DOSSIER · 13F-HR · Q4 2025

NEEDHAM INVESTMENT MANAGEMENT LLC

NEEDHAM INVESTMENT's hedge fund based in Stamford, CT $1.6B in tracked AUM across 322 positions as of Q4 2025.

NI
NEEDHAM INVESTMENT·Stamford, CT·Hedge Fund
CIK 0001167212 · last filed Dec 31, 2025
Total AUM
$1.6B
9.7%
vs prior
Holdings
322
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

NEEDHAM INVESTMENT MANAGEMENT LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
LASR
NLIGHT INC
$70M1.9M4.4%
02
VICR
VICOR CORP
$62M570K3.9%
03
PDFS
PDF SOLUTIONS INC
$56M2.0M3.5%
04
AIP
ARTERIS INC
$53M3.4M3.3%
05
VRT
VERTIV HOLDINGS CO
$46M285K2.9%
06
SMCI
SUPER MICRO COMPUTER INC
$40M1.4M2.6%
07
TDUP
THREDUP INC
$39M6.1M2.5%
08
FORM
FORMFACTOR INC
$39M695K2.4%
09
M7516K103
NOVA LTD
$37M112K2.3%
10
VSH
VISHAY INTERTECHNOLOGY INC
$34M2.4M2.2%

Filing history

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