§ 13F · FUND PROFILE
NEEDHAM INVESTMENT MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 322Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1582.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LASR | NLIGHT INC | 1.59M | $59.8T | 3.8% | NEW |
| 2 | VICR | VICOR CORP | 491K | $53.8T | 3.4% | NEW |
| 3 | AIP | ARTERIS INC | 2.76M | $42.8T | 2.7% | NEW |
| 4 | VRT | VERTIV HOLDINGS CO | 261K | $42.2T | 2.7% | NEW |
| 5 | PDFS | PDF SOLUTIONS INC | 1.47M | $41.8T | 2.6% | NEW |
| 6 | TDUP | THREDUP INC | 6.08M | $38.8T | 2.5% | NEW |
| 7 | ODC | OIL DRI CORP AMER | 635K | $31.1T | 2.0% | NEW |
| 8 | GENI | GENIUS SPORTS LIMITED | 2.63M | $29.0T | 1.8% | NEW |
| 9 | LINC | LINCOLN EDL SVCS CORP | 1.13M | $27.2T | 1.7% | NEW |
| 10 | VSH | VISHAY INTERTECHNOLOGY INC | 1.70M | $24.6T | 1.6% | NEW |
§ 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed