Needham Investment Management LLC
176 holdingsFiling period: 2026-06-30Current AUM: $2.38Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VICR | Vicor Corp | 524.0K | $199.0M | $111.1M | 4.67% | +2.0K | 2026-06-30 |
| 2 | AIP | Arteris Inc | 3.93M | $190.8M | $82.3M | 3.46% | -25,000 | 2026-06-30 |
| 3 | VSH | Vishay Intertechnology Inc | 3.04M | $163.3M | $89.9M | 3.78% | +115.6K | 2026-06-30 |
| 4 | PDFS | Pdf Solutions Inc | 2.06M | $146.2M | $91.3M | 3.84% | +42.3K | 2026-06-30 |
| 5 | LASR | Nlight Inc | 1.99M | $138.7M | $75.9M | 3.19% | +70.0K | 2026-06-30 |
| 6 | VRT | Vertiv Holdings Co | 285.8K | $95.7M | $59.6M | 2.51% | +500 | 2026-06-30 |
| 7 | VPG | Vishay Precision Group Inc | 599.0K | $89.8M | $35.3M | 1.49% | -21,000 | 2026-06-30 |
| 8 | FORM | Formfactor Inc | 547.5K | $87.6M | $58.5M | 2.46% | -56,000 | 2026-06-30 |
| 9 | CECO | Ceco Environmental Corp | 957.5K | $86.9M | $48.0M | 2.02% | +570.0K | 2026-06-30 |
| 10 | ODC | Oil Dri Corp Amer | 686.0K | $70.1M | $51.2M | 2.15% | +8.5K | 2026-06-30 |
| 11 | TDUP | Thredup Inc | 10.18M | $69.7M | $20.6M | 0.86% | +900.0K | 2026-06-30 |
| 12 | LINC | Lincoln Edl Svcs Corp | 1.32M | $66.1M | $28.6M | 1.20% | +47.5K | 2026-06-30 |
| 13 | VECO | Veeco Instrs Inc Del | 845.9K | $64.1M | $37.1M | 1.56% | -34,150 | 2026-06-30 |
| 14 | TTI | Tetra Technologies Inc Del | 5.65M | $64.0M | $32.5M | 1.37% | +2.28M | 2026-06-30 |
| 15 | SMCI | Super Micro Computer Inc | 1.86M | $54.5M | $65.2M | 2.74% | +242.0K | 2026-06-30 |
| 16 | ELMT | Elmet Group Co (the) | 2.64M | $52.1M | $59.6M | 2.51% | -- | 2026-06-30 |
| 17 | MKSI | Mks Inc. | 112.3K | $49.9M | $23.8M | 1.00% | -7,750 | 2026-06-30 |
| 18 | UTI | Universal Technical Inst Inc | 1.13M | $48.3M | $25.0M | 1.05% | +100.0K | 2026-06-30 |
| 19 | — | Nova Ltd | 88.7K | $48.1M | $48.1M | 2.02% | -3,500 | 2026-06-30 |
| 20 | COHR | Coherent Corp | 92.5K | $36.5M | $21.8M | 0.92% | -13,000 | 2026-06-30 |
| 21 | KLAC | Kla Corp | 102.5K | $30.9M | $15.7M | 0.66% | +92.3K | 2026-06-30 |
| 22 | CRAI | Cra Intl Inc | 215.5K | $30.7M | $41.9M | 1.76% | +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 | $23.2M | 0.98% | -- | 2026-06-30 |
| 25 | PSN | Parsons Corp Del | 555.0K | $29.1M | $28.2M | 1.18% | +146.0K | 2026-06-30 |
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