NEEDHAM INVESTMENT MANAGEMENT LLC
CIK 1167212
13F filing for Q2 2026・No. 1,202
- Holdings
- US$3.33B
- Quarter change
- +US$1.37B
- Entries
- 359
- Net bought (estimate)
- +US$349.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 13
- Cut 25
- Added 77
- Corporate actions 2
- Unchanged 61
Largest holdings
176 stocks worth US$3.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VICRVICOR CORPCOM | Added | 524,000 | US$199M | 5.98% |
| AIPARTERIS INCCOM | Cut | 3,927,500 | US$190.84M | 5.74% |
| VSHVISHAY INTERTECHNOLOGY INCCOM | Added | 3,035,610 | US$163.26M | 4.91% |
| PDFSPDF SOLUTIONS INCCOM | Added | 2,065,000 | US$146.18M | 4.40% |
| LASRNLIGHT INCCOM | Added | 1,992,740 | US$138.73M | 4.17% |
| VRTVERTIV HOLDINGS COCOM CL A | Added | 285,750 | US$95.67M | 2.88% |
| VISHAY PRECISION GROUP INCCOM | Cut | 599,000 | US$89.8M | 2.70% |
| FORMFORMFACTOR INCCOM | Cut | 547,500 | US$87.56M | 2.63% |
| CECOCECO ENVIRONMENTAL CORPCOM | Added | 957,500 | US$86.88M | 2.61% |
| OIL DRI CORP AMERCOM | Added | 686,000 | US$70.12M | 2.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.