NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.6B
Holdings
162
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (162 positions)
| Stock | Value |
|---|---|
LASRNLIGHT INC | $69.7M |
VICRVICOR CORP | $62.4M |
PDFSPDF SOLUTIONS INC | $56.1M |
AIPARTERIS INC | $52.9M |
VRTVERTIV HOLDINGS CO | $46.2M |
SMCISUPER MICRO COMPUTER INC | $40.4M |
TDUPTHREDUP INC | $38.8M |
FMFFORMFACTOR INC | $38.7M |
NVMINOVA LTD | $36.7M |
VSHVISHAY INTERTECHNOLOGY INC | $34.4M |
ODCOIL DRI CORP AMER | $31.1M |
GENIGENIUS SPORTS LIMITED | $29.6M |
LINCLINCOLN EDL SVCS CORP | $27.2M |
COHRCOHERENT CORP | $25.4M |
VPGVISHAY PRECISION GROUP INC | $25.3M |
PLABPHOTRONICS INC | $24.8M |
VTE1ASURE SOFTWARE INC | $24.2M |
THRTHERMON GROUP HLDGS INC | $23.0M |
VECOVEECO INSTRS INC DEL | $23.0M |
TTITETRA TECHNOLOGIES INC DEL | $22.3M |
VITLVITAL FARMS INC | $21.9M |
ARLOARLO TECHNOLOGIES INC | $21.5M |
UTIUNIVERSAL TECHNICAL INST INC | $21.1M |
MKSIMKS INC. | $20.9M |
CTRICENTURI HOLDINGS INC | $20.1M |
PSNPARSONS CORP DEL | $20.0M |
CRAICRA INTL INC | $19.8M |
CECOCECO ENVIRONMENTAL CORP | $17.9M |
BRKRBRUKER CORP | $17.2M |
HIIHUNTINGTON INGALLS INDS INC | $17.2M |
MTRXMATRIX SVC CO | $16.8M |
CLHCLEAN HARBORS INC | $16.1M |
ENQENTEGRIS INC | $16.1M |
KLACKLA CORP | $15.8M |
NVTNVENT ELECTRIC PLC | $15.8M |
ATROASTRONICS CORP | $14.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $14.6M |
LHLABCORP HOLDINGS INC | $14.1M |
AKAMAKAMAI TECHNOLOGIES INC | $13.7M |
MKLMARKEL GROUP INC | $13.4M |
UISUNISYS CORP | $13.3M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $13.1M |
TTMITTM TECHNOLOGIES INC | $12.8M |
ADTNADTRAN HOLDINGS INC | $12.6M |
GRCGORMAN RUPP CO | $12.4M |
ASPNASPEN AEROGELS INC | $12.3M |
WABWABTEC | $11.9M |
VSATVIASAT INC | $11.4M |
ECGEVERUS CONSTR GROUP | $10.8M |
MDUMDU RES GROUP INC | $10.6M |
ECVTECOVYST INC | $9.9M |
RSSSRESEARCH SOLUTIONS INC | $9.2M |
SOLSSOLSTICE ADVANCED MATLS INC | $8.5M |
MYRGMYR GROUP INC DEL | $8.4M |
EQIXEQUINIX INC | $8.2M |
SMIDSMITH MIDLAND CORP | $8.2M |
WTTRSELECT WATER SOLUTIONS INC | $8.2M |
CAMTCAMTEK LTD | $8.0M |
MTNVAIL RESORTS INC | $7.8M |
JJACOBS SOLUTIONS INC | $7.7M |
TRNSTRANSCAT INC | $7.1M |
CMCSACOMCAST CORP NEW | $6.9M |
HQLABRDN LIFE SCIENCES INVESTOR | $6.8M |
GILDGILEAD SCIENCES INC | $6.7M |
CGNXCOGNEX CORP | $6.2M |
BWXTBWX TECHNOLOGIES INC | $6.2M |
CMTLCOMTECH TELECOMMUNICATIONS C | $6.2M |
ASMLASML HOLDING N V | $5.9M |
TERTERADYNE INC | $5.8M |
BOXBOX INC | $5.7M |
NTICNORTHERN TECHNOLOGIES INTL C | $5.6M |
HQHABRDN HEALTHCARE INVESTORS | $5.5M |
RG6ROGERS CORP | $5.5M |
SITMSITIME CORP | $5.5M |
HLITHARMONIC INC | $5.4M |
HONHONEYWELL INTL INC | $5.4M |
BSYBENTLEY SYS INC | $5.3M |
MDTMEDTRONIC PLC | $5.1M |
RHCRH PLC | $5.1M |
CMTCORE MOLDING TECHNOLOGIES IN | $5.1M |
AAPLAPPLE INC | $5.0M |
KMXCARMAX INC | $5.0M |
TN1TENNANT CO | $5.0M |
NVGSNAVIGATOR HLDGS LTD | $5.0M |
BABOEING CO | $4.9M |
ESOAENERGY SVCS ACQUISITION CORP | $4.8M |
EHCENCOMPASS HEALTH CORP | $4.8M |
GNRCGENERAC HLDGS INC | $4.7M |
BMIBADGER METER INC | $4.4M |
LRCXLAM RESEARCH CORP | $4.3M |
BATRAATLANTA BRAVES HLDGS INC | $4.1M |
MRVLMARVELL TECHNOLOGY INC | $4.1M |
CSGPCOSTAR GROUP INC | $4.1M |
MASS908 DEVICES INC | $4.0M |
SSSSSURO CAPITAL CORP | $4.0M |
EVLVEVOLV TECHNOLOGIES HLDNGS IN | $3.9M |
GLWCORNING INC | $3.7M |
CEVACEVA INC | $3.4M |
COHUCOHU INC | $3.4M |
MODMODINE MFG CO | $3.3M |
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