NEEDHAM INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
175 positions ·
$1,981,047,136 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 | 3.61% | |
| 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 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDFS
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,162,517 | 2,022,700 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $56,061,450 | 1,965,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $52,118,961 | 2,018,550 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $52,118,961 | 2,018,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,910,630 | 1,913,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $35,640,150 | 1,865,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $49,217,900 | 1,817,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,742,544 | 1,759,550 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $48,385,400 | 1,330,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,710,400 | 1,120,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,720,750 | 862,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,599,000 | 697,500 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $29,653,250 | 657,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,902,800 | 634,500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $19,935,194 | 698,990 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,378,700 | 790,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,423,551 | 856,511 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $24,172,514 | 867,331 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,371,848 | 955,390 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,122,560 | 1,264,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,615,420 | 1,519,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $23,362,920 | 1,314,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,038,400 | 974,000 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $18,073,860 | 966,000 | Shares | Defined | 2021-02-25 | |
| 2020-06-30 | $20,322,840 | 1,039,000 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $14,938,487 | 1,274,615 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||