Funds › Needham Investment Management LLC
Needham Investment Management LLC
13F for Q2 2026, filed Aug 14, 2026. 176 positions worth $3.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$3.3B
+$1.4B (69.9%) vs Q1 2026
Positions
176
176 in Q1 2026
Top 10 share
38.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | VICR Vicor Corporation | 524,000 | $199.0M | 6.0% | +0.4% | 13F ↗ |
| 2 | AIP Arteris, Inc. | 3.93M | $190.8M | 5.7% | -0.6% | 13F ↗ |
| 3 | VSH Vishay Intertechnology, Inc. | 3.04M | $163.3M | 4.9% | +4.0% | 13F ↗ |
| 4 | PDFS PDF Solutions, Inc. | 2.06M | $146.2M | 4.4% | +2.1% | 13F ↗ |
| 5 | LASR nLIGHT, Inc. | 1.99M | $138.7M | 4.2% | +3.6% | 13F ↗ |
| 6 | VRT Vertiv Holdings Co | 285,750 | $95.7M | 2.9% | +0.2% | 13F ↗ |
| 7 | VPG Vishay Precision Group, Inc. | 599,000 | $89.8M | 2.7% | -3.4% | 13F ↗ |
| 8 | FORM FormFactor, Inc. | 547,500 | $87.6M | 2.6% | -9.3% | 13F ↗ |
| 9 | CECO CECO Environmental Corp. | 957,500 | $86.9M | 2.6% | +147% | 13F ↗ |
| 10 | ODC Oil-Dri Corporation of America | 686,000 | $70.1M | 2.1% | +1.3% | 13F ↗ |
| 11 | TDUP ThredUp Inc. | 10.18M | $69.7M | 2.1% | +9.7% | 13F ↗ |
| 12 | LINC Lincoln Educational Services Corporation | 1.32M | $66.1M | 2.0% | +3.7% | 13F ↗ |
| 13 | VECO Veeco Instruments Inc. | 845,850 | $64.1M | 1.9% | -3.9% | 13F ↗ |
| 14 | TTI Tetra Technologies, Inc. | 5.65M | $64.0M | 1.9% | +67.5% | 13F ↗ |
| 15 | SMCI Super Micro Computer, Inc. | 1.86M | $54.5M | 1.6% | +15.0% | 13F ↗ |
| 16 | ELMT The Elmet Group Co. | 2.64M | $52.1M | 1.6% | New | 13F ↗ |
| 17 | MKSI MKS Inc. | 112,250 | $49.9M | 1.5% | -6.5% | 13F ↗ |
| 18 | UTI Universal Technical Institute Inc | 1.13M | $48.3M | 1.5% | +9.7% | 13F ↗ |
| 19 | NVMI Nova Ltd. | 88,650 | $48.1M | 1.4% | -3.8% | 13F ↗ |
| 20 | COHR Coherent Corp. | 92,500 | $36.5M | 1.1% | -12.3% | 13F ↗ |
| 21 | KLAC KLA Corporation | 102,500 | $30.9M | 0.9% | Unchanged | 13F ↗ |
| 22 | CRAI CRA International,Inc. | 215,506 | $30.7M | 0.9% | +53.9% | 13F ↗ |
| 23 | GENI Genius Sports Limited | 4.92M | $29.8M | 0.9% | +23.1% | 13F ↗ |
| 24 | VSAT ViaSat, Inc. | 330,600 | $29.7M | 0.9% | Unchanged | 13F ↗ |
| 25 | PSN Parsons Corporation | 555,000 | $29.1M | 0.9% | +35.7% | 13F ↗ |
| 26 | AMBQ Ambiq Micro, Inc. | 323,700 | $28.6M | 0.9% | +61.9% | 13F ↗ |
| 27 | CTRI Centuri Holdings, Inc. | 942,628 | $28.5M | 0.9% | +15.3% | 13F ↗ |
| 28 | BRKR Bruker Corporation | 459,250 | $27.6M | 0.8% | +8.2% | 13F ↗ |
| 29 | ARLO Arlo Technologies, Inc. · Common Stocks | 2.00M | $26.9M | 0.8% | +13.4% | 13F ↗ |
| 30 | NVT nVent Electric plc | 154,500 | $26.2M | 0.8% | Unchanged | 13F ↗ |
| 31 | WTTR Select Water Solutions, Inc. | 1.30M | $26.0M | 0.8% | +12.6% | 13F ↗ |
| 32 | GRC Gorman-Rupp Company | 272,500 | $25.0M | 0.8% | Unchanged | 13F ↗ |
| 33 | GNRC Generac Holdlings Inc. | 82,000 | $24.0M | 0.7% | +13.2% | 13F ↗ |
| 34 | ATRO Astronics Corporation | 272,500 | $22.1M | 0.7% | -20.2% | 13F ↗ |
| 35 | AKAM Akamai Technologies, Inc. | 183,500 | $21.7M | 0.7% | +2.8% | 13F ↗ |
| 36 | BMI Badger Meter, Inc. | 145,000 | $21.5M | 0.6% | +383% | 13F ↗ |
| 37 | TNC Tennant Company | 242,500 | $21.2M | 0.6% | +5.9% | 13F ↗ |
| 38 | ECG Everus Construction Group, Inc. | 126,500 | $21.0M | 0.6% | Unchanged | 13F ↗ |
| 39 | CLH Clean Harbors, Inc. | 70,106 | $20.9M | 0.6% | +1.8% | 13F ↗ |
| 40 | ASUR Asure Software Inc | 2.63M | $20.9M | 0.6% | +1.1% | 13F ↗ |
| 41 | ASPN Aspen Aerogels, Inc. | 3.26M | $20.7M | 0.6% | -27.8% | 13F ↗ |
| 42 | MTRX Matrix Service Company | 1.44M | $19.7M | 0.6% | Unchanged | 13F ↗ |
| 43 | MYRG MYR Group, Inc. | 39,000 | $19.5M | 0.6% | +1.0% | 13F ↗ |
| 44 | PLAB Photronics, Inc. | 585,500 | $19.0M | 0.6% | -3.2% | 13F ↗ |
| 45 | LTRX Lantronix, Inc. | 3.15M | $18.5M | 0.6% | New | 13F ↗ |
| 46 | ENTG Entegris, Inc. | 101,500 | $18.3M | 0.5% | -13.2% | 13F ↗ |
| 47 | EVLV Evolv Technologies Holdings, Inc. | 3.08M | $17.8M | 0.5% | +146% | 13F ↗ |
| 48 | BWXT BWX Technologies, Inc. | 87,500 | $17.0M | 0.5% | +48.3% | 13F ↗ |
| 49 | SOLS Solstice Advanced Materials Inc. | 187,500 | $16.6M | 0.5% | Unchanged | 13F ↗ |
| 50 | FELE Franklin Electric Co., Inc. | 154,200 | $16.5M | 0.5% | New | 13F ↗ |
Showing the top 50 of 176 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
13 new, 76 added to, 27 trimmed, 13 exited, 60 unchanged. By estimated dollars.
New positions (13)
| ELMT The Elmet Group Co. | 2.64M | New | $52.1M |
| LTRX Lantronix, Inc. | 3.15M | New | $18.5M |
| FELE Franklin Electric Co., Inc. | 154,200 | New | $16.5M |
| DDD 3D Systems Corporation | 3.53M | New | $10.6M |
| CALX Calix, Inc | 275,000 | New | $10.3M |
| PRIM Primoris Services Corporation | 64,250 | New | $6.4M |
| OCTV Octave Intelligence plc | 300,000 | New | $4.9M |
| HON Honeywell International Inc. | 20,000 | New | $4.5M |
| HONA Honeywell Aerospace Inc. | 20,000 | New | $4.4M |
| TWIN Twin Disc, Incorporated | 150,000 | New | $3.5M |
Added to (76)
| CECO CECO Environmental Corp. | 957,500 | +147% | $51.7M |
| TTI Tetra Technologies, Inc. | 5.65M | +67.5% | $25.8M |
| BMI Badger Meter, Inc. | 145,000 | +383% | $17.1M |
| AMBQ Ambiq Micro, Inc. | 323,700 | +61.9% | $10.9M |
| CRAI CRA International,Inc. | 215,506 | +53.9% | $10.7M |
| EVLV Evolv Technologies Holdings, Inc. | 3.08M | +146% | $10.6M |
| AMBA Ambarella, Inc. | 135,000 | +575% | $9.9M |
| BSY Bentley Systems, Incorporated | 542,300 | +152% | $9.8M |
| AVAV AeroVironment, Inc. | 61,000 | +876% | $9.0M |
| LPTH LightPath Technologies, Inc. | 1.01M | +91.5% | $7.9M |
Trimmed (27)
| ADTN ADTRAN Holdings, Inc. | 450,000 | -63.4% | -$10.8M |
| FORM FormFactor, Inc. | 547,500 | -9.3% | -$9.0M |
| ASPN Aspen Aerogels, Inc. | 3.26M | -27.8% | -$8.0M |
| COHU Cohu, Inc. | 50,000 | -61.5% | -$5.9M |
| ATRO Astronics Corporation | 272,500 | -20.2% | -$5.6M |
| COHR Coherent Corp. | 92,500 | -12.3% | -$5.1M |
| MKSI MKS Inc. | 112,250 | -6.5% | -$3.4M |
| VPG Vishay Precision Group, Inc. | 599,000 | -3.4% | -$3.1M |
| TTMI TTM Technologies, Inc. | 72,500 | -17.1% | -$2.8M |
| ENTG Entegris, Inc. | 101,500 | -13.2% | -$2.8M |
Exited (13)
| Thermon Group Holdings Inc | 632,500 | Exited | -$31.9M |
| Honeywell International Inc | 27,500 | Exited | -$6.2M |
| FIGR Figure Technology Solutions, Inc. | 72,429 | Exited | -$2.5M |
| MXL MaxLinear, Inc | 115,000 | Exited | -$2.0M |
| POWI Power Integrations, Inc. | 25,400 | Exited | -$1.3M |
| PENG Penguin Solutions, Inc. | 50,000 | Exited | -$880.0K |
| Dupont De Nemours Inc | 17,000 | Exited | -$778.6K |
| EXTR Extreme Networks, Inc. | 45,000 | Exited | -$678.6K |
| STRL Sterling Infrastructure, Inc. | 1,500 | Exited | -$610.9K |
| CRCL Circle Internet Group, Inc. | 5,412 | Exited | -$516.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer