NEEDHAM INVESTMENT MANAGEMENT LLC 13F Holdings

CIK 0001167212 · NEW YORK, NY

As of Sep 30, 2025, NEEDHAM INVESTMENT MANAGEMENT LLC reported 315 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SUPER MICRO COMPUTER INCSMCITechnology1,380,000$66.2M4.84%
THREDUP INCTDUPConsumer Cyclical5,675,000$53.6M3.92%
PDF SOLUTIONS INCPDFSTechnology2,018,550$52.1M3.81%
NLIGHT INCLASRTechnology1,756,775$52.1M3.81%
VERTIV HOLDINGS COVRTIndustrials284,000$42.8M3.14%
NOVA LTDNVMITechnology116,750$37.3M2.73%
OIL-DRI CORP OF AMERICAODCBasic Materials573,500$35.0M2.56%
ARTERIS INCAIPTechnology3,325,000$33.6M2.46%
VICOR CORPVICRTechnology627,350$31.2M2.28%
GENIUS SPORTS LTDGENICommunication Services2,450,000$30.3M2.22%
VISHAY INTERTECHNOLOGY INCVSHTechnology1,829,350$28.0M2.05%
FORMFACTOR INCFORMTechnology740,000$27.0M1.97%
VEECO INSTRUMENTS INCVECOTechnology785,000$23.9M1.75%
PARSONS CORPPSNTechnology285,000$23.6M1.73%
ASPEN AEROGELS INCASPNBasic Materials3,257,500$22.7M1.66%
ARLO TECHNOLOGIES INCARLOBasic Materials1,307,500$22.2M1.62%
VITAL FARMS INCVITLConsumer Defensive522,500$21.5M1.57%
ENTEGRIS INCENTGTechnology231,000$21.4M1.56%
VISHAY PRECISION GROUP INCVPGTechnology657,500$21.1M1.54%
ASURE SOFTWARE INCASURTechnology2,532,500$20.8M1.52%
LINCOLN EDL SVCS CORPLINCConsumer Defensive865,000$20.3M1.49%
CRA INTERNATIONAL INCCRAIIndustrials91,506 9.1M1.40%
MATRIX SVC COMTRXIndustrials1,435,000 8.8M1.37%
UNISYS CORPUISTechnology4,653,000 8.1M1.33%
UNIVERSAL TECHNICAL INSTITUTE INCUTIConsumer Defensive550,000 7.9M1.31%