§ 13F · FUND PROFILE
NEEDHAM INVESTMENT MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 348Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LASR | NLIGHT INC | 1.67M | $95M | 4.9% | +4% |
| 2 | VICR | VICOR CORP | 475K | $76M | 3.9% | −8% |
| 3 | VRT | VERTIV HOLDINGS CO | 261K | $65M | 3.3% | ±0% |
| 4 | LINC | LINCOLN EDL SVCS CORP | 1.28M | $52M | 2.7% | +14% |
| 5 | PDFS | PDF SOLUTIONS INC | 1.59M | $52M | 2.7% | +3% |
| 6 | AIP | ARTERIS INC | 3.13M | $51M | 2.6% | +16% |
| 7 | ODC | OIL DRI CORP AMER | 678K | $44M | 2.3% | +7% |
| 8 | UTI | UNIVERSAL TECHNICAL INST INC | 1.03M | $37M | 1.9% | +28% |
| 9 | VSH | VISHAY INTERTECHNOLOGY INC | 2.06M | $37M | 1.9% | +23% |
| 10 | THR | THERMON GROUP HLDGS INC | 633K | $32M | 1.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEEDHAM SIGNAL
AC read
NEEDHAM INVESTMENT MANAGEMENT LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed