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 VICR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,042,000 | 522,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $62,447,340 | 569,775 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $31,892,894 | 641,450 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $32,001,480 | 705,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,207,720 | 774,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,231,680 | 874,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,161,081 | 906,439 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $29,346,600 | 885,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $29,827,200 | 780,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $24,487,806 | 544,900 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,021,676 | 458,850 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,597,000 | 455,500 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,174,990 | 408,500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $18,409,375 | 342,500 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $18,599,529 | 314,500 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,267,315 | 315,500 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,512,412 | 290,750 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,872,110 | 219,500 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,031,716 | 223,850 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,304,339 | 229,850 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,544,145 | 229,850 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $21,196,767 | 229,850 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,924,538 | 230,600 | Shares | Defined | 2021-02-25 | |
| 2020-06-30 | $17,347,145 | 241,100 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $13,573,565 | 304,750 | Shares | Defined | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||