NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.6T
Holdings
162
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (162 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LASRNLIGHT INC | 1,857,740 | $69.7B | 4.40% | |
| 2 | VICRVICOR CORP | 569,775 | $62.4B | 3.95% | |
| 3 | PDFSPDF SOLUTIONS INC | 1,965,000 | $56.1B | 3.54% | |
| 4 | AIPARTERIS INC | 3,411,500 | $52.9B | 3.34% | |
| 5 | VRTVERTIV HOLDINGS CO | 285,250 | $46.2B | 2.92% | |
| 6 | SMCISUPER MICRO COMPUTER INC | 1,380,000 | $40.4B | 2.55% | |
| 7 | TDUPTHREDUP INC | 6,075,000 | $38.8B | 2.45% | |
| 8 | FMFFORMFACTOR INC | 694,500 | $38.7B | 2.45% | |
| 9 | NVMINOVA LTD | 111,750 | $36.7B | 2.32% | |
| 10 | VSHVISHAY INTERTECHNOLOGY INC | 2,375,000 | $34.4B | 2.17% | |
| 11 | ODCOIL DRI CORP AMER | 635,000 | $31.1B | 1.96% | |
| 12 | GENIGENIUS SPORTS LIMITED | 2,690,000 | $29.6B | 1.87% | |
| 13 | LINCLINCOLN EDL SVCS CORP | 1,125,000 | $27.2B | 1.72% | |
| 14 | COHRCOHERENT CORP | 137,500 | $25.4B | 1.60% | |
| 15 | VPGVISHAY PRECISION GROUP INC | 657,500 | $25.3B | 1.60% | |
| 16 | PLABPHOTRONICS INC | 775,000 | $24.8B | 1.57% | |
| 17 | VTE1ASURE SOFTWARE INC | 2,570,000 | $24.2B | 1.53% | |
| 18 | THRTHERMON GROUP HLDGS INC | 620,000 | $23.0B | 1.46% | |
| 19 | VECOVEECO INSTRS INC DEL | 805,000 | $23.0B | 1.45% | |
| 20 | TTITETRA TECHNOLOGIES INC DEL | 2,375,000 | $22.3B | 1.41% | |
| 21 | VITLVITAL FARMS INC | 685,000 | $21.9B | 1.38% | |
| 22 | ARLOARLO TECHNOLOGIES INC | 1,540,000 | $21.5B | 1.36% | |
| 23 | UTIUNIVERSAL TECHNICAL INST INC | 807,500 | $21.1B | 1.33% | |
| 24 | MKSIMKS INC. | 130,500 | $20.9B | 1.32% | |
| 25 | CTRICENTURI HOLDINGS INC | 797,628 | $20.1B | 1.27% | |
| 26 | PSNPARSONS CORP DEL | 324,000 | $20.0B | 1.27% | |
| 27 | CRAICRA INTL INC | 98,756 | $19.8B | 1.25% | |
| 28 | CECOCECO ENVIRONMENTAL CORP | 298,500 | $17.9B | 1.13% | |
| 29 | BRKRBRUKER CORP | 364,650 | $17.2B | 1.09% | |
| 30 | HIIHUNTINGTON INGALLS INDS INC | 50,500 | $17.2B | 1.09% | |
| 31 | MTRXMATRIX SVC CO | 1,435,000 | $16.8B | 1.06% | |
| 32 | CLHCLEAN HARBORS INC | 68,856 | $16.1B | 1.02% | |
| 33 | ENQENTEGRIS INC | 191,400 | $16.1B | 1.02% | |
| 34 | KLACKLA CORP | 13,000 | $15.8B | 1.00% | |
| 35 | NVTNVENT ELECTRIC PLC | 154,500 | $15.8B | 1.00% | |
| 36 | ATROASTRONICS CORP | 272,500 | $14.8B | 0.93% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 25,250 | $14.6B | 0.92% | |
| 38 | LHLABCORP HOLDINGS INC | 56,313 | $14.1B | 0.89% | |
| 39 | AKAMAKAMAI TECHNOLOGIES INC | 156,500 | $13.7B | 0.86% | |
| 40 | MKLMARKEL GROUP INC | 6,225 | $13.4B | 0.85% | |
| 41 | UISUNISYS CORP | 4,812,200 | $13.3B | 0.84% | |
| 42 | BFAMBRIGHT HORIZONS FAM SOL IN D | 129,000 | $13.1B | 0.83% | |
| 43 | TTMITTM TECHNOLOGIES INC | 185,250 | $12.8B | 0.81% | |
| 44 | ADTNADTRAN HOLDINGS INC | 1,447,500 | $12.6B | 0.79% | |
| 45 | GRCGORMAN RUPP CO | 260,000 | $12.4B | 0.78% | |
| 46 | ASPNASPEN AEROGELS INC | 4,351,700 | $12.3B | 0.78% | |
| 47 | WABWABTEC | 55,750 | $11.9B | 0.75% | |
| 48 | VSATVIASAT INC | 330,600 | $11.4B | 0.72% | |
| 49 | ECGEVERUS CONSTR GROUP | 126,500 | $10.8B | 0.68% | |
| 50 | MDUMDU RES GROUP INC | 542,000 | $10.6B | 0.67% | |
| 51 | ECVTECOVYST INC | 1,020,000 | $9.9B | 0.63% | |
| 52 | RSSSRESEARCH SOLUTIONS INC | 3,145,000 | $9.2B | 0.58% | |
| 53 | SOLSSOLSTICE ADVANCED MATLS INC | 175,000 | $8.5B | 0.54% | |
| 54 | MYRGMYR GROUP INC DEL | 38,600 | $8.4B | 0.53% | |
| 55 | EQIXEQUINIX INC | 10,750 | $8.2B | 0.52% | |
| 56 | SMIDSMITH MIDLAND CORP | 225,000 | $8.2B | 0.52% | |
| 57 | WTTRSELECT WATER SOLUTIONS INC | 775,000 | $8.2B | 0.52% | |
| 58 | CAMTCAMTEK LTD | 75,500 | $8.0B | 0.51% | |
| 59 | MTNVAIL RESORTS INC | 59,000 | $7.8B | 0.50% | |
| 60 | JJACOBS SOLUTIONS INC | 58,000 | $7.7B | 0.49% | |
| 61 | TRNSTRANSCAT INC | 124,370 | $7.1B | 0.45% | |
| 62 | CMCSACOMCAST CORP NEW | 231,500 | $6.9B | 0.44% | |
| 63 | HQLABRDN LIFE SCIENCES INVESTOR | 403,364 | $6.8B | 0.43% | |
| 64 | GILDGILEAD SCIENCES INC | 55,000 | $6.7B | 0.43% | |
| 65 | CGNXCOGNEX CORP | 173,000 | $6.2B | 0.39% | |
| 66 | BWXTBWX TECHNOLOGIES INC | 36,000 | $6.2B | 0.39% | |
| 67 | CMTLCOMTECH TELECOMMUNICATIONS C | 1,174,300 | $6.2B | 0.39% | |
| 68 | ASMLASML HOLDING N V | 5,500 | $5.9B | 0.37% | |
| 69 | TERTERADYNE INC | 30,000 | $5.8B | 0.37% | |
| 70 | BOXBOX INC | 190,000 | $5.7B | 0.36% | |
| 71 | NTICNORTHERN TECHNOLOGIES INTL C | 713,257 | $5.6B | 0.35% | |
| 72 | HQHABRDN HEALTHCARE INVESTORS | 291,930 | $5.5B | 0.35% | |
| 73 | RG6ROGERS CORP | 60,000 | $5.5B | 0.35% | |
| 74 | SITMSITIME CORP | 15,500 | $5.5B | 0.35% | |
| 75 | HLITHARMONIC INC | 545,000 | $5.4B | 0.34% | |
| 76 | HONHONEYWELL INTL INC | 27,500 | $5.4B | 0.34% | |
| 77 | BSYBENTLEY SYS INC | 140,000 | $5.3B | 0.34% | |
| 78 | MDTMEDTRONIC PLC | 53,041 | $5.1B | 0.32% | |
| 79 | RHCRH PLC | 40,700 | $5.1B | 0.32% | |
| 80 | CMTCORE MOLDING TECHNOLOGIES IN | 253,350 | $5.1B | 0.32% | |
| 81 | AAPLAPPLE INC | 18,450 | $5.0B | 0.32% | |
| 82 | KMXCARMAX INC | 129,500 | $5.0B | 0.32% | |
| 83 | TN1TENNANT CO | 67,500 | $5.0B | 0.31% | |
| 84 | NVGSNAVIGATOR HLDGS LTD | 286,000 | $5.0B | 0.31% | |
| 85 | BABOEING CO | 22,500 | $4.9B | 0.31% | |
| 86 | ESOAENERGY SVCS ACQUISITION CORP | 585,440 | $4.8B | 0.30% | |
| 87 | EHCENCOMPASS HEALTH CORP | 45,000 | $4.8B | 0.30% | |
| 88 | GNRCGENERAC HLDGS INC | 34,500 | $4.7B | 0.30% | |
| 89 | BMIBADGER METER INC | 25,000 | $4.4B | 0.28% | |
| 90 | LRCXLAM RESEARCH CORP | 25,000 | $4.3B | 0.27% | |
| 91 | BATRAATLANTA BRAVES HLDGS INC | 105,000 | $4.1B | 0.26% | |
| 92 | MRVLMARVELL TECHNOLOGY INC | 48,250 | $4.1B | 0.26% | |
| 93 | CSGPCOSTAR GROUP INC | 60,500 | $4.1B | 0.26% | |
| 94 | MASS908 DEVICES INC | 770,000 | $4.0B | 0.26% | |
| 95 | SSSSSURO CAPITAL CORP | 426,594 | $4.0B | 0.25% | |
| 96 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 550,000 | $3.9B | 0.25% | |
| 97 | GLWCORNING INC | 42,000 | $3.7B | 0.23% | |
| 98 | CEVACEVA INC | 160,000 | $3.4B | 0.22% | |
| 99 | COHUCOHU INC | 145,000 | $3.4B | 0.21% | |
| 100 | MODMODINE MFG CO | 25,000 | $3.3B | 0.21% |
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