NEEDHAM INVESTMENT MANAGEMENT LLC
CIK 0001167212 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.33B
2026 Q2
Positions
176
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VICR
VICOR CORP
6.0%
AIP
ARTERIS INC
5.7%
VSH
VISHAY INTERTECHNOLOGY INC
4.9%
PDFS
PDF SOLUTIONS INC
4.4%
LASR
NLIGHT INC
4.2%
VRT
VERTIV HOLDINGS CO
2.9%
VPG
VISHAY PRECISION GROUP INC
2.7%
FORM
FORMFACTOR INC
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.