Needham Investment Management LLC 13F Holdings · Q2 2026
Needham Investment Management LLC reported 176 securities worth $3.33B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VICR (5.98%), AIP (5.74%), VSH (4.91%). Among its top 25 positions this quarter: 1 new, 16 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VICR | VICOR CORP | $199.0M | 5.98% | 524,000 | Added |
| 2 | AIP | ARTERIS INC | $190.8M | 5.74% | 3.9M | Trimmed |
| 3 | VSH | VISHAY INTERTECHNOLOGY INC | $163.3M | 4.91% | 3.0M | Added |
| 4 | PDFS | PDF SOLUTIONS INC | $146.2M | 4.40% | 2.1M | Added |
| 5 | LASR | NLIGHT INC | $138.7M | 4.17% | 2.0M | Added |
| 6 | VRT | VERTIV HOLDINGS CO | $95.7M | 2.88% | 285,750 | Added |
| 7 | VPG | VISHAY PRECISION GROUP INC | $89.8M | 2.70% | 599,000 | Trimmed |
| 8 | FORM | FORMFACTOR INC | $87.6M | 2.63% | 547,500 | Trimmed |
| 9 | CECO | CECO ENVIRONMENTAL CORP | $86.9M | 2.61% | 957,500 | Added |
| 10 | ODC | OIL DRI CORP AMER | $70.1M | 2.11% | 686,000 | Added |
| 11 | TDUP | THREDUP INC | $69.7M | 2.10% | 10.2M | Added |
| 12 | LINC | LINCOLN EDL SVCS CORP | $66.1M | 1.99% | 1.3M | Added |
| 13 | TTI | TETRA TECHNOLOGIES INC DEL | $64.0M | 1.93% | 5.7M | Added |
| 14 | VECO | VEECO INSTRS INC DEL | $64.1M | 1.93% | 845,850 | Trimmed |
| 15 | SMCI | SUPER MICRO COMPUTER INC | $54.5M | 1.64% | 1.9M | Added |
| 16 | ELMT | ELMET GROUP CO (THE) | $52.1M | 1.57% | 2.6M | New |
| 17 | MKSI | MKS INC. | $49.9M | 1.50% | 112,250 | Trimmed |
| 18 | NVMI | NOVA LTD | $48.1M | 1.45% | 88,650 | Trimmed |
| 19 | UTI | UNIVERSAL TECHNICAL INST INC | $48.3M | 1.45% | 1.1M | Added |
| 20 | COHR | COHERENT CORP | $36.5M | 1.10% | 92,500 | Trimmed |
| 21 | KLAC | KLA CORP | $30.9M | 0.93% | 102,500 | Added |
| 22 | CRAI | CRA INTL INC | $30.7M | 0.92% | 215,506 | Added |
| 23 | GENI | GENIUS SPORTS LIMITED | $29.8M | 0.90% | 4.9M | Added |
| 24 | VSAT | VIASAT INC | $29.7M | 0.89% | 330,600 | Hold |
| 25 | PSN | PARSONS CORP DEL | $29.1M | 0.87% | 555,000 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR