NEEDHAM INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
175 positions ·
$1,983,826,742 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LASR |
Nlight, Inc.
Technology
|
1,922,740 | $109,634,634 | 5.53% | |
| VICR |
Vicor Corp
Technology
|
522,000 | $84,042,000 | 4.24% | |
| VRT |
Vertiv Holdings Co
Industrials
|
285,250 | $71,477,945 | 3.60% | |
| PDFS |
Pdf Solutions Inc
Technology
|
2,022,700 | $66,162,517 | 3.34% | |
| AIP |
Arteris, Inc.
Technology
|
3,952,500 | $64,979,100 | 3.28% | |
| TDUP |
ThredUp Inc.
Consumer Cyclical
|
18,550,000 | $60,844,000 | 3.07% | |
| FORM |
Formfactor Inc
Technology
|
603,500 | $58,533,465 | 2.95% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
2,920,000 | $52,560,000 | 2.65% | |
| LINC |
Lincoln Educational Services Corp
Consumer Defensive
|
1,277,500 | $51,968,700 | 2.62% | |
| ODC |
Oil-Dri Corp of America
Basic Materials
|
677,500 | $44,098,475 | 2.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRAI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,664,171 | 140,006 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,820,329 | 98,756 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,081,746 | 91,506 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,879,607 | 84,750 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,418,900 | 83,250 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,584,400 | 83,250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $14,551,560 | 83,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,433,160 | 78,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,919,340 | 73,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,090,775 | 51,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,871,660 | 28,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,652,000 | 26,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,372,040 | 22,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,448,600 | 20,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,041,020 | 23,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,054,360 | 23,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,685,200 | 20,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,260,360 | 13,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,192,080 | 12,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,027,200 | 12,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $895,680 | 12,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $611,160 | 12,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $412,170 | 11,000 | Shares | Sole | 2021-02-25 | |
| 2020-06-30 | $414,750 | 10,500 | Shares | Sole | 2021-02-25 | |
| 2020-03-31 | $233,870 | 7,000 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||