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 SMCI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,807,705 | 1,616,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $40,392,600 | 1,380,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $67,355,700 | 1,405,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $69,937,270 | 1,427,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $49,048,800 | 1,432,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,976,800 | 1,410,000 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||