Position in AIP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$190,837,225
+$125,858,125 QoQ
Shares Held
3,927,500
-0.6% QoQ
Ownership
7.99%
of shares outstanding
% of Portfolio
5.74%
of 13F equity value
Holder Rank
#1
of 209 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $568,596,075 across 10 Semiconductors names. AIP ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIP |
Arteris, Inc.
This page
|
3,927,500 | $190,837,225 | |
| 2 | VSH |
Vishay Intertechnology Inc
|
3,035,610 | $163,255,105 | |
| 3 | LASR |
Nlight, Inc.
|
1,992,740 | $138,734,558 | |
| 4 | AMBQ |
Ambiq Micro, Inc.
|
323,700 | $28,582,710 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
48,250 | $14,373,192 | |
| 6 | SITM |
SITIME Corp
|
15,000 | $11,183,400 | |
| 7 | CEVA |
Ceva Inc
|
210,000 | $9,903,600 | |
| 8 | ADI |
Analog Devices Inc
|
10,500 | $4,170,285 |
All Filings in AIP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,837,225 | 3,927,500 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $64,979,100 | 3,952,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $52,878,250 | 3,411,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $33,582,500 | 3,325,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $28,161,150 | 2,955,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,434,375 | 2,812,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,971,550 | 2,745,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,114,200 | 2,735,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,911,350 | 2,385,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,700,200 | 1,735,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,948,900 | 1,010,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,278,500 | 350,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $443,300 | 65,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $211,500 | 50,000 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||