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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 80 项
建仓 8
增持 31
减持 32
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ASPN
ASPEN AEROGELS INC
+$9.0M
1,532,834
+56%
清仓
—
BENEFITFOCUS INC
-$7.6M
0
-100%
减持
—
SUPER MICRO COMPUTER INC
+$6.6M
272,500
-5%
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
TLS
TELOS CORP MD
-$5.4M
1,420,000
-0%
建仓
LITE
LUMENTUM HLDGS INC
+$5.2M
100,000
增持
LASR
NLIGHT INC
+$3.6M
1,406,650
+25%
建仓
GTLS
CHART INDS INC
+$3.2M
27,500
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$3.0M
75,000
增持
CMRC
BIGCOMMERCE HLDGS INC
+$3.0M
417,500
+828%
增持
—
SUMO LOGIC INC
+$2.9M
1,100,000
+38%
增持
EGHT
8X8 INC NEW
+$2.8M
1,600,000
+33%
增持
COHR
COHERENT CORP
+$2.5M
263,500
+37%
增持
VSAT
VIASAT INC
+$2.4M
197,600
+55%
增持
MKSI
MKS INSTRS INC
+$2.3M
139,500
+21%
减持
—
INFINERA CORP
-$2.3M
1,100,000
-45%
减持
—
INTEVAC INC
+$2.2M
1,893,550
-12%
增持
KVHI
KVH INDS INC
+$2.1M
1,857,850
+1%
增持
—
ADAMS RES & ENERGY INC
+$2.1M
90,500
+85%
减持
—
UPLAND SOFTWARE INC
-$2.0M
542,500
-25%
增持
—
LABORATORY CORP AMER HLDGS
+$1.9M
61,063
+0%
减持
HQL
TEKLA LIFE SCIENCES INVS
-$1.9M
299,032
-34%
清仓
—
BROOKFIELD ASSET MGMT INC
-$1.9M
0
-100%
减持
HQH
TEKLA HEALTHCARE INVS
-$1.9M
216,331
-35%
增持
AXTI
AXT INC
-$1.9M
1,460,450
+18%
清仓
—
CHANNELADVISOR CORP
-$1.8M
0
-100%
建仓
ROG
ROGERS CORP
+$1.8M
15,000
清仓
AEIS
ADVANCED ENERGY INDS
-$1.5M
0
-100%
建仓
BN
BROOKFIELD CORP
+$1.5M
46,294
减持
VRAYQ
VIEWRAY INC
+$1.4M
2,364,080
-7%
减持
—
SIENTRA INC
-$1.3M
720,000
-69%
增持
—
ALTERYX INC
+$1.3M
53,500
+114%
减持
PLAB
PHOTRONICS INC
+$1.3M
1,207,100
-7%
减持
CMCSA
COMCAST CORP NEW
+$1.3M
280,000
-3%
减持
—
ZUORA INC
-$1.3M
727,488
-9%
增持
ADTN
ADTRAN HOLDINGS INC
+$1.1M
670,000
+15%
增持
FORM
FORMFACTOR INC
+$1.1M
574,500
+24%
建仓
POCI
PRECISION OPTICS CORP INC MA
+$1.1M
198,500
减持
PSN
PARSONS CORP DEL
+$1.0M
200,000
-5%
减持
GILD
GILEAD SCIENCES INC
+$1.0M
65,000
-12%
减持
VPG
VISHAY PRECISION GROUP INC
-$897.1K
147,500
-34%
增持
—
EDGIO INC
-$877.0K
700,000
+17%
建仓
MXL
MAXLINEAR INC
+$848.8K
25,000
减持
AAPL
APPLE INC
-$811.5K
36,300
-9%
清仓
CIEN
CIENA CORP
-$809.0K
0
-100%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$780.1K
1,092,500
-16%
增持
EDUC
EDUCATIONAL DEV CORP
+$722.0K
400,000
+78%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$700.0K
0
-100%
增持
—
G1 THERAPEUTICS INC
-$673.9K
184,000
+37%
增持
—
THERMON GROUP HLDGS INC
+$664.4K
117,500
+7%
减持
YEXT
YEXT INC
+$621.0K
1,100,612
-25%
减持
ACVA
ACV AUCTIONS INC
-$608.8K
86,500
-53%
减持
PDFS
PDF SOLUTIONS INC
+$556.2K
698,990
-12%
减持
—
ASML HOLDING N V
+$518.4K
4,750
-5%
增持
MTRX
MATRIX SVC CO
+$415.0K
150,000
+20%
减持
—
CAMBIUM NETWORKS CORP
+$412.6K
554,850
-19%
减持
CRAI
CRA INTL INC
+$407.6K
20,000
-13%
减持
HON
HONEYWELL INTL INC
+$397.8K
22,500
-15%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$393.6K
40,500
+8%
增持
TDUP
THREDUP INC
+$393.0K
700,000
+146%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$359.7K
12,570
增持
CYRX
CRYOPORT INC
-$348.6K
81,000
+13%
增持
—
ALTAIR ENGR INC
+$342.2K
26,000
+37%
清仓
—
WORLD WRESTLING ENTMT INC
-$333.0K
0
-100%
减持
VECO
VEECO INSTRS INC DEL
-$269.5K
375,000
-5%
清仓
OMCL
OMNICELL COM
-$252.0K
0
-100%
减持
—
ALLBIRDS INC
-$246.5K
75,000
-47%
减持
LAB
STANDARD BIOTOOLS INC
+$193.7K
3,797,157
-2%
减持
SITM
SITIME CORP
-$189.7K
17,500
-30%
增持
VICR
VICOR CORP
-$189.6K
342,500
+9%
减持
DGX
QUEST DIAGNOSTICS INC
+$163.7K
8,500
-11%
增持
KMX
CARMAX INC
+$153.1K
99,000
+11%
增持
UIS
UNISYS CORP
+$143.6K
405,000
+59%
增持
—
VACASA INC
-$121.0K
1,526,950
+129%
减持
NSLR
SURO CAPITAL CORP
-$92.9K
444,488
-3%
清仓
SKYT
SKYWATER TECHNOLOGY INC
-$77.0K
0
-100%
减持
CLH
CLEAN HARBORS INC
+$53.0K
52,506
-3%
减持
TTMI
TTM TECHNOLOGIES INC
+$47.8K
60,000
-8%
增持
RSSS
RESEARCH SOLUTIONS INC
+$46.4K
480,000
+11%
增持
—
FATHOM DIGITAL MFG CORP
+$12.8K
40,000
+100%
增持
MATV
MATIV HOLDINGS INC
+$12.0K
130,000
+6%
