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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 123 项
建仓 8
增持 70
减持 38
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VICR
VICOR CORP
+$30.6M
569,775
-11%
减持
SMCI
SUPER MICRO COMPUTER INC
-$27.0M
1,380,000
-2%
增持
AIP
ARTERIS INC
+$19.3M
3,411,500
+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。
增持
LASR
NLIGHT INC
+$16.6M
1,857,740
+4%
增持
TDUP
THREDUP INC
-$14.8M
6,075,000
+7%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$13.5M
2,375,000
+56%
减持
FORM
FORMFACTOR INC
+$11.8M
694,500
-6%
增持
ASPN
ASPEN AEROGELS INC
-$11.6M
4,351,700
+27%
增持
CECO
CECO ENVIRONMENTAL CORP
+$8.9M
298,500
+71%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$8.5M
175,000
减持
COHR
COHERENT CORP
+$7.6M
137,500
-17%
增持
PLAB
PHOTRONICS INC
+$7.4M
775,000
+2%
增持
CTRI
CENTURI HOLDINGS INC
+$7.1M
797,628
+30%
增持
LINC
LINCOLN EDL SVCS CORP
+$6.8M
1,125,000
+30%
减持
UIS
UNISYS CORP
-$6.6M
4,812,200
-5%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$6.4M
2,375,000
+30%
减持
—
THERMON GROUP HLDGS INC
+$6.4M
620,000
-1%
减持
KVYO
KLAVIYO INC
-$6.3M
65,000
-79%
减持
ENTG
ENTEGRIS INC
-$5.2M
191,400
-17%
减持
MKSI
MKS INC.
+$4.7M
130,500
-0%
增持
PSN
PARSONS CORP DEL
-$4.4M
324,000
+10%
减持
—
DUPONT DE NEMOURS INC
-$4.4M
17,500
-73%
减持
BRKR
BRUKER CORP
+$4.2M
364,650
-9%
建仓
BATRK
ATLANTA BRAVES HLDGS INC
+$4.1M
105,000
减持
PDFS
PDF SOLUTIONS INC
+$3.9M
1,965,000
-3%
增持
ODC
OIL DRI CORP AMER
-$3.9M
635,000
+11%
清仓
—
PROS HOLDINGS INC
-$3.9M
0
-100%
增持
CSGP
COSTAR GROUP INC
+$3.8M
60,500
+1762%
增持
ASUR
ASURE SOFTWARE INC
+$3.4M
2,570,000
+1%
增持
VRT
VERTIV HOLDINGS CO
+$3.4M
285,250
+0%
建仓
MOD
MODINE MFG CO
+$3.3M
25,000
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$3.2M
807,500
+47%
增持
GRC
GORMAN RUPP CO
+$3.1M
260,000
+30%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$3.1M
115,000
增持
GNRC
GENERAC HLDGS INC
+$2.9M
34,500
+214%
建仓
Q
QNITY ELECTRONICS INC
+$2.7M
32,500
增持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$2.4M
550,000
+175%
增持
MKL
MARKEL GROUP INC
+$2.3M
6,225
+8%
增持
TNC
TENNANT CO
+$2.3M
67,500
+108%
增持
RSSS
RESEARCH SOLUTIONS INC
-$2.3M
3,145,000
+1%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$2.1M
156,500
+3%
增持
MASS
908 DEVICES INC
+$2.1M
770,000
+247%
增持
EQIX
EQUINIX INC
+$2.0M
10,750
+36%
增持
WTTR
SELECT WATER SOLUTIONS INC
+$2.0M
775,000
+35%
清仓
NSIT
INSIGHT ENTERPRISES INC
-$1.9M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.9M
25,250
-4%
增持
BWXT
BWX TECHNOLOGIES INC
+$1.9M
36,000
+53%
减持
CMTL
COMTECH TELECOMMUNICATIONS C
+$1.9M
1,174,300
-30%
增持
LGN
LEGENCE CORP
+$1.8M
67,500
+93%
增持
WBI
WATERBRIDGE INFRASTRUCTURE L
+$1.7M
110,000
+499%
增持
BMI
BADGER METER INC
+$1.7M
25,000
+67%
减持
VECO
VEECO INSTRS INC DEL
-$1.6M
805,000
-1%
减持
RPD
RAPID7 INC
-$1.6M
90,000
-44%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$1.6M
20,000
增持
ADTN
ADTRAN HOLDINGS INC
+$1.6M
1,447,500
+23%
增持
CLH
CLEAN HARBORS INC
+$1.5M
68,856
+9%
清仓
AXTI
AXT INC
-$1.5M
0
-100%
减持
HII
HUNTINGTON INGALLS INDS INC
+$1.5M
50,500
-7%
增持
J
JACOBS SOLUTIONS INC
+$1.4M
58,000
+38%
增持
ECVT
ECOVYST INC
+$1.3M
1,020,000
+4%
增持
MDU
MDU RES GROUP INC
+$1.3M
542,000
+4%
增持
ESOA
ENERGY SVCS ACQUISITION CORP
+$1.2M
585,440
+67%
增持
CGNX
COGNEX CORP
-$1.2M
173,000
+6%
减持
SITM
SITIME CORP
-$1.2M
15,500
-30%
增持
—
CRH PLC
+$1.1M
40,700
+23%
增持
—
GENIUS SPORTS LIMITED
-$1.1M
2,690,000
+8%
减持
VSAT
VIASAT INC
+$988.0K
330,600
-7%
增持
COHU
COHU INC
+$975.2K
145,000
+23%
减持
CMRC
COMMERCE.COM INC
-$956.9K
282,500
-34%
增持
MTN
VAIL RESORTS INC
+$955.0K
59,000
+28%
减持
PENG
PENGUIN SOLUTIONS INC
-$951.6K
102,500
-9%
增持
MATW
MATTHEWS INTL CORP
+$935.6K
106,000
+40%
减持
TER
TERADYNE INC
+$851.8K
30,000
-17%
增持
—
ICHOR HOLDINGS
+$809.5K
158,000
+32%
增持
ECG
EVERUS CONSTR GROUP
+$747.7K
126,500
+8%
增持
CRAI
CRA INTL INC
+$738.1K
98,756
+8%
减持
HLIT
HARMONIC INC
-$718.0K
545,000
-9%
增持
BSY
BENTLEY SYS INC
+$709.9K
140,000
+56%
增持
HNGE
HINGE HEALTH INC
+$677.0K
22,500
+200%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$650.4K
713,257
+11%
增持
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$636.8K
61,674
+19%
增持
MYRG
MYR GROUP INC DEL
+$633.0K
38,600
+3%
增持
HON
HONEYWELL INTL INC
+$628.7K
27,500
+22%
减持
—
NOVA LTD
-$622.7K
111,750
-4%
增持
ARLO
ARLO TECHNOLOGIES INC
-$617.5K
1,540,000
+18%
清仓
TENB
TENABLE HLDGS INC
-$583.2K
0
-100%
建仓
NTSK
NETSKOPE INC
+$526.2K
30,000
增持
BOX
BOX INC
+$519.7K
190,000
+19%
减持
PSTG
PURE STORAGE INC
-$503.1K
5,000
-50%
减持
CRCL
CIRCLE INTERNET GROUP INC
-$498.9K
5,412
-23%
减持
POWI
POWER INTEGRATIONS INC
-$404.1K
25,400
-22%
增持
VITL
VITAL FARMS INC
+$378.0K
685,000
+31%
增持
CYRX
CRYOPORT INC
+$344.1K
339,500
+10%
减持
AMAT
APPLIED MATLS INC
+$328.7K
8,250
-6%
增持
WM
WASTE MGMT INC DEL
+$327.0K
3,750
+67%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$323.6K
129,000
+10%
清仓
CALX
CALIX INC
-$306.9K
0
-100%
减持
LUV
SOUTHWEST AIRLS CO
-$304.4K
19,850
-44%
减持
LAB
STANDARD BIOTOOLS INC
-$296.7K
209,435
-52%
增持
UCTT
ULTRA CLEAN HLDGS INC
+$293.6K
60,000
+33%
增持
—
MEDTRONIC PLC
+$281.6K
53,041
+5%
减持
—
CAMTEK LTD
-$259.4K
75,500
-4%
清仓
YEXT
YEXT INC
-$255.6K
0
-100%
减持
TTMI
TTM TECHNOLOGIES INC
+$254.3K
185,250
-15%
清仓
QRHC
QUEST RESOURCE HLDG CORP
-$245.7K
0
-100%
减持
CRI
CARTERS INC
+$213.6K
67,500
-4%
增持
TRNS
TRANSCAT INC
+$211.3K
124,370
+33%
建仓
SLB
SLB LIMITED
+$211.1K
5,500
增持
CEVA
CEVA INC
-$188.2K
160,000
+16%
增持
APT
ALPHA PRO TECH LTD
-$185.8K
642,500
+1%
增持
FLY
FIREFLY AEROSPACE INC
+$169.4K
60,000
+50%
减持
CDNA
CAREDX INC
-$153.6K
15,000
-50%
减持
FEIM
FREQUENCY ELECTRS INC
-$139.8K
10,000
-50%
减持
KVHI
KVH INDS INC
-$133.8K
390,000
-23%
增持
CLSK
CLEANSPARK INC
+$114.8K
40,000
+100%
增持
—
ALIGHT INC
+$96.0K
300,000
+100%
增持
KLC
KINDERCARE LEARNING COMPANIE
-$89.3K
40,810
+2%
增持
EXTR
EXTREME NETWORKS
-$76.8K
45,000
+13%
减持
—
ASML HOLDING N V
-$69.5K
5,500
-11%
增持
SMID
SMITH MIDLAND CORP
-$52.2K
225,000
+1%
减持
MXL
MAXLINEAR INC
-$52.2K
140,000
-10%
增持
POCI
PRECISION OPTICS CORP INC MA
-$31.8K
720,000
+3%
增持
BN
BROOKFIELD CORP
+$11.8K
69,440
+50%
