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 KVHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,449,600 | 385,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,718,300 | 390,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,852,080 | 509,300 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,939,936 | 739,200 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,901,422 | 926,545 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,356,355 | 1,115,150 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,238,426 | 1,291,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,470,940 | 1,391,600 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,327,221 | 1,828,867 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,719,691 | 1,847,850 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,475,035 | 1,857,850 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $16,980,749 | 1,857,850 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,142,333 | 1,857,850 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,987,227 | 1,857,850 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,877,210 | 1,830,500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,925,350 | 1,830,500 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,380,000 | 1,800,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,677,069 | 1,053,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,244,780 | 959,998 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,807,975 | 959,998 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $17,244,774 | 1,359,998 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $18,063,502 | 1,591,498 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $16,758,581 | 1,859,998 | Shares | Defined | 2021-02-25 | |
| 2020-06-30 | $13,930,782 | 1,559,998 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $12,400,431 | 1,314,998 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||