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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 107 项
建仓 5
增持 40
减持 57
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
TDUP
THREDUP INC
+$28.7M
5,875,000
-7%
减持
SMCI
SUPER MICRO COMPUTER INC
+$20.9M
1,427,000
-0%
减持
LASR
NLIGHT INC
+$16.3M
1,837,740
-28%
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
—
NOVA LTD
+$9.8M
129,750
-8%
增持
ARLO
ARLO TECHNOLOGIES INC
+$9.4M
1,307,500
+1%
增持
AIP
ARTERIS INC
+$8.7M
2,955,000
+5%
减持
—
FARO TECHNOLOGIES INC
+$8.1M
818,375
-20%
清仓
—
LOGILITY SUPPLY CHAIN SOLUTI
-$6.6M
0
-100%
减持
CALX
CALIX INC
-$5.4M
40,000
-81%
增持
PDFS
PDF SOLUTIONS INC
+$5.3M
1,913,500
+3%
增持
LINC
LINCOLN EDL SVCS CORP
+$4.4M
609,500
+1%
减持
VICR
VICOR CORP
-$4.2M
705,500
-9%
增持
VITL
VITAL FARMS INC
+$4.2M
507,500
+0%
减持
FORM
FORMFACTOR INC
+$3.7M
655,000
-2%
减持
TTMI
TTM TECHNOLOGIES INC
+$3.4M
324,000
-32%
减持
PSN
PARSONS CORP DEL
+$3.4M
289,000
-1%
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$2.7M
311,000
+2%
增持
MTN
VAIL RESORTS INC
+$2.6M
38,500
+79%
减持
CRI
CARTERS INC
-$2.6M
76,500
-36%
增持
—
CAMTEK LTD
+$2.3M
60,000
+26%
减持
ECG
EVERUS CONSTR GROUP
+$2.1M
105,000
-14%
减持
KLAC
KLA CORP
+$2.1M
14,500
-9%
减持
CTRI
CENTURI HOLDINGS INC
+$2.0M
417,628
-7%
减持
VPG
VISHAY PRECISION GROUP INC
+$2.0M
657,500
-4%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$1.8M
10,000
减持
KMX
CARMAX INC
-$1.8M
132,500
-4%
增持
NSLR
SURO CAPITAL CORP
+$1.7M
438,594
+16%
减持
NTIC
NORTHERN TECHNOLOGIES INTL C
-$1.7M
515,500
-2%
减持
LH
LABCORP HOLDINGS INC
+$1.6M
56,313
-0%
增持
RPD
RAPID7 INC
+$1.6M
160,000
+100%
增持
CRAI
CRA INTL INC
+$1.5M
84,750
+2%
减持
BMI
BADGER METER INC
-$1.3M
6,000
-59%
增持
PLAB
PHOTRONICS INC
-$1.2M
762,000
+2%
减持
MDU
MDU RES GROUP INC
-$1.2M
394,000
-14%
减持
WAB
WABTEC
+$1.2M
55,750
-4%
清仓
MUR
MURPHY OIL CORP
-$1.1M
0
-100%
增持
—
GENIUS SPORTS LIMITED
+$1.1M
2,355,000
+1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.1M
186,000
-6%
增持
ENTG
ENTEGRIS INC
-$1.0M
240,000
+3%
减持
BDX
BECTON DICKINSON & CO
-$1.0M
16,750
-1%
建仓
—
SPORTRADAR GROUP AG
+$982.8K
35,000
增持
—
ASML HOLDING N V
+$963.5K
5,750
+5%
减持
KVHI
KVH INDS INC
-$961.5K
739,200
-20%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$957.6K
750,000
+61%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$898.1K
1,525,000
+4%
减持
KVYO
KLAVIYO INC
+$891.6K
305,000
-1%
减持
BSY
BENTLEY SYS INC
+$886.7K
87,500
-10%
增持
EQIX
EQUINIX INC
+$881.0K
9,000
+17%
增持
TRNS
TRANSCAT INC
+$877.1K
66,500
+2%
建仓
WTTR
SELECT WATER SOLUTIONS INC
+$864.0K
100,000
增持
—
DUPONT DE NEMOURS INC
+$830.9K
47,500
+46%
增持
—
PROS HOLDINGS INC
+$826.6K
150,000
+88%
清仓
LINE
LINEAGE INC
-$820.8K
0
-100%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$790.0K
35,000
减持
MRVL
MARVELL TECHNOLOGY INC
+$786.2K
55,500
-3%
减持
YEXT
YEXT INC
-$761.4K
30,000
-82%
增持
SMID
SMITH MIDLAND CORP
+$726.8K
217,000
+3%
减持
TER
TERADYNE INC
-$726.1K
47,500
-21%
增持
NSIT
INSIGHT ENTERPRISES INC
+$694.0K
11,000
+100%
减持
MRCY
MERCURY SYS INC
-$646.4K
10,000
-64%
减持
SITM
SITIME CORP
+$636.7K
22,000
-17%
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$624.0K
100,000
增持
CYRX
CRYOPORT INC
+$606.8K
307,500
+11%
增持
MXL
MAXLINEAR INC
+$573.5K
155,000
+3%
减持
CMCSA
COMCAST CORP NEW
-$539.6K
232,500
-3%
减持
BRKR
BRUKER CORP
-$515.6K
220,500
-4%
减持
KLC
KINDERCARE LEARNING COMPANIE
-$479.7K
40,000
-48%
清仓
APLD
APPLIED DIGITAL CORP
-$477.7K
0
-100%
减持
MATV
MATIV HOLDINGS INC
-$471.2K
72,500
-53%
减持
UIS
UNISYS CORP
-$469.5K
5,529,800
-1%
减持
CMRC
BIGCOMMERCE HLDGS INC
-$467.0K
425,000
-6%
减持
EHC
ENCOMPASS HEALTH CORP
+$454.4K
45,000
-10%
减持
AAPL
APPLE INC
-$446.2K
18,450
-3%
清仓
—
BROOKFIELD WEALTH SOL LTD
-$417.4K
0
-100%
增持
EXTR
EXTREME NETWORKS
+$387.3K
40,000
+60%
减持
—
THERMON GROUP HLDGS INC
-$385.7K
623,500
-3%
增持
MATW
MATTHEWS INTL CORP
+$378.2K
60,000
+26%
增持
—
ICHOR HOLDINGS
+$376.1K
67,500
+61%
增持
ASPN
ASPEN AEROGELS INC
+$353.4K
3,014,200
+10%
增持
—
PENGUIN SOLUTIONS INC
+$343.1K
105,000
+5%
增持
TENB
TENABLE HLDGS INC
+$325.8K
20,000
+100%
减持
GILD
GILEAD SCIENCES INC
-$317.3K
55,250
-4%
减持
PSTG
PURE STORAGE INC
-$309.6K
10,000
-50%
增持
ESOA
ENERGY SVCS ACQUISITION CORP
+$297.5K
125,000
+25%
增持
J
JACOBS SOLUTIONS INC
+$292.8K
22,000
+2%
减持
CVX
CHEVRON CORP NEW
-$282.5K
8,250
-6%
增持
GRC
GORMAN RUPP CO
+$279.4K
140,000
+1%
减持
FEIM
FREQUENCY ELECTRS INC
-$273.0K
50,000
-44%
减持
GLW
CORNING INC
+$263.1K
42,000
-1%
减持
GTLS
CHART INDS INC
+$240.0K
22,500
-6%
减持
—
MEDTRONIC PLC
-$224.5K
50,041
-2%
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$211.0K
391,575
+3%
减持
AMAT
APPLIED MATLS INC
+$204.2K
8,250
-8%
减持
—
NAVIGATOR HLDGS LTD
+$199.6K
301,000
-1%
减持
MASS
908 DEVICES INC
+$173.5K
150,000
-25%
增持
CEVA
CEVA INC
+$171.6K
115,000
+25%
增持
RTX
RTX CORPORATION
+$167.9K
7,500
+7%
增持
POWI
POWER INTEGRATIONS INC
+$166.8K
7,500
+50%
减持
—
AIR LEASE CORP
+$144.1K
45,000
-13%
减持
MBLY
MOBILEYE GLOBAL INC
+$130.4K
68,900
-11%
增持
LMAT
LEMAITRE VASCULAR INC
+$91.8K
40,000
+4%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$91.4K
283,178
+7%
减持
TTD
THE TRADE DESK INC
-$71.1K
54,500
-25%
减持
LAB
STANDARD BIOTOOLS INC
-$55.9K
434,435
-19%
减持
EDUC
EDUCATIONAL DEV CORP
-$38.9K
800,000
-1%
减持
DGX
QUEST DIAGNOSTICS INC
+$35.9K
7,500
-3%
减持
AXTI
AXT INC
-$14.4K
393,500
-34%
