Position in LTRX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,522,000
+$17,748,000 QoQ
Shares Held
3,150,000
+2000.0% QoQ
Ownership
6.74%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1
of 121 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LTRX Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $71,737,830 across 7 Communication Equipment names. LTRX ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSAT |
Viasat Inc
|
330,600 | $29,691,186 | |
| 2 | LTRX |
Lantronix Inc
This page
|
3,150,000 | $18,522,000 | |
| 3 | HLIT |
Harmonic Inc.
|
700,000 | $11,431,000 | |
| 4 | ADTN |
ADTRAN Holdings, Inc.
|
450,000 | $6,255,000 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
74,000 | $3,338,140 | |
| 6 | CMTL |
Comtech Telecommunications Corp /De/
|
906,360 | $1,903,354 | |
| 7 | FEIM |
Frequency Electronics Inc
|
9,000 | $597,150 |
All Filings in LTRX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,522,000 | 3,150,000 | Shares | Defined | 2026-08-14 | |
| 2026-06-18 | $20,916,000 | 3,150,000 | Shares | Sole | 2026-07-02 | |
| 2021-06-30 | $774,000 | 150,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,142,500 | 250,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,110,000 | 250,000 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||