§ 13F · FUND PROFILE
NEEDHAM INVESTMENT MANAGEMENT LLC.
AUM · $3.3B (13F)Positions · 359Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$107M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VICR | VICOR CORP | 477K | $181M | 5.4% | ±0% |
| 2 | AIP | ARTERIS INC | 3.17M | $154M | 4.6% | −1% |
| 3 | VSH | VISHAY INTERTECHNOLOGY INC | 2.32M | $125M | 3.7% | +4% |
| 4 | PDFS | PDF SOLUTIONS INC | 1.71M | $121M | 3.6% | +2% |
| 5 | LASR | NLIGHT INC | 1.71M | $119M | 3.6% | +4% |
| 6 | VRT | VERTIV HOLDINGS CO | 261K | $87M | 2.6% | ±0% |
| 7 | VPG | VISHAY PRECISION GROUP INC | 579K | $87M | 2.6% | −3% |
| 8 | CECO | CECO ENVIRONMENTAL CORP | 918K | $83M | 2.5% | +147% |
| 9 | ODC | OIL DRI CORP AMER | 686K | $70M | 2.1% | +1% |
| 10 | TDUP | THREDUP INC | 10.18M | $70M | 2.1% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEEDHAM SIGNAL
AC read
NEEDHAM INVESTMENT MANAGEMENT LLC is a Other fund managing $3.3 billion in assets. The fund runs a broad portfolio of 359 positions.
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