Needham Investment Management LLC
Net buyer this quarter
$3.33B
176
+$317M
38.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VICR | $199M | 5.98% | 4.46% | +0.4% | Q4 2014 |
 AIP | $191M | 5.74% | 8.01% | -0.6% | Q1 2023 |
 VSH | $163M | 4.91% | 2.31% | +4.0% | Q2 2013 |
 PDFS | $146M | 4.40% | 4.93% | +2.1% | Q2 2013 |
 LASR | $139M | 4.17% | 3.46% | +3.6% | Q2 2018 |
 VRT | $95.7M | 2.88% | 0.07% | +0.2% | Q4 2021 |
 VPG | $89.8M | 2.70% | 4.89% | -3.4% | Q2 2014 |
 FORM | $87.6M | 2.63% | 0.70% | -9.3% | Q2 2013 |
 CECO | $86.9M | 2.61% | 1.64% | +147.1% | Q3 2025 |
 ODC | $70.1M | 2.11% | Not reported | +1.3% | Q2 2013 |
 TDUP | $69.7M | 2.10% | 7.75% | +9.7% | Q3 2021 |
 LINC | $66.1M | 1.99% | 4.18% | +3.7% | Q2 2024 |
 VECO | $64.1M | 1.93% | 1.38% | -3.9% | Q3 2016 |
 TTI | $64M | 1.93% | 3.82% | +67.5% | Q1 2025 |
 SMCI | $54.5M | 1.64% | 0.28% | +15.0% | Q2 2013 |
 ELMT | $52.1M | 1.57% | 8.80% | New | Q2 2026 |
 MKSI | $49.9M | 1.50% | 0.17% | -6.5% | Q2 2013 |
 UTI | $48.3M | 1.45% | 2.05% | +9.7% | Q2 2024 |
 NVMI | $48.1M | 1.45% | 0.28% | -3.8% | Q2 2013 |
 COHR | $36.5M | 1.10% | 0.05% | -12.3% | Q2 2018 |
 KLAC | $30.9M | 0.93% | 0.01% | Not reported | Q1 2019 |
 CRAI | $30.7M | 0.92% | 3.33% | +53.9% | Q4 2015 |
 GENI | $29.8M | 0.90% | 49.25% | +23.1% | Q3 2023 |
 VSAT | $29.7M | 0.89% | 0.24% | Not reported | Q2 2013 |
 PSN | $29.1M | 0.87% | 0.96% | +35.7% | Q2 2019 |
 AMBQ | $28.6M | 0.86% | 1.34% | +61.9% | Q1 2026 |
 CTRI | $28.5M | 0.86% | 0.93% | +15.3% | Q2 2024 |
 BRKR | $27.6M | 0.83% | 0.30% | +8.3% | Q2 2014 |
 ARLO | $26.9M | 0.81% | 1.85% | +13.4% | Q2 2020 |
 NVT | $26.2M | 0.79% | 0.10% | Not reported | Q4 2023 |
 WTTR | $26M | 0.78% | 3.22% | +12.6% | Q2 2025 |
 GRC | $25M | 0.75% | 1.03% | Not reported | Q2 2024 |
 GNRC | $24M | 0.72% | 0.14% | +13.2% | Q3 2015 |
 ATRO | $22.1M | 0.67% | 0.67% | -20.2% | Q1 2024 |
 AKAM | $21.7M | 0.65% | 0.13% | +2.8% | Q2 2013 |
 BMI | $21.5M | 0.65% | 0.50% | +383.3% | Q1 2024 |
 TNC | $21.2M | 0.64% | 1.42% | +5.9% | Q3 2025 |
 ECG | $21M | 0.63% | 0.25% | Not reported | Q4 2024 |
 CLH | $20.9M | 0.63% | 0.13% | +1.8% | Q3 2013 |
 ASUR | $20.9M | 0.63% | 9.14% | +1.1% | Q4 2023 |
 ASPN | $20.7M | 0.62% | 3.93% | -27.8% | Q3 2015 |
 MTRX | $19.7M | 0.59% | 5.20% | Not reported | Q1 2022 |
 MYRG | $19.5M | 0.59% | 0.25% | +1.0% | Q3 2024 |
 PLAB | $19M | 0.57% | 0.99% | -3.2% | Q2 2013 |
 LTRX | $18.5M | 0.56% | 6.76% | Not reported | Q4 2020 |
 ENTG | $18.3M | 0.55% | 0.07% | -13.3% | Q2 2013 |
 EVLV | $17.8M | 0.54% | 1.70% | +146.0% | Q2 2025 |
 BWXT | $17M | 0.51% | 0.10% | +48.3% | Q3 2025 |
 SOLS | $16.6M | 0.50% | 0.12% | Not reported | Q4 2025 |
 FELE | $16.5M | 0.50% | 0.35% | New | Q2 2026 |
| Q1 2026 | |||||
| LASR | $110M | 5.60% | 3.41% | +3.5% | Q2 2018 |
| VICR | $84M | 4.29% | 4.44% | -8.4% | Q4 2014 |
| VRT | $71.5M | 3.65% | 0.07% | Not reported | Q4 2021 |
| PDFS | $66.2M | 3.38% | 5.07% | +2.9% | Q2 2013 |
| AIP | $65M | 3.32% | 8.59% | +15.9% | Q1 2023 |
| FORM | $58.5M | 2.99% | 0.77% | -13.1% | Q2 2013 |
| VSH | $52.6M | 2.69% | 2.23% | +23.0% | Q2 2013 |
| LINC | $52M | 2.66% | 4.03% | +13.6% | Q2 2024 |
| ODC | $44.1M | 2.25% | Not reported | +6.7% | Q2 2013 |
| NVMI | $40M | 2.05% | 0.29% | -17.5% | Q2 2013 |
| UTI | $37.2M | 1.90% | 1.87% | +27.6% | Q2 2024 |
| SMCI | $36.8M | 1.88% | 0.27% | +17.1% | Q2 2013 |
| THR | $31.9M | 1.63% | 1.92% | +2.0% | Q4 2021 |
| TDUP | $30.4M | 1.55% | 7.19% | +52.7% | Q3 2021 |
| VECO | $29.8M | 1.52% | 1.44% | +9.3% | Q3 2016 |
| TTI | $28.8M | 1.47% | 2.49% | +42.1% | Q1 2025 |
| MKSI | $27.6M | 1.41% | 0.18% | -8.1% | Q2 2013 |
| VPG | $26.9M | 1.38% | 5.06% | -5.7% | Q2 2014 |
| COHR | $25.1M | 1.28% | 0.06% | -23.3% | Q2 2018 |
| ARLO | $25M | 1.28% | 1.62% | +14.3% | Q2 2020 |
| PLAB | $24.4M | 1.25% | 1.03% | -21.9% | Q2 2013 |
| CTRI | $23.9M | 1.22% | 0.81% | +2.5% | Q2 2024 |
| CECO | $23.1M | 1.18% | 1.08% | +29.8% | Q3 2025 |
| CRAI | $22.7M | 1.16% | 2.13% | +41.8% | Q4 2015 |
| ASUR | $22.4M | 1.15% | 9.11% | +1.5% | Q4 2023 |
| PSN | $22.2M | 1.13% | 0.72% | +26.2% | Q2 2019 |
 HII | $21M | 1.07% | 0.14% | +9.4% | Q4 2023 |
| AKAM | $20.5M | 1.05% | 0.12% | +14.1% | Q2 2013 |
| CLH | $19.7M | 1.01% | 0.13% | Not reported | Q3 2013 |
| NVT | $18.3M | 0.93% | 0.10% | Not reported | Q4 2023 |
| ATRO | $18.2M | 0.93% | 0.84% | Not reported | Q1 2024 |
| GENI | $17.7M | 0.91% | 40.00% | +48.7% | Q3 2023 |
| WTTR | $17.7M | 0.90% | 2.86% | +49.0% | Q2 2025 |
| GRC | $16.9M | 0.87% | 1.03% | +4.8% | Q2 2024 |
| MTRX | $16.5M | 0.84% | 5.10% | Not reported | Q1 2022 |
 VITL | $16.2M | 0.83% | 2.62% | +67.9% | Q1 2024 |
 ADTN | $15.5M | 0.79% | 1.53% | -15.1% | Q2 2020 |
| ASPN | $15.5M | 0.79% | 5.46% | +3.8% | Q3 2015 |
| BRKR | $15.3M | 0.78% | 0.28% | +16.3% | Q2 2014 |
| TNC | $15.2M | 0.78% | 1.34% | +239.3% | Q3 2025 |
| VSAT | $15.1M | 0.77% | 0.24% | Not reported | Q2 2013 |
| KLAC | $15.1M | 0.77% | 0.01% | -21.2% | Q1 2019 |
 LH | $15M | 0.77% | 0.07% | Not reported | Q2 2024 |
| ECG | $14.9M | 0.76% | 0.25% | Not reported | Q4 2024 |
| SOLS | $14.3M | 0.73% | 0.12% | +7.1% | Q4 2025 |
| GNRC | $14.2M | 0.72% | 0.12% | +110.0% | Q3 2015 |
 WAB | $13.9M | 0.71% | 0.03% | Not reported | Q1 2019 |
| ENTG | $13.7M | 0.70% | 0.08% | -38.9% | Q2 2013 |
 ECVT | $13.1M | 0.67% | 0.93% | Not reported | Q1 2024 |
 MKL | $12.8M | 0.66% | 0.05% | +7.6% | Q1 2017 |
| Q4 2025 | |||||
| LASR | $69.7M | 4.40% | 3.63% | +3.6% | Q2 2018 |
| VICR | $62.4M | 3.95% | 4.85% | -11.2% | Q4 2014 |
| PDFS | $56.1M | 3.54% | 4.97% | -2.7% | Q2 2013 |
| AIP | $52.9M | 3.34% | 7.71% | +2.6% | Q1 2023 |
| VRT | $46.2M | 2.92% | 0.07% | +0.4% | Q4 2021 |
| SMCI | $40.4M | 2.55% | 0.23% | -1.8% | Q2 2013 |
| TDUP | $38.8M | 2.45% | 4.78% | +7.1% | Q3 2021 |
| FORM | $38.7M | 2.45% | 0.89% | -6.2% | Q2 2013 |
| NVMI | $36.7M | 2.32% | 0.35% | -4.3% | Q2 2013 |
| VSH | $34.4M | 2.17% | 1.81% | +29.8% | Q2 2013 |
| ODC | $31.1M | 1.96% | Not reported | +10.7% | Q2 2013 |
| GENI | $29.6M | 1.87% | 26.90% | +8.5% | Q3 2023 |
| LINC | $27.2M | 1.72% | 3.56% | +30.1% | Q2 2024 |
| COHR | $25.4M | 1.60% | 0.09% | -16.9% | Q2 2018 |
| VPG | $25.3M | 1.60% | 5.36% | Not reported | Q2 2014 |
| PLAB | $24.8M | 1.57% | 1.31% | +2.0% | Q2 2013 |
| ASUR | $24.2M | 1.53% | 9.15% | +1.5% | Q4 2023 |
| THR | $23M | 1.46% | 1.89% | -0.6% | Q4 2021 |
| VECO | $23M | 1.45% | 1.33% | -0.6% | Q3 2016 |
| TTI | $22.3M | 1.41% | 1.77% | +55.7% | Q1 2025 |
| VITL | $21.9M | 1.38% | 1.53% | +31.1% | Q1 2024 |
| ARLO | $21.5M | 1.36% | 1.47% | +17.8% | Q2 2020 |
| UTI | $21.1M | 1.33% | 1.47% | +46.8% | Q2 2024 |
| MKSI | $20.9M | 1.32% | 0.19% | -0.2% | Q2 2013 |
| CTRI | $20.1M | 1.27% | 0.79% | +29.7% | Q2 2024 |
| PSN | $20M | 1.27% | 0.58% | +9.8% | Q2 2019 |
| CRAI | $19.8M | 1.25% | 1.50% | +7.9% | Q4 2015 |
| CECO | $17.9M | 1.13% | 0.84% | +70.6% | Q3 2025 |
| BRKR | $17.2M | 1.09% | 0.24% | -8.8% | Q2 2014 |
| HII | $17.2M | 1.09% | 0.13% | -7.3% | Q4 2023 |
| MTRX | $16.8M | 1.06% | 5.10% | Not reported | Q1 2022 |
| CLH | $16.1M | 1.02% | 0.13% | +9.3% | Q3 2013 |
| ENTG | $16.1M | 1.02% | 0.13% | -17.1% | Q2 2013 |
| KLAC | $15.8M | 1.00% | 0.01% | Not reported | Q1 2019 |
| NVT | $15.8M | 1.00% | 0.10% | Not reported | Q4 2023 |
| ATRO | $14.8M | 0.93% | 0.84% | Not reported | Q1 2024 |
 TMO | $14.6M | 0.92% | 0.01% | -3.8% | Q2 2013 |
| LH | $14.1M | 0.89% | 0.07% | Not reported | Q2 2024 |
| AKAM | $13.7M | 0.86% | 0.11% | +2.6% | Q2 2013 |
| MKL | $13.4M | 0.85% | 0.05% | +7.8% | Q1 2017 |
 UIS | $13.3M | 0.84% | 6.75% | -5.5% | Q4 2021 |
 BFAM | $13.1M | 0.83% | 0.23% | +9.8% | Q1 2022 |
 TTMI | $12.8M | 0.81% | 0.18% | -14.8% | Q2 2013 |
| ADTN | $12.6M | 0.79% | 1.81% | +23.2% | Q2 2020 |
| GRC | $12.4M | 0.78% | 0.99% | +30.0% | Q2 2024 |
| ASPN | $12.3M | 0.78% | 5.26% | +26.5% | Q3 2015 |
| WAB | $11.9M | 0.75% | 0.03% | Not reported | Q1 2019 |
| VSAT | $11.4M | 0.72% | 0.24% | -6.9% | Q2 2013 |
| ECG | $10.8M | 0.68% | 0.25% | +7.7% | Q4 2024 |
 MDU | $10.6M | 0.67% | 0.27% | +4.2% | Q2 2024 |
| Q3 2025 | |||||
| SMCI | $67.4M | 4.70% | 0.24% | -1.5% | Q2 2013 |
| TDUP | $53.6M | 3.74% | 4.54% | -3.4% | Q3 2021 |
| LASR | $53.1M | 3.71% | 3.53% | -2.5% | Q2 2018 |
| PDFS | $52.1M | 3.64% | 5.11% | +5.5% | Q2 2013 |
| VRT | $42.8M | 2.99% | 0.07% | -0.3% | Q4 2021 |
| NVMI | $37.3M | 2.60% | 0.39% | -10.0% | Q2 2013 |
| ODC | $35M | 2.44% | Not reported | +2.1% | Q2 2013 |
| AIP | $33.6M | 2.34% | 7.63% | +12.5% | Q1 2023 |
| VICR | $31.9M | 2.22% | 5.46% | -9.1% | Q4 2014 |
| GENI | $30.7M | 2.14% | 13.41% | +5.3% | Q3 2023 |
| VSH | $28M | 1.95% | 1.39% | +20.0% | Q2 2013 |
| FORM | $27M | 1.88% | 0.95% | +13.0% | Q2 2013 |
| VECO | $24.6M | 1.72% | 1.35% | +12.3% | Q3 2016 |
| PSN | $24.5M | 1.71% | 0.53% | +2.1% | Q2 2019 |
| ASPN | $23.9M | 1.67% | 4.17% | +14.1% | Q3 2015 |
| ARLO | $22.2M | 1.55% | 1.24% | Not reported | Q2 2020 |
| VITL | $21.5M | 1.50% | 1.17% | +3.0% | Q1 2024 |
| ENTG | $21.4M | 1.49% | 0.15% | -3.8% | Q2 2013 |
| VPG | $21.1M | 1.47% | 5.36% | Not reported | Q2 2014 |
| ASUR | $20.8M | 1.45% | 9.13% | +1.5% | Q4 2023 |
| LINC | $20.3M | 1.42% | 2.74% | +41.9% | Q2 2024 |
| UIS | $19.9M | 1.38% | 7.14% | -8.0% | Q4 2021 |
| CRAI | $19.1M | 1.33% | 1.40% | +8.0% | Q4 2015 |
| MTRX | $18.8M | 1.31% | 5.11% | +1.1% | Q1 2022 |
| UTI | $17.9M | 1.25% | 1.01% | +76.9% | Q2 2024 |
| COHR | $17.8M | 1.24% | 0.11% | -0.3% | Q2 2018 |
| PLAB | $17.4M | 1.22% | 1.29% | -0.3% | Q2 2013 |
| THR | $16.7M | 1.16% | 1.90% | Not reported | Q4 2021 |
| MKSI | $16.2M | 1.13% | 0.19% | +1.6% | Q2 2013 |
| LH | $16.2M | 1.13% | 0.07% | Not reported | Q2 2024 |
| HII | $15.7M | 1.09% | 0.14% | Not reported | Q4 2023 |
| NVT | $15.2M | 1.06% | 0.10% | -1.9% | Q4 2023 |
| CLH | $14.6M | 1.02% | 0.12% | +3.4% | Q3 2013 |
| KLAC | $14M | 0.98% | 0.01% | -10.3% | Q1 2019 |
| CTRI | $13M | 0.91% | 0.69% | +47.3% | Q2 2024 |
| BRKR | $13M | 0.91% | 0.26% | +81.4% | Q2 2014 |
| BFAM | $12.8M | 0.89% | 0.21% | +9.3% | Q1 2022 |
| TMO | $12.7M | 0.89% | 0.01% | -0.9% | Q2 2013 |
| TTMI | $12.5M | 0.87% | 0.21% | -32.9% | Q2 2013 |
| ATRO | $12.4M | 0.87% | 0.84% | +1.9% | Q1 2024 |
 RSSS | $11.6M | 0.81% | 9.44% | +5.8% | Q2 2022 |
| AKAM | $11.6M | 0.81% | 0.11% | -18.0% | Q2 2013 |
| WAB | $11.2M | 0.78% | 0.03% | Not reported | Q1 2019 |
| MKL | $11M | 0.77% | 0.05% | +16.7% | Q1 2017 |
| ADTN | $11M | 0.77% | 1.47% | +4.9% | Q2 2020 |
| VSAT | $10.4M | 0.73% | 0.26% | Not reported | Q2 2013 |
| ECG | $10.1M | 0.70% | 0.23% | +11.9% | Q4 2024 |
| GRC | $9.28M | 0.65% | 0.76% | +42.9% | Q2 2024 |
| MDU | $9.26M | 0.65% | 0.25% | +32.0% | Q2 2024 |
| CECO | $8.96M | 0.63% | 0.49% | New | Q3 2025 |