NEEDHAM INVESTMENT MANAGEMENT LLC — 13F holdings

NEEDHAM INVESTMENT MANAGEMENT LLC reported 359 holdings worth $3.33B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VICR VICOR CORP — $199M (6.0%)
2. AIP ARTERIS INC — $191M (5.7%)
3. VSH VISHAY INTERTECHNOLOGY INC — $163M (4.9%)
4. PDFS PDF SOLUTIONS INC — $146M (4.4%)
5. LASR NLIGHT INC — $139M (4.2%)
6. VRT VERTIV HOLDINGS CO — $95.7M (2.9%)
7. VPG VISHAY PRECISION GROUP INC — $89.8M (2.7%)
8. FORM FORMFACTOR INC — $87.6M (2.6%)
9. CECO CECO ENVIRONMENTAL CORP — $86.9M (2.6%)
10. ODC OIL DRI CORP AMER — $70.1M (2.1%)