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Portfolio (Quarterly) Guide ↗

NEEDHAM INVESTMENT MANAGEMENT LLC

· CIK 0001167212
13F Portfolio $3.3B AUM 359 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 75 Added 26 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 THR THERMON GROUP HLDGS INC Industrials 632,500 $31.9M 1.63% SOLD
2 HON HONEYWELL INTL INC Industrials 27,500 $6.2M 0.32% SOLD
3 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 72,429 $2.5M 0.13% SOLD
4 MXL MAXLINEAR INC Technology 115,000 $2.0M 0.10% SOLD
5 POWI POWER INTEGRATIONS INC Technology 25,400 $1.3M 0.07% SOLD
6 PENG PENGUIN SOLUTIONS INC Technology 50,000 $880K 0.04% SOLD
7 DD DUPONT DE NEMOURS INC Basic Materials 17,000 $779K 0.04% SOLD
8 EXTR EXTREME NETWORKS INC Technology 45,000 $679K 0.04% SOLD
9 STRL STERLING INFRASTRUCTURE INC Industrials 1,500 $611K 0.03% SOLD
10 CRCL CIRCLE INTERNET GROUP INC Financial Services 5,412 $516K 0.03% SOLD
11 FTRE FORTREA HLDGS INC Healthcare 37,763 $356K 0.02% SOLD
12 UCTT ULTRA CLEAN HLDGS INC Technology 5,000 $311K 0.02% SOLD
13 ICHR ICHOR HOLDINGS Technology 5,000 $233K 0.01% SOLD
Sector Allocation
Technology 54.4%
Industrials 23.6%
Consumer Defensive 3.9%
Consumer Cyclical 3.6%
Basic Materials 3.6%
Healthcare 3.3%
Energy 2.3%
Financial Services 1.7%
Utilities 1.7%
Communication Services 1.3%