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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 88 项
建仓 7
增持 40
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
ASPN
ASPEN AEROGELS INC
-$16.0M
684,500
+3%
减持
—
II-VI INC
-$11.1M
216,000
-29%
减持
ENTG
ENTEGRIS INC
-$10.5M
261,500
-1%
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。
减持
FORM
FORMFACTOR INC
-$7.9M
495,000
-23%
增持
LAB
STANDARD BIOTOOLS INC
-$7.4M
3,873,903
+3%
减持
CMRC
BIGCOMMERCE HLDGS INC
-$6.2M
129,762
-66%
减持
PDFS
PDF SOLUTIONS INC
-$5.8M
856,511
-1%
增持
—
BENEFITFOCUS INC
-$5.7M
1,190,000
+0%
清仓
HEI
HEICO CORP NEW
-$5.4M
0
-100%
减持
VECO
VEECO INSTRS INC DEL
-$5.3M
297,500
-27%
增持
—
UPLAND SOFTWARE INC
+$5.1M
435,000
+521%
减持
VSH
VISHAY INTERTECHNOLOGY INC
-$4.9M
125,000
-66%
增持
MKSI
MKS INSTRS INC
-$4.8M
153,000
+12%
减持
—
NOVA LTD
-$4.3M
194,296
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.7M
34,500
-9%
减持
ACVA
ACV AUCTIONS INC
-$3.3M
183,500
-39%
增持
VICR
VICOR CORP
-$3.2M
315,500
+9%
增持
EGHT
8X8 INC NEW
-$3.2M
600,000
+20%
减持
—
SIENTRA INC
-$3.2M
2,118,350
-5%
增持
VRAYQ
VIEWRAY INC
-$3.1M
2,549,080
+1%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$2.9M
883,434
-7%
增持
—
SUMO LOGIC INC
+$2.8M
1,115,000
+134%
减持
CMCSA
COMCAST CORP NEW
-$2.7M
295,000
-3%
减持
VSAT
VIASAT INC
-$2.4M
127,600
-2%
减持
AEIS
ADVANCED ENERGY INDS
-$2.3M
62,200
-22%
减持
—
SUPER MICRO COMPUTER INC
-$2.2M
293,400
-21%
减持
AXTI
AXT INC
-$2.1M
1,560,000
-3%
减持
SKYT
SKYWATER TECHNOLOGY INC
-$2.1M
20,000
-90%
增持
TLS
TELOS CORP MD
-$2.0M
1,758,366
+8%
增持
—
INFINERA CORP
+$1.7M
2,100,000
+91%
增持
TTMI
TTM TECHNOLOGIES INC
+$1.6M
173,600
+395%
减持
TTD
THE TRADE DESK INC
-$1.6M
59,000
-1%
减持
ARLO
ARLO TECHNOLOGIES INC
-$1.5M
45,000
-78%
增持
CLH
CLEAN HARBORS INC
+$1.5M
54,006
+87%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$1.4M
23,000
+475%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.4M
47,500
-1%
减持
GILD
GILEAD SCIENCES INC
-$1.4M
74,000
-26%
增持
—
ASML HOLDING N V
+$1.2M
4,625
+208%
减持
—
INTEVAC INC
-$1.2M
2,156,419
-1%
增持
—
ZUORA INC
+$1.2M
550,000
+120%
增持
—
SHARPS COMPLIANCE CORP
-$1.1M
392,500
+3%
增持
VRT
VERTIV HOLDINGS CO
-$1.1M
252,500
+12%
增持
—
LABORATORY CORP AMER HLDGS
-$1.1M
60,763
+5%
建仓
MATV
SCHWEITZER-MAUDUIT INTL INC
+$1.0M
40,000
减持
COHU
COHU INC
-$971.0K
125,000
-17%
建仓
MKL
MARKEL CORP
+$970.0K
750
减持
VPG
VISHAY PRECISION GROUP INC
-$912.0K
224,100
-3%
增持
—
CAMBIUM NETWORKS CORP
-$910.0K
643,300
+47%
清仓
INGN
INOGEN INC
-$866.0K
0
-100%
增持
—
LIMELIGHT NETWORKS INC
-$741.0K
1,600,000
+88%
减持
PLAB
PHOTRONICS INC
+$691.0K
345,200
-3%
清仓
COIN
COINBASE GLOBAL INC
-$665.0K
0
-100%
减持
—
NEOPHOTONICS CORP
-$635.0K
240,000
-17%
减持
KMX
CARMAX INC
-$628.0K
88,500
-1%
清仓
WDC
WESTERN DIGITAL CORP.
-$621.0K
0
-100%
增持
—
VIA OPTRONICS AG
-$604.0K
130,000
+18%
增持
YEXT
YEXT INC
-$603.0K
1,200,000
+30%
增持
—
ADAMS RES & ENERGY INC
+$592.0K
25,000
+351%
减持
—
G1 THERAPEUTICS INC
-$554.0K
134,000
-16%
增持
MTRX
MATRIX SVC CO
+$530.0K
125,000
+900%
减持
BDX
BECTON DICKINSON & CO
-$493.0K
18,500
-3%
增持
KVHI
KVH INDS INC
-$455.0K
1,830,500
+2%
增持
UIS
UNISYS CORP
+$436.0K
180,000
+125%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$426.0K
0
-100%
清仓
—
FARO TECHNOLOGIES INC
-$389.0K
0
-100%
增持
BRKR
BRUKER CORP
+$371.0K
30,000
+28%
增持
CRAI
CRA INTL INC
+$369.0K
23,000
+15%
建仓
MXL
MAXLINEAR INC
+$340.0K
10,000
增持
—
CHANNELADVISOR CORP
+$265.0K
80,000
+47%
清仓
—
COUPA SOFTWARE INC
-$254.0K
0
-100%
增持
APT
ALPHA PRO TECH LTD
+$246.0K
220,000
+26%
增持
—
ALLBIRDS INC
-$234.0K
135,500
+6%
增持
LASR
NLIGHT INC
-$228.0K
725,000
+65%
清仓
DDOG
DATADOG INC
-$227.0K
0
-100%
清仓
—
DUCK CREEK TECHNOLOGIES INC
-$221.0K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$199.0K
15,000
建仓
RSSS
RESEARCH SOLUTIONS INC
+$177.0K
100,000
增持
EDUC
EDUCATIONAL DEV CORP
-$174.0K
225,000
+55%
增持
—
ALTAIR ENGR INC
+$170.0K
15,500
+55%
清仓
—
IHS HOLDING LIMITED
-$128.0K
0
-100%
建仓
—
ACUITYADS HLDGS INC
+$116.0K
50,000
增持
EQIX
EQUINIX INC
-$103.0K
2,100
+5%
增持
TER
TERADYNE INC
+$80.0K
7,500
+50%
建仓
—
FATHOM DIGITAL MFG CORP
+$77.0K
20,000
减持
—
WORLD WRESTLING ENTMT INC
-$62.0K
4,750
-17%
增持
—
ALTERYX INC
-$10.0K
51,500
+47%
增持
—
AVROBIO INC
+$9.0K
24,513
+133%
增持
—
THERMON GROUP HLDGS INC
+$7.0K
110,000
+16%
