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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 5 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 42,500.0 $10.9M 0.33% +500.0 +1.2% $255.43 -41.3%
82 LRCX LAM RESEARCH CORP Technology 25,000.0 $10.8M 0.33% $433.33 -27.6%
83 DDD 3D SYS CORP DEL Technology 3,525,200.0 $10.6M 0.32% NEW $3.02 +7.5%
84 CAMT CAMTEK LTD Technology 64,000.0 $10.4M 0.31% -2K -3.8% $163.12 -11.6%
85 CALX CALIX INC Technology 275,000.0 $10.3M 0.31% NEW $37.32 +4.3%
86 MOD MODINE MFG CO Consumer Cyclical 38,000.0 $10.1M 0.30% +4K +10.1% $267.02 -30.4%
87 AVAV AEROVIRONMENT INC Industrials 61,000.0 $10.1M 0.30% +55K +876.0% $165.07 -10.6%
88 CEVA CEVA INC Technology 210,000.0 $9.9M 0.30% -20K -8.7% $47.16 -41.4%
89 ROG ROGERS CORP Technology 55,000.0 $9.0M 0.27% -3K -5.2% $163.73 -23.3%
90 HQL ABRDN LIFE SCIENCES INVESTOR Financial Services 443,041.0 $8.9M 0.27% +13K +3.1% $20.01 +7.7%
91 POCI PRECISION OPTICS CORP INC MA Healthcare 1,670,550.0 $8.5M 0.26% $5.10 -13.7%
92 MATW MATTHEWS INTL CORP Industrials 300,000.0 $8.1M 0.24% +185K +160.9% $26.92 -20.2%
93 CRH PLC 70,700.0 $7.6M 0.23% +6K +9.3% $107.00
94 RCAT RED CAT HLDGS INC Technology 687,500.0 $7.3M 0.22% +308K +80.9% $10.65 -15.9%
95 RSSS RESEARCH SOLUTIONS INC Technology 3,155,000.0 $7.3M 0.22% $2.32 -2.7%
96 HQH ABRDN HEALTHCARE INVESTORS Financial Services 320,825.0 $7.1M 0.21% +10K +3.1% $21.98 +6.3%
97 GILD GILEAD SCIENCES INC Healthcare 55,000.0 $6.9M 0.21% $126.34 +17.6%
98 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 800,000.0 $6.8M 0.21% +35K +4.6% $8.56 -5.7%
99 DPRO DRAGANFLY INC. Industrials 1,250,000.0 $6.8M 0.20% +1.2M +1983.3% $5.42 -20.6%
100 KMX CARMAX INC Consumer Cyclical 127,500.0 $6.7M 0.20% -1K -0.8% $52.89 +21.1%
Page 5 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%