Titelia

Holdings of NEEDHAM INVESTMENT MANAGEMENT LLC

163 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.7 % of the equity sleeve

Sector breakdown

  • Technology 7.1 %
  • Industrials 6.5 %
  • Health care 1.4 %
  • Real estate 0.6 %
  • Communication 0.5 %
  • Unattributed 84.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • NL 0.4 %
  • CA 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1611.8B $99.43 %
2NL17.7M $0.41 %
3CA12.9M $0.15 %

Positions

RankCompanySharesValueWeight
1nLight Inc 1,922,740109.6M $
2Vicor Corp 522,00084M $
3Vertiv Holdings Co 285,25071.5M $
4PDF Solutions Inc 2,022,70066.2M $
5Arteris Inc 3,952,50065M $
6FormFactor Inc 603,50058.5M $
7Vishay Intertechnology Inc 2,920,00052.6M $
8Lincoln Educational Services Corp 1,277,50052M $
9Oil-Dri Corp of America 677,50044.1M $
10Universal Technical Institute Inc 1,030,00037.2M $
11Super Micro Computer Inc 1,616,50036.8M $
12Thermon Group Holdings Inc 632,50031.9M $
13ThredUp Inc 9,275,00030.4M $
14Veeco Instruments Inc 880,00029.8M $
15TETRA Technologies Inc 3,375,00028.8M $
16MKS Inc 120,00027.6M $
17Vishay Precision Group Inc 620,00026.9M $
18Coherent Corp 105,50025.1M $
19Arlo Technologies Inc 1,760,00025M $
20Photronics Inc 605,00024.4M $
21Centuri Holdings Inc 817,62823.9M $
22CECO Environmental Corp 387,50023.1M $
23CRA International Inc 140,00622.7M $
24Asure Software Inc 2,607,50022.4M $
25Parsons Corp 409,00022.2M $
26Huntington Ingalls Industries, Inc. 55,25021M $
27Akamai Technologies Inc 178,50020.5M $
28Clean Harbors Inc 68,85619.7M $
29Astronics Corp 272,50018.2M $
30Select Water Solutions Inc 1,155,00017.7M $
31Gorman-Rupp Co/The 272,50016.9M $
32Matrix Service Co 1,435,00016.5M $
33Vital Farms Inc 1,150,00016.2M $
34ADTRAN Holdings Inc 1,228,50015.5M $
35Aspen Aerogels Inc 4,518,77515.5M $
36Bruker Corp 424,25015.3M $
37Tennant Co 229,00015.2M $
38Viasat Inc 330,60015.1M $
39KLA Corp 10,25015.1M $
40Labcorp Holdings Inc 56,31315M $
41Everus Construction Group Inc 126,50014.9M $
42Solstice Advanced Materials Inc 187,50014.3M $
43Generac Holdings Inc 72,45014.2M $
44Westinghouse Air Brake Technologies Corp 55,75013.9M $
45Entegris Inc 117,00013.7M $
46Ecovyst Inc 1,020,00013.1M $
47Markel Group Inc 6,70012.8M $
48Thermo Fisher Scientific Inc 25,25012.4M $
49Jacobs Solutions Inc 96,00012.2M $
50BWX Technologies Inc 59,00012.1M $
51MDU Resources Group Inc 557,50011.6M $
52Equinix Inc 11,20011M $
53MYR Group Inc 38,60010.9M $
54Bright Horizons Family Solutions Inc 129,00010.6M $
55Energy Services of America Corp 800,00010.5M $
56Transcat Inc 130,5009.6M $
57Unisys Corp 4,428,0009.2M $
58Teradyne Inc 29,0008.6M $
59TTM Technologies Inc 87,5008.5M $
60Cognex Corp 173,0008.5M $
61Gilead Sciences Inc 55,0007.7M $
62ASML Holding NV 5,8007.7M $
63908 Devices Inc 1,240,0007.6M $
64Vail Resorts Inc 59,0007.6M $
65Evolv Technologies Holdings Inc 1,250,0007.6M $
66Bentley Systems Inc 215,0007.6M $
67Modine Manufacturing Co 34,5007.5M $
68PRECISION OPTICS INC MASS 1,670,5507.3M $
69Smith-Midland Corp 225,0007.3M $
70Research Solutions Inc/CA 3,155,0007.1M $
71abrdn Life Sciences Investors 429,5737M $
72Comcast Corp 231,5006.6M $
73MasTec Inc 20,1006.5M $
74Life Time Group Holdings Inc 240,0006.5M $
75Northern Technologies International Corp 765,0006.3M $
76Rogers Corp 58,0006.2M $
77Honeywell International Inc 27,5006.2M $
78Atlanta Braves Holdings Inc 145,0006.2M $
79Unusual Machines Inc /US 485,0006M $
80Harmonic Inc 668,0006M $
81CoStar Group Inc 142,0005.7M $
82Corning Inc 42,0005.7M $
83Core Molding Technologies Inc 252,3715.7M $
84abrdn Healthcare Investors 311,2845.5M $
85CarMax Inc 128,5005.3M $
86Lam Research Corp 25,0005.3M $
87LightPath Technologies Inc 527,5005.3M $
88SiTime Corp 15,0005.2M $
89Ambiq Micro Inc 200,0005.1M $
90Red Cat Holdings Inc 380,0005M $
91Marvell Technology Inc 48,2504.8M $
92Apple Inc 18,4504.7M $
93Box Inc 195,0004.6M $
94Badger Meter Inc 30,0004.6M $
95Suro Capital Corp 426,5944.6M $
96Boeing Co/The 22,5004.5M $
97LeMaitre Vascular Inc 40,0004.4M $
98Encompass Health Corp 45,0004.4M $
99CEVA Inc 230,0004.3M $
100Cohu Inc 130,0004M $