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Needham Investment Management, L.L.C.
investitore istituzionale · portafoglio $3.33 Mld · 359 posizioni · report al 30.06.2026
Posizioni Azionarie report per 30.06.2026, depositato il 14.08.2026; variazione — rispetto al 31.03.2026 · 189
| Società | Azioni | Valore | % del portafoglio | Variazione Trimestrale |
|---|---|---|---|---|
| Vicor Corporation US:VICR | 524 000 | $199 Mln | 5.98% | +2 000 |
| Arteris Inc US:AIP | 3 927 500 | $191 Mln | 5.74% | −25 000 |
| Vishay Intertechnology Inc US:VSH | 3 035 610 | $163 Mln | 4.91% | +115 610 |
| PDF Solutions Inc US:PDFS | 2 065 000 | $146 Mln | 4.40% | +42 300 |
| nLIGHT Inc US:LASR | 1 992 740 | $139 Mln | 4.17% | +70 000 |
| Vertiv Holdings Co US:VRT | 285 750 | $95.7 Mln | 2.88% | +500 |
| Vishay Precision Group Inc US:VPG | 599 000 | $89.8 Mln | 2.70% | −21 000 |
| FormFactor Inc US:FORM | 547 500 | $87.6 Mln | 2.63% | −56 000 |
| CECO Environmental Corp. US:CECO | 957 500 | $86.9 Mln | 2.61% | +570 000 |
| Oil-Dri Corporation Of Ameri… US:ODC | 686 000 | $70.1 Mln | 2.11% | +8 500 |
| ThredUp Inc US:TDUP | 10 175 000 | $69.7 Mln | 2.10% | +900 000 |
| Lincoln Educational Services US:LINC | 1 325 000 | $66.1 Mln | 1.99% | +47 500 |
| Veeco Instruments Inc US:VECO | 845 850 | $64.1 Mln | 1.93% | −34 150 |
| Tetra Technologies Inc US:TTI | 5 651 500 | $64.0 Mln | 1.93% | +2 276 500 |
| Super Micro Computer Inc US:SMCI | 1 858 500 | $54.5 Mln | 1.64% | +242 000 |
| Elmet Group Co. US:ELMT | 2 639 416 | $52.1 Mln | 1.57% | nuova |
| MKS Instruments Inc US:MKSI | 112 250 | $49.9 Mln | 1.50% | −7 750 |
| Universal Technical Institut… US:UTI | 1 130 000 | $48.3 Mln | 1.45% | +100 000 |
| NOVA LTD CUSIP M7516K103 | 88 650 | $48.1 Mln | 1.45% | −3 500 |
| Coherent Inc US:COHR | 92 500 | $36.5 Mln | 1.10% | −13 000 |
| KLA Corporation US:KLAC | 102 500 | $30.9 Mln | 0.93% | +92 250 |
| CRA International Inc US:CRAI | 215 506 | $30.7 Mln | 0.92% | +75 500 |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 4 925 000 | $29.8 Mln | 0.90% | +925 000 |
| ViaSat Inc US:VSAT | 330 600 | $29.7 Mln | 0.89% | — |
| Parsons Corp US:PSN | 555 000 | $29.1 Mln | 0.87% | +146 000 |
| Ambiq Micro, Inc. US:AMBQ | 323 700 | $28.6 Mln | 0.86% | +123 700 |
| Centuri Holdings, Inc. US:CTRI | 942 628 | $28.5 Mln | 0.86% | +125 000 |
| Bruker Corporation US:BRKR | 459 250 | $27.6 Mln | 0.83% | +35 000 |
| Arlo Technologies US:ARLO | 1 995 000 | $26.9 Mln | 0.81% | +235 000 |
| NVENT ELEC PLC CUSIP G6700G107 | 154 500 | $26.2 Mln | 0.79% | — |
| Select Water Solutions, Inc. US:WTTR | 1 300 000 | $26.0 Mln | 0.78% | +145 000 |
| Gorman-Rupp Company US:GRC | 272 500 | $25.0 Mln | 0.75% | — |
| Generac Holdings Inc US:GNRC | 82 000 | $24.0 Mln | 0.72% | +9 550 |
| Astronics Corporation US:ATRO | 272 500 | $22.1 Mln | 0.67% | — |
| AKAMAI TECHNOLOGIES INC US:AKAM | 183 500 | $21.7 Mln | 0.65% | +5 000 |
| Badger Meter Inc US:BMI | 145 000 | $21.5 Mln | 0.65% | +115 000 |
| Tennant Company US:TNC | 242 500 | $21.2 Mln | 0.64% | +13 500 |
| Everus Construction Group In… US:ECG | 126 500 | $21.0 Mln | 0.63% | — |
| Clean Harbors Inc US:CLH | 70 106 | $20.9 Mln | 0.63% | +1 250 |
| Asure Software Inc US:ASUR | 2 635 000 | $20.9 Mln | 0.63% | +27 500 |
| ASPEN AEROGELS INC US:ASPN | 3 260 800 | $20.7 Mln | 0.62% | −1 257 975 |
| Matrix Service Co US:MTRX | 1 435 000 | $19.7 Mln | 0.59% | — |
| MYR Group Inc US:MYRG | 39 000 | $19.5 Mln | 0.59% | +400 |
| PHOTRONICS INC US:PLAB | 585 500 | $19.0 Mln | 0.57% | −19 500 |
| Lantronix Inc US:LTRX | 3 150 000 | $18.5 Mln | 0.56% | nuova |
| Entegris Inc US:ENTG | 101 500 | $18.3 Mln | 0.55% | −15 500 |
| Evolv Technologies Holdings… US:EVLV | 3 075 000 | $17.8 Mln | 0.54% | +1 825 000 |
| BWX Technologies Inc US:BWXT | 87 500 | $17.0 Mln | 0.51% | +28 500 |
| Solstice Advanced Materials,… US:SOLS | 187 500 | $16.6 Mln | 0.50% | — |
| Franklin Electric Co Inc US:FELE | 154 200 | $16.5 Mln | 0.50% | nuova |
| LIGHTPATH TECHNOLOGIES INC US:LPTH | 1 010 000 | $16.5 Mln | 0.50% | +482 500 |
| Bentley Systems Inc US:BSY | 542 300 | $16.2 Mln | 0.49% | +327 300 |
| Unisys Corporation US:UIS | 4 428 000 | $16.2 Mln | 0.49% | — |
| Unusual Machines, Inc. US:UMAC | 718 500 | $16.0 Mln | 0.48% | +233 500 |
| 908 Devices Inc. US:MASS | 1 820 620 | $15.8 Mln | 0.48% | +580 620 |
| Huntington Ingalls Industrie… US:HII | 56 500 | $15.8 Mln | 0.48% | +1 250 |
| Laboratory Corporation of Am… US:LH | 56 313 | $15.8 Mln | 0.47% | — |
| Jacobs Solutions Inc. US:J | 124 500 | $15.7 Mln | 0.47% | +28 500 |
| Energy Services Of America C… US:ESOA | 800 000 | $15.5 Mln | 0.47% | — |
| Atlanta Braves Holdings, Inc… US:BATRK | 287 100 | $14.9 Mln | 0.45% | +142 100 |
| Marvell Technology, Inc. US:MRVL | 48 250 | $14.4 Mln | 0.43% | — |
| Westinghouse Air Brake Techn… US:WAB | 53 000 | $14.3 Mln | 0.43% | −2 750 |
| Markel Corporation US:MKL | 7 275 | $14.2 Mln | 0.43% | +575 |
| MDU Resources Group Inc US:MDU | 665 000 | $14.1 Mln | 0.42% | +107 500 |
| Vital Farms Inc US:VITL | 1 210 000 | $14.1 Mln | 0.42% | +60 000 |
| Teradyne Inc US:TER | 29 000 | $14.0 Mln | 0.42% | — |
| Equinix Inc US:EQIX | 13 175 | $13.7 Mln | 0.41% | +1 975 |
| TTM TECHNOLOGIES INC US:TTMI | 72 500 | $13.6 Mln | 0.41% | −15 000 |
| MasTec Inc US:MTZ | 32 250 | $13.4 Mln | 0.40% | +12 150 |
| Ecovyst Inc US:ECVT | 1 020 000 | $12.7 Mln | 0.38% | — |
| Transcat Inc US:TRNS | 136 720 | $12.7 Mln | 0.38% | +6 220 |
| Thermo Fisher Scientific Inc US:TMO | 25 250 | $12.7 Mln | 0.38% | — |
| Cognex Corporation US:CGNX | 173 000 | $12.5 Mln | 0.38% | — |
| Life Time Group Holdings Inc US:LTH | 305 000 | $12.5 Mln | 0.37% | +65 000 |
| ASML HLDG NV CUSIP N07059210 | 6 150 | $12.2 Mln | 0.37% | +350 |
| AMBARELLA INC CUSIP G037AX101 | 135 000 | $11.6 Mln | 0.35% | +115 000 |
| Vail Resorts Inc US:MTN | 84 500 | $11.5 Mln | 0.35% | +25 500 |
| Harmonic Inc US:HLIT | 700 000 | $11.4 Mln | 0.34% | +32 000 |
| Cryoport Inc US:CYRX | 717 000 | $11.3 Mln | 0.34% | +357 000 |
| Sitime Corporation US:SITM | 15 000 | $11.2 Mln | 0.34% | — |
| Corning Incorporated US:GLW | 42 500 | $10.9 Mln | 0.33% | +500 |
| Lam Research Corp US:LRCX | 25 000 | $10.8 Mln | 0.33% | — |
| 3D Systems Corporation US:DDD | 3 525 200 | $10.6 Mln | 0.32% | nuova |
| CAMTEK LTD CUSIP M20791105 | 64 000 | $10.4 Mln | 0.31% | −2 500 |
| Calix Inc US:CALX | 275 000 | $10.3 Mln | 0.31% | nuova |
| Modine Manufacturing Company US:MOD | 38 000 | $10.1 Mln | 0.31% | +3 500 |
| AeroVironment Inc US:AVAV | 61 000 | $10.1 Mln | 0.30% | +54 750 |
| CEVA Inc US:CEVA | 210 000 | $9.90 Mln | 0.30% | −20 000 |
| Rogers Corporation US:ROG | 55 000 | $9.01 Mln | 0.27% | −3 000 |
| Tekla Life Sciences Investor… US:HQL | 443 041 | $8.87 Mln | 0.27% | +13 468 |
| PRECISION OPTICS CORPORATION… US:POCI | 1 670 550 | $8.52 Mln | 0.26% | — |
| Matthews International Corpo… US:MATW | 300 000 | $8.08 Mln | 0.24% | +185 000 |
| CRH PLC CUSIP G25508105 | 70 700 | $7.56 Mln | 0.23% | +6 000 |
| Red Cat Holdings Inc US:RCAT | 687 500 | $7.32 Mln | 0.22% | +307 500 |
| Research Solutions Inc US:RSSS | 3 155 000 | $7.32 Mln | 0.22% | — |
| Tekla Healthcare Investors US:HQH | 320 825 | $7.05 Mln | 0.21% | +9 541 |
| Gilead Sciences Inc US:GILD | 55 000 | $6.95 Mln | 0.21% | — |
| Northern Technologies US:NTIC | 800 000 | $6.85 Mln | 0.21% | +35 000 |
| Draganfly Inc US:DPRO | 1 250 000 | $6.78 Mln | 0.20% | +1 190 000 |
| CarMax Inc US:KMX | 127 500 | $6.74 Mln | 0.20% | −1 000 |
| Axcelis Technologies Inc US:ACLS | 35 500 | $6.73 Mln | 0.20% | −7 000 |
| Smith-Midland Corp US:SMID | 225 000 | $6.53 Mln | 0.20% | — |
| Bright Horizons Family Solut… US:BFAM | 90 000 | $6.38 Mln | 0.19% | −39 000 |
| Primoris Services Corporatio… US:PRIM | 64 250 | $6.37 Mln | 0.19% | nuova |
| ADTRAN Inc US:ADTN | 450 000 | $6.26 Mln | 0.19% | −778 500 |
| Applied Materials Inc US:AMAT | 8 250 | $5.96 Mln | 0.18% | — |
| Legence Corp. Class A US:LGN | 67 500 | $5.75 Mln | 0.17% | — |
| Core Molding Technologies In… US:CMT | 242 600 | $5.73 Mln | 0.17% | −9 771 |
| Comcast Holdings Corp US:CMCSA | 231 500 | $5.68 Mln | 0.17% | — |
| Netskope Inc US:NTSK | 500 000 | $5.47 Mln | 0.16% | +400 000 |
| Neostellar Capital Corp. US:NSLR | 426 594 | $5.35 Mln | 0.16% | — |
| Apple Inc. US:AAPL | 18 450 | $5.34 Mln | 0.16% | — |
| NAVIGATOR HLDGS LTD CUSIP Y62132108 | 286 000 | $5.33 Mln | 0.16% | — |
| Qnity Electronics, Inc US:Q | 32 500 | $5.31 Mln | 0.16% | — |
| BOX INC US:BOX | 195 000 | $5.18 Mln | 0.16% | — |
| OCTAVE INTELLIGENCE PLC CUSIP G22845104 | 300 000 | $4.89 Mln | 0.15% | nuova |
| The Boeing Company US:BA | 22 500 | $4.87 Mln | 0.15% | — |
| Encompass Health Corp US:EHC | 45 000 | $4.55 Mln | 0.14% | — |
| CoStar Group Inc US:CSGP | 159 500 | $4.52 Mln | 0.14% | +17 500 |
| Firefly Aerospace Inc. US:FLY | 152 500 | $4.48 Mln | 0.13% | +92 500 |
| Honeywell International Inc US:HON | 20 000 | $4.48 Mln | 0.13% | nuova |
| Honeywell Aerospace Inc US:HONA | 20 000 | $4.42 Mln | 0.13% | nuova |
| Analog Devices Inc US:ADI | 10 500 | $4.17 Mln | 0.13% | +500 |
| MEDTRONIC PLC CUSIP G5960L103 | 53 041 | $4.15 Mln | 0.12% | — |
| Mayville Engineering Co Inc US:MEC | 110 000 | $4.12 Mln | 0.12% | +90 000 |
| WaterBridge Infrastructure L… US:WBI | 112 500 | $3.86 Mln | 0.12% | +2 500 |
| LeMaitre Vascular Inc US:LMAT | 40 000 | $3.84 Mln | 0.12% | — |
| Allegro Microsystems Inc US:ALGM | 55 000 | $3.83 Mln | 0.12% | — |
| KVH Industries Inc US:KVHI | 385 000 | $3.82 Mln | 0.11% | — |
| Synaptics Incorporated US:SYNA | 30 000 | $3.73 Mln | 0.11% | −7 000 |
| COHU INC US:COHU | 50 000 | $3.70 Mln | 0.11% | −80 000 |
| Alpha Pro Tech Ltd US:APT | 642 500 | $3.61 Mln | 0.11% | — |
| Twin Disc Incorporated US:TWIN | 150 000 | $3.48 Mln | 0.10% | nuova |
| EagleRock Land, LLC US:EROK | 160 000 | $3.40 Mln | 0.10% | nuova |
| Heico Corporation US:HEI | 9 500 | $3.38 Mln | 0.10% | +4 500 |
| Kopin Corporation US:KOPN | 750 000 | $3.36 Mln | 0.10% | +250 000 |
| Hewlett Packard Enterprise C… US:HPE | 74 000 | $3.34 Mln | 0.10% | — |
| Alphabet Inc. US:GOOGL | 9 000 | $3.22 Mln | 0.10% | +4 000 |
| Brookfield Corporation US:BN | 69 440 | $2.96 Mln | 0.09% | — |
| Flotek Industries Inc US:FTK | 120 000 | $2.82 Mln | 0.08% | +80 000 |
| CLEANSPARK, INC. US:CLSK | 175 000 | $2.55 Mln | 0.08% | +95 000 |
| Becton Dickinson and Company US:BDX | 16 750 | $2.53 Mln | 0.08% | — |
| Comtech Telecommunications C… US:CMTL | 906 360 | $1.90 Mln | 0.06% | −267 940 |
| Hinge Health, Inc. US:HNGE | 22 500 | $1.87 Mln | 0.06% | — |
| UNITEDHEALTH GROUP INC US:UNH | 4 000 | $1.66 Mln | 0.05% | — |
| CrowdStrike Holdings, Inc. US:CRWD | 2 000 | $1.53 Mln | 0.05% | +150 |
| RTX Corporation US:RTX | 8 000 | $1.52 Mln | 0.05% | +400 |
| Lindblad Expeditions Holding… US:LIND | 52 223 | $1.47 Mln | 0.04% | — |
| Chevron Corp US:CVX | 8 250 | $1.37 Mln | 0.04% | — |
| Mercury Systems Inc US:MRCY | 10 000 | $1.22 Mln | 0.04% | — |
| Educational Development Corp… US:EDUC | 800 000 | $1.21 Mln | 0.04% | — |
| Lockheed Martin Corporation US:LMT | 2 250 | $1.15 Mln | 0.03% | +750 |
| Klaviyo, Inc. US:KVYO | 65 000 | $982 k | 0.03% | — |
| Quest Diagnostics Incorporat… US:DGX | 4 500 | $954 k | 0.03% | — |
| Waste Management Inc US:WM | 4 000 | $892 k | 0.03% | +250 |
| Frp Holdings Ord US:FRPH | 35 000 | $875 k | 0.03% | +20 000 |
| Waters Corporation US:WAT | 2 266 | $850 k | 0.03% | — |
| Verizon Communications Inc US:VZ | 20 000 | $847 k | 0.03% | — |
| Salesforce.com Inc US:CRM | 5 000 | $783 k | 0.02% | +3 500 |
| Quanta Services Inc US:PWR | 1 000 | $720 k | 0.02% | nuova |
| Netflix Inc US:NFLX | 10 000 | $714 k | 0.02% | +7 000 |
| Trade Desk Inc US:TTD | 34 000 | $615 k | 0.02% | −17 000 |
| Frequency Electronics Inc US:FEIM | 9 000 | $597 k | 0.02% | — |
| Brookfield Asset Management… US:BAM | 12 570 | $564 k | 0.02% | — |
| Microsoft Corporation US:MSFT | 1 500 | $560 k | 0.02% | nuova |
| CareDx Inc US:CDNA | 15 000 | $428 k | 0.01% | — |
| Mobileye Global Inc. Class A US:MBLY | 40 000 | $387 k | 0.01% | −40 000 |
| Kimbell Royalty Partners LP US:KRP | 25 424 | $369 k | 0.01% | — |
| Commerce.com, Inc. US:CMRC | 120 000 | $355 k | 0.01% | −70 000 |
| UGI Corporation US:UGI | 10 000 | $345 k | 0.01% | — |
| Versant Media Group, Inc. US:VSNT | 9 260 | $333 k | 0.01% | — |
| Schlumberger NV US:SLB | 6 500 | $302 k | 0.01% | — |
| Bellring Brands LLC US:BRBR | 15 000 | $194 k | 0.01% | — |
| KinderCare Learning Companie… US:KLC | 40 810 | $173 k | 0.01% | — |
| ALIGHT INC CUSIP 01626W101 | 300 000 | $168 k | 0.01% | — |
| Standard Biotools Inc US:LAB | 34 435 | $28.3 k | 0.00% | — |
| Extreme Networks Inc US:EXTR | 0 (era 45 000) | — | — | venduta |
| Figure Technology Solutions,… US:FIGR | 0 (era 72 429) | — | — | venduta |
| Fortrea Holdings Inc. US:FTRE | 0 (era 37 763) | — | — | venduta |
| Honeywell International Inc US:HON | 0 (era 27 500) | — | — | venduta |
| MaxLinear Inc US:MXL | 0 (era 115 000) | — | — | venduta |
| Penguin Solutions, Inc. US:PENG | 0 (era 50 000) | — | — | venduta |
| Power Integrations Inc US:POWI | 0 (era 25 400) | — | — | venduta |
| Sterling Infrastructure, Inc… US:STRL | 0 (era 1 500) | — | — | venduta |
| THERMON GROUP HLDGS INC CUSIP 88362T103 | 0 (era 632 500) | — | — | venduta |
| Ultra Clean Holdings Inc US:UCTT | 0 (era 5 000) | — | — | venduta |
| ICHOR HOLDINGS CUSIP G4740B105 | 0 (era 5 000) | — | — | venduta |
| Circle Internet Group, Inc. US:CRCL | 0 (era 5 412) | — | — | venduta |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (era 17 000) | — | — | venduta |
Nelle aziende presenti nel nostro database 4
| Società | Quota | Azioni | Data del Rapporto |
|---|---|---|---|
| Alpha Pro Tech Ltd | 6.3% | 642 500 | 2026-06-30 |
| Draganfly Inc | 3.64% | 1 250 000 | 2026-06-30 |
| 3D Systems Corporation | 2.12% | 3 525 200 | 2026-06-30 |
| Neostellar Capital Corp. | 1.61% | 426 594 | 2026-06-30 |
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