account_balance
Investment manager · 13F filer · SEC CIK 1167212
Needham Investment Management LLC
Reported value$3.33Bas of Jun 30, 2026
Positions176 13 new, 13 sold out
Top 10 weight38.1%VICR alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VICRVicor Corp
6.0%
AIPArteris Inc
5.7%
VSHVishay Intertechnology Inc
4.9%Added +4%
PDFSPDF Solutions Inc
4.4%Added +2%
LASRNlight Inc
4.2%Added +4%
VRTVertiv Holdings Co
2.9%
VPGVishay Precision Group Inc
2.7%Trimmed −3%
FORMFormfactor Inc
2.6%Trimmed −9%
CECOCeco Environmental Corp
2.6%Added +147%
ODCOil Dri Corp Amer
2.1%
TDUPThredup Inc
2.1%Added +10%
LINCLincoln Edl SVCS Corp
2.0%Added +4%
VICRVicor Corp
6.0%
AIPArteris Inc
5.7%
VSHVishay Intertechnology Inc
4.9%Added +4%
PDFSPDF Solutions Inc
4.4%Added +2%
LASRNlight Inc
4.2%Added +4%
VRT2.9%VPG2.7%FORM2.6%CECO2.6%ODC2.1%TDUP2.1%LINC2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VICR Vicor Corp 6.0% HeldAIP Arteris Inc 5.7% HeldVSH Vishay Intertechnology Inc 4.9% Added +4%PDFS PDF Solutions Inc 4.4% Added +2%LASR Nlight Inc 4.2% Added +4%VRT Vertiv Holdings Co 2.9% HeldVPG Vishay Precision Group Inc 2.7% Trimmed −3%FORM Formfactor Inc 2.6% Trimmed −9%CECO Ceco Environmental Corp 2.6% Added +147%ODC Oil Dri Corp Amer 2.1% HeldTDUP Thredup Inc 2.1% Added +10%LINC Lincoln Edl SVCS Corp 2.0% Added +4%
What changed