NEEDHAM INVESTMENT MANAGEMENT LLC: 13F holdings
CIK 11672122026Q2
| Positions | 176 |
|---|
| Reported value | $3.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 176 (+0 vs prior quarter) |
|---|
| Reported value | $3.3bn (+69.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VICR VICOR CORP | 524,000 | $199.0m | 6.0% |
| AIP ARTERIS INC | 3,927,500 | $190.8m | 5.7% |
| VSH VISHAY INTERTECHNOLOGY INC | 3,035,610 | $163.3m | 4.9% |
| PDFS PDF SOLUTIONS INC | 2,065,000 | $146.2m | 4.4% |
| LASR NLIGHT INC | 1,992,740 | $138.7m | 4.2% |
| VRT VERTIV HOLDINGS CO | 285,750 | $95.7m | 2.9% |
| VPG VISHAY PRECISION GROUP INC | 599,000 | $89.8m | 2.7% |
| FORM FORMFACTOR INC | 547,500 | $87.6m | 2.6% |
| CECO CECO ENVIRONMENTAL CORP | 957,500 | $86.9m | 2.6% |
| ODC OIL DRI CORP AMER | 686,000 | $70.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1167212")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples