Filed: 8/14/2026ACC: 0000919574-26-005153
📋 What this filing means
NEEDHAM INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $3.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$3.33B
Total AUM (reported)
103.67M
Total Shares
Allocation by class
COM$2.53B76.2%
COM NEW$169.51M5.1%
COM CL A$131.14M3.9%
CL A$103.25M3.1%
COMMON STOCK$98.64M3.0%
COM SHS$76.91M2.3%
SHS$47.27M1.4%
Portfolio Concentration
Top 3$553.10M16.6%
4–10$714.95M21.5%
11–25$703.66M21.2%
Rest$1.35B40.7%
Top 3 weight
16.6%
Top 10 weight
38.1%
Voting Authority Distribution
Total shares with voting rights: 103.67M
Sole
Full voting authority
103.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole22
Shared0
Other154
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings176
Rows:
VICOR CORP
DFNDShares524K
TypeSH
Market value$199.00M
5.98%
Sole
524K
Shared
0.00
None
0.00
ARTERIS INC
DFNDShares3.93M
TypeSH
Market value$190.84M
5.74%
Sole
3.93M
Shared
0.00
None
0.00
VISHAY INTERTECHNOLOGY INC
DFNDShares3.04M
TypeSH
Market value$163.26M
4.91%
Sole
3.04M
Shared
0.00
None
0.00
PDF SOLUTIONS INC
DFNDShares2.06M
TypeSH
Market value$146.18M
4.40%
Sole
2.06M
Shared
0.00
None
0.00
NLIGHT INC
DFNDShares1.99M
TypeSH
Market value$138.73M
4.17%
Sole
1.99M
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
DFNDShares285.75K
TypeSH
Market value$95.67M
2.88%
Sole
285.75K
Shared
0.00
None
0.00
VISHAY PRECISION GROUP INC
DFNDShares599K
TypeSH
Market value$89.80M
2.70%
Sole
599K
Shared
0.00
None
0.00
FORMFACTOR INC
DFNDShares547.50K
TypeSH
Market value$87.56M
2.63%
Sole
547.50K
Shared
0.00
None
0.00
CECO ENVIRONMENTAL CORP
DFNDShares957.50K
TypeSH
Market value$86.88M
2.61%
Sole
957.50K
Shared
0.00
None
0.00
OIL DRI CORP AMER
DFNDShares686K
TypeSH
Market value$70.12M
2.11%
Sole
686K
Shared
0.00
None
0.00
THREDUP INC
DFNDShares10.18M
TypeSH
Market value$69.70M
2.10%
Sole
10.18M
Shared
0.00
None
0.00
LINCOLN EDL SVCS CORP
DFNDShares1.32M
TypeSH
Market value$66.12M
1.99%
Sole
1.32M
Shared
0.00
None
0.00
VEECO INSTRS INC DEL
DFNDShares845.85K
TypeSH
Market value$64.12M
1.93%
Sole
845.85K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
DFNDShares5.65M
TypeSH
Market value$64.03M
1.93%
Sole
5.65M
Shared
0.00
None
0.00
SUPER MICRO COMPUTER INC
DFNDShares1.86M
TypeSH
Market value$54.51M
1.64%
Sole
1.86M
Shared
0.00
None
0.00
ELMET GROUP CO (THE)
DFNDShares2.64M
TypeSH
Market value$52.10M
1.57%
Sole
2.64M
Shared
0.00
None
0.00
MKS INC.
DFNDShares112.25K
TypeSH
Market value$49.93M
1.50%
Sole
112.25K
Shared
0.00
None
0.00
UNIVERSAL TECHNICAL INST INC
DFNDShares1.13M
TypeSH
Market value$48.33M
1.45%
Sole
1.13M
Shared
0.00
None
0.00
NOVA LTD
DFNDShares88.65K
TypeSH
Market value$48.13M
1.45%
Sole
88.65K
Shared
0.00
None
0.00
COHERENT CORP
DFNDShares92.50K
TypeSH
Market value$36.49M
1.10%
Sole
92.50K
Shared
0.00
None
0.00
KLA CORP
SOLEShares102.50K
TypeSH
Market value$30.93M
0.93%
Sole
102.50K
Shared
0.00
None
0.00
CRA INTL INC
DFNDShares215.51K
TypeSH
Market value$30.67M
0.92%
Sole
215.51K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares4.92M
TypeSH
Market value$29.85M
0.90%
Sole
4.92M
Shared
0.00
None
0.00
VIASAT INC
SOLEShares330.60K
TypeSH
Market value$29.69M
0.89%
Sole
330.60K
Shared
0.00
None
0.00
PARSONS CORP DEL
DFNDShares555K
TypeSH
Market value$29.08M
0.87%
Sole
555K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VICOR CORPDFND | COM | 524K | SH | $199.00M 5.98% | 524K | 0.00 | 0.00 |
ARTERIS INCDFND | COM | 3.93M | SH | $190.84M 5.74% | 3.93M | 0.00 | 0.00 |
VISHAY INTERTECHNOLOGY INCDFND | COM | 3.04M | SH | $163.26M 4.91% | 3.04M | 0.00 | 0.00 |
PDF SOLUTIONS INCDFND | COM | 2.06M | SH | $146.18M 4.40% | 2.06M | 0.00 | 0.00 |
NLIGHT INCDFND | COM | 1.99M | SH | $138.73M 4.17% | 1.99M | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 285.75K | SH | $95.67M 2.88% | 285.75K | 0.00 | 0.00 |
VISHAY PRECISION GROUP INCDFND | COM | 599K | SH | $89.80M 2.70% | 599K | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 547.50K | SH | $87.56M 2.63% | 547.50K | 0.00 | 0.00 |
CECO ENVIRONMENTAL CORPDFND | COM | 957.50K | SH | $86.88M 2.61% | 957.50K | 0.00 | 0.00 |
OIL DRI CORP AMERDFND | COM | 686K | SH | $70.12M 2.11% | 686K | 0.00 | 0.00 |
THREDUP INCDFND | CL A | 10.18M | SH | $69.70M 2.10% | 10.18M | 0.00 | 0.00 |
LINCOLN EDL SVCS CORPDFND | COM | 1.32M | SH | $66.12M 1.99% | 1.32M | 0.00 | 0.00 |
VEECO INSTRS INC DELDFND | COM | 845.85K | SH | $64.12M 1.93% | 845.85K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELDFND | COM | 5.65M | SH | $64.03M 1.93% | 5.65M | 0.00 | 0.00 |
SUPER MICRO COMPUTER INCDFND | COM NEW | 1.86M | SH | $54.51M 1.64% | 1.86M | 0.00 | 0.00 |
ELMET GROUP CO (THE)DFND | COMMON STOCK | 2.64M | SH | $52.10M 1.57% | 2.64M | 0.00 | 0.00 |
MKS INC.DFND | COM | 112.25K | SH | $49.93M 1.50% | 112.25K | 0.00 | 0.00 |
UNIVERSAL TECHNICAL INST INCDFND | COM | 1.13M | SH | $48.33M 1.45% | 1.13M | 0.00 | 0.00 |
NOVA LTDDFND | COM | 88.65K | SH | $48.13M 1.45% | 88.65K | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 92.50K | SH | $36.49M 1.10% | 92.50K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 102.50K | SH | $30.93M 0.93% | 102.50K | 0.00 | 0.00 |
CRA INTL INCDFND | COM | 215.51K | SH | $30.67M 0.92% | 215.51K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 4.92M | SH | $29.85M 0.90% | 4.92M | 0.00 | 0.00 |
VIASAT INCSOLE | COM | 330.60K | SH | $29.69M 0.89% | 330.60K | 0.00 | 0.00 |
PARSONS CORP DELDFND | COM | 555K | SH | $29.08M 0.87% | 555K | 0.00 | 0.00 |
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