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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 122 项
建仓 21
增持 65
减持 29
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LASR
NLIGHT INC
+$40.0M
1,922,740
+3%
增持
LINC
LINCOLN EDL SVCS CORP
+$24.8M
1,277,500
+14%
减持
VICR
VICOR CORP
+$21.6M
522,000
-8%
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
FORM
FORMFACTOR INC
+$19.8M
603,500
-13%
增持
VSH
VISHAY INTERTECHNOLOGY INC
+$18.1M
2,920,000
+23%
增持
UTI
UNIVERSAL TECHNICAL INST INC
+$16.1M
1,030,000
+28%
增持
ODC
OIL DRI CORP AMER
+$13.0M
677,500
+7%
增持
AIP
ARTERIS INC
+$12.1M
3,952,500
+16%
增持
—
GENIUS SPORTS LIMITED
-$11.9M
4,000,000
+49%
增持
TNC
TENNANT CO
+$10.2M
229,000
+239%
增持
PDFS
PDF SOLUTIONS INC
+$10.1M
2,022,700
+3%
增持
WTTR
SELECT WATER SOLUTIONS INC
+$9.5M
1,155,000
+49%
增持
GNRC
GENERAC HLDGS INC
+$9.4M
72,450
+110%
增持
—
THERMON GROUP HLDGS INC
+$8.8M
632,500
+2%
增持
TDUP
THREDUP INC
-$8.4M
9,275,000
+53%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$6.8M
178,500
+14%
增持
VECO
VEECO INSTRS INC DEL
+$6.8M
880,000
+9%
减持
MKSI
MKS INC.
+$6.7M
120,000
-8%
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$6.5M
3,375,000
+42%
建仓
MTZ
MASTEC INC
+$6.5M
20,100
建仓
UMAC
UNUSUAL MACHS INC
+$6.0M
485,000
增持
BWXT
BWX TECHNOLOGIES INC
+$5.8M
59,000
+64%
增持
SOLS
SOLSTICE ADVANCED MATLS INC
+$5.8M
187,500
+7%
增持
ESOA
ENERGY SERVICES OF AMER CORP
+$5.7M
800,000
+37%
增持
VITL
VITAL FARMS INC
-$5.6M
1,150,000
+68%
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC
+$5.3M
527,500
增持
CECO
CECO ENVIRONMENTAL CORP
+$5.2M
387,500
+30%
建仓
AMBQ
AMBIQ MICRO INC
+$5.1M
200,000
建仓
RCAT
RED CAT HLDGS INC
+$5.0M
380,000
增持
J
JACOBS SOLUTIONS INC
+$4.5M
96,000
+66%
增持
GRC
GORMAN RUPP CO
+$4.5M
272,500
+5%
增持
POCI
PRECISION OPTICS CORP INC MA
+$4.3M
1,670,550
+132%
减持
TTMI
TTM TECHNOLOGIES INC
-$4.3M
87,500
-53%
增持
MOD
MODINE MFG CO
+$4.1M
34,500
+38%
减持
UIS
UNISYS CORP
-$4.1M
4,428,000
-8%
增持
HII
HUNTINGTON INGALLS INDS INC
+$3.8M
55,250
+9%
增持
CTRI
CENTURI HOLDINGS INC
+$3.7M
817,628
+3%
增持
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$3.6M
1,250,000
+127%
增持
SMCI
SUPER MICRO COMPUTER INC
-$3.6M
1,616,500
+17%
增持
MASS
908 DEVICES INC
+$3.5M
1,240,000
+61%
增持
ARLO
ARLO TECHNOLOGIES INC
+$3.5M
1,760,000
+14%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$3.4M
240,000
+109%
减持
—
NOVA LTD
+$3.3M
92,150
-18%
增持
ASPN
ASPEN AEROGELS INC
+$3.1M
4,518,775
+4%
清仓
—
AIR LEASE CORP
-$2.9M
0
-100%
减持
ADTN
ADTRAN HOLDINGS INC
+$2.9M
1,228,500
-15%
增持
CRAI
CRA INTL INC
+$2.8M
140,006
+42%
减持
TER
TERADYNE INC
+$2.8M
29,000
-3%
增持
EQIX
EQUINIX INC
+$2.7M
11,200
+4%
减持
—
ICHOR HOLDINGS
-$2.7M
5,000
-97%
建仓
SYNA
SYNAPTICS INC
+$2.6M
37,000
清仓
GTLS
CHART INDS INC
-$2.6M
0
-100%
增持
TRNS
TRANSCAT INC
+$2.5M
130,500
+5%
减持
ENTG
ENTEGRIS INC
-$2.4M
117,000
-39%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$2.3M
42,500
+113%
增持
BSY
BENTLEY SYS INC
+$2.2M
215,000
+54%
清仓
CRI
CARTERS INC
-$2.2M
0
-100%
增持
PSN
PARSONS CORP DEL
+$2.1M
409,000
+26%
增持
RSSS
RESEARCH SOLUTIONS INC
-$2.1M
3,155,000
+0%
减持
—
CAMTEK LTD
+$2.1M
66,500
-12%
增持
BATRK
ATLANTA BRAVES HLDGS INC
+$2.0M
145,000
+38%
增持
BRKR
BRUKER CORP
-$1.9M
424,250
+16%
增持
ASUR
ASURE SOFTWARE INC
-$1.8M
2,607,500
+1%
增持
—
ASML HLDG NV
+$1.8M
5,800
+5%
增持
—
CRH PLC
+$1.7M
64,700
+59%
增持
CSGP
COSTAR GROUP INC
+$1.7M
142,000
+135%
减持
VPG
VISHAY PRECISION GROUP INC
+$1.6M
620,000
-6%
建仓
HEI
HEICO CORP NEW
+$1.4M
5,000
清仓
RPD
RAPID7 INC
-$1.4M
0
-100%
减持
UCTT
ULTRA CLEAN HLDGS INC
-$1.2M
5,000
-92%
建仓
AVAV
AEROVIRONMENT INC
+$1.1M
6,250
建仓
KOPN
KOPIN CORP
+$1.1M
500,000
减持
PENG
PENGUIN SOLUTIONS INC
-$1.1M
50,000
-51%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.1M
4,000
增持
BOX
BOX INC
-$1.1M
195,000
+3%
建仓
—
AMBARELLA INC
+$1.0M
20,000
增持
MDU
MDU RES GROUP INC
+$971.6K
557,500
+3%
增持
CEVA
CEVA INC
+$853.2K
230,000
+44%
清仓
LUV
SOUTHWEST AIRLS CO
-$820.4K
0
-100%
减持
KVHI
KVH INDS INC
+$731.3K
385,000
-1%
减持
ROG
ROGERS CORP
+$730.9K
58,000
-3%
增持
NTIC
NORTHERN TECHNOLOGIES INTL C
+$718.8K
765,000
+7%
减持
KLAC
KLA CORP
-$703.8K
10,250
-21%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$679.0K
55,000
+38%
建仓
FTK
FLOTEK INDUSTRIES INC
+$678.8K
40,000
建仓
WAT
WATERS CORP
+$674.8K
2,266
减持
CMRC
COMMERCE.COM INC
-$656.6K
190,000
-33%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$610.9K
1,500
增持
HLIT
HARMONIC INC
+$608.6K
668,000
+23%
减持
COHU
COHU INC
+$606.5K
130,000
-10%
减持
CMT
CORE MOLDING TECHNOLOGIES IN
+$573.4K
252,371
-0%
增持
MKL
MARKEL GROUP INC
-$557.3K
6,700
+8%
清仓
—
ENHABIT INC
-$461.0K
0
-100%
减持
MXL
MAXLINEAR INC
-$440.4K
115,000
-18%
增持
LMT
LOCKHEED MARTIN CORP
+$422.9K
1,500
+50%
减持
DGX
QUEST DIAGNOSTICS INC
-$419.6K
4,500
-40%
建仓
MEC
MAYVILLE ENGR CO INC
+$359.0K
20,000
减持
PLAB
PHOTRONICS INC
-$351.9K
605,000
-22%
建仓
VSNT
VERSANT MEDIA GROUP INC
+$342.8K
9,260
减持
KMX
CARMAX INC
+$339.1K
128,500
-1%
清仓
PSTG
PURE STORAGE INC
-$335.1K
0
-100%
建仓
FRPH
FRP HLDGS INC
+$328.2K
15,000
增持
NTSK
NETSKOPE INC
+$322.8K
100,000
+233%
建仓
DPRO
DRAGANFLY INC.
+$294.6K
60,000
减持
SITM
SITIME CORP
-$294.2K
15,000
-3%
建仓
NFLX
NETFLIX INC.
+$288.4K
3,000
建仓
CRM
SALESFORCE INC
+$280.0K
1,500
增持
CYRX
CRYOPORT INC
-$278.4K
360,000
+6%
增持
CLSK
CLEANSPARK INC
+$276.0K
80,000
+100%
减持
COHR
COHERENT CORP
-$247.2K
105,500
-23%
建仓
BRBR
BELLRING BRANDS INC
+$241.3K
15,000
减持
LAB
STANDARD BIOTOOLS INC
-$236.4K
34,435
-84%
增持
HQL
ABRDN LIFE SCIENCES INVESTOR
+$220.7K
429,573
+6%
增持
BMI
BADGER METER INC
+$210.3K
30,000
+20%
增持
MATW
MATTHEWS INTL CORP
+$200.6K
115,000
+8%
增持
GOOGL
ALPHABET INC
+$185.8K
5,000
+25%
减持
FEIM
FREQUENCY ELECTRS INC
-$140.1K
9,000
-10%
增持
SLB
SLB LIMITED
+$122.9K
6,500
+18%
减持
—
DUPONT DE NEMOURS INC
+$75.1K
17,000
-3%
增持
FIGR
FIGURE TECHNOLOGY SOLUTIO
-$59.8K
72,429
+17%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$19.1K
1,850
+23%
增持
HQH
ABRDN HEALTHCARE INVESTORS
+$8.6K
311,284
+7%
