Needham Investment Management
Needham Investment Management reported 176 stocks worth $3.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VICR (6.0%), AIP (5.7%) and VSH (4.9%). Compared with Q1 2026, the fund opened new positions in ELMT, LTRX and FELE, added to VICR, VSH and PDFS, trimmed AIP, VPG and FORM and sold out of FIGR, MXL and POWI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VICR Vicor Corp | $199M | 6.0% | 524K | +2,000 (+0%) | 8 of 8 | |
| 2 |  AIP Arteris Inc | $191M | 5.7% | 3.9M | −25K (−1%) | 8 of 8 | |
| 3 |  VSH Vishay Intertechnology Inc | $163M | 4.9% | 3M | +116K (+4%) | 8 of 8 | |
| 4 |  PDFS Pdf Solutions Inc | $146M | 4.4% | 2.1M | +42K (+2%) | 8 of 8 | |
| 5 |  LASR Nlight Inc | $139M | 4.2% | 2M | +70K (+4%) | 8 of 8 | |
| 6 |  VRT Vertiv Holdings Co | $95.7M | 2.9% | 286K | +500 (+0%) | 8 of 8 | |
| 7 |  VPG Vishay Precision Group Inc | $89.8M | 2.7% | 599K | −21K (−3%) | 8 of 8 | |
| 8 |  FORM Formfactor Inc | $87.6M | 2.6% | 548K | −56K (−9%) | 8 of 8 | |
| 9 |  CECO Ceco Environmental Corp | $86.9M | 2.6% | 958K | +570K (+147%) | 4 of 8 | |
| 10 |  ODC Oil Dri Corp Amer | $70.1M | 2.1% | 686K | +8,500 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
THERMON GROUP HLDGS INC | $31.9M | 633K |
HONEYWELL INTL INC | $6.2M | 28K |
 FIGR Figure Technology Solutio | $2.5M | 72K |
 MXL Maxlinear Inc | $2M | 115K |
 POWI Power Integrations Inc | $1.3M | 25K |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Needham Investment Management 13F FAQ
What does Needham Investment Management own?
Needham Investment Management reported 176 stocks worth $3.3B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VICR (6.0%), AIP (5.7%) and VSH (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Needham Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 77 added to, 26 trimmed and 13 sold out. New positions include ELMT, LTRX and FELE. It sold all of FIGR, MXL and POWI.
When will Needham Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Needham Investment Management's portfolio worth?
The Q2 2026 filing reports $3.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.