NEEDHAM INVESTMENT MANAGEMENT LLC
176 holdingsFiling period: 2026-03-31Current AUM: $2.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LASR | NLIGHT INC | 1.92M | $109.6M | $132.3M | 5.67% | +65.0K | 2026-03-31 |
| 2 | VICR | VICOR CORP | 522.0K | $84.0M | $108.2M | 4.64% | -47,775 | 2026-03-31 |
| 3 | VRT | VERTIV HOLDINGS CO | 285.3K | $71.5M | $68.9M | 2.95% | -- | 2026-03-31 |
| 4 | PDFS | PDF SOLUTIONS INC | 2.02M | $66.2M | $93.2M | 3.99% | +57.7K | 2026-03-31 |
| 5 | AIP | ARTERIS INC | 3.95M | $65.0M | $118.1M | 5.06% | +541.0K | 2026-03-31 |
| 6 | FORM | FORMFACTOR INC | 603.5K | $58.5M | $64.1M | 2.75% | -91,000 | 2026-03-31 |
| 7 | VSH | VISHAY INTERTECHNOLOGY INC | 2.92M | $52.6M | $99.9M | 4.28% | +545.0K | 2026-03-31 |
| 8 | LINC | LINCOLN EDL SVCS CORP | 1.28M | $52.0M | $53.4M | 2.29% | +152.5K | 2026-03-31 |
| 9 | ODC | OIL DRI CORP AMER | 677.5K | $44.1M | $67.2M | 2.88% | +42.5K | 2026-03-31 |
| 10 | — | NOVA LTD | 92.2K | $40.0M | $40.0M | 1.71% | -19,600 | 2026-03-31 |
| 11 | UTI | UNIVERSAL TECHNICAL INST INC | 1.03M | $37.2M | $40.5M | 1.73% | +222.5K | 2026-03-31 |
| 12 | SMCI | SUPER MICRO COMPUTER INC | 1.62M | $36.8M | $45.9M | 1.97% | +236.5K | 2026-03-31 |
| 13 | THR | THERMON GROUP HLDGS INC | 632.5K | $31.9M | $31.9M | 1.37% | +12.5K | 2026-03-31 |
| 14 | TDUP | THREDUP INC | 9.28M | $30.4M | $53.6M | 2.30% | +3.20M | 2026-03-31 |
| 15 | VECO | VEECO INSTRS INC DEL | 880.0K | $29.8M | $44.0M | 1.89% | +75.0K | 2026-03-31 |
| 16 | TTI | TETRA TECHNOLOGIES INC DEL | 3.38M | $28.8M | $26.0M | 1.11% | +1.00M | 2026-03-31 |
| 17 | MKSI | MKS INC. | 120.0K | $27.6M | $35.7M | 1.53% | -10,500 | 2026-03-31 |
| 18 | VPG | VISHAY PRECISION GROUP INC | 620.0K | $26.9M | $57.1M | 2.45% | -37,500 | 2026-03-31 |
| 19 | COHR | COHERENT CORP | 105.5K | $25.1M | $27.7M | 1.19% | -32,000 | 2026-03-31 |
| 20 | ARLO | ARLO TECHNOLOGIES INC | 1.76M | $25.0M | $25.9M | 1.11% | +220.0K | 2026-03-31 |
| 21 | PLAB | PHOTRONICS INC | 605.0K | $24.4M | $18.3M | 0.79% | -170,000 | 2026-03-31 |
| 22 | CTRI | CENTURI HOLDINGS INC | 817.6K | $23.9M | $22.8M | 0.98% | +20.0K | 2026-03-31 |
| 23 | CECO | CECO ENVIRONMENTAL CORP | 387.5K | $23.1M | $25.5M | 1.09% | +89.0K | 2026-03-31 |
| 24 | CRAI | CRA INTL INC | 140.0K | $22.7M | $25.1M | 1.07% | +41.3K | 2026-03-31 |
| 25 | ASUR | ASURE SOFTWARE INC | 2.61M | $22.4M | $20.9M | 0.90% | +37.5K | 2026-03-31 |
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