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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 100 项
建仓 7
增持 31
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
ALTAIR ENGR INC
-$24.5M
0
-100%
减持
—
LOGILITY SUPPLY CHAIN SOLUTI
-$15.4M
460,000
-77%
增持
PDFS
PDF SOLUTIONS INC
-$13.6M
1,865,000
+3%
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。
减持
VRT
VERTIV HOLDINGS CO
-$11.8M
284,750
-0%
增持
ASPN
ASPEN AEROGELS INC
-$10.9M
2,737,200
+15%
增持
FORM
FORMFACTOR INC
-$8.7M
665,000
+6%
增持
AIP
ARTERIS INC
-$8.5M
2,812,500
+2%
增持
UIS
UNISYS CORP
-$8.3M
5,559,800
+4%
增持
PSN
PARSONS CORP DEL
-$8.2M
292,250
+6%
减持
LASR
NLIGHT INC
-$7.9M
2,560,490
-3%
减持
—
NOVA LTD
-$7.5M
140,750
-17%
清仓
—
ADAMS RES & ENERGY INC
-$7.2M
0
-100%
减持
TDUP
THREDUP INC
+$6.5M
6,350,000
-0%
增持
SMCI
SUPER MICRO COMPUTER INC
+$6.1M
1,432,500
+2%
减持
VICR
VICOR CORP
-$6.0M
774,000
-11%
减持
VECO
VEECO INSTRS INC DEL
-$5.1M
721,000
-1%
减持
COHR
COHERENT CORP
-$5.0M
166,000
-0%
减持
CMTL
COMTECH TELECOMMUNICATIONS C
-$4.4M
1,688,400
-5%
增持
RSSS
RESEARCH SOLUTIONS INC
-$4.3M
2,930,000
+2%
减持
BRKR
BRUKER CORP
-$4.2M
230,000
-3%
减持
MATV
MATIV HOLDINGS INC
-$3.9M
155,000
-65%
减持
KVYO
KLAVIYO INC
-$3.6M
309,000
-2%
减持
CRI
CARTERS INC
-$3.6M
119,500
-24%
增持
TTD
THE TRADE DESK INC
-$3.4M
73,000
+16%
减持
ENTG
ENTEGRIS INC
-$3.4M
233,000
-3%
减持
HLIT
HARMONIC INC
-$3.2M
565,000
-13%
减持
MKSI
MKS INSTRS INC
-$3.1M
128,750
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
-$3.1M
57,000
-5%
增持
ECG
EVERUS CONSTR GROUP
-$3.1M
122,000
+6%
减持
MXL
MAXLINEAR INC
-$2.8M
150,000
-33%
建仓
—
CAMTEK LTD
+$2.8M
47,500
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$2.8M
197,500
+1%
减持
—
NVENT ELECTRIC PLC
-$2.6M
157,500
-2%
减持
PLAB
PHOTRONICS INC
-$2.6M
750,000
-3%
清仓
LUNA
LUNA INNOVATIONS INC
-$2.5M
0
-100%
减持
CGNX
COGNEX CORP
-$2.4M
155,500
-21%
减持
TTMI
TTM TECHNOLOGIES INC
-$2.3M
476,750
-3%
减持
AXTI
AXT INC
-$2.2M
593,500
-58%
减持
ROG
ROGERS CORP
-$2.1M
55,000
-4%
减持
CALX
CALIX INC
-$2.1M
212,000
-23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0M
26,500
-9%
增持
CLH
CLEAN HARBORS INC
-$2.0M
60,906
+0%
增持
VITL
VITAL FARMS INC
-$1.8M
505,000
+11%
减持
—
FARO TECHNOLOGIES INC
+$1.7M
1,018,375
-1%
减持
SITM
SITIME CORP
-$1.7M
26,500
-1%
增持
ARLO
ARLO TECHNOLOGIES INC
-$1.7M
1,297,500
+0%
清仓
PLOW
DOUGLAS DYNAMICS INC
-$1.7M
0
-100%
建仓
TTI
TETRA TECHNOLOGIES INC DEL
+$1.6M
465,000
减持
KVHI
KVH INDS INC
-$1.5M
926,545
-17%
减持
CEVA
CEVA INC
-$1.3M
92,000
-20%
减持
CMCSA
COMCAST CORP NEW
-$1.3M
239,500
-11%
增持
ODC
OIL DRI CORP AMER
+$1.2M
561,500
+101%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$1.2M
107,500
-4%
减持
EQIX
EQUINIX INC
-$1.1M
7,700
-1%
减持
NSIT
INSIGHT ENTERPRISES INC
-$1.1M
5,500
-56%
建仓
MATW
MATTHEWS INTL CORP
+$1.1M
47,500
减持
BMI
BADGER METER INC
-$985.3K
14,500
-18%
增持
TER
TERADYNE INC
-$983.9K
60,500
+27%
增持
HII
HUNTINGTON INGALLS INDS INC
+$963.0K
54,500
+1%
减持
—
THERMON GROUP HLDGS INC
-$950.7K
642,500
-2%
减持
KMX
CARMAX INC
-$936.8K
137,500
-4%
减持
AAPL
APPLE INC
-$914.6K
19,050
-7%
增持
RPD
RAPID7 INC
-$896.5K
80,000
+7%
建仓
PSTG
PURE STORAGE INC
+$885.4K
20,000
增持
J
JACOBS SOLUTIONS INC
+$862.1K
21,500
+65%
增持
POCI
PRECISION OPTICS CORP INC MA
+$844.5K
700,000
+64%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$710.9K
50,000
-44%
减持
LAB
STANDARD BIOTOOLS INC
-$708.1K
534,435
-27%
减持
—
NAVIGATOR HLDGS LTD
-$637.5K
305,000
-0%
增持
VSH
VISHAY INTERTECHNOLOGY INC
-$635.9K
1,466,600
+4%
清仓
CLFD
CLEARFIELD INC
-$620.0K
0
-100%
减持
ADTN
ADTRAN HOLDINGS INC
-$604.5K
1,120,000
-10%
减持
MDU
MDU RES GROUP INC
-$545.5K
459,000
-0%
减持
GILD
GILEAD SCIENCES INC
+$531.2K
57,500
-10%
增持
TRNS
TRANSCAT INC
-$521.8K
65,000
+28%
建仓
APLD
APPLIED DIGITAL CORP
+$477.7K
85,000
减持
CMRC
BIGCOMMERCE HLDGS INC
-$468.0K
450,000
-10%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$465.3K
84,000
+2%
减持
—
CRH PLC
-$335.2K
33,000
-6%
减持
LH
LABCORP HOLDINGS INC
-$334.0K
56,563
-4%
建仓
EXTR
EXTREME NETWORKS
+$330.8K
25,000
减持
GOOGL
ALPHABET INC
-$327.9K
4,000
-20%
清仓
DDOG
DATADOG INC
-$321.5K
0
-100%
增持
KLC
KINDERCARE LEARNING COMPANIE
-$273.3K
76,250
+17%
建仓
POWI
POWER INTEGRATIONS INC
+$252.5K
5,000
减持
BDX
BECTON DICKINSON & CO
-$246.4K
17,000
-7%
清仓
IOT
SAMSARA INC
-$218.4K
0
-100%
减持
GLW
CORNING INC
-$216.5K
42,500
-7%
增持
CYRX
CRYOPORT INC
-$211.1K
277,500
+14%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$201.0K
264,473
+4%
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$177.4K
378,654
+7%
减持
CVX
CHEVRON CORP NEW
+$160.2K
8,750
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$155.4K
1,500
-25%
增持
LINE
LINEAGE INC
+$147.3K
14,000
+22%
增持
MBLY
MOBILEYE GLOBAL INC
+$112.4K
77,000
+54%
增持
NSLR
SURO CAPITAL CORP
-$102.3K
378,594
+12%
减持
MRCY
MERCURY SYS INC
-$75.0K
27,500
-8%
减持
—
AIR LEASE CORP
-$43.1K
51,500
-2%
减持
DGX
QUEST DIAGNOSTICS INC
+$29.0K
7,750
-9%
增持
ESOA
ENERGY SVCS ACQUISITION CORP
-$1.5K
100,000
+33%
