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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
$1.47B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 83 项
建仓 12
增持 45
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
NEOPHOTONICS CORP
-$12.3M
290,000
-73%
减持
ASPN
ASPEN AEROGELS INC
-$11.7M
661,500
-5%
减持
—
ALTERYX INC
-$11.7M
35,000
-85%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VICR
VICOR CORP
-$7.4M
290,750
+32%
减持
—
ADTRAN INC
-$6.8M
618,000
-23%
增持
KVHI
KVH INDS INC
+$6.7M
1,800,000
+71%
减持
PDFS
PDF SOLUTIONS INC
-$6.2M
867,331
-9%
清仓
—
EVERBRIDGE INC
-$5.5M
0
-100%
清仓
AZTA
AZENTA INC
-$5.2M
0
-100%
减持
—
LIMELIGHT NETWORKS INC
-$5.0M
850,000
-69%
减持
PLAB
PHOTRONICS INC
-$4.6M
355,550
-37%
建仓
COHU
COHU INC
+$4.4M
150,000
增持
—
II-VI INC
+$4.3M
305,000
+17%
减持
—
SUMO LOGIC INC
-$4.1M
477,500
-33%
减持
EGHT
8X8 INC NEW
-$3.8M
500,000
-17%
建仓
—
ZUORA INC
+$3.7M
250,000
增持
VRAYQ
VIEWRAY INC
-$3.4M
2,514,500
+4%
增持
—
SIENTRA INC
-$3.2M
2,235,850
+0%
清仓
EDIT
EDITAS MEDICINE INC
-$3.2M
0
-100%
减持
—
DUCK CREEK TECHNOLOGIES INC
-$2.9M
10,000
-90%
增持
PSN
PARSONS CORP DEL
+$2.7M
210,000
+29%
减持
ENTG
ENTEGRIS INC
-$2.6M
263,500
-2%
增持
LASR
NLIGHT INC
-$2.5M
440,500
+4%
增持
AXTI
AXT INC
-$2.4M
1,600,000
+3%
增持
—
CAMBIUM NETWORKS CORP
+$2.4M
437,200
+41%
减持
—
SUPER MICRO COMPUTER INC
-$2.3M
370,000
-1%
清仓
IPGP
IPG PHOTONICS CORP
-$2.3M
0
-100%
增持
CLH
CLEAN HARBORS INC
+$2.2M
28,900
+189%
增持
VRT
VERTIV HOLDINGS CO
+$2.1M
224,500
+428%
减持
—
UPLAND SOFTWARE INC
-$2.0M
70,000
-61%
建仓
—
HAWAIIAN HOLDINGS INC
+$2.0M
100,000
减持
VSH
VISHAY INTERTECHNOLOGY INC
-$1.9M
366,050
-12%
减持
VPG
VISHAY PRECISION GROUP INC
-$1.8M
231,397
-7%
建仓
ADI
ANALOG DEVICES INC
+$1.7M
10,000
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$1.6M
950,000
-19%
增持
—
INTEVAC INC
+$1.5M
2,172,500
+1%
增持
SKYT
SKYWATER TECHNOLOGY INC
+$1.4M
202,850
+303%
增持
UIS
UNISYS CORP
+$1.2M
80,000
+220%
减持
—
SEMRUSH HLDGS INC
-$1.2M
18,233
-73%
减持
—
BENEFITFOCUS INC
+$1.1M
1,184,428
-9%
增持
—
LABORATORY CORP AMER HLDGS
+$1.1M
58,013
+28%
建仓
—
ASML HOLDING N V
+$1.0M
1,500
建仓
—
NEENAH INC
+$992.0K
25,000
建仓
MRVL
MARVELL TECHNOLOGY INC
+$896.0K
12,500
增持
EDUC
EDUCATIONAL DEV CORP
+$848.0K
145,000
+368%
增持
—
GSE SYS INC
+$788.0K
1,500,000
+10%
清仓
—
FLOTEK INDS INC DEL
-$678.0K
0
-100%
增持
INGN
INOGEN INC
+$647.0K
26,700
+315%
建仓
WDC
WESTERN DIGITAL CORP.
+$621.0K
12,500
增持
—
THERMON GROUP HLDGS INC
+$608.0K
95,000
+73%
增持
YEXT
YEXT INC
-$605.0K
920,000
+31%
建仓
TER
TERADYNE INC
+$592.0K
5,000
增持
FEIM
FREQUENCY ELECTRS INC
-$553.0K
677,850
+5%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$531.0K
4,000
增持
—
SHARPS COMPLIANCE CORP
+$495.0K
380,000
+55%
增持
CRAI
CRA INTL INC
+$425.0K
20,000
+48%
增持
—
VIA OPTRONICS AG
+$402.0K
110,000
+69%
增持
CMRC
BIGCOMMERCE HLDGS INC
-$400.0K
377,862
+54%
增持
DGX
QUEST DIAGNOSTICS INC
+$305.0K
9,500
+65%
增持
APT
ALPHA PRO TECH LTD
+$287.0K
175,000
+133%
增持
UGI
UGI CORP NEW
+$265.0K
20,000
+100%
增持
—
ALTAIR ENGR INC
+$238.0K
10,000
+90%
减持
—
NAVIGATOR HLDGS LTD
-$232.0K
306,000
-32%
增持
TRNS
TRANSCAT INC
+$218.0K
17,500
+35%
增持
LAB
FLUIDIGM CORP DEL
-$214.0K
3,778,338
+7%
建仓
—
ADAMS RES & ENERGY INC
+$213.0K
5,545
清仓
APPN
APPIAN CORP
-$205.0K
0
-100%
增持
—
VACASA INC
+$180.0K
373,900
+7%
清仓
—
AGILE THERAPEUTICS INC
-$171.0K
0
-100%
增持
VECO
VEECO INSTRS INC DEL
+$161.0K
407,500
+6%
增持
TLS
TELOS CORP MD
-$157.0K
1,624,400
+53%
增持
TTMI
TTM TECHNOLOGIES INC
+$147.0K
35,100
+40%
增持
BRKR
BRUKER CORP
+$127.0K
23,500
+42%
建仓
MTRX
MATRIX SVC CO
+$103.0K
12,500
增持
AMT
AMERICAN TOWER CORP NEW
+$96.0K
4,750
+27%
增持
FORM
FORMFACTOR INC
-$92.0K
645,000
+8%
增持
TDUP
THREDUP INC
+$62.0K
124,000
+77%
增持
—
ALLBIRDS INC
-$62.0K
127,500
+132%
增持
ODC
OIL DRI CORP AMER
-$53.0K
45,000
+10%
增持
—
INFINERA CORP
-$53.0K
1,100,000
+10%
增持
—
G1 THERAPEUTICS INC
+$42.0K
160,000
+39%
增持
ACVA
ACV AUCTIONS INC
-$41.0K
302,500
+26%
增持
COIN
COINBASE GLOBAL INC
+$34.0K
3,500
+40%
