Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEEDHAM INVESTMENT MANAGEMENT LLC (CIK 1167212) reported $1.96B across 167 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LASR ($109.6M, 5.60%), VICR ($84.0M, 4.29%), VRT ($71.5M, 3.65%), PDFS ($66.2M, 3.38%), AIP ($65.0M, 3.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LASR | NLIGHT INC | $109.6M | 5.60% | 1.9M | Added |
| 2 | VICR | VICOR CORP | $84.0M | 4.29% | 522,000 | Trimmed |
| 3 | VRT | VERTIV HOLDINGS CO | $71.5M | 3.65% | 285,250 | Hold |
| 4 | PDFS | PDF SOLUTIONS INC | $66.2M | 3.38% | 2.0M | Added |
| 5 | AIP | ARTERIS INC | $65.0M | 3.32% | 4.0M | Added |
| 6 | FORM | FORMFACTOR INC | $58.5M | 2.99% | 603,500 | Trimmed |
| 7 | VSH | VISHAY INTERTECHNOLOGY INC | $52.6M | 2.69% | 2.9M | Added |
| 8 | LINC | LINCOLN EDL SVCS CORP | $52.0M | 2.66% | 1.3M | Added |
| 9 | ODC | OIL DRI CORP AMER | $44.1M | 2.25% | 677,500 | Added |
| 10 | NVMI | NOVA LTD | $40.0M | 2.05% | 92,150 | Trimmed |
| 11 | UTI | UNIVERSAL TECHNICAL INST INC | $37.2M | 1.90% | 1.0M | Added |
| 12 | SMCI | SUPER MICRO COMPUTER INC | $36.8M | 1.88% | 1.6M | Added |
| 13 | THR | THERMON GROUP HLDGS INC | $31.9M | 1.63% | 632,500 | Added |
| 14 | TDUP | THREDUP INC | $30.4M | 1.55% | 9.3M | Added |
| 15 | VECO | VEECO INSTRS INC DEL | $29.8M | 1.52% | 880,000 | Added |
| 16 | TTI | TETRA TECHNOLOGIES INC DEL | $28.8M | 1.47% | 3.4M | Added |
| 17 | MKSI | MKS INC. | $27.6M | 1.41% | 120,000 | Trimmed |
| 18 | VPG | VISHAY PRECISION GROUP INC | $26.9M | 1.38% | 620,000 | Trimmed |
| 19 | COHR | COHERENT CORP | $25.1M | 1.28% | 105,500 | Trimmed |
| 20 | ARLO | ARLO TECHNOLOGIES INC | $25.0M | 1.28% | 1.8M | Added |
| 21 | PLAB | PHOTRONICS INC | $24.4M | 1.25% | 605,000 | Trimmed |
| 22 | CTRI | CENTURI HOLDINGS INC | $23.9M | 1.22% | 817,628 | Added |
| 23 | CECO | CECO ENVIRONMENTAL CORP | $23.1M | 1.18% | 387,500 | Added |
| 24 | CRAI | CRA INTL INC | $22.7M | 1.16% | 140,006 | Added |
| 25 | ASUR | ASURE SOFTWARE INC | $22.4M | 1.15% | 2.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31