-17 PLAB PHOTRONICS INC775.0K sharesnew addition2025-12-312026-02-17 ASUR ASURE SOFTWARE INC2.6M sharesnew addition2025-12-312026-02-17 THR THERMON GROUP HLDGS INC620.0K sharesnew addition2025-12-312026-02-17 VECO VEECO INSTRS INC DEL805.0K sharesnew addition2025-12-312026-02-17 TTI TETRA TECHNOLOGIES INC DEL2.4M sharesnew addition2025-12-312026-02-17 VITL VITAL FARMS INC685.0K sharesnew addition2025-12-312026-02-17 ARLO ARLO TECHNOLOGIES INC1.5M sharesnew addition2025-12-312026-02-17 UTI UNIVERSAL TECHNICAL INST INC807.5K sharesnew addition2025-12-312026-02-17 MKSI MKS INC.130.5K sharesnew addition2025-12-312026-02-17 CTRI CENTURI HOLDINGS INC797.6K sharesnew addition2025-12-312026-02-17 PSN PARSONS CORP DEL324.0K sharesnew addition2025-12-312026-02-17 CRAI CRA INTL INC98.8K sharesnew addition2025-12-312026-02-17 CECO CECO ENVIRONMENTAL CORP298.5K sharesnew addition2025-12-312026-02-17 BRKR BRUKER CORP364.6K sharesnew addition2025-12-312026-02-17 HII HUNTINGTON INGALLS INDS INC50.5K sharesnew addition2025-12-312026-02-17 MTRX MATRIX SVC CO1.4M sharesnew addition2025-12-312026-02-17 CLH CLEAN HARBORS INC68.9K sharesnew addition2025-12-312026-02-17 ENTG ENTEGRIS INC191.4K sharesnew addition2025-12-312026-02-17 KLAC KLA CORP13.0K sharesnew addition2025-12-312026-02-17 NVT NVENT ELECTRIC PLC154.5K sharesnew addition2025-12-312026-02-17 ATRO ASTRONICS CORP272.5K sharesnew addition2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC25.3K sharesnew addition2025-12-312026-02-17 LH LABCORP HOLDINGS INC56.3K sharesnew addition2025-12-312026-02-17 AKAM AKAMAI TECHNOLOGIES INC156.5K sharesnew addition2025-12-312026-02-17 MKL MARKEL GROUP INC6.2K sharesnew addition2025-12-312026-02-17 UIS UNISYS CORP4.8M sharesnew addition2025-12-312026-02-17 BFAM BRIGHT HORIZONS FAM SOL IN D129.0K sharesnew addition2025-12-312026-02-17 TTMI TTM TECHNOLOGIES INC185.3K sharesnew addition2025-12-312026-02-17 GRC GORMAN RUPP CO260.0K sharesnew addition2025-12-312026-02-17 ASPN ASPEN AEROGELS INC4.4M shares26.51%2025-12-312026-02-17 WAB WABTEC55.8K sharesnew addition2025-12-312026-02-17 VSAT VIASAT INC330.6K sharesnew addition2025-12-312026-02-17 ECG EVERUS CONSTR GROUP126.5K sharesnew addition2025-12-312026-02-17 MDU MDU RES GROUP INC542.0K sharesnew addition2025-12-312026-02-17 ECVT ECOVYST INC1.0M sharesnew addition2025-12-312026-02-17 RSSS RESEARCH SOLUTIONS INC3.1M sharesnew addition2025-12-312026-02-17 MYRG MYR GROUP INC DEL38.6K sharesnew addition2025-12-312026-02-17 EQIX EQUINIX INC10.8K sharesnew addition2025-12-312026-02-17 SMID SMITH MIDLAND CORP225.0K sharesnew addition2025-12-312026-02-17 WTTR SELECT WATER SOLUTIONS INC775.0K sharesnew addition2025-12-312026-02-17 CAMT CAMTEK LTD75.5K sharesnew addition2025-12-312026-02-17 MTN VAIL RESORTS INC59.0K sharesnew addition2025-12-312026-02-17 J JACOBS SOLUTIONS INC58.0K sharesnew addition2025-12-312026-02-17 TRNS TRANSCAT INC124.4K sharesnew addition2025-12-312026-02-17 CMCSA COMCAST CORP NEW231.5K sharesnew addition2025-12-312026-02-17 HQL ABRDN LIFE SCIENCES INVESTOR403.4K sharesnew addition2025-12-312026-02-17 GILD GILEAD SCIENCES INC55.0K sharesnew addition2025-12-312026-02-17 CGNX COGNEX CORP173.0K sharesnew addition2025-12-312026-02-17 BWXT BWX TECHNOLOGIES INC36.0K sharesnew addition2025-12-312026-02-17 CMTL COMTECH TELECOMMUNICATIONS C1.2M sharesnew addition2025-12-312026-02-17 ASML ASML HOLDING N V5.5K sharesnew addition2025-12-312026-02-17 TER TERADYNE INC30.0K sharesnew addition2025-12-312026-02-17 BOX BOX INC190.0K sharesnew addition2025-12-312026-02-17 NTIC NORTHERN TECHNOLOGIES INTL C713.3K sharesnew addition2025-12-312026-02-17 HQH ABRDN HEALTHCARE INVESTORS291.9K sharesnew addition2025-12-312026-02-17 ROG ROGERS CORP60.0K sharesnew addition2025-12-312026-02-17 SITM SITIME CORP15.5K sharesnew addition2025-12-312026-02-17 HLIT HARMONIC INC545.0K sharesnew addition2025-12-312026-02-17 HON HONEYWELL INTL INC27.5K sharesnew addition2025-12-312026-02-17 BSY BENTLEY SYS INC140.0K sharesnew addition2025-12-312026-02-17 MEDTRONIC PLC MEDTRONIC PLC53.0K sharesnew addition2025-12-312026-02-17 CMT CORE MOLDING TECHNOLOGIES IN253.3K sharesnew addition2025-12-312026-02-17 CRH PLC CRH PLC40.7K sharesnew addition2025-12-312026-02-17 AAPL APPLE INC18.4K sharesnew addition2025-12-312026-02-17 KMX CARMAX INC129.5K sharesnew addition2025-12-312026-02-17 TNC TENNANT CO67.5K sharesnew addition2025-12-312026-02-17 NVGS NAVIGATOR HLDGS LTD286.0K sharesnew addition2025-12-312026-02-17 BA BOEING CO22.5K sharesnew addition2025-12-312026-02-17 ESOA ENERGY SVCS ACQUISITION CORP585.4K sharesnew addition2025-12-312026-02-17 EHC ENCOMPASS HEALTH CORP45.0K sharesnew addition2025-12-312026-02-17 GNRC GENERAC HLDGS INC34.5K sharesnew addition2025-12-312026-02-17 BMI BADGER METER INC25.0K sharesnew addition2025-12-312026-02-17 CSGP COSTAR GROUP INC60.5K sharesnew addition2025-12-312026-02-17 MASS 908 DEVICES INC770.0K sharesnew addition2025-12-312026-02-17 SSSS SURO CAPITAL CORP426.6K sharesnew addition2025-12-312026-02-17 EVLV EVOLV TECHNOLOGIES HLDNGS IN550.0K sharesnew addition2025-12-312026-02-17 GLW CORNING INC42.0K sharesnew addition2025-12-312026-02-17 CEVA CEVA INC160.0K sharesnew addition2025-12-312026-02-17 COHU COHU INC145.0K sharesnew addition2025-12-312026-02-17 MOD MODINE MFG CO25.0K sharesnew addition2025-12-312026-02-17 CYRX CRYOPORT INC339.5K sharesnew addition2025-12-312026-02-17 BDX BECTON DICKINSON & CO16.8K sharesnew addition2025-12-312026-02-17 LMAT LEMAITRE VASCULAR INC40.0K sharesnew addition2025-12-312026-02-17 BN BROOKFIELD CORP69.4K sharesnew addition2025-12-312026-02-17 LTH LIFE TIME GROUP HOLDINGS INC115.0K sharesnew addition2025-12-312026-02-17 POCI PRECISION OPTICS CORP INC MA720.0K sharesnew addition2025-12-312026-02-17 ICHR ICHOR HOLDINGS158.0K sharesnew addition2025-12-312026-02-17 LGN LEGENCE CORP67.5K sharesnew addition2025-12-312026-02-17 AL AIR LEASE CORP45.0K sharesnew addition2025-12-312026-02-17 APT ALPHA PRO TECH LTD642.5K sharesnew addition2025-12-312026-02-17 MATW MATTHEWS INTL CORP106.0K sharesnew addition2025-12-312026-02-17 KVHI KVH INDS INC390.0K sharesnew addition2025-12-312026-02-17 ADI ANALOG DEVICES INC10.0K sharesnew addition2025-12-312026-02-17 GTLS CHART INDS INC12.5K sharesnew addition2025-12-312026-02-17 FIGR FIGURE TECHNOLOGY SOLUTIO61.7K sharesnew addition2025-12-312026-02-17 MXL MAXLINEAR INC140.0K sharesnew addition2025-12-312026-02-17 WBI WATERBRIDGE INFRASTRUCTURE L110.0K sharesnew addition2025-12-312026-02-17 CRI CARTERS INC67.5K sharesnew addition2025-12-312026-02-17 AMAT APPLIED MATLS INC8.3K sharesnew addition2025-12-312026-02-17 KVYO KLAVIYO INC65.0K sharesnew addition2025-12-312026-02-17 TTD THE TRADE DESK INC51.0K sharesnew addition2025-12-312026-02-17 HPE HEWLETT PACKARD ENTERPRISE C74.0K sharesnew addition2025-12-312026-02-17 ACLS AXCELIS TECHNOLOGIES INC20.0K sharesnew addition2025-12-312026-02-17 UCTT ULTRA CLEAN HLDGS INC60.0K sharesnew addition2025-12-312026-02-17 RTX RTX CORPORATION7.6K sharesnew addition2025-12-312026-02-17 RPD RAPID7 INC90.0K sharesnew addition2025-12-312026-02-17 FLY FIREFLY AEROSPACE INC60.0K sharesnew addition2025-12-312026-02-17 DGX QUEST DIAGNOSTICS INC7.5K sharesnew addition2025-12-312026-02-17 CVX CHEVRON CORP NEW8.3K sharesnew addition2025-12-312026-02-17 ALPHABET INC ALPHABET INC4.0K sharesnew addition2025-12-312026-02-17 CMRC COMMERCE.COM INC282.5K sharesnew addition2025-12-312026-02-17 EDUC EDUCATIONAL DEV CORP800.0K sharesnew addition2025-12-312026-02-17 ALGM ALLEGRO MICROSYSTEMS INC40.0K sharesnew addition2025-12-312026-02-17 HNGE HINGE HEALTH INC22.5K sharesnew addition2025-12-312026-02-17 POWI POWER INTEGRATIONS INC25.4K sharesnew addition2025-12-312026-02-17 MBLY MOBILEYE GLOBAL INC80.0K sharesnew addition2025-12-312026-02-17 WM WASTE MGMT INC DEL3.8K sharesnew addition2025-12-312026-02-17 LUV SOUTHWEST AIRLS CO19.9K sharesnew addition2025-12-312026-02-17 VZ VERIZON COMMUNICATIONS INC20.0K sharesnew addition2025-12-312026-02-17 LIND LINDBLAD EXPEDITIONS HLDGS I52.2K sharesnew addition2025-12-312026-02-17 EXTR EXTREME NETWORKS45.0K sharesnew addition2025-12-312026-02-17 MRCY MERCURY SYS INC10.0K sharesnew addition2025-12-312026-02-17 CRWD CROWDSTRIKE HLDGS INC1.5K sharesnew addition2025-12-312026-02-17 FTRE FORTREA HLDGS INC37.8K sharesnew addition2025-12-312026-02-17 ALIT ALIGHT INC300.0K sharesnew addition2025-12-312026-02-17 FEIM FREQUENCY ELECTRS INC10.0K sharesnew addition2025-12-312026-02-17 NTSK NETSKOPE INC30.0K sharesnew addition2025-12-312026-02-17 LMT LOCKHEED MARTIN CORP1.0K sharesnew addition2025-12-312026-02-17 EHAB ENHABIT INC50.0K sharesnew addition2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC5.4K sharesnew addition2025-12-312026-02-17 CLSK CLEANSPARK INC40.0K sharesnew addition2025-12-312026-02-17 UGI UGI CORP NEW10.0K sharesnew addition2025-12-312026-02-17 PSTG PURE STORAGE INC5.0K sharesnew addition2025-12-312026-02-17 KRP KIMBELL RTY PARTNERS LP25.4K sharesnew addition2025-12-312026-02-17 CDNA CAREDX INC15.0K sharesnew addition2025-12-312026-02-17 LAB STANDARD BIOTOOLS INC209.4K sharesnew addition2025-12-312026-02-17 SLB SLB LIMITED5.5K sharesnew addition2025-12-312026-02-17 KLC KINDERCARE LEARNING COMPANIE40.8K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available