Institutional Fund
Needham Investment Management LLC
New York, NYCIK 11672125 filings on record
Portfolio Value
$1.96B
Q1 2026
Holdings
176
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+23.7%
from $1.58B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nlight Inc5.6%
- Vicor Corp4.3%
- Vertiv Holdings Co3.7%
- Pdf Solutions Inc3.4%
- Arteris Inc3.3%
- Formfactor Inc3.0%
- Other76.8%
Portfolio Holdings
176 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nlight Inc | 1.92M | $109.63M | 5.6% | +65.0K | Added |
| 2 | Vicor Corp | 522.0K | $84.04M | 4.3% | −47.8K | Reduced |
| 3 | Vertiv Holdings Co | 285.3K | $71.48M | 3.7% | 0 | Held |
| 4 | Pdf Solutions Inc | 2.02M | $66.16M | 3.4% | +57.7K | Added |
| 5 | Arteris Inc | 3.95M | $64.98M | 3.3% | +541.0K | Added |
| 6 | Formfactor Inc | 603.5K | $58.53M | 3.0% | −91.0K | Reduced |
| 7 | Vishay Intertechnology Inc | 2.92M | $52.56M | 2.7% | +545.0K | Added |
| 8 | Lincoln Edl Svcs Corp | 1.28M | $51.97M | 2.7% | +152.5K | Added |
| 9 | Oil Dri Corp Amer | 677.5K | $44.10M | 2.3% | +42.5K | Added |
| 10 | Nova Ltd | 92.2K | $40.02M | 2.0% | −19.6K | Reduced |
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