NEEDHAM INVESTMENT MANAGEMENT LLC
176 holdingsFiling period: 2026-06-30Current AUM: $2.39Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VICR | VICOR CORP | 524.0K | $199.0M | $96.4M | 4.03% | +2.0K | 2026-06-30 |
| 2 | AIP | ARTERIS INC | 3.93M | $190.8M | $80.2M | 3.35% | -25,000 | 2026-06-30 |
| 3 | VSH | VISHAY INTERTECHNOLOGY INC | 3.04M | $163.3M | $95.4M | 3.99% | +115.6K | 2026-06-30 |
| 4 | PDFS | PDF SOLUTIONS INC | 2.06M | $146.2M | $85.5M | 3.58% | +42.3K | 2026-06-30 |
| 5 | LASR | NLIGHT INC | 1.99M | $138.7M | $75.6M | 3.16% | +70.0K | 2026-06-30 |
| 6 | VRT | VERTIV HOLDINGS CO | 285.8K | $95.7M | $67.0M | 2.80% | +500 | 2026-06-30 |
| 7 | VPG | VISHAY PRECISION GROUP INC | 599.0K | $89.8M | $36.3M | 1.52% | -21,000 | 2026-06-30 |
| 8 | FORM | FORMFACTOR INC | 547.5K | $87.6M | $55.7M | 2.33% | -56,000 | 2026-06-30 |
| 9 | CECO | CECO ENVIRONMENTAL CORP | 957.5K | $86.9M | $64.6M | 2.70% | +570.0K | 2026-06-30 |
| 10 | ODC | OIL DRI CORP AMER | 686.0K | $70.1M | $59.0M | 2.47% | +8.5K | 2026-06-30 |
| 11 | TDUP | THREDUP INC | 10.18M | $69.7M | $25.2M | 1.06% | +900.0K | 2026-06-30 |
| 12 | LINC | LINCOLN EDL SVCS CORP | 1.32M | $66.1M | $33.7M | 1.41% | +47.5K | 2026-06-30 |
| 13 | VECO | VEECO INSTRS INC DEL | 845.9K | $64.1M | $34.6M | 1.45% | -34,150 | 2026-06-30 |
| 14 | TTI | TETRA TECHNOLOGIES INC DEL | 5.65M | $64.0M | $37.4M | 1.56% | +2.28M | 2026-06-30 |
| 15 | SMCI | SUPER MICRO COMPUTER INC | 1.86M | $54.5M | $66.2M | 2.77% | +242.0K | 2026-06-30 |
| 16 | ELMT | ELMET GROUP CO (THE) | 2.64M | $52.1M | $51.7M | 2.16% | -- | 2026-06-30 |
| 17 | MKSI | MKS INC. | 112.3K | $49.9M | $26.0M | 1.09% | -7,750 | 2026-06-30 |
| 18 | UTI | UNIVERSAL TECHNICAL INST INC | 1.13M | $48.3M | $23.2M | 0.97% | +100.0K | 2026-06-30 |
| 19 | — | NOVA LTD | 88.7K | $48.1M | $48.1M | 2.01% | -3,500 | 2026-06-30 |
| 20 | COHR | COHERENT CORP | 92.5K | $36.5M | $25.1M | 1.05% | -13,000 | 2026-06-30 |
| 21 | KLAC | KLA CORP | 102.5K | $30.9M | $17.2M | 0.72% | +92.3K | 2026-06-30 |
| 22 | CRAI | CRA INTL INC | 215.5K | $30.7M | $35.6M | 1.49% | +75.5K | 2026-06-30 |
| 23 | — | GENIUS SPORTS LIMITED | 4.92M | $29.8M | $29.8M | 1.25% | +925.0K | 2026-06-30 |
| 24 | VSAT | VIASAT INC | 330.6K | $29.7M | $23.3M | 0.98% | -- | 2026-06-30 |
| 25 | PSN | PARSONS CORP DEL | 555.0K | $29.1M | $25.9M | 1.08% | +146.0K | 2026-06-30 |
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