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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 113 项
建仓 13
增持 64
减持 27
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
—
SUPER MICRO COMPUTER INC
-$54.4M
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$43.0M
1,410,000
增持
ASPN
ASPEN AEROGELS INC
-$34.5M
2,389,700
+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。
建仓
ECG
EVERUS CONSTR GROUP
+$7.6M
115,250
清仓
—
ZUORA INC
-$7.1M
0
-100%
增持
AIP
ARTERIS INC
+$6.9M
2,745,000
+0%
增持
PDFS
PDF SOLUTIONS INC
-$6.5M
1,817,500
+3%
减持
—
FARO TECHNOLOGIES INC
+$6.4M
1,028,375
-0%
增持
ODC
OIL DRI CORP AMER
+$6.1M
280,000
+5%
增持
RSSS
RESEARCH SOLUTIONS INC
+$4.1M
2,880,000
+0%
减持
VICR
VICOR CORP
+$4.1M
874,000
-4%
增持
UIS
UNISYS CORP
+$4.0M
5,335,000
+2%
增持
HII
HUNTINGTON INGALLS INDS INC
-$3.9M
53,750
+1%
减持
VRT
VERTIV HOLDINGS CO
+$3.7M
285,000
-1%
增持
TDUP
THREDUP INC
+$3.6M
6,367,500
+3%
增持
MDU
MDU RES GROUP INC
-$3.4M
461,000
+8%
减持
MATV
MATIV HOLDINGS INC
-$3.4M
442,500
-8%
减持
CRI
CARTERS INC
-$3.2M
156,800
-13%
建仓
RPD
RAPID7 INC
+$3.0M
75,000
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$3.0M
306,000
+2%
增持
PSN
PARSONS CORP DEL
-$3.0M
277,000
+1%
减持
CGNX
COGNEX CORP
-$2.9M
197,500
-20%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$2.9M
112,000
+2%
增持
VECO
VEECO INSTRS INC DEL
-$2.9M
731,000
+8%
增持
LASR
NLIGHT INC
+$2.8M
2,652,115
+13%
减持
TTMI
TTM TECHNOLOGIES INC
+$2.8M
490,000
-4%
减持
SITM
SITIME CORP
-$2.5M
26,750
-44%
减持
ADTN
ADTRAN HOLDINGS INC
+$2.5M
1,245,000
-7%
减持
—
ALTAIR ENGR INC
+$2.4M
225,000
-3%
增持
BSY
BENTLEY SYS INC
+$2.4M
97,500
+132%
增持
LINC
LINCOLN EDL SVCS CORP
+$2.4M
605,000
+1%
增持
SMID
SMITH MIDLAND CORP
+$2.4M
211,000
+0%
增持
MTN
VAIL RESORTS INC
+$2.3M
21,500
+115%
增持
BRKR
BRUKER CORP
-$2.0M
236,000
+3%
清仓
—
LAM RESEARCH CORP
-$2.0M
0
-100%
减持
AAPL
APPLE INC
-$2.0M
20,550
-33%
增持
—
GENIUS SPORTS LIMITED
+$2.0M
2,335,000
+0%
建仓
—
PENGUIN SOLUTIONS INC
+$1.9M
100,000
增持
MYRG
MYR GROUP INC DEL
+$1.9M
30,000
+20%
建仓
LRCX
LAM RESEARCH CORP
+$1.8M
25,000
建仓
—
PROS HOLDINGS INC
+$1.8M
80,000
增持
—
LOGILITY SUPPLY CHAIN SOLUTI
+$1.7M
1,981,900
+9%
增持
CTRI
CENTURI HOLDINGS INC
+$1.7M
447,628
+4%
减持
MRVL
MARVELL TECHNOLOGY INC
+$1.6M
60,000
-14%
增持
VPG
VISHAY PRECISION GROUP INC
-$1.5M
685,200
+1%
增持
VITL
VITAL FARMS INC
+$1.5M
455,000
+2%
建仓
—
ICHOR HOLDINGS
+$1.4M
42,000
增持
PLOW
DOUGLAS DYNAMICS INC
+$1.2M
70,000
+367%
减持
CMCSA
COMCAST CORP NEW
-$1.2M
269,000
-0%
减持
GTLS
CHART INDS INC
+$1.2M
24,000
-13%
建仓
KLC
KINDERCARE LEARNING COMPANIE
+$1.2M
65,000
增持
VSAT
VIASAT INC
-$1.1M
355,100
+2%
增持
COHU
COHU INC
+$1.1M
118,000
+48%
增持
CRAI
CRA INTL INC
+$1.0M
83,250
+0%
增持
ASUR
ASURE SOFTWARE INC
+$1.0M
2,495,000
+1%
增持
FORM
FORMFACTOR INC
-$998.0K
625,500
+1%
建仓
MBLY
MOBILEYE GLOBAL INC
+$996.0K
50,000
清仓
LITE
LUMENTUM HLDGS INC
-$950.7K
0
-100%
清仓
—
CAMBIUM NETWORKS CORP
-$877.0K
0
-100%
增持
ARLO
ARLO TECHNOLOGIES INC
-$828.1K
1,295,000
+2%
增持
NSIT
INSIGHT ENTERPRISES INC
+$824.3K
12,500
+150%
减持
COHR
COHERENT CORP
+$791.2K
166,500
-1%
增持
ECVT
ECOVYST INC
+$761.0K
920,000
+1%
增持
BMI
BADGER METER INC
+$751.7K
17,650
+29%
增持
PLAB
PHOTRONICS INC
-$738.3K
770,000
+1%
增持
CMRC
BIGCOMMERCE HLDGS INC
+$720.0K
500,000
+25%
清仓
ACVA
ACV AUCTIONS INC
-$711.5K
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$677.6K
11,000
-27%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$667.5K
525,500
+1%
减持
AXTI
AXT INC
-$652.1K
1,418,100
-8%
建仓
CLFD
CLEARFIELD INC
+$620.0K
20,000
增持
TRNS
TRANSCAT INC
+$590.6K
50,700
+28%
增持
—
THERMON GROUP HLDGS INC
-$551.6K
655,000
+1%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$480.8K
195,000
+8%
增持
ESOA
ENERGY SVCS ACQUISITION CORP
+$471.5K
75,000
+50%
减持
NSLR
SURO CAPITAL CORP
+$442.3K
337,394
-12%
增持
J
JACOBS SOLUTIONS INC
+$428.1K
13,000
+30%
建仓
TENB
TENABLE HLDGS INC
+$393.8K
10,000
减持
FEIM
FREQUENCY ELECTRS INC
-$337.1K
90,000
-46%
减持
FTRE
FORTREA HLDGS INC
-$327.0K
37,763
-27%
清仓
AMTM
AMENTUM HOLDINGS INC
-$322.5K
0
-100%
建仓
CDNA
CAREDX INC
+$321.1K
15,000
增持
ROG
ROGERS CORP
-$316.5K
57,500
+6%
增持
—
ASML HOLDING N V
-$312.6K
5,500
+11%
减持
YEXT
YEXT INC
-$300.0K
165,000
-15%
增持
GRC
GORMAN RUPP CO
+$285.8K
138,500
+9%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$278.1K
90,000
+24%
减持
KMX
CARMAX INC
+$275.9K
142,500
-3%
清仓
—
BARNES GROUP INC
-$242.5K
0
-100%
增持
APT
ALPHA PRO TECH LTD
-$236.9K
612,500
+0%
减持
LAB
STANDARD BIOTOOLS INC
-$228.7K
734,435
-6%
建仓
IOT
SAMSARA INC
+$218.4K
5,000
减持
UGI
UGI CORP NEW
-$218.1K
10,000
-50%
增持
MUR
MURPHY OIL CORP
+$198.2K
40,000
+33%
增持
—
NVENT ELECTRIC PLC
+$190.9K
160,000
+5%
增持
LUNA
LUNA INNOVATIONS INC
+$188.0K
1,175,000
+18%
增持
LINE
LINEAGE INC
+$183.7K
11,500
+84%
增持
POCI
PRECISION OPTICS CORP INC MA
-$171.4K
427,500
+7%
清仓
—
INTEVAC INC
-$170.0K
0
-100%
增持
TER
TERADYNE INC
+$155.2K
47,500
+9%
增持
QRHC
QUEST RESOURCE HLDG CORP
-$153.8K
406,023
+16%
增持
HLIT
HARMONIC INC
-$142.5K
650,000
+8%
增持
CYRX
CRYOPORT INC
+$134.4K
244,000
+12%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$128.3K
1,414,100
+12%
减持
KVHI
KVH INDS INC
+$117.9K
1,115,150
-14%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$114.3K
82,500
+2%
增持
CALX
CALIX INC
-$108.3K
275,000
+10%
增持
MASS
908 DEVICES INC
+$93.0K
200,000
+100%
增持
DDOG
DATADOG INC
+$91.4K
2,250
+13%
增持
CMTL
COMTECH TELECOMMUNICATIONS C
-$89.2K
1,780,000
+18%
增持
MKSI
MKS INSTRS INC
-$68.1K
129,000
+4%
减持
MRCY
MERCURY SYS INC
-$35.0K
30,000
-14%
减持
CEVA
CEVA INC
+$5.8K
115,000
-23%
