Needham Investment Management LLC 13F 持仓 · 2026年Q2
Needham Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 176 只证券，申报市值合计 33.26 亿美元。前几大持仓：VICR（5.98%）、AIP（5.74%）、VSH（4.91%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VICR | VICOR CORP | $199.0M | 5.98% | 524,000 | 增持 |
| 2 | AIP | ARTERIS INC | $190.8M | 5.74% | 3.9M | 减持 |
| 3 | VSH | VISHAY INTERTECHNOLOGY INC | $163.3M | 4.91% | 3.0M | 增持 |
| 4 | PDFS | PDF SOLUTIONS INC | $146.2M | 4.40% | 2.1M | 增持 |
| 5 | LASR | NLIGHT INC | $138.7M | 4.17% | 2.0M | 增持 |
| 6 | VRT | VERTIV HOLDINGS CO | $95.7M | 2.88% | 285,750 | 增持 |
| 7 | VPG | VISHAY PRECISION GROUP INC | $89.8M | 2.70% | 599,000 | 减持 |
| 8 | FORM | FORMFACTOR INC | $87.6M | 2.63% | 547,500 | 减持 |
| 9 | CECO | CECO ENVIRONMENTAL CORP | $86.9M | 2.61% | 957,500 | 增持 |
| 10 | ODC | OIL DRI CORP AMER | $70.1M | 2.11% | 686,000 | 增持 |
| 11 | TDUP | THREDUP INC | $69.7M | 2.10% | 10.2M | 增持 |
| 12 | LINC | LINCOLN EDL SVCS CORP | $66.1M | 1.99% | 1.3M | 增持 |
| 13 | TTI | TETRA TECHNOLOGIES INC DEL | $64.0M | 1.93% | 5.7M | 增持 |
| 14 | VECO | VEECO INSTRS INC DEL | $64.1M | 1.93% | 845,850 | 减持 |
| 15 | SMCI | SUPER MICRO COMPUTER INC | $54.5M | 1.64% | 1.9M | 增持 |
| 16 | ELMT | ELMET GROUP CO (THE) | $52.1M | 1.57% | 2.6M | 新建仓 |
| 17 | MKSI | MKS INC. | $49.9M | 1.50% | 112,250 | 减持 |
| 18 | NVMI | NOVA LTD | $48.1M | 1.45% | 88,650 | 减持 |
| 19 | UTI | UNIVERSAL TECHNICAL INST INC | $48.3M | 1.45% | 1.1M | 增持 |
| 20 | COHR | COHERENT CORP | $36.5M | 1.10% | 92,500 | 减持 |
| 21 | KLAC | KLA CORP | $30.9M | 0.93% | 102,500 | 增持 |
| 22 | CRAI | CRA INTL INC | $30.7M | 0.92% | 215,506 | 增持 |
| 23 | GENI | GENIUS SPORTS LIMITED | $29.8M | 0.90% | 4.9M | 增持 |
| 24 | VSAT | VIASAT INC | $29.7M | 0.89% | 330,600 | 持平 |
| 25 | PSN | PARSONS CORP DEL | $29.1M | 0.87% | 555,000 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR