NEEDHAM INVESTMENT MANAGEMENT LLC
NEW YORK NY · SEC CIK 0001167212
$19.57亿2026Q1 申报市值
176持仓数
32.9%前十大占比 · 第一大 5.6%
21 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TNC 加仓+$1,072.36万
TDUP 加仓+$1,049.60万
VSH 加仓+$981.00万
AIP 加仓+$889.40万
TTI 加仓+$852.00万
2026Q1 卖出最多 按季末市值估算
TTMI 减仓-$952.28万
FORM 减仓-$882.61万
ENTG 减仓-$872.27万
NVMI 减仓-$851.19万
VICR 减仓-$769.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LASR | NLIGHT INC | $1.10亿 | 5.60% | 1,922,740 | 65,000 | 3.5% | $370.63万 | 加仓 |
| VICR | VICOR CORP | $8,404.20万 | 4.29% | 522,000 | -47,775 | -8.4% | -$769.18万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $7,147.79万 | 3.65% | 285,250 | 0 | 0.0% | — | 不变 |
| PDFS | PDF SOLUTIONS INC | $6,616.25万 | 3.38% | 2,022,700 | 57,700 | 2.9% | $188.74万 | 加仓 |
| AIP | ARTERIS INC | $6,497.91万 | 3.32% | 3,952,500 | 541,000 | 15.9% | $889.40万 | 加仓 |
| FORM | FORMFACTOR INC | $5,853.35万 | 2.99% | 603,500 | -91,000 | -13.1% | -$882.61万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $5,256.00万 | 2.69% | 2,920,000 | 545,000 | 22.9% | $981.00万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $5,196.87万 | 2.66% | 1,277,500 | 152,500 | 13.6% | $620.37万 | 加仓 |
| ODC | OIL DRI CORP AMER | $4,409.85万 | 2.25% | 677,500 | 42,500 | 6.7% | $276.63万 | 加仓 |
| NVMI | NOVA LTD | $4,001.89万 | 2.05% | 92,150 | -19,600 | -17.5% | -$851.19万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $3,718.30万 | 1.90% | 1,030,000 | 222,500 | 27.6% | $803.23万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3,680.77万 | 1.88% | 1,616,500 | 236,500 | 17.1% | $538.51万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $3,187.80万 | 1.63% | 632,500 | 12,500 | 2.0% | $63.00万 | 加仓 |
| TDUP | THREDUP INC | $3,042.20万 | 1.55% | 9,275,000 | 3,200,000 | 52.7% | $1,049.60万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $2,979.68万 | 1.52% | 880,000 | 75,000 | 9.3% | $253.95万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $2,875.50万 | 1.47% | 3,375,000 | 1,000,000 | 42.1% | $852.00万 | 加仓 |
| MKSI | MKS INC. | $2,757.72万 | 1.41% | 120,000 | -10,500 | -8.0% | -$241.30万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $2,692.04万 | 1.38% | 620,000 | -37,500 | -5.7% | -$162.82万 | 减仓 |
| COHR | COHERENT CORP | $2,513.12万 | 1.28% | 105,500 | -32,000 | -23.3% | -$762.27万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $2,504.48万 | 1.28% | 1,760,000 | 220,000 | 14.3% | $313.06万 | 加仓 |
| PLAB | PHOTRONICS INC | $2,444.80万 | 1.25% | 605,000 | -170,000 | -21.9% | -$686.97万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC | $2,388.29万 | 1.22% | 817,628 | 20,000 | 2.5% | $58.42万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $2,308.72万 | 1.18% | 387,500 | 89,000 | 29.8% | $530.26万 | 加仓 |
| CRAI | CRA INTL INC | $2,266.42万 | 1.16% | 140,006 | 41,250 | 41.8% | $667.75万 | 加仓 |
| ASUR | ASURE SOFTWARE INC | $2,242.45万 | 1.15% | 2,607,500 | 37,500 | 1.5% | $32.25万 | 加仓 |
| PSN | PARSONS CORP DEL | $2,215.55万 | 1.13% | 409,000 | 85,000 | 26.2% | $460.44万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2,098.95万 | 1.07% | 55,250 | 4,750 | 9.4% | $180.45万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,050.07万 | 1.05% | 178,500 | 22,000 | 14.1% | $252.67万 | 加仓 |
| CLH | CLEAN HARBORS INC | $1,974.31万 | 1.01% | 68,856 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $1,827.43万 | 0.93% | 154,500 | 0 | 0.0% | — | 不变 |
| ATRO | ASTRONICS CORP | $1,818.39万 | 0.93% | 272,500 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $1,772.00万 | 0.91% | 4,000,000 | 1,310,000 | 48.7% | $580.33万 | 加仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $1,767.15万 | 0.90% | 1,155,000 | 380,000 | 49.0% | $581.40万 | 加仓 |
| GRC | GORMAN RUPP CO | $1,693.04万 | 0.87% | 272,500 | 12,500 | 4.8% | $77.66万 | 加仓 |
| MTRX | MATRIX SVC CO | $1,647.38万 | 0.84% | 1,435,000 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $1,623.80万 | 0.83% | 1,150,000 | 465,000 | 67.9% | $656.58万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,545.45万 | 0.79% | 1,228,500 | -219,000 | -15.1% | -$275.50万 | 减仓 |
| ASPN | ASPEN AEROGELS INC | $1,545.42万 | 0.79% | 4,518,775 | 167,075 | 3.8% | $57.14万 | 加仓 |
| BRKR | BRUKER CORP | $1,532.39万 | 0.78% | 424,250 | 59,600 | 16.3% | $215.28万 | 加仓 |
| TNC | TENNANT CO | $1,520.56万 | 0.78% | 229,000 | 161,500 | 239.3% | $1,072.36万 | 加仓 |
| VSAT | VIASAT INC | $1,514.15万 | 0.77% | 330,600 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1,509.22万 | 0.77% | 10,250 | -2,750 | -21.2% | -$404.91万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $1,502.49万 | 0.77% | 56,313 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1,493.46万 | 0.76% | 126,500 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,428.00万 | 0.73% | 187,500 | 12,500 | 7.1% | $95.20万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,415.17万 | 0.72% | 72,450 | 37,950 | 110.0% | $741.28万 | 加仓 |
| WAB | WABTEC | $1,393.25万 | 0.71% | 55,750 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $1,371.71万 | 0.70% | 117,000 | -74,400 | -38.9% | -$872.27万 | 减仓 |
| ECVT | ECOVYST INC | $1,311.72万 | 0.67% | 1,020,000 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1,282.43万 | 0.66% | 6,700 | 475 | 7.6% | $90.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,241.11万 | 0.63% | 25,250 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $1,221.89万 | 0.62% | 96,000 | 38,000 | 65.5% | $483.66万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,206.49万 | 0.62% | 59,000 | 23,000 | 63.9% | $470.33万 | 加仓 |
| MDU | MDU RES GROUP INC | $1,155.14万 | 0.59% | 557,500 | 15,500 | 2.9% | $32.12万 | 加仓 |
| EQIX | EQUINIX INC | $1,097.87万 | 0.56% | 11,200 | 450 | 4.2% | $44.11万 | 加仓 |
| MYRG | MYR GROUP INC | $1,089.76万 | 0.56% | 38,600 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1,059.48万 | 0.54% | 129,000 | 0 | 0.0% | — | 不变 |
| ESOA | ENERGY SERVICES OF AMER CORP | $1,050.40万 | 0.54% | 800,000 | 214,560 | 36.6% | $281.72万 | 加仓 |
| CAMT | CAMTEK LTD | $1,008.21万 | 0.52% | 66,500 | -9,000 | -11.9% | -$136.45万 | 减仓 |
| TRNS | TRANSCAT INC | $958.52万 | 0.49% | 130,500 | 6,130 | 4.9% | $45.02万 | 加仓 |
| UIS | UNISYS CORP | $916.60万 | 0.47% | 4,428,000 | -384,200 | -8.0% | -$79.53万 | 减仓 |
| TER | TERADYNE INC | $859.73万 | 0.44% | 29,000 | -1,000 | -3.3% | -$29.65万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $852.42万 | 0.44% | 87,500 | -97,750 | -52.8% | -$952.28万 | 减仓 |
| CGNX | COGNEX CORP | $847.53万 | 0.43% | 173,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $766.53万 | 0.39% | 55,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $766.08万 | 0.39% | 5,800 | 300 | 5.5% | $39.62万 | 加仓 |
| MASS | 908 DEVICES INC | $758.88万 | 0.39% | 1,240,000 | 470,000 | 61.0% | $287.64万 | 加仓 |
| MTN | VAIL RESORTS INC | $757.09万 | 0.39% | 59,000 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $756.25万 | 0.39% | 1,250,000 | 700,000 | 127.3% | $423.50万 | 加仓 |
| BSY | BENTLEY SYS INC | $755.08万 | 0.39% | 215,000 | 75,000 | 53.6% | $263.40万 | 加仓 |
| MOD | MODINE MFG CO | $747.65万 | 0.38% | 34,500 | 9,500 | 38.0% | $205.87万 | 加仓 |
| — | PRECISION OPTICS CORP INC MA | $733.37万 | 0.37% | 1,670,550 | 950,550 | 132.0% | $417.29万 | 加仓 |
| — | SMITH MIDLAND CORP | $731.92万 | 0.37% | 225,000 | 0 | 0.0% | — | 不变 |
| — | RESEARCH SOLUTIONS INC | $713.03万 | 0.36% | 3,155,000 | 10,000 | 0.3% | $2.26万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $698.92万 | 0.36% | 429,573 | 26,209 | 6.5% | $42.64万 | 加仓 |
| CRH | CRH PLC | $680.13万 | 0.35% | 64,700 | 24,000 | 59.0% | $252.29万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $664.64万 | 0.34% | 231,500 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $646.70万 | 0.33% | 20,100 | 20,100 | — | $646.70万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $646.56万 | 0.33% | 240,000 | 125,000 | 108.7% | $336.75万 | 加仓 |
| — | NORTHERN TECHNOLOGIES INTL C | $630.36万 | 0.32% | 765,000 | 51,743 | 7.3% | $42.64万 | 加仓 |
| ROG | ROGERS CORP | $622.51万 | 0.32% | 58,000 | -2,000 | -3.3% | -$21.47万 | 减仓 |
| — | HONEYWELL INTL INC | $621.58万 | 0.32% | 27,500 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC | $619.15万 | 0.32% | 145,000 | 40,000 | 38.1% | $170.80万 | 加仓 |
| UMAC | UNUSUAL MACHS INC | $601.40万 | 0.31% | 485,000 | 485,000 | — | $601.40万 | 新建仓 |
| HLIT | HARMONIC INC | $599.86万 | 0.31% | 668,000 | 123,000 | 22.6% | $110.45万 | 加仓 |
| CSGP | COSTAR GROUP INC | $572.83万 | 0.29% | 142,000 | 81,500 | 134.7% | $328.77万 | 加仓 |
| GLW | CORNING INC | $571.07万 | 0.29% | 42,000 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $565.31万 | 0.29% | 252,371 | -979 | -0.4% | -$2.19万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $553.77万 | 0.28% | 311,284 | 19,354 | 6.6% | $34.43万 | 加仓 |
| NVGS | NAVIGATOR HLDGS LTD | $552.84万 | 0.28% | 286,000 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $534.30万 | 0.27% | 128,500 | -1,000 | -0.8% | -$4.16万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $534.15万 | 0.27% | 25,000 | 0 | 0.0% | — | 不变 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $529.08万 | 0.27% | 527,500 | 527,500 | — | $529.08万 | 新建仓 |
| SITM | SITIME CORP | $518.02万 | 0.26% | 15,000 | -500 | -3.2% | -$17.27万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $508.20万 | 0.26% | 200,000 | 200,000 | — | $508.20万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $497.42万 | 0.25% | 380,000 | 380,000 | — | $497.42万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $477.92万 | 0.24% | 48,250 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $468.24万 | 0.24% | 18,450 | 0 | 0.0% | — | 不变 |
| BOX | BOX INC | $460.98万 | 0.24% | 195,000 | 5,000 | 2.6% | $11.82万 | 加仓 |
| MDT | MEDTRONIC PLC | $459.60万 | 0.23% | 53,041 | 0 | 0.0% | — | 不变 |