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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 101 项
建仓 17
增持 60
减持 17
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ASPN
ASPEN AEROGELS INC
+$25.1M
2,967,400
+17%
增持
UIS
UNISYS CORP
+$7.6M
2,700,000
+23%
减持
PLAB
PHOTRONICS INC
+$6.9M
628,950
-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。
增持
FORM
FORMFACTOR INC
+$6.4M
577,500
+14%
增持
ENTG
ENTEGRIS INC
+$6.1M
233,500
+0%
增持
LASR
NLIGHT INC
+$6.1M
1,257,740
+20%
增持
—
ALTERYX INC
+$5.9M
294,850
+39%
增持
MKSI
MKS INSTRS INC
+$5.6M
187,000
+19%
增持
—
ALTAIR ENGR INC
+$5.6M
94,800
+153%
增持
VPG
VISHAY PRECISION GROUP INC
+$5.5M
377,500
+72%
增持
—
FARO TECHNOLOGIES INC
+$5.2M
332,200
+126%
增持
—
NOVA LTD
+$5.1M
186,750
+2%
增持
PDFS
PDF SOLUTIONS INC
+$5.1M
862,500
+24%
增持
VECO
VEECO INSTRS INC DEL
+$4.6M
425,000
+39%
增持
SMID
SMITH MIDLAND CORP
+$4.1M
180,000
+13%
清仓
—
NEW RELIC INC
-$4.1M
0
-100%
减持
ADTN
ADTRAN HOLDINGS INC
-$4.0M
1,415,000
-19%
增持
ODC
OIL DRI CORP AMER
+$4.0M
135,500
+64%
增持
CGNX
COGNEX CORP
+$3.8M
101,000
+910%
增持
AIP
ARTERIS INC
+$3.7M
1,010,000
+189%
增持
VSAT
VIASAT INC
+$3.1M
217,500
+36%
建仓
ASUR
ASURE SOFTWARE INC
+$3.1M
325,000
增持
—
AMER SOFTWARE INC
+$3.1M
425,000
+183%
建仓
PSTG
PURE STORAGE INC
+$2.9M
80,000
增持
VRT
VERTIV HOLDINGS CO
+$2.8M
233,500
+4%
增持
KMX
CARMAX INC
+$2.8M
123,000
+31%
增持
—
GENIUS SPORTS LIMITED
+$2.7M
525,000
+425%
增持
HLIT
HARMONIC INC
+$2.6M
350,000
+75%
增持
VICR
VICOR CORP
-$2.5M
544,900
+19%
增持
—
THERMON GROUP HLDGS INC
+$2.4M
192,500
+38%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$2.4M
67,500
+38%
增持
GNRC
GENERAC HLDGS INC
+$2.3M
35,000
+75%
减持
TTMI
TTM TECHNOLOGIES INC
+$2.3M
803,500
-0%
增持
BRKR
BRUKER CORP
+$2.3M
59,250
+82%
建仓
CMT
CORE MOLDING TECHNOLOGIES IN
+$2.3M
125,000
建仓
HII
HUNTINGTON INGALLS INDS INC
+$2.3M
8,750
建仓
CIEN
CIENA CORP
+$2.3M
50,000
减持
—
CAMBIUM NETWORKS CORP
-$2.2M
881,550
-14%
增持
CRAI
CRA INTL INC
+$2.2M
51,500
+81%
增持
COHR
COHERENT CORP
+$2.2M
183,000
+3%
增持
CRI
CARTERS INC
+$2.1M
87,250
+37%
增持
ROG
ROGERS CORP
+$2.1M
20,000
+400%
增持
PSN
PARSONS CORP DEL
+$2.1M
211,000
+3%
建仓
KVYO
KLAVIYO INC
+$2.0M
72,500
增持
—
ZUORA INC
+$1.9M
785,000
+19%
建仓
AEIS
ADVANCED ENERGY INDS
+$1.9M
17,082
增持
OMCL
OMNICELL COM
+$1.8M
55,000
+1000%
建仓
—
NVENT ELECTRIC PLC
+$1.8M
31,000
增持
UCTT
ULTRA CLEAN HLDGS INC
+$1.7M
57,500
+667%
建仓
—
CRH PLC
+$1.7M
25,000
增持
ARLO
ARLO TECHNOLOGIES INC
+$1.7M
240,000
+336%
建仓
—
ICHOR HOLDINGS
+$1.6M
47,500
增持
CLH
CLEAN HARBORS INC
+$1.5M
58,306
+13%
增持
RSSS
RESEARCH SOLUTIONS INC
+$1.5M
1,275,000
+70%
增持
MATV
MATIV HOLDINGS INC
+$1.5M
200,000
+78%
建仓
GTLS
CHART INDS INC
+$1.4M
10,000
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$1.4M
45,000
增持
CYRX
CRYOPORT INC
+$1.2M
225,000
+36%
减持
—
LABORATORY CORP AMER HLDGS
+$1.2M
58,863
-3%
增持
YEXT
YEXT INC
+$1.1M
300,000
+200%
增持
—
INFINERA CORP
+$1.1M
800,000
+23%
建仓
MTN
VAIL RESORTS INC
+$1.1M
5,000
减持
LAB
STANDARD BIOTOOLS INC
-$1.1M
1,124,435
-8%
建仓
LITE
LUMENTUM HLDGS INC
+$1.0M
20,000
清仓
EGHT
8X8 INC NEW
-$1.0M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.0M
45,750
+41%
增持
MTRX
MATRIX SVC CO
+$993.9K
355,000
+69%
增持
FTRE
FORTREA HLDGS INC
+$968.9K
93,513
+17%
增持
LMAT
LEMAITRE VASCULAR INC
+$959.5K
38,500
+71%
增持
—
ASML HOLDING N V
+$950.6K
4,950
+4%
增持
CMRC
BIGCOMMERCE HLDGS INC
+$931.0K
400,000
+33%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$904.1K
54,000
+5%
减持
NSLR
SURO CAPITAL CORP
-$889.0K
381,588
-42%
清仓
AMT
AMERICAN TOWER CORP
-$781.1K
0
-100%
增持
TRNS
TRANSCAT INC
+$756.8K
23,500
+27%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$749.1K
260,000
+50%
减持
FEIM
FREQUENCY ELECTRS INC
+$736.8K
430,350
-25%
增持
TDUP
THREDUP INC
+$671.6K
1,902,500
+111%
增持
—
ADAMS RES & ENERGY INC
-$624.6K
137,000
+10%
增持
MKL
MARKEL GROUP INC
+$549.6K
2,150
+26%
增持
MRCY
MERCURY SYS INC
+$535.5K
40,000
+60%
清仓
—
VACASA INC
-$480.7K
0
-100%
增持
LUV
SOUTHWEST AIRLS CO
+$476.6K
35,250
+76%
增持
POCI
PRECISION OPTICS CORP INC MA
+$398.1K
300,000
+28%
减持
MXL
MAXLINEAR INC
-$392.5K
217,500
-13%
建仓
—
VACASA INC
+$383.1K
46,723
清仓
AKTSQ
AKOUSTIS TECHNOLOGIES INC
-$376.4K
0
-100%
减持
—
SUPER MICRO COMPUTER INC
+$332.6K
197,000
-3%
建仓
—
BROOKFIELD REINS LTD
+$323.0K
8,000
清仓
—
GSE SYS INC
-$289.0K
0
-100%
减持
AAPL
APPLE INC
+$270.4K
30,750
-7%
减持
KVHI
KVH INDS INC
+$244.7K
1,847,850
-1%
减持
—
G1 THERAPEUTICS INC
+$212.0K
180,000
-23%
增持
TER
TERADYNE INC
+$162.0K
10,750
+8%
建仓
—
GSE SYS INC
+$153.8K
75,000
减持
—
INTEVAC INC
+$147.9K
145,000
-6%
清仓
TLS
TELOS CORP MD
-$119.5K
0
-100%
减持
SITM
SITIME CORP
+$116.0K
17,000
-1%
减持
AXTI
AXT INC
-$85.1K
2,125,000
-2%
减持
—
VIA OPTRONICS AG
-$71.4K
100,000
-23%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$32.7K
27,500
+10%
