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
101	CYRXCRYOPORT INC	339,500	$3.3B	0.21%
102	BDXBECTON DICKINSON & CO	16,750	$3.3B	0.21%
103	LMATLEMAITRE VASCULAR INC	40,000	$3.2B	0.21%
104	BNBROOKFIELD CORP	69,440	$3.2B	0.20%
105	LTHLIFE TIME GROUP HOLDINGS INC	115,000	$3.1B	0.19%
106	POCIPRECISION OPTICS CORP INC MA	720,000	$3.0B	0.19%
107	ICHRICHOR HOLDINGS	158,000	$2.9B	0.18%
108	LGNLEGENCE CORP	67,500	$2.9B	0.18%
109	ALAIR LEASE CORP	45,000	$2.9B	0.18%
110	APTALPHA PRO TECH LTD	642,500	$2.9B	0.18%
111	MATWMATTHEWS INTL CORP	106,000	$2.8B	0.17%
112	KVHIKVH INDS INC	390,000	$2.7B	0.17%
113	ADIANALOG DEVICES INC	10,000	$2.7B	0.17%
114	QQNITY ELECTRONICS INC	32,500	$2.7B	0.17%
115	GTLSCHART INDS INC	12,500	$2.6B	0.16%
116	FIGRFIGURE TECHNOLOGY SOLUTIO	61,674	$2.5B	0.16%
117	MXLMAXLINEAR INC	140,000	$2.4B	0.15%
118	WBIWATERBRIDGE INFRASTRUCTURE L	110,000	$2.2B	0.14%
119	CRICARTERS INC	67,500	$2.2B	0.14%
120	AMATAPPLIED MATLS INC	8,250	$2.1B	0.13%
121	KVYOKLAVIYO INC	65,000	$2.1B	0.13%
122	PENGPENGUIN SOLUTIONS INC	102,500	$2.0B	0.13%
123	TTDTHE TRADE DESK INC	51,000	$1.9B	0.12%
124	HPEHEWLETT PACKARD ENTERPRISE C	74,000	$1.8B	0.11%
125	ACLSAXCELIS TECHNOLOGIES INC	20,000	$1.6B	0.10%
126	UCTTULTRA CLEAN HLDGS INC	60,000	$1.5B	0.10%
127	RTXRTX CORPORATION	7,600	$1.4B	0.09%
128	RPDRAPID7 INC	90,000	$1.4B	0.09%
129	FLYFIREFLY AEROSPACE INC	60,000	$1.3B	0.08%
130	DGXQUEST DIAGNOSTICS INC	7,500	$1.3B	0.08%
131	CVXCHEVRON CORP NEW	8,250	$1.3B	0.08%
132	GOOGLALPHABET INC	4,000	$1.3B	0.08%
133	CMRCCOMMERCE.COM INC	282,500	$1.2B	0.07%
134	EDUCEDUCATIONAL DEV CORP	800,000	$1.1B	0.07%
135	ALGMALLEGRO MICROSYSTEMS INC	40,000	$1.1B	0.07%
136	HNGEHINGE HEALTH INC	22,500	$1.0B	0.07%
137	PWIPOWER INTEGRATIONS INC	25,400	$902.0M	0.06%
138	MBLYMOBILEYE GLOBAL INC	80,000	$835.0M	0.05%
139	WMWASTE MGMT INC DEL	3,750	$823.0M	0.05%
140	LUVSOUTHWEST AIRLS CO	19,850	$820.0M	0.05%
141	BACVERIZON COMMUNICATIONS INC	20,000	$814.0M	0.05%
142	LINDLINDBLAD EXPEDITIONS HLDGS I	52,223	$752.0M	0.05%
143	EXTREXTREME NETWORKS	45,000	$749.0M	0.05%
144	MRCYMERCURY SYS INC	10,000	$730.0M	0.05%
145	CRWDCROWDSTRIKE HLDGS INC	1,500	$703.0M	0.04%
146	DDDUPONT DE NEMOURS INC	17,500	$703.0M	0.04%
147	BAMBROOKFIELD ASSET MANAGMT LTD	12,570	$657.0M	0.04%
148	FTREFORTREA HLDGS INC	37,763	$651.0M	0.04%
149	ALITALIGHT INC	300,000	$584.0M	0.04%
150	FEIMFREQUENCY ELECTRS INC	10,000	$538.0M	0.03%
151	NTSKNETSKOPE INC	30,000	$526.0M	0.03%
152	LMTLOCKHEED MARTIN CORP	1,000	$483.0M	0.03%
153	EHABENHABIT INC	50,000	$461.0M	0.03%
154	CRCLCIRCLE INTERNET GROUP INC	5,412	$429.0M	0.03%
155	CLSKCLEANSPARK INC	40,000	$404.0M	0.03%
156	UGIUGI CORP NEW	10,000	$374.0M	0.02%
157	PSTGPURE STORAGE INC	5,000	$335.0M	0.02%
158	KRPKIMBELL RTY PARTNERS LP	25,424	$298.0M	0.02%
159	CDNACAREDX INC	15,000	$282.0M	0.02%
160	FLBSTANDARD BIOTOOLS INC	209,435	$268.0M	0.02%
161	SLBSLB LIMITED	5,500	$210.0M	0.01%
162	KLCKINDERCARE LEARNING COMPANIE	40,810	$176.0M	0.01%

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