NEEDHAM INVESTMENT MANAGEMENT LLC

Position in PLAB — Photronics Inc

CIK 1167212 NEW YORK, NY

Back to PLAB Full portfolio

Position in PLAB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$24,448,050

-$351,950 QoQ

Shares Held

605,000

-21.9% QoQ

Ownership

1.03%

of shares outstanding

% of Portfolio

1.26%

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 PLAB Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

NEEDHAM INVESTMENT MANAGEMENT LLC holds $215,784,901 across 17 Semiconductor Equipment & Materials names. PLAB ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FORM	Formfactor Inc	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 This page	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 PLAB

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,448,050	605,000	-21.9%	Shares	Defined	2026-05-15
2025-12-31	$24,800,000	775,000	+2.0%	Shares	Defined	2026-02-17
2025-09-30	$17,442,000	760,000	-0.3%	Shares	Defined	2025-11-14
2025-06-30	$14,348,460	762,000	+1.6%	Shares	Defined	2025-08-14
2025-03-31	$15,570,000	750,000	-2.6%	Shares	Defined	2025-05-15
2024-12-31	$18,141,200	770,000	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$18,879,500	762,500	+6.7%	Shares	Sole	2024-11-14
2024-06-30	$17,621,780	714,300	+10.8%	Shares	Defined	2024-08-14
2024-03-31	$18,252,240	644,500	+2.5%	Shares	Defined	2024-05-15
2023-12-31	$19,730,161	628,950	-1.0%	Shares	Sole	2024-02-14
2023-09-30	$12,843,455	635,500	-3.6%	Shares	Defined	2023-11-14
2023-06-30	$17,005,926	659,400	-32.0%	Shares	Defined	2023-08-14
2023-03-31	$16,082,600	970,000	-19.6%	Shares	Defined	2023-05-15
2022-12-31	$20,315,493	1,207,100	-7.1%	Shares	Defined	2023-02-14
2022-09-30	$19,000,868	1,299,649	+276.5%	Shares	Defined	2022-11-14
2022-06-30	$6,724,496	345,200	-2.9%	Shares	Defined	2022-08-12
2022-03-31	$6,033,683	355,550	-36.8%	Shares	Defined	2022-05-16
2021-12-31	$10,606,894	562,700	-47.9%	Shares	Defined	2022-02-14
2021-09-30	$14,723,126	1,080,200	-37.0%	Shares	Sole	2021-11-15
2021-06-30	$22,657,792	1,715,200	-11.4%	Shares	Defined	2021-08-16
2021-03-31	$24,884,100	1,935,000	+22.5%	Shares	Defined	2021-05-17
2020-12-31	$17,632,800	1,580,000	+46.5%	Shares	Defined	2021-02-16
2020-09-30	$10,739,111	1,078,224	+55.4%	Shares	Defined	2021-02-25
2020-06-30	$7,724,220	694,000	+42.1%	Shares	Defined	2021-02-25
2020-03-31	$5,012,010	488,500	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.