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NEEDHAM INVESTMENT MANAGEMENT LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    176

  • Value ($000)

    $1,956,816

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001167212
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

NLIGHT INC

COM
65487K100
$109.63M
6 %

1,922,740

V
VICR

VICOR CORP

COM
925815102
$84.04M
4 %

522,000

V
VRT

VERTIV HOLDINGS CO

COM CL A
92537N108
$71.48M
4 %

285,250

P
PDFS

PDF SOLUTIONS INC

COM
693282105
$66.16M
3 %

2,022,700

---

ARTERIS INC

COM
04302A104
$64.98M
3 %

3,952,500

F
FMF

FORMFACTOR INC

COM
346375108
$58.53M
3 %

603,500

V
VSH

VISHAY INTERTECHNOLOGY INC

COM
928298108
$52.56M
3 %

2,920,000

L
LINC

LINCOLN EDL SVCS CORP

COM
533535100
$51.97M
3 %

1,277,500

O
ODC

OIL DRI CORP AMER

COM
677864100
$44.1M
2 %

677,500

---

NOVA LTD

COM
M7516K103
$40.02M
2 %

92,150

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