NEEDHAM INVESTMENT MANAGEMENT LLC

CIK
1167212
City
NEW YORK
State / Country
NY

Top Portfolio Positions

175 positions · $1,950,625,136 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 FEIM

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $398,340 9,000
2025-12-31 $538,400 10,000
2025-09-30 $678,200 20,000
2025-06-30 $1,135,500 50,000
2025-03-31 $1,408,500 90,000
2024-12-31 $1,666,800 90,000
2024-09-30 $2,003,902 165,886
2024-06-30 $3,715,513 407,850
2024-03-31 $4,441,486 407,850
2023-12-31 $4,712,332 430,350
2023-09-30 $3,975,579 572,850
2023-06-30 $4,321,867 652,850
2023-03-31 $4,498,136 652,850
2022-12-31 $4,778,842 677,850
2022-09-30 $3,897,637 677,850
2022-06-30 $4,948,305 677,850
2022-03-31 $5,897,295 677,850
2021-12-31 $6,450,573 646,350
2021-09-30 $6,387,472 618,342
2021-06-30 $5,956,930 607,850
2021-03-31 $1,217,626 107,850
2020-12-31 $1,185,271 107,850
2020-03-31 $2,010,800 220,000