NEEDHAM INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
175 positions ·
$1,950,625,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LASR |
Nlight, Inc.
Technology
|
1,922,740 | $109,634,634 | 5.62% | |
| VICR |
Vicor Corp
Technology
|
522,000 | $84,042,000 | 4.31% | |
| VRT |
Vertiv Holdings Co
Industrials
|
285,250 | $71,477,945 | 3.66% | |
| PDFS |
Pdf Solutions Inc
Technology
|
2,022,700 | $66,162,517 | 3.39% | |
| AIP |
Arteris, Inc.
Technology
|
3,952,500 | $64,979,100 | 3.33% | |
| FORM |
Formfactor Inc
Technology
|
603,500 | $58,533,465 | 3.00% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
2,920,000 | $52,560,000 | 2.69% | |
| LINC |
Lincoln Educational Services Corp
Consumer Defensive
|
1,277,500 | $51,968,700 | 2.66% | |
| ODC |
Oil-Dri Corp of America
Basic Materials
|
677,500 | $44,098,475 | 2.26% | |
| NVMI |
Nova Ltd.
Technology
|
92,150 | $40,018,902 | 2.05% |
Portfolio Trend
23 quarters · across all stocks
Holdings in ARLO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,044,800 | 1,760,000 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $22,175,200 | 1,307,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,806,325 | 1,297,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,491,050 | 1,295,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,319,150 | 1,265,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,779,200 | 980,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,487,500 | 750,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,284,800 | 240,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $566,500 | 55,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $490,950 | 45,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $272,700 | 45,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $157,950 | 45,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $208,800 | 45,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $282,150 | 45,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,816,300 | 205,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,150,450 | 205,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,955,050 | 305,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,902,370 | 281,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,444,400 | 230,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $623,200 | 80,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $420,800 | 80,000 | Shares | Sole | 2021-02-25 | |
| 2020-06-30 | $283,800 | 110,000 | Shares | Sole | 2021-02-25 | |
| No 13F history on record for this holder in this stock. | ||||||