小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 101 项
建仓 14
增持 66
减持 17
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$18.9M
905,000
+1545%
清仓
—
LABORATORY CORP AMER HLDGS
-$12.9M
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$12.0M
58,863
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
VITL
VITAL FARMS INC
+$11.4M
417,500
+19%
增持
PDFS
PDF SOLUTIONS INC
+$10.7M
1,330,000
+19%
增持
VECO
VEECO INSTRS INC DEL
+$8.8M
611,000
+9%
减持
—
NOVA LTD
+$8.6M
175,500
-4%
减持
MKSI
MKS INSTRS INC
-$6.9M
123,000
-29%
增持
HII
HUNTINGTON INGALLS INDS INC
+$6.4M
40,000
+239%
增持
—
ALTAIR ENGR INC
+$6.4M
194,000
+32%
增持
ASUR
ASURE SOFTWARE INC
+$5.9M
1,980,000
+43%
减持
FORM
FORMFACTOR INC
+$5.8M
571,000
-9%
建仓
CTRI
CENTURI HOLDINGS INC
+$5.8M
297,628
建仓
MDU
MDU RES GROUP INC
+$5.4M
215,000
增持
AIP
ARTERIS INC
+$5.2M
2,385,000
+37%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$5.0M
135,000
+105%
建仓
UTI
UNIVERSAL TECHNICAL INST INC
+$4.6M
290,000
增持
CALX
CALIX INC
+$4.5M
175,000
+250%
增持
—
GENIUS SPORTS LIMITED
+$4.2M
2,100,000
+65%
建仓
LINC
LINCOLN EDL SVCS CORP
+$4.2M
350,000
增持
—
NVENT ELECTRIC PLC
+$3.7M
110,000
+75%
增持
SMID
SMITH MIDLAND CORP
-$3.5M
185,000
+1%
增持
—
THERMON GROUP HLDGS INC
+$3.4M
535,000
+34%
增持
ARLO
ARLO TECHNOLOGIES INC
+$3.3M
980,000
+31%
增持
—
FARO TECHNOLOGIES INC
+$3.0M
857,950
+73%
建仓
CEVA
CEVA INC
+$2.9M
150,000
减持
KVHI
KVH INDS INC
-$2.9M
1,391,600
-24%
增持
CYRX
CRYOPORT INC
-$2.6M
270,000
+8%
增持
CRAI
CRA INTL INC
+$2.5M
78,000
+7%
增持
VRT
VERTIV HOLDINGS CO
+$2.5M
261,500
+6%
减持
PSTG
PURE STORAGE INC
-$2.5M
10,000
-83%
增持
SITM
SITIME CORP
+$2.4M
47,000
+26%
减持
TTMI
TTM TECHNOLOGIES INC
-$2.3M
528,800
-34%
增持
LITE
LUMENTUM HLDGS INC
+$2.3M
100,000
+67%
建仓
—
DUPONT DE NEMOURS INC
+$2.2M
27,500
增持
EQIX
EQUINIX INC
+$2.2M
6,250
+102%
增持
TER
TERADYNE INC
+$2.1M
30,000
+45%
增持
PSN
PARSONS CORP DEL
+$2.1M
247,500
+13%
增持
BRKR
BRUKER CORP
+$2.0M
130,000
+95%
减持
ASPN
ASPEN AEROGELS INC
+$2.0M
2,299,729
-23%
减持
AXTI
AXT INC
-$2.0M
1,541,050
-2%
增持
—
AMER SOFTWARE INC
+$1.9M
1,435,000
+47%
增持
CGNX
COGNEX CORP
+$1.9M
229,500
+10%
增持
CMTL
COMTECH TELECOMMUNICATIONS C
+$1.6M
1,275,000
+96%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$1.6M
106,500
+19%
增持
CLH
CLEAN HARBORS INC
+$1.6M
60,606
+0%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$1.5M
415,000
+4%
建仓
GRC
GORMAN RUPP CO
+$1.5M
40,000
减持
COHR
COHERENT CORP
+$1.4M
173,000
-5%
减持
—
CAMBIUM NETWORKS CORP
-$1.3M
767,250
-5%
减持
LAB
STANDARD BIOTOOLS INC
-$1.3M
984,435
-12%
建仓
LUNA
LUNA INNOVATIONS INC
+$1.3M
400,000
增持
ROG
ROGERS CORP
+$1.3M
40,000
+33%
减持
—
INFINERA CORP
-$1.2M
500,000
-29%
建仓
COHU
COHU INC
+$1.2M
35,000
增持
APT
ALPHA PRO TECH LTD
+$1.1M
602,500
+72%
减持
GNRC
GENERAC HLDGS INC
-$1.1M
27,500
-27%
增持
ADTN
ADTRAN HOLDINGS INC
+$1.1M
1,410,000
+21%
增持
MATV
MATIV HOLDINGS INC
+$1.1M
430,000
+29%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.1M
61,500
+34%
增持
HLIT
HARMONIC INC
+$1.0M
600,000
+33%
增持
MTRX
MATRIX SVC CO
+$992.1K
1,025,000
+45%
增持
ECVT
ECOVYST INC
+$973.1K
730,000
+46%
增持
ODC
OIL DRI CORP AMER
+$938.5K
241,500
+24%
增持
MKL
MARKEL GROUP INC
+$828.2K
2,650
+20%
建仓
MUR
MURPHY OIL CORP
+$824.8K
20,000
增持
TTD
THE TRADE DESK INC
+$779.6K
59,000
+4%
增持
CRI
CARTERS INC
+$774.7K
187,750
+46%
增持
UIS
UNISYS CORP
+$747.0K
4,865,000
+23%
增持
ATRO
ASTRONICS CORP
+$718.5K
245,000
+11%
增持
KVYO
KLAVIYO INC
+$706.0K
315,000
+13%
增持
MTN
VAIL RESORTS INC
+$687.1K
10,000
+100%
增持
PLAB
PHOTRONICS INC
-$630.5K
714,300
+11%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$602.7K
51,500
+87%
增持
MRCY
MERCURY SYS INC
+$591.6K
87,500
+46%
增持
RSSS
RESEARCH SOLUTIONS INC
+$589.3K
2,725,000
+35%
清仓
AEIS
ADVANCED ENERGY INDS
-$509.9K
0
-100%
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$504.0K
52,223
增持
POCI
PRECISION OPTICS CORP INC MA
+$498.6K
366,717
+22%
增持
VICR
VICOR CORP
-$480.6K
885,000
+13%
减持
YEXT
YEXT INC
-$454.9K
270,000
-14%
增持
KMX
CARMAX INC
-$446.0K
151,000
+14%
增持
LASR
NLIGHT INC
+$421.7K
2,182,740
+21%
增持
CIEN
CIENA CORP
+$418.3K
60,000
+20%
增持
GTLS
CHART INDS INC
+$416.0K
20,000
+33%
清仓
BHE
BENCHMARK ELECTRS INC
-$369.1K
0
-100%
建仓
ESOA
ENERGY SVCS ACQUISITION CORP
+$358.0K
50,000
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$342.5K
341,815
+4%
清仓
—
VACASA INC
-$318.7K
0
-100%
减持
—
ADAMS RES & ENERGY INC
-$308.0K
206,500
-2%
增持
GLW
CORNING INC
+$293.9K
41,500
+4%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$289.1K
247,349
+3%
建仓
MASS
908 DEVICES INC
+$257.5K
50,000
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$227.0K
51,000
+13%
增持
VPG
VISHAY PRECISION GROUP INC
+$226.8K
640,000
+17%
减持
—
INTEVAC INC
-$170.8K
100,000
-31%
减持
BMI
BADGER METER INC
+$144.9K
12,500
-7%
增持
—
CRH PLC
-$114.5K
35,000
+10%
增持
VSAT
VIASAT INC
-$36.1K
367,500
+41%
增持
TDUP
THREDUP INC
+$34.5K
5,785,000
+18%
增持
EDUC
EDUCATIONAL DEV CORP
+$20.3K
750,000
+11%
