NEEDHAM INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
175 positions ·
$1,950,625,136 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LASR |
Nlight, Inc.
Technology
|
1,922,740 | $109,634,634 | 5.62% | |
| VICR |
Vicor Corp
Technology
|
522,000 | $84,042,000 | 4.31% | |
| VRT |
Vertiv Holdings Co
Industrials
|
285,250 | $71,477,945 | 3.66% | |
| PDFS |
Pdf Solutions Inc
Technology
|
2,022,700 | $66,162,517 | 3.39% | |
| AIP |
Arteris, Inc.
Technology
|
3,952,500 | $64,979,100 | 3.33% | |
| FORM |
Formfactor Inc
Technology
|
603,500 | $58,533,465 | 3.00% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
2,920,000 | $52,560,000 | 2.69% | |
| LINC |
Lincoln Educational Services Corp
Consumer Defensive
|
1,277,500 | $51,968,700 | 2.66% | |
| ODC |
Oil-Dri Corp of America
Basic Materials
|
677,500 | $44,098,475 | 2.26% | |
| NVMI |
Nova Ltd.
Technology
|
92,150 | $40,018,902 | 2.05% |
Portfolio Trend
24 quarters · across all stocks
Holdings in ROG
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,225,140 | 58,000 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $4,827,600 | 60,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,766,400 | 55,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,714,150 | 55,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,842,575 | 57,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,159,045 | 54,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,824,400 | 40,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,560,700 | 30,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,641,400 | 20,000 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $525,880 | 4,000 | Shares | Defined | 2023-11-14 | |
| 2022-12-31 | $1,790,100 | 15,000 | Shares | Defined | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||