NEEDHAM INVESTMENT MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001167212
$33.26亿2026Q2 申报市值
176持仓数
38.1%前十大占比 · 第一大 6.0%
12 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ELMT 新建仓+$5,210.21万
CECO 加仓+$5,172.18万
TTI 加仓+$2,579.27万
LTRX 新建仓+$1,852.20万
BMI 加仓+$1,706.37万
2026Q2 卖出最多 按季末市值估算
THERMON GROUP HL 清仓-$3,187.80万
ADTN 减仓-$1,082.12万
FORM 减仓-$895.61万
ASPN 减仓-$797.56万
COHU 减仓-$591.28万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CEVA | CEVA INC | $990.36万 | 0.30% | 210,000 | -20,000 | -8.7% | -$94.32万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1,006.93万 | 0.30% | 61,000 | 54,750 | 876.0% | $903.76万 | 加仓 |
| MOD | MODINE MFG CO | $1,014.68万 | 0.31% | 38,000 | 3,500 | 10.1% | $93.46万 | 加仓 |
| CALX | CALIX INC | $1,026.30万 | 0.31% | 275,000 | 275,000 | — | $1,026.30万 | 新建仓 |
| CAMT | CAMTEK LTD | $1,043.97万 | 0.31% | 64,000 | -2,500 | -3.8% | -$40.78万 | 减仓 |
| DDD | 3D SYS CORP DEL | $1,064.61万 | 0.32% | 3,525,200 | 3,525,200 | — | $1,064.61万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $1,083.33万 | 0.33% | 25,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1,085.58万 | 0.33% | 42,500 | 500 | 1.2% | $12.77万 | 加仓 |
| SITM | SITIME CORP | $1,118.34万 | 0.34% | 15,000 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $1,125.69万 | 0.34% | 717,000 | 357,000 | 99.2% | $560.49万 | 加仓 |
| HLIT | HARMONIC INC | $1,143.10万 | 0.34% | 700,000 | 32,000 | 4.8% | $52.26万 | 加仓 |
| MTN | VAIL RESORTS INC | $1,150.47万 | 0.35% | 84,500 | 25,500 | 43.2% | $347.18万 | 加仓 |
| AMBA | AMBARELLA INC | $1,158.30万 | 0.35% | 135,000 | 115,000 | 575.0% | $986.70万 | 加仓 |
| ASML | ASML HLDG NV | $1,223.51万 | 0.37% | 6,150 | 350 | 6.0% | $69.63万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1,245.62万 | 0.37% | 305,000 | 65,000 | 27.1% | $265.46万 | 加仓 |
| CGNX | COGNEX CORP | $1,252.87万 | 0.38% | 173,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,265.93万 | 0.38% | 25,250 | 0 | 0.0% | — | 不变 |
| TRNS | TRANSCAT INC | $1,268.35万 | 0.38% | 136,720 | 6,220 | 4.8% | $57.70万 | 加仓 |
| ECVT | ECOVYST INC | $1,269.90万 | 0.38% | 1,020,000 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1,341.79万 | 0.40% | 32,250 | 12,150 | 60.4% | $505.51万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,355.89万 | 0.41% | 72,500 | -15,000 | -17.1% | -$280.53万 | 减仓 |
| EQIX | EQUINIX INC | $1,373.35万 | 0.41% | 13,175 | 1,975 | 17.6% | $205.87万 | 加仓 |
| TER | TERADYNE INC | $1,403.14万 | 0.42% | 29,000 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $1,407.23万 | 0.42% | 1,210,000 | 60,000 | 5.2% | $69.78万 | 加仓 |
| MDU | MDU RES GROUP INC | $1,410.46万 | 0.42% | 665,000 | 107,500 | 19.3% | $228.01万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,420.81万 | 0.43% | 7,275 | 575 | 8.6% | $112.30万 | 加仓 |
| WAB | WABTEC | $1,428.88万 | 0.43% | 53,000 | -2,750 | -4.9% | -$74.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,437.32万 | 0.43% | 48,250 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $1,490.05万 | 0.45% | 287,100 | 142,100 | 98.0% | $737.50万 | 加仓 |
| ESOA | ENERGY SERVICES OF AMER CORP | $1,547.20万 | 0.47% | 800,000 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1,568.70万 | 0.47% | 124,500 | 28,500 | 29.7% | $359.10万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $1,576.76万 | 0.47% | 56,313 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $1,581.38万 | 0.48% | 56,500 | 1,250 | 2.3% | $34.99万 | 加仓 |
| MASS | 908 DEVICES INC | $1,583.94万 | 0.48% | 1,820,620 | 580,620 | 46.8% | $505.14万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $1,602.26万 | 0.48% | 718,500 | 233,500 | 48.1% | $520.71万 | 加仓 |
| UIS | UNISYS CORP | $1,620.65万 | 0.49% | 4,428,000 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $1,620.93万 | 0.49% | 542,300 | 327,300 | 152.2% | $978.30万 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $1,651.35万 | 0.50% | 1,010,000 | 482,500 | 91.5% | $788.89万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $1,652.87万 | 0.50% | 154,200 | 154,200 | — | $1,652.87万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,661.25万 | 0.50% | 187,500 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $1,703.19万 | 0.51% | 87,500 | 28,500 | 48.3% | $554.75万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1,783.50万 | 0.54% | 3,075,000 | 1,825,000 | 146.0% | $1,058.50万 | 加仓 |
| ENTG | ENTEGRIS INC | $1,825.58万 | 0.55% | 101,500 | -15,500 | -13.2% | -$278.78万 | 减仓 |
| LTRX | LANTRONIX INC | $1,852.20万 | 0.56% | 3,150,000 | 3,150,000 | — | $1,852.20万 | 新建仓 |
| PLAB | PHOTRONICS INC | $1,904.63万 | 0.57% | 585,500 | -19,500 | -3.2% | -$63.43万 | 减仓 |
| MYRG | MYR GROUP INC | $1,951.56万 | 0.59% | 39,000 | 400 | 1.0% | $20.02万 | 加仓 |
| MTRX | MATRIX SVC CO | $1,965.95万 | 0.59% | 1,435,000 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $2,067.35万 | 0.62% | 3,260,800 | -1,257,975 | -27.8% | -$797.56万 | 减仓 |
| ASUR | ASURE SOFTWARE INC | $2,092.19万 | 0.63% | 2,635,000 | 27,500 | 1.1% | $21.84万 | 加仓 |
| CLH | CLEAN HARBORS INC | $2,094.42万 | 0.63% | 70,106 | 1,250 | 1.8% | $37.34万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $2,099.27万 | 0.63% | 126,500 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $2,122.84万 | 0.64% | 242,500 | 13,500 | 5.9% | $118.18万 | 加仓 |
| BMI | BADGER METER INC | $2,151.51万 | 0.65% | 145,000 | 115,000 | 383.3% | $1,706.37万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,169.15万 | 0.65% | 183,500 | 5,000 | 2.8% | $59.10万 | 加仓 |
| ATRO | ASTRONICS CORP | $2,214.34万 | 0.67% | 272,500 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $2,401.04万 | 0.72% | 82,000 | 9,550 | 13.2% | $279.63万 | 加仓 |
| GRC | GORMAN RUPP CO | $2,499.91万 | 0.75% | 272,500 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $2,597.40万 | 0.78% | 1,300,000 | 145,000 | 12.6% | $289.71万 | 加仓 |
| NVT | NVENT ELEC PLC | $2,620.47万 | 0.79% | 154,500 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $2,689.26万 | 0.81% | 1,995,000 | 235,000 | 13.4% | $316.78万 | 加仓 |
| BRKR | BRUKER CORP | $2,763.77万 | 0.83% | 459,250 | 35,000 | 8.2% | $210.63万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $2,850.51万 | 0.86% | 942,628 | 125,000 | 15.3% | $378.00万 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $2,858.27万 | 0.86% | 323,700 | 123,700 | 61.9% | $1,092.27万 | 加仓 |
| PSN | PARSONS CORP DEL | $2,907.64万 | 0.87% | 555,000 | 146,000 | 35.7% | $764.89万 | 加仓 |
| VSAT | VIASAT INC | $2,969.12万 | 0.89% | 330,600 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $2,984.55万 | 0.90% | 4,925,000 | 925,000 | 23.1% | $560.55万 | 加仓 |
| CRAI | CRA INTL INC | $3,066.65万 | 0.92% | 215,506 | 75,500 | 53.9% | $1,074.37万 | 加仓 |
| KLAC | KLA CORP | $3,092.53万 | 0.93% | 102,500 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $3,648.85万 | 1.10% | 92,500 | -13,000 | -12.3% | -$512.81万 | 减仓 |
| NVMI | NOVA LTD | $4,813.16万 | 1.45% | 88,650 | -3,500 | -3.8% | -$190.03万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $4,833.01万 | 1.45% | 1,130,000 | 100,000 | 9.7% | $427.70万 | 加仓 |
| MKSI | MKS INC. | $4,992.88万 | 1.50% | 112,250 | -7,750 | -6.5% | -$344.72万 | 减仓 |
| ELMT | ELMET GROUP CO (THE) | $5,210.21万 | 1.57% | 2,639,416 | 2,639,416 | — | $5,210.21万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $5,450.98万 | 1.64% | 1,858,500 | 242,000 | 15.0% | $709.79万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $6,403.15万 | 1.93% | 5,651,500 | 2,276,500 | 67.5% | $2,579.27万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $6,411.54万 | 1.93% | 845,850 | -34,150 | -3.9% | -$258.86万 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $6,611.75万 | 1.99% | 1,325,000 | 47,500 | 3.7% | $237.03万 | 加仓 |
| TDUP | THREDUP INC | $6,969.88万 | 2.10% | 10,175,000 | 900,000 | 9.7% | $616.50万 | 加仓 |
| ODC | OIL DRI CORP AMER | $7,011.61万 | 2.11% | 686,000 | 8,500 | 1.3% | $86.88万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $8,688.35万 | 2.61% | 957,500 | 570,000 | 147.1% | $5,172.18万 | 加仓 |
| FORM | FORMFACTOR INC | $8,756.17万 | 2.63% | 547,500 | -56,000 | -9.3% | -$895.61万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $8,979.61万 | 2.70% | 599,000 | -21,000 | -3.4% | -$314.81万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $9,567.48万 | 2.88% | 285,750 | 500 | 0.2% | $16.74万 | 加仓 |
| LASR | NLIGHT INC | $1.39亿 | 4.17% | 1,992,740 | 70,000 | 3.6% | $487.34万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $1.46亿 | 4.40% | 2,065,000 | 42,300 | 2.1% | $299.44万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.63亿 | 4.91% | 3,035,610 | 115,610 | 4.0% | $621.75万 | 加仓 |
| AIP | ARTERIS INC | $1.91亿 | 5.74% | 3,927,500 | -25,000 | -0.6% | -$121.47万 | 减仓 |
| VICR | VICOR CORP | $1.99亿 | 5.98% | 524,000 | 2,000 | 0.4% | $75.96万 | 加仓 |