Position in FORM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$58,533,465
+$19,794,255 QoQ
Shares Held
603,500
-13.1% QoQ
Ownership
0.774%
of shares outstanding
% of Portfolio
3.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $215,784,901 across 17 Semiconductor Equipment & Materials names. FORM ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
This page
|
603,500 | $58,533,465 | |
| 2 | NVMI |
Nova Ltd.
|
92,150 | $40,018,902 | |
| 3 | VECO |
Veeco Instruments Inc
|
880,000 | $29,796,799 | |
| 4 | PLAB |
Photronics Inc
|
605,000 | $24,448,050 | |
| 5 | ENTG |
Entegris Inc
|
117,000 | $13,717,080 | |
| 6 | CAMT |
Camtek Ltd
|
66,500 | $10,082,065 | |
| 7 | TER |
Teradyne, Inc
|
29,000 | $8,597,340 | |
| 8 | ASML |
Asml Holding NV
|
5,800 | $7,660,813 |
All Filings in FORM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,533,465 | 603,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $38,739,210 | 694,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $26,950,800 | 740,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $22,538,550 | 655,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,812,850 | 665,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $27,522,000 | 625,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $28,520,000 | 620,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,562,630 | 571,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,746,900 | 630,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,087,525 | 577,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,732,050 | 507,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,243,458 | 503,900 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,584,013 | 489,294 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,771,135 | 574,500 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $11,648,250 | 465,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,171,350 | 495,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $27,109,350 | 645,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,203,400 | 595,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $21,931,375 | 587,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,959,200 | 520,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,600,294 | 434,500 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $20,025,810 | 465,500 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,789,090 | 513,000 | Shares | Defined | 2021-02-25 | |
| 2020-06-30 | $15,046,290 | 513,000 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $11,833,010 | 589,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||