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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 88 项
建仓 9
增持 53
减持 17
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
PDFS
PDF SOLUTIONS INC
-$7.1M
697,500
+6%
建仓
MXL
MAXLINEAR INC
+$5.6M
250,000
增持
—
ALTERYX INC
+$5.3M
212,500
+251%
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
LASR
NLIGHT INC
-$4.7M
1,047,740
+4%
建仓
CRI
CARTERS INC
+$4.4M
63,500
减持
PLAB
PHOTRONICS INC
-$4.2M
635,500
-4%
减持
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$4.0M
500,000
-64%
减持
COHR
COHERENT CORP
-$4.0M
177,500
-8%
增持
ASPN
ASPEN AEROGELS INC
+$3.8M
2,528,300
+11%
增持
ENTG
ENTEGRIS INC
-$3.8M
232,500
+0%
减持
—
INTEVAC INC
-$3.3M
153,850
-85%
减持
EGHT
8X8 INC NEW
-$3.2M
400,000
-60%
增持
VSAT
VIASAT INC
-$3.1M
160,000
+8%
增持
VICR
VICOR CORP
+$2.4M
458,850
+1%
增持
—
CAMBIUM NETWORKS CORP
-$2.3M
1,028,450
+59%
建仓
FTRE
FORTREA HLDGS INC
+$2.3M
80,263
减持
SITM
SITIME CORP
-$2.1M
17,150
-50%
减持
VRT
VERTIV HOLDINGS CO
+$2.0M
225,000
-13%
增持
VPG
VISHAY PRECISION GROUP INC
+$2.0M
219,300
+51%
建仓
HLIT
HARMONIC INC
+$1.9M
200,000
增持
TDUP
THREDUP INC
+$1.9M
900,000
+29%
增持
AIP
ARTERIS INC
+$1.8M
350,000
+438%
减持
—
NOVA MEASURING INSTRUMENTS LTD
-$1.8M
182,500
-4%
增持
—
FARO TECHNOLOGIES INC
+$1.7M
147,200
+353%
增持
PSN
PARSONS CORPORATION
+$1.5M
205,500
+3%
增持
CMRC
BIGCOMMERCE HLDGS INC
+$1.5M
300,000
+100%
增持
MTRX
MATRIX SVC CO
+$1.4M
210,000
+18%
减持
EHC
ENCOMPASS HEALTH CORP
-$1.4M
50,000
-29%
清仓
—
SENSATA TECHNOLOGIES HLDG PL
-$1.3M
0
-100%
清仓
CIEN
CIENA CORP
-$1.3M
0
-100%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$1.2M
51,500
+8%
减持
—
SUPER MICRO COMPUTER INC
+$1.2M
203,000
-7%
增持
—
AMER SOFTWARE INC
+$1.2M
150,000
+200%
增持
—
ZUORA INC
-$1.0M
660,000
+12%
增持
ODC
OIL DRI CORP AMER
+$909.9K
82,800
+16%
清仓
VRAYQ
VIEWRAY INC
-$889.3K
0
-100%
增持
—
INFINERA CORP
+$869.5K
650,000
+70%
增持
CYRX
CRYOPORT INC
+$864.9K
165,000
+104%
增持
KMX
CARMAX INC
-$800.7K
94,000
+6%
减持
TLS
TELOS CORP MD
-$795.7K
50,000
-86%
增持
RSSS
RESEARCH SOLUTIONS INC
+$766.2K
750,000
+41%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$707.2K
173,048
+15%
增持
GNRC
GENERAC HLDGS INC
+$687.9K
20,000
+100%
清仓
—
EMCORE CORP
-$684.9K
0
-100%
建仓
YEXT
YEXT INC
+$633.0K
100,000
增持
—
THERMON GROUP HLDGS INC
+$587.3K
140,000
+14%
增持
—
ADAMS RES & ENERGY INC
+$573.2K
125,000
+21%
清仓
APLD
APPLIED DIGITAL CORP
-$561.0K
0
-100%
建仓
—
GENIUS SPORTS LIMITED
+$533.0K
100,000
建仓
ROG
ROGERS CORP
+$525.9K
4,000
增持
MKSI
MKS INSTRS INC
+$506.7K
157,000
+30%
增持
FORM
FORMFACTOR INC
+$488.6K
507,500
+1%
增持
SMID
SMITH MIDLAND CORP
-$437.9K
160,000
+10%
减持
MATV
MATIV HOLDINGS INC
-$436.9K
112,500
-17%
建仓
CGNX
COGNEX CORP
+$424.4K
10,000
减持
LAB
STANDARD BIOTOOLS INC
-$375.6K
1,224,435
-40%
增持
—
ALTAIR ENGR INC
+$374.2K
37,500
+44%
减持
—
VACASA INC
-$364.2K
1,042,500
-16%
清仓
—
UPLAND SOFTWARE INC
-$360.0K
0
-100%
减持
VECO
VEECO INSTRS INC
+$355.9K
305,000
-5%
减持
FEIM
FREQUENCY ELECTRS INC
-$346.3K
572,850
-12%
增持
TRNS
TRANSCAT INC
+$319.5K
18,500
+6%
增持
MKL
MARKEL CORP
+$290.1K
1,700
+6%
清仓
ILLMF
ILLUMIN HLDGS INC
-$253.5K
0
-100%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$247.3K
49,000
+21%
清仓
—
WORLD WRESTLING ENTMT INC
-$244.1K
0
-100%
增持
HQH
TEKLA HEALTHCARE INVS
-$243.5K
226,965
+3%
增持
MRCY
MERCURY SYS INC
+$235.4K
25,000
+25%
增持
CLH
CLEAN HARBORS INC COM
+$233.4K
51,606
+1%
增持
HQL
TEKLA LIFE SCIENCES INVS
-$229.3K
313,792
+3%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$222.5K
7,500
增持
CRAI
CRA INTL INC
+$219.7K
28,500
+10%
增持
POCI
PRECISION OPTICS CORP INC MA
+$209.3K
235,000
+18%
增持
BRKR
BRUKER CORP
-$192.8K
32,500
+8%
增持
UGI
UGI CORP
+$190.3K
20,000
+100%
增持
LMAT
LEMAITRE VASCULAR INC
-$153.4K
22,500
+10%
增持
UIS
UNISYS CORP
-$151.1K
2,200,000
+13%
增持
ADTN
ADTRAN HOLDINGS INC
-$149.5K
1,747,500
+27%
减持
—
NEW RELIC INC
+$140.6K
47,500
-21%
增持
GLW
CORNING INC
-$121.5K
40,000
+5%
增持
TTMI
TTM TECHNOLOGIES INC
-$119.2K
805,000
+7%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO
+$98.3K
25,000
+25%
增持
ARLO
ARLO TECHNOLOGIES INC
+$75.5K
55,000
+22%
增持
KRP
KIMBELL RTY PARTNERSLP CO
+$39.0K
25,424
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
-$34.2K
32,500
+8%
清仓
—
FATHOM DIGITAL MFG CORP
-$32.5K
0
-100%
增持
EDUC
EDUCATIONAL DEV CORP
+$28.4K
560,000
+18%
增持
OMCL
OMNICELL COM
+$11.6K
5,000
+72%
