NEEDHAM INVESTMENT MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1167212
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13F Reported Value
ⓘ$3.3B
Holdings
176
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
NEEDHAM INVESTMENT MANAGEMENT LLC disclosed 176 positions worth $3.3B in its Form 13F-HR for Q2 2026, led by $VICR (VICOR CORP) at 6.0% of the equity portfolio, followed by $AIP and $VSH. During the quarter the fund opened 12 new positions and exited 12 — including a new stake in $ELMT and a full exit from $THR. The portfolio is most concentrated in Technology (56.7% of disclosed assets). All figures are sourced directly from NEEDHAM INVESTMENT MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1167212.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyIndustrialsConsumer DiscretionaryEnergyCommunication ServicesHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 58.1#1,047
Quality
$199.0M524,000 sh - 37.2#2,242
Quality
$190.8M3,927,500 sh - 48.8#1,697
Quality
$163.3M3,035,610 sh - 56.5
Quality
$146.2M2,065,000 sh - 54.1
Quality
$138.7M1,992,740 sh - 81.0
Quality
$95.7M285,750 sh - 30.4
Quality
$89.8M599,000 sh - 60.0
Quality
$87.6M547,500 sh - 24.6
Quality
$86.9M957,500 sh - 56.5
Quality
$70.1M686,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 VICOR CORP$VICR | 58.1#1,047 | $199.0M | 524,000 |
 Arteris, Inc.$AIP | 37.2#2,242 | $190.8M | 3,927,500 |
 VISHAY INTERTECHNOLOGY INC$VSH | 48.8#1,697 | $163.3M | 3,035,610 |
 PDF SOLUTIONS INC$PDFS | 56.5 | $146.2M | 2,065,000 |
 NLIGHT, INC.$LASR | 54.1 | $138.7M | 1,992,740 |
 Vertiv Holdings Co$VRT | 81.0 | $95.7M | 285,750 |
 Vishay Precision Group, Inc.$VPG | 30.4 | $89.8M | 599,000 |
 FORMFACTOR INC$FORM | 60.0 | $87.6M | 547,500 |
 CECO ENVIRONMENTAL CORP$CECO | 24.6 | $86.9M | 957,500 |
 Oil-Dri Corp of America$ODC | 56.5 | $70.1M | 686,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NEEDHAM INVESTMENT MANAGEMENT LLC's 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Technology
$1.9B
Industrials
$576.2M
Consumer Discretionary
$283.2M
Energy
$179.2M
Communication Services
$120.1M
Healthcare
$100.1M
Materials
$82.9M
Utilities
$22.2M
Full Holdings — NEEDHAM INVESTMENT MANAGEMENT LLC (Q2 2026)
All 176 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $VICR | VICOR CORP | $199.0M | 6.0% | +0% | 58.1 |
| 2 | $AIP | Arteris, Inc. | $190.8M | 5.7% | -1% | 37.2 |
| 3 | $VSH | VISHAY INTERTECHNOLOGY INC | $163.3M | 4.9% | +4% | 48.8 |
| 4 | $PDFS | PDF SOLUTIONS INC | $146.2M | 4.4% | +2% | 56.5 |
| 5 | $LASR | NLIGHT, INC. | $138.7M | 4.2% | +4% | 54.1 |
| 6 | $VRT | Vertiv Holdings Co | $95.7M | 2.9% | +0% | 81 |
| 7 | $VPG | Vishay Precision Group, Inc. | $89.8M | 2.7% | -3% | 30.4 |
| 8 | $FORM | FORMFACTOR INC | $87.6M | 2.6% | -9% | 60 |
| 9 | $CECO | CECO ENVIRONMENTAL CORP | $86.9M | 2.6% | +147% | 24.6 |
| 10 | $ODC | Oil-Dri Corp of America | $70.1M | 2.1% | +1% | 56.5 |
| 11 |  $TDUP | ThredUp Inc. | $69.7M | 2.1% | +10% | 35.3 |
| 12 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $66.1M | 2.0% | +4% | 60.3 |
| 13 |  $VECO | VEECO INSTRUMENTS INC | $64.1M | 1.9% | -4% | 42.8 |
| 14 |  $TTI | TETRA TECHNOLOGIES INC | $64.0M | 1.9% | +67% | 38.3 |
| 15 |  $SMCI | Super Micro Computer, Inc. | $54.5M | 1.6% | +15% | 62 |
| 16 |  $ELMT | Elmet Group Co. | $52.1M | 1.6% | NEW | — |
| 17 |  $MKSI | MKS INC | $49.9M | 1.5% | -6% | 61.2 |
| 18 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $48.3M | 1.4% | +10% | 53.3 |
| 19 |  $NVMI | NOVA LTD. | $48.1M | 1.4% | -4% | — |
| 20 |  $COHR | COHERENT CORP. | $36.5M | 1.1% | -12% | 58.5 |
| 21 |  $KLAC | KLA CORP | $30.9M | 0.9% | +900% | 78.6 |
| 22 |  $CRAI | CRA INTERNATIONAL, INC. | $30.7M | 0.9% | +54% | 47.4 |
| 23 |  $GENI | Genius Sports Ltd | $29.8M | 0.9% | +23% | — |
| 24 |  $VSAT | VIASAT INC | $29.7M | 0.9% | +0% | 58.8 |
| 25 |  $PSN | PARSONS CORP | $29.1M | 0.9% | +36% | 54.6 |
| 26 |  $AMBQ | Ambiq Micro, Inc. | $28.6M | 0.9% | +62% | 30.1 |
| 27 |  $CTRI | Centuri Holdings, Inc. | $28.5M | 0.9% | +15% | 51.9 |
| 28 |  $BRKR | BRUKER CORP | $27.6M | 0.8% | +8% | 50.8 |
| 29 |  $ARLO | Arlo Technologies, Inc. | $26.9M | 0.8% | +13% | 56.4 |
| 30 |  $NVT | nVent Electric plc | $26.2M | 0.8% | +0% | — |
| 31 |  $WTTR | Select Water Solutions, Inc. | $26.0M | 0.8% | +13% | 42.9 |
| 32 |  $GRC | GORMAN RUPP CO | $25.0M | 0.8% | +0% | 56.6 |
| 33 |  $GNRC | GENERAC HOLDINGS INC. | $24.0M | 0.7% | +13% | 54.4 |
| 34 |  $ATRO | ASTRONICS CORP | $22.1M | 0.7% | +0% | 61.3 |
| 35 |  $AKAM | AKAMAI TECHNOLOGIES INC | $21.7M | 0.7% | +3% | 59.5 |
| 36 |  $BMI | BADGER METER INC | $21.5M | 0.7% | +383% | 61 |
| 37 |  $TNC | TENNANT CO | $21.2M | 0.6% | +6% | 35.7 |
| 38 |  $ECG | Everus Construction Group, Inc. | $21.0M | 0.6% | +0% | 66.3 |
| 39 |  $CLH | CLEAN HARBORS INC | $20.9M | 0.6% | +2% | 55.6 |
| 40 |  $ASUR | ASURE SOFTWARE INC | $20.9M | 0.6% | +1% | — |
| 41 |  $ASPN | ASPEN AEROGELS INC | $20.7M | 0.6% | -28% | 28.6 |
| 42 |  $MTRX | MATRIX SERVICE CO | $19.7M | 0.6% | +0% | 49.3 |
| 43 |  $MYRG | MYR GROUP INC. | $19.5M | 0.6% | +1% | 59.2 |
| 44 |  $PLAB | PHOTRONICS INC | $19.0M | 0.6% | -3% | 56.5 |
| 45 |  $LTRX | LANTRONIX INC | $18.5M | 0.6% | NEW | 35.7 |
| 46 |  $ENTG | ENTEGRIS INC | $18.3M | 0.6% | -13% | 58 |
| 47 |  $EVLV | Evolv Technologies Holdings, Inc. | $17.8M | 0.5% | +146% | 56.7 |
| 48 |  $BWXT | BWX Technologies, Inc. | $17.0M | 0.5% | +48% | 63.8 |
| 49 |  $SOLS | Solstice Advanced Materials Inc. | $16.6M | 0.5% | +0% | 61.6 |
| 50 |  $FELE | FRANKLIN ELECTRIC CO INC | $16.5M | 0.5% | NEW | 52.9 |
| 51 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $16.5M | 0.5% | +91% | 34.1 |
| 52 |  $BSY | BENTLEY SYSTEMS INC | $16.2M | 0.5% | +152% | 67.9 |
| 53 |  $UIS | UNISYS CORP | $16.2M | 0.5% | +0% | 32.1 |
| 54 |  $UMAC | Unusual Machines, Inc. | $16.0M | 0.5% | +48% | 32.6 |
| 55 |  $MASS | 908 Devices Inc. | $15.8M | 0.5% | +47% | 27 |
| 56 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $15.8M | 0.5% | +2% | 52.2 |
| 57 |  $LH | LABCORP HOLDINGS INC. | $15.8M | 0.5% | +0% | 65 |
| 58 |  $J | JACOBS SOLUTIONS INC. | $15.7M | 0.5% | +30% | 64.3 |
| 59 |  $ESOA | Energy Services of America CORP | $15.5M | 0.5% | +0% | 44 |
| 60 |  $BATRA | Atlanta Braves Holdings, Inc. | $14.9M | 0.5% | +98% | 20.5 |
| 61 |  $MRVL | Marvell Technology, Inc. | $14.4M | 0.4% | +0% | 76.5 |
| 62 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $14.3M | 0.4% | -5% | 66.3 |
| 63 |  $MKL | MARKEL GROUP INC. | $14.2M | 0.4% | +9% | 60.2 |
| 64 |  $MDU | MDU RESOURCES GROUP INC | $14.1M | 0.4% | +19% | 49.1 |
| 65 |  $VITL | Vital Farms, Inc. | $14.1M | 0.4% | +5% | 35.4 |
| 66 |  $TER | TERADYNE, INC | $14.0M | 0.4% | +0% | 77.3 |
| 67 |  $EQIX | EQUINIX INC | $13.7M | 0.4% | +18% | 59 |
| 68 |  $TTMI | TTM TECHNOLOGIES INC | $13.6M | 0.4% | -17% | 62.6 |
| 69 |  $MTZ | MASTEC INC | $13.4M | 0.4% | +60% | 58.8 |
| 70 |  $ECVT | Ecovyst Inc. | $12.7M | 0.4% | +0% | 48.7 |
| 71 |  $TRNS | TRANSCAT INC | $12.7M | 0.4% | +5% | 48.6 |
| 72 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $12.7M | 0.4% | +0% | 65.1 |
| 73 |  $CGNX | COGNEX CORP | $12.5M | 0.4% | +0% | 66.9 |
| 74 |  $LTH | Life Time Group Holdings, Inc. | $12.5M | 0.4% | +27% | 60.9 |
| 75 |  $ASML | ASML HOLDING NV | $12.2M | 0.4% | +6% | — |
| 76 |  $AMBA | AMBARELLA INC | $11.6M | 0.3% | +575% | 42.5 |
| 77 |  $MTN | VAIL RESORTS INC | $11.5M | 0.3% | +43% | 41.1 |
| 78 |  $HLIT | HARMONIC INC. | $11.4M | 0.3% | +5% | 23.3 |
| 79 |  $CYRX | Cryoport, Inc. | $11.3M | 0.3% | +99% | 29 |
| 80 |  $SITM | SITIME Corp | $11.2M | 0.3% | +0% | 66.1 |
| 81 |  $GLW | CORNING INC /NY | $10.9M | 0.3% | +1% | 73.7 |
| 82 |  $LRCX | LAM RESEARCH CORP | $10.8M | 0.3% | +0% | 79.4 |
| 83 |  $DDD | 3D SYSTEMS CORP | $10.6M | 0.3% | NEW | 25 |
| 84 |  $CAMT | CAMTEK LTD | $10.4M | 0.3% | -4% | — |
| 85 |  $CALX | CALIX, INC | $10.3M | 0.3% | NEW | 56.6 |
| 86 |  $MOD | MODINE MANUFACTURING CO | $10.1M | 0.3% | +10% | 56.3 |
| 87 |  $AVAV | AeroVironment Inc | $10.1M | 0.3% | +876% | 42 |
| 88 |  $CEVA | CEVA INC | $9.9M | 0.3% | -9% | 31.5 |
| 89 |  $ROG | ROGERS CORP | $9.0M | 0.3% | -5% | 38.3 |
| 90 |  $HQL | abrdn Life Sciences Investors | $8.9M | 0.3% | +3% | — |
| 91 |  $POCI | PRECISION OPTICS CORPORATION, INC. | $8.5M | 0.3% | +0% | — |
| 92 |  $MATW | MATTHEWS INTERNATIONAL CORP | $8.1M | 0.2% | +161% | 25.8 |
| 93 |  $CRH | CRH PUBLIC LTD CO | $7.6M | 0.2% | +9% | — |
| 94 |  $RCAT | Red Cat Holdings, Inc. | $7.3M | 0.2% | +81% | 26.1 |
| 95 |  $RSSS | Research Solutions, Inc. | $7.3M | 0.2% | +0% | 45.4 |
| 96 |  $HQH | abrdn Healthcare Investors | $7.1M | 0.2% | +3% | — |
| 97 |  $GILD | GILEAD SCIENCES, INC. | $6.9M | 0.2% | +0% | 57.4 |
| 98 |  $NTIC | NORTHERN TECHNOLOGIES INTERNATIONAL CORP | $6.8M | 0.2% | +5% | 25.2 |
| 99 |  $DPRO | Draganfly Inc. | $6.8M | 0.2% | +1983% | 24.8 |
| 100 |  $KMX | CARMAX INC | $6.7M | 0.2% | -1% | 50 |
| 101 |  $ACLS | AXCELIS TECHNOLOGIES INC | $6.7M | 0.2% | -16% | 37.7 |
| 102 |  $SMID | SMITH MIDLAND CORP | $6.5M | 0.2% | +0% | 56.3 |
| 103 |  $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $6.4M | 0.2% | -30% | 61.9 |
| 104 |  $PRIM | Primoris Services Corp | $6.4M | 0.2% | NEW | 51.8 |
| 105 |  $ADTN | ADTRAN Holdings, Inc. | $6.3M | 0.2% | -63% | 49.4 |
| 106 |  $AMAT | APPLIED MATERIALS INC /DE | $6.0M | 0.2% | +0% | 72.3 |
| 107 |  $LGN | Legence Corp. | $5.8M | 0.2% | +0% | 64.1 |
| 108 |  $CMT | CORE MOLDING TECHNOLOGIES INC | $5.7M | 0.2% | -4% | 35.2 |
| 109 |  $CCZ | COMCAST CORP | $5.7M | 0.2% | +0% | 59.5 |
| 110 |  $NTSK | Netskope Inc | $5.5M | 0.2% | +400% | 34.7 |
| 111 |  $NSLR | Neostellar Capital Corp. | $5.3M | 0.2% | +0% | — |
| 112 |  $AAPL | Apple Inc. | $5.3M | 0.2% | +0% | 76.4 |
| 113 |  $NVGS | Navigator Holdings Ltd. | $5.3M | 0.2% | +0% | — |
| 114 |  $Q | Qnity Electronics, Inc. | $5.3M | 0.2% | +0% | 68.4 |
| 115 |  $BOX | BOX INC | $5.2M | 0.2% | +0% | 62 |
| 116 |  $OCTV | Octave Intelligence plc | $4.9M | 0.1% | NEW | — |
| 117 |  $BA | BOEING CO | $4.9M | 0.1% | +0% | 61.6 |
| 118 |  $EHC | Encompass Health Corp | $4.5M | 0.1% | +0% | 66.9 |
| 119 |  $CSGP | COSTAR GROUP, INC. | $4.5M | 0.1% | +12% | 57.8 |
| 120 |  $FLY | Firefly Aerospace Inc. | $4.5M | 0.1% | +154% | 32.6 |
| 121 |  $HON | HONEYWELL INTERNATIONAL INC | $4.5M | 0.1% | -27% | 65 |
| 122 |  $HONA | Honeywell Aerospace Inc. | $4.4M | 0.1% | NEW | — |
| 123 |  $ADI | ANALOG DEVICES INC | $4.2M | 0.1% | +5% | 79.2 |
| 124 |  $MDT | Medtronic plc | $4.1M | 0.1% | +0% | 68.7 |
| 125 |  $MEC | Mayville Engineering Company, Inc. | $4.1M | 0.1% | +450% | 32.1 |
| 126 |  $WBI | WaterBridge Infrastructure LLC | $3.9M | 0.1% | +2% | 54.6 |
| 127 |  $LMAT | LEMAITRE VASCULAR INC | $3.8M | 0.1% | +0% | 66 |
| 128 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $3.8M | 0.1% | +0% | 47.6 |
| 129 |  $KVHI | KVH INDUSTRIES INC \DE\ | $3.8M | 0.1% | +0% | 32.1 |
| 130 |  $SYNA | SYNAPTICS Inc | $3.7M | 0.1% | -19% | 36.6 |
| 131 |  $COHU | COHU INC | $3.7M | 0.1% | -62% | 38.3 |
| 132 |  $APT | ALPHA PRO TECH LTD | $3.6M | 0.1% | +0% | — |
| 133 |  $TWIN | TWIN DISC INC | $3.5M | 0.1% | NEW | 57.4 |
| 134 |  $EROK | EagleRock Land, LLC | $3.4M | 0.1% | NEW | — |
| 135 |  $HEI | HEICO CORP | $3.4M | 0.1% | +90% | 75.6 |
| 136 |  $KOPN | KOPIN CORP | $3.4M | 0.1% | +50% | 32.7 |
| 137 |  $HPE | Hewlett Packard Enterprise Co | $3.3M | 0.1% | +0% | 70.5 |
| 138 |  $GOOG | Alphabet Inc. | $3.2M | 0.1% | +80% | 78.2 |
| 139 |  $BN | BROOKFIELD Corp /ON/ | $3.0M | 0.1% | +0% | — |
| 140 |  $FTK | FLOTEK INDUSTRIES INC/CN/ | $2.8M | 0.1% | +200% | 58.7 |
| 141 |  $CLSK | CLEANSPARK, INC. | $2.5M | 0.1% | +119% | 37.4 |
| 142 |  $BDX | BECTON DICKINSON & CO | $2.5M | 0.1% | +0% | 59 |
| 143 |  $CMTL | COMTECH TELECOMMUNICATIONS CORP /DE/ | $1.9M | 0.1% | -23% | 32.9 |
| 144 |  $HNGE | Hinge Health, Inc. | $1.9M | 0.1% | +0% | 74.9 |
| 145 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.1% | +0% | 62.7 |
| 146 |  $CRWD | CrowdStrike Holdings, Inc. | $1.5M | 0.1% | +8% | 67.7 |
| 147 |  $RTX | RTX Corp | $1.5M | 0.1% | +5% | 73.2 |
| 148 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $1.5M | 0.0% | +0% | 56.9 |
| 149 |  $CVX | CHEVRON CORP | $1.4M | 0.0% | +0% | 62.8 |
| 150 |  $MRCY | MERCURY SYSTEMS INC | $1.2M | 0.0% | +0% | 47.8 |
| 151 |  $EDUC | EDUCATIONAL DEVELOPMENT CORP | $1.2M | 0.0% | +0% | 47.7 |
| 152 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.0% | +50% | 65.6 |
| 153 |  $KVYO | Klaviyo, Inc. | $981,500 | 0.0% | +0% | 61.3 |
| 154 |  $DGX | QUEST DIAGNOSTICS INC | $953,775 | 0.0% | +0% | 69 |
| 155 |  $WM | WASTE MANAGEMENT INC | $891,520 | 0.0% | +7% | 67.6 |
| 156 |  $FRPH | FRP HOLDINGS, INC. | $874,651 | 0.0% | +133% | 35.6 |
| 157 |  $WAT | WATERS CORP /DE/ | $849,841 | 0.0% | +0% | 60.4 |
| 158 |  $VZ | VERIZON COMMUNICATIONS INC | $846,800 | 0.0% | +0% | 65.8 |
| 159 |  $CRM | Salesforce, Inc. | $783,300 | 0.0% | +233% | 77 |
| 160 |  $PWR | QUANTA SERVICES, INC. | $720,040 | 0.0% | NEW | 72.1 |
| 161 |  $NFLX | NETFLIX INC | $714,000 | 0.0% | +233% | 78.8 |
| 162 |  $TTD | Trade Desk, Inc. | $614,720 | 0.0% | -33% | 72.4 |
| 163 |  $FEIM | FREQUENCY ELECTRONICS INC | $597,150 | 0.0% | +0% | 31.3 |
| 164 |  $BAM | Brookfield Asset Management Ltd. | $563,727 | 0.0% | +0% | — |
| 165 |  $MSFT | MICROSOFT CORP | $559,530 | 0.0% | NEW | 79.8 |
| 166 |  $CDNA | CareDx, Inc. | $427,500 | 0.0% | +0% | 67.5 |
| 167 |  $MBLY | Mobileye Global Inc. | $387,200 | 0.0% | -50% | 33.8 |
| 168 |  $KRP | Kimbell Royalty Partners, LP | $369,411 | 0.0% | +0% | 64.1 |
| 169 |  $CMRC | Commerce.com, Inc. | $355,200 | 0.0% | -37% | 43.3 |
| 170 |  $UGI | UGI CORP /PA/ | $345,400 | 0.0% | +0% | 48.3 |
| 171 |  $VSNT | Versant Media Group, Inc. | $333,453 | 0.0% | +0% | 61 |
| 172 |  $SLB | SLB LIMITED/NV | $302,185 | 0.0% | +0% | 57.9 |
| 173 |  $BRBR | BELLRING BRANDS, INC. | $194,100 | 0.0% | +0% | 58.2 |
| 174 |  $KLC | KinderCare Learning Companies, Inc. | $173,442 | 0.0% | +0% | 38.3 |
| 175 |  $ALIT | Alight, Inc. / Delaware | $168,000 | 0.0% | +0% | 31.1 |
| 176 |  $LAB | STANDARD BIOTOOLS INC. | $28,330 | 0.0% | +0% | 34.8 |
New Positions (12)
$ELMT Elmet Group Co.$52.1M$LTRX LANTRONIX INC$18.5M$FELE FRANKLIN ELECTRIC CO INC$16.5M$DDD 3D SYSTEMS CORP$10.6M$CALX CALIX, INC$10.3M$PRIM Primoris Services Corp$6.4M$OCTV Octave Intelligence plc$4.9M$HONA Honeywell Aerospace Inc.$4.4M$TWIN TWIN DISC INC$3.5M$EROK EagleRock Land, LLC$3.4M$PWR QUANTA SERVICES, INC.$720,040$MSFT MICROSOFT CORP$559,530Exited Positions (12)
$THR Thermon Group Holdings, Inc.
$FIGR Figure Technology Solutions, Inc.
$MXL MAXLINEAR, INC
$POWI POWER INTEGRATIONS INC
$PENG Penguin Solutions, Inc.
$DD DuPont de Nemours, Inc.
$EXTR EXTREME NETWORKS INC
$STRL STERLING INFRASTRUCTURE, INC.
$CRCL Circle Internet Group, Inc.
$FTRE Fortrea Holdings Inc.
$UCTT Ultra Clean Holdings, Inc.
$ICHR ICHOR HOLDINGS, LTD.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: NEEDHAM INVESTMENT MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For NEEDHAM INVESTMENT MANAGEMENT LLC (SEC CIK: 1167212), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NEEDHAM INVESTMENT MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.