Needham Investment Management LLC holds a diversified book of 176 stocks worth $2.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Mastec Inc and trimmed Vicor Corp. Their largest long position is Nlight Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1167212/holdings"
Use Arkolith to show NEEDHAM INVESTMENT MANAGEMENT LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nlight Inc COM | $109.6M | 1.92M | 5.6% | ▲+3.5% Added · +65K sh | |
| 2 | Vicor Corp COM | $84.0M | 522.0K | 4.3% | ▼−8.4% Reduced · −48K sh | |
| 3 | Vertiv Holdings Co COM CL A | $71.5M | 285.3K | 3.7% | —Held | |
| 4 | PDF Solutions Inc COM | $66.2M | 2.02M | 3.4% | ▲+2.9% Added · +58K sh | |
| 5 | Arteris Inc COM | $65.0M | 3.95M | 3.3% | ▲+16% Added · +541K sh | |
| 6 | Formfactor Inc COM | $58.5M | 603.5K | 3.0% | ▼−13% Reduced · −91K sh | |
| 7 | Vishay Intertechnology Inc COM | $52.6M | 2.92M | 2.7% | ▲+23% Added · +545K sh | |
| 8 | Lincoln Edl Svcs Corp COM | $52.0M | 1.28M | 2.7% | ▲+14% Added · +153K sh | |
| 9 | Oil Dri Corp Amer COM | $44.1M | 677.5K | 2.3% | ▲+6.7% Added · +43K sh | |
| 10 | Nova Ltd COM | $40.0M | 92.2K | 2.0% | ▼−18% Reduced · −20K sh | |
| 11 | Universal Technical Inst Inc COM | $37.2M | 1.03M | 1.9% | ▲+28% Added · +223K sh | |
| 12 | Super Micro Computer Inc COM NEW | $36.8M | 1.62M | 1.9% | ▲+17% Added · +237K sh | |
| 13 | Thermon Group Hldgs Inc COM | $31.9M | 632.5K | 1.6% | ▲+2.0% Added · +13K sh | |
| 14 | Thredup Inc CL A | $30.4M | 9.28M | 1.6% | ▲+53% Added · +3.2M sh | |
| 15 | Veeco Instrs Inc Del COM | $29.8M | 880.0K | 1.5% | ▲+9.3% Added · +75K sh | |
| 16 | Tetra Technologies Inc Del COM | $28.8M | 3.38M | 1.5% | ▲+42% Added · +1.0M sh | |
| 17 | MKS Inc. COM | $27.6M | 120.0K | 1.4% | ▼−8.0% Reduced · −11K sh | |
| 18 | Vishay Precision Group Inc COM | $26.9M | 620.0K | 1.4% | ▼−5.7% Reduced · −38K sh | |
| 19 | Coherent Corp COM | $25.1M | 105.5K | 1.3% | ▼−23% Reduced · −32K sh | |
| 20 | Arlo Technologies Inc COM | $25.0M | 1.76M | 1.3% | ▲+14% Added · +220K sh | |
| 21 | Photronics Inc COM | $24.4M | 605.0K | 1.2% | ▼−22% Reduced · −170K sh | |
| 22 | Centuri Holdings Inc COM SHS | $23.9M | 817.6K | 1.2% | ▲+2.5% Added · +20K sh | |
| 23 | Ceco Environmental Corp COM | $23.1M | 387.5K | 1.2% | ▲+30% Added · +89K sh | |
| 24 | Cra Intl Inc COM | $22.7M | 140.0K | 1.2% | ▲+42% Added · +41K sh | |
| 25 | Asure Software Inc COM | $22.4M | 2.61M | 1.1% | ▲+1.4% Added · +38K sh | |
| 26 | Parsons Corp Del COM | $22.2M | 409.0K | 1.1% | ▲+26% Added · +85K sh | |
| 27 | Huntington Ingalls Inds Inc COM | $21.0M | 55.3K | 1.1% | ▲+9.4% Added · +5K sh | |
| 28 | Akamai Technologies Inc COM | $20.5M | 178.5K | 1.0% | ▲+14% Added · +22K sh | |
| 29 | Clean Harbors Inc COM | $19.7M | 68.9K | 1.0% | —Held | |
| 30 | Nvent Elec PLC SHS | $18.3M | 154.5K | 0.9% | —Held | |
| 31 | Astronics Corp COM | $18.2M | 272.5K | 0.9% | —Held | |
| 32 | Genius Sports Limited SHARES CL A | $17.7M | 4.00M | 0.9% | ▲+49% Added · +1.3M sh | |
| 33 | Select Water Solutions Inc CL A COM | $17.7M | 1.16M | 0.9% | ▲+49% Added · +380K sh | |
| 34 | Gorman Rupp Co COM | $16.9M | 272.5K | 0.9% | ▲+4.8% Added · +13K sh | |
| 35 | Matrix SVC Co COM | $16.5M | 1.44M | 0.8% | —Held | |
| 36 | Vital Farms Inc COM | $16.2M | 1.15M | 0.8% | ▲+68% Added · +465K sh | |
| 37 | Adtran Holdings Inc COM | $15.5M | 1.23M | 0.8% | ▼−15% Reduced · −219K sh | |
| 38 | Aspen Aerogels Inc COM | $15.5M | 4.52M | 0.8% | ▲+3.8% Added · +167K sh | |
| 39 | Bruker Corp COM | $15.3M | 424.3K | 0.8% | ▲+16% Added · +60K sh | |
| 40 | Tennant Co COM | $15.2M | 229.0K | 0.8% | ▲+239% Added · +162K sh | |
| 41 | Viasat Inc COM | $15.1M | 330.6K | 0.8% | —Held | |
| 42 | Kla Corp COM NEW | $15.1M | 10.3K | 0.8% | ▼−21% Reduced · −3K sh | |
| 43 | Labcorp Holdings Inc COM SHS | $15.0M | 56.3K | 0.8% | —Held | |
| 44 | Everus Constr Group COM | $14.9M | 126.5K | 0.8% | —Held | |
| 45 | Solstice Advanced Matls Inc COM SHS | $14.3M | 187.5K | 0.7% | ▲+7.1% Added · +13K sh | |
| 46 | Generac Hldgs Inc COM | $14.2M | 72.5K | 0.7% | ▲+110% Added · +38K sh | |
| 47 | Wabtec COM | $13.9M | 55.8K | 0.7% | —Held | |
| 48 | Entegris Inc COM | $13.7M | 117.0K | 0.7% | ▼−39% Reduced · −74K sh | |
| 49 | Ecovyst Inc COM | $13.1M | 1.02M | 0.7% | —Held | |
| 50 | Markel Group Inc COM | $12.8M | 6.7K | 0.7% | ▲+7.6% Added · +475 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 348 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 322 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 315 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 302 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 314 | $1.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 316 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 315 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 302 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 280 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 275 | $792.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 254 | $588.0M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 254 | $607.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 255 | $579.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 253 | $552.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 260 | $510.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 268 | $535.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 268 | $690.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 261 | $796.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 243 | $749.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 252 | $683.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 255 | $732.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 236 | $595.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Feb 25, 2021 | 227 | $500.9M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.