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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
Page 2 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KLAC KLA CORP Technology 102,500.0 $30.9M 0.93% +92K +900.0% $301.71 -39.1%
22 CRAI CRA INTL INC Industrials 215,506.0 $30.7M 0.92% +76K +53.9% $142.30 +20.0%
23 GENI GENIUS SPORTS LIMITED Communication Services 4,925,000.0 $29.8M 0.90% +925K +23.1% $6.06 +25.7%
24 VSAT VIASAT INC Technology 330,600.0 $29.7M 0.89% $89.81 -20.4%
25 PSN PARSONS CORP DEL Industrials 555,000.0 $29.1M 0.87% +146K +35.7% $52.39 -7.2%
26 AMBQ AMBIQ MICRO INC Technology 323,700.0 $28.6M 0.86% +124K +61.9% $88.30 -33.2%
27 CTRI CENTURI HOLDINGS INC Utilities 942,628.0 $28.5M 0.86% +125K +15.3% $30.24 -30.0%
28 BRKR BRUKER CORP Healthcare 459,250.0 $27.6M 0.83% +35K +8.2% $60.18 -5.2%
29 ARLO ARLO TECHNOLOGIES INC Industrials 1,995,000.0 $26.9M 0.81% +235K +13.3% $13.48 -3.1%
30 NVT NVENT ELEC PLC Industrials 154,500.0 $26.2M 0.79% $169.61 -8.5%
31 WTTR SELECT WATER SOLUTIONS INC Utilities 1,300,000.0 $26.0M 0.78% +145K +12.6% $19.98 -3.8%
32 GRC GORMAN RUPP CO Industrials 272,500.0 $25.0M 0.75% $91.74 -15.4%
33 GNRC GENERAC HLDGS INC Industrials 82,000.0 $24.0M 0.72% +10K +13.2% $292.81 -29.4%
34 ATRO ASTRONICS CORP Industrials 272,500.0 $22.1M 0.67% $81.26 -4.6%
35 AKAM AKAMAI TECHNOLOGIES INC Technology 183,500.0 $21.7M 0.65% +5K +2.8% $118.21 -8.6%
36 BMI BADGER METER INC Technology 145,000.0 $21.5M 0.65% +115K +383.3% $148.38 -7.6%
37 TNC TENNANT CO Industrials 242,500.0 $21.2M 0.64% +14K +5.9% $87.54 -19.6%
38 ECG EVERUS CONSTR GROUP Industrials 126,500.0 $21.0M 0.63% $165.95 -27.0%
39 CLH CLEAN HARBORS INC Industrials 70,106.0 $20.9M 0.63% +1K +1.8% $298.75 +5.0%
40 ASUR ASURE SOFTWARE INC Technology 2,635,000.0 $20.9M 0.63% +28K +1.1% $7.94 +11.0%
Page 2 of 9  ·  176 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%