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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 88 项
建仓 7
增持 61
减持 14
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
—
SUPER MICRO COMPUTER INC
+$70.0M
124,700
-37%
清仓
—
ALTERYX INC
-$13.9M
0
-100%
增持
PDFS
PDF SOLUTIONS INC
+$10.0M
1,120,000
+30%
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
VRT
VERTIV HOLDINGS CO
+$8.9M
246,500
+6%
建仓
VITL
VITAL FARMS INC
+$8.1M
350,000
增持
ASUR
ASURE SOFTWARE INC
+$7.7M
1,385,000
+326%
增持
ARLO
ARLO TECHNOLOGIES INC
+$7.2M
750,000
+213%
减持
—
NOVA LTD
+$6.9M
183,550
-2%
增持
—
THERMON GROUP HLDGS INC
+$6.8M
400,000
+108%
增持
AIP
ARTERIS INC
+$6.8M
1,735,000
+72%
增持
VECO
VEECO INSTRS INC DEL
+$6.6M
562,500
+32%
增持
LASR
NLIGHT INC
+$6.5M
1,802,740
+43%
增持
VPG
VISHAY PRECISION GROUP INC
+$6.4M
545,000
+44%
增持
—
AMER SOFTWARE INC
+$6.4M
975,000
+129%
增持
ASPN
ASPEN AEROGELS INC
+$6.0M
3,002,200
+1%
增持
CRAI
CRA INTL INC
+$5.8M
73,000
+42%
增持
MTRX
MATRIX SVC CO
+$5.7M
705,000
+99%
建仓
ECVT
ECOVYST INC
+$5.6M
500,000
增持
TDUP
THREDUP INC
+$5.5M
4,900,000
+158%
增持
ODC
OIL DRI CORP AMER
+$5.4M
195,000
+44%
增持
VICR
VICOR CORP
+$5.3M
780,000
+43%
增持
KVYO
KLAVIYO INC
+$5.1M
280,000
+286%
增持
PSN
PARSONS CORP DEL
+$4.9M
218,850
+4%
增持
—
ALTAIR ENGR INC
+$4.7M
146,750
+55%
增持
FORM
FORMFACTOR INC
+$4.7M
630,000
+9%
增持
CGNX
COGNEX CORP
+$4.7M
209,000
+107%
增持
CRI
CARTERS INC
+$4.3M
128,250
+47%
建仓
ATRO
ASTRONICS CORP
+$4.2M
220,000
增持
UIS
UNISYS CORP
+$4.2M
3,940,000
+46%
减持
ADTN
ADTRAN HOLDINGS INC
-$4.0M
1,165,000
-18%
增持
—
GENIUS SPORTS LIMITED
+$4.0M
1,275,000
+143%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$3.8M
89,500
+33%
减持
MKSI
MKS INSTRS INC
+$3.8M
173,000
-7%
增持
—
FARO TECHNOLOGIES INC
+$3.2M
497,200
+50%
增持
MATV
MATIV HOLDINGS INC
+$3.2M
332,500
+66%
增持
RSSS
RESEARCH SOLUTIONS INC
+$3.0M
2,012,500
+58%
增持
—
NVENT ELECTRIC PLC
+$2.9M
63,000
+103%
增持
CMT
CORE MOLDING TECHNOLOGIES IN
+$2.5M
255,000
+104%
增持
—
ADAMS RES & ENERGY INC
+$2.5M
210,000
+53%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$2.3M
400,000
+54%
建仓
CMTL
COMTECH TELECOMMUNICATIONS C
+$2.2M
650,000
建仓
BMI
BADGER METER INC
+$2.2M
13,500
减持
AXTI
AXT INC
+$2.1M
1,571,000
-26%
增持
KMX
CARMAX INC
+$2.1M
132,250
+8%
增持
CLH
CLEAN HARBORS INC
+$2.0M
60,356
+4%
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$2.0M
0
-100%
增持
BRKR
BRUKER CORP
+$1.9M
66,500
+12%
减持
—
CAMBIUM NETWORKS CORP
-$1.8M
806,750
-8%
增持
LITE
LUMENTUM HLDGS INC
+$1.8M
60,000
+200%
建仓
CALX
CALIX INC
+$1.7M
50,000
清仓
—
ICHOR HOLDINGS
-$1.6M
0
-100%
增持
HLIT
HARMONIC INC
+$1.5M
450,000
+29%
增持
PLAB
PHOTRONICS INC
-$1.5M
644,500
+2%
增持
SMID
SMITH MIDLAND CORP
+$1.5M
182,500
+1%
增持
SITM
SITIME CORP
+$1.4M
37,400
+120%
增持
VSAT
VIASAT INC
-$1.4M
260,000
+20%
减持
AEIS
ADVANCED ENERGY INDS
-$1.4M
5,000
-71%
减持
KLAC
KLA CORP
+$1.3M
16,000
-6%
增持
TER
TERADYNE INC
+$1.2M
20,750
+93%
增持
HII
HUNTINGTON INGALLS INDS INC
+$1.2M
11,800
+35%
增持
GTLS
CHART INDS INC
+$1.1M
15,000
+50%
增持
APT
ALPHA PRO TECH LTD
+$1.0M
350,000
+59%
增持
—
CRH PLC
+$1.0M
31,750
+27%
增持
FTRE
FORTREA HLDGS INC
+$961.7K
105,263
+13%
增持
CYRX
CRYOPORT INC
+$939.8K
250,000
+11%
增持
ROG
ROGERS CORP
+$919.3K
30,000
+50%
增持
EQIX
EQUINIX INC
+$867.2K
3,100
+48%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$787.3K
66,000
+22%
增持
EDUC
EDUCATIONAL DEV CORP
+$747.6K
675,000
+21%
增持
MXL
MAXLINEAR INC
-$735.9K
237,500
+9%
建仓
RTX
RTX CORPORATION
+$682.7K
7,000
增持
TRNS
TRANSCAT INC
+$495.1K
27,500
+17%
增持
OMCL
OMNICELL COM
+$488.0K
87,500
+59%
减持
—
INFINERA CORP
+$421.0K
700,000
-13%
减持
KVHI
KVH INDS INC
-$392.5K
1,828,867
-1%
减持
WAB
WABTEC
+$391.3K
58,000
-9%
减持
—
ZUORA INC
-$333.8K
772,500
-2%
增持
MRCY
MERCURY SYS INC
+$307.2K
60,000
+50%
增持
MKL
MARKEL GROUP INC
+$294.5K
2,200
+2%
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$277.4K
330,229
+5%
减持
FEIM
FREQUENCY ELECTRS INC
-$270.8K
407,850
-5%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$268.8K
239,006
+5%
减持
PSTG
PURE STORAGE INC
+$266.6K
60,000
-25%
增持
GNRC
GENERAC HLDGS INC
+$206.8K
37,500
+7%
清仓
—
GSE SYS INC
-$153.8K
0
-100%
增持
YEXT
YEXT INC
+$132.4K
315,000
+5%
清仓
—
VIA OPTRONICS AG
-$78.1K
0
-100%
清仓
—
ALLBIRDS INC
-$61.3K
0
-100%
