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NEEDHAM INVESTMENT MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

NEEDHAM INVESTMENT MANAGEMENT LLC

报告期 2026-03-31 · CIK 0001167212

持仓数

176

前50大市值合计

$1.47B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

LASR NLIGHT INC

COM

$109.6M

1,922,740

7.5%

VICR VICOR CORP

COM

$84.0M

522,000

5.7%

VRT VERTIV HOLDINGS CO

COM CL A

$71.5M

285,250

4.9%

PDFS PDF SOLUTIONS INC

COM

$66.2M

2,022,700

4.5%

AIP ARTERIS INC

COM

$65.0M

3,952,500

4.4%

FORM FORMFACTOR INC

COM

$58.5M

603,500

4.0%

VSH VISHAY INTERTECHNOLOGY INC

COM

$52.6M

2,920,000

3.6%

LINC LINCOLN EDL SVCS CORP

COM

$52.0M

1,277,500

3.5%

ODC OIL DRI CORP AMER

COM

$44.1M

677,500

3.0%

— NOVA LTD

COM

$40.0M

92,150

2.7%

UTI UNIVERSAL TECHNICAL INST INC

COM

$37.2M

1,030,000

2.5%

SMCI SUPER MICRO COMPUTER INC

COM NEW

$36.8M

1,616,500

2.5%

— THERMON GROUP HLDGS INC

COM

$31.9M

632,500

2.2%

TDUP THREDUP INC

CL A

$30.4M

9,275,000

2.1%

VECO VEECO INSTRS INC DEL

COM

$29.8M

880,000

2.0%

TTI TETRA TECHNOLOGIES INC DEL

COM

$28.8M

3,375,000

2.0%

MKSI MKS INC.

COM

$27.6M

120,000

1.9%

VPG VISHAY PRECISION GROUP INC

COM

$26.9M

620,000

1.8%

COHR COHERENT CORP

COM

$25.1M

105,500

1.7%

ARLO ARLO TECHNOLOGIES INC

COM

$25.0M

1,760,000

1.7%

PLAB PHOTRONICS INC

COM

$24.4M

605,000

1.7%

CTRI CENTURI HOLDINGS INC

COM SHS

$23.9M

817,628

1.6%

CECO CECO ENVIRONMENTAL CORP

COM

$23.1M

387,500

1.6%

CRAI CRA INTL INC

COM

$22.7M

140,006

1.5%

ASUR ASURE SOFTWARE INC

COM

$22.4M

2,607,500

1.5%

PSN PARSONS CORP DEL

COM

$22.2M

409,000

1.5%

HII HUNTINGTON INGALLS INDS INC

COM

$21.0M

55,250

1.4%

AKAM AKAMAI TECHNOLOGIES INC

COM

$20.5M

178,500

1.4%

CLH CLEAN HARBORS INC

COM

$19.7M

68,856

1.3%

— NVENT ELEC PLC

SHS

$18.3M

154,500

1.2%

ATRO ASTRONICS CORP

COM

$18.2M

272,500

1.2%

— GENIUS SPORTS LIMITED

SHARES CL A

$17.7M

4,000,000

1.2%

WTTR SELECT WATER SOLUTIONS INC

CL A COM

$17.7M

1,155,000

1.2%

GRC GORMAN RUPP CO

COM

$16.9M

272,500

1.2%

MTRX MATRIX SVC CO

COM

$16.5M

1,435,000

1.1%

VITL VITAL FARMS INC

COM

$16.2M

1,150,000

1.1%

ADTN ADTRAN HOLDINGS INC

COM

$15.5M

1,228,500

1.1%

ASPN ASPEN AEROGELS INC

COM

$15.5M

4,518,775

1.1%

BRKR BRUKER CORP

COM

$15.3M

424,250

1.0%

TNC TENNANT CO

COM

$15.2M

229,000

1.0%

VSAT VIASAT INC

COM

$15.1M

330,600

1.0%

KLAC KLA CORP

COM NEW

$15.1M

10,250

1.0%

LH LABCORP HOLDINGS INC

COM SHS

$15.0M

56,313

1.0%

ECG EVERUS CONSTR GROUP

COM

$14.9M

126,500

1.0%

SOLS SOLSTICE ADVANCED MATLS INC

COM SHS

$14.3M

187,500

1.0%

GNRC GENERAC HLDGS INC

COM

$14.2M

72,450

1.0%

WAB WABTEC

COM

$13.9M

55,750

0.9%

ENTG ENTEGRIS INC

COM

$13.7M

117,000

0.9%

ECVT ECOVYST INC

COM

$13.1M

1,020,000

0.9%

MKL MARKEL GROUP INC

COM

$12.8M

6,700

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

LASR7.5%VICR5.7%VRT4.9%PDFS4.5%AIP4.4%FORM4.0%