NEEDHAM INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
146 positions ·
$1,469,771,035 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LASR |
Nlight, Inc.
Technology
|
1,857,740 | $69,683,827 | 4.74% |
| VICR |
Vicor Corp
Technology
|
569,775 | $62,447,340 | 4.25% |
| PDFS |
Pdf Solutions Inc
Technology
|
1,965,000 | $56,061,450 | 3.81% |
| AIP |
Arteris, Inc.
Technology
|
3,411,500 | $52,878,250 | 3.60% |
| VRT |
Vertiv Holdings Co
Industrials
|
285,250 | $46,213,352 | 3.14% |
| SMCI |
Super Micro Computer, Inc.
Technology
|
1,380,000 | $40,392,600 | 2.75% |
| TDUP |
ThredUp Inc.
Consumer Cyclical
|
6,075,000 | $38,819,250 | 2.64% |
| FORM |
Formfactor Inc
Technology
|
694,500 | $38,739,210 | 2.64% |
| NVMI |
Nova Ltd.
Technology
|
111,750 | $36,697,582 | 2.50% |
| ODC |
Oil-Dri Corp of America
Basic Materials
|
635,000 | $31,076,900 | 2.11% |
Portfolio Trend
Holdings in MXL
Export CSVShares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,440,200 | 140,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,492,400 | 155,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,202,550 | 155,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,629,000 | 150,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,450,500 | 225,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,258,000 | 225,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,783,250 | 237,500 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,434,125 | 237,500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,169,975 | 217,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,562,500 | 250,000 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $2,112,600 | 60,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $848,750 | 25,000 | Shares | Defined | 2023-02-14 | |
| 2022-06-30 | $339,800 | 10,000 | Shares | Defined | 2022-08-12 | |
| 2020-03-31 | $5,543,250 | 475,000 | Shares | Defined | 2020-05-15 | |
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