機関投資家の保有一覧

NEEDHAM INVESTMENT MANAGEMENT LLC

持ち方

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評価額を取得中

届出上位5銘柄の比重

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保有

176銘柄

NEEDHAM INVESTMENT MANAGEMENT LLC は、2026年6月30日の SEC Form 13F で 176 銘柄の保有を報告しました。届出上位には Vicor、Vishay Intertechnology、PDF Solutions が並び、情報技術・資本財・生活必需品にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

1
VI
VICRVicor
情報技術・ 524,000 株
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2
VS
VSHVishay Intertechnology
情報技術・ 3,035,610 株
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3
PD
PDFSPDF Solutions
情報技術・ 2,065,000 株
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4
AI
AIPArteris
情報技術・ 3,927,500 株
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5
FO
FORMFormFactor
情報技術・ 547,500 株
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6
SM
SMCISuper Micro Computer
情報技術・ 1,858,500 株
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7
LA
LASRnLIGHT
情報技術・ 1,992,740 株
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8
VR
VRTVertiv Holdings
情報技術・ 285,750 株
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9
CE
CECOCECO Environmental
資本財・ 957,500 株
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10
OD
ODCOil-Dri
生活必需品・ 686,000 株
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残り 166 銘柄をすべて見る ▾

#	銘柄	保有株数	概算評価額
11	ELMTElmet Group	2,639,416	—
12	VECOVeeco Instruments	845,850	—
13	VPGVishay Precision Group	599,000	—
14	CRAICRA International	215,506	—
15	NVMINova	88,650	—
16	TTITETRA Technologies	5,651,500	—
17	MKSIMKS Inc	112,250	—
18	COHRCoherent	92,500	—
19	GENIGenius Sports	4,925,000	—
20	BRKRBruker	459,250	—
21	LINCLincoln Educational Services	1,325,000	—
22	NVTnVent Electric	154,500	—
23	WTTRSelect Water Solutions	1,300,000	—
24	ARLOArlo Technologies	1,995,000	—
25	VSATViasat	330,600	—
26	MASS908 Devices	1,820,620	—
27	LTRXLantronix	3,150,000	—
28	PSNParsons	555,000	—
29	CLHClean Harbors	70,106	—
30	TDUPThredUp	10,175,000	—
31	AMBQAmbiq Micro	323,700	—
32	UTIUniversal Technical Institute	1,130,000	—
33	KLACKLA Corporation	102,500	—
34	GRCGorman-Rupp	272,500	—
35	ASURAsure Software	2,635,000	—
36	AKAMAkamai Technologies	183,500	—
37	CTRICenturi Holdings	942,628	—
38	ATROAstronics	272,500	—
39	ASPNAspen Aerogels	3,260,800	—
40	BMIBadger Meter	145,000	—
41	PLABPhotronics	585,500	—
42	GNRCGenerac Holdings	82,000	—
43	BSYBentley Systems	542,300	—
44	LHLabcorp Holdings	56,313	—
45	JJacobs Solutions	124,500	—
46	ENTGEntegris	101,500	—
47	TMOThermo Fisher Scientific	25,250	—
48	TNCTennant	242,500	—
49	UMACUnusual Machines	718,500	—
50	ECGEverus Construction Group	126,500	—
51	WABWestinghouse Air Brake Technologies	53,000	—
52	FELEFranklin Electric	154,200	—
53	HIIHuntington Ingalls Industries	56,500	—
54	BATRKAtlanta Braves Holdings	287,100	—
55	MTRXMatrix Service	1,435,000	—
56	EVLVEvolv Technology	3,075,000	—
57	EQIXEquinix	13,175	—
58	DDD3D Systems	3,525,200	—
59	MRVLMarvell Technology	48,250	—
60	TERTeradyne	29,000	—
61	MKLMarkel Group	7,275	—
62	LTHLife Time Group Holdings	305,000	—
63	CYRXCryoport	717,000	—
64	MDUMDU Resources Group	665,000	—
65	TRNSTranscat	136,720	—
66	MTNVail Resorts	84,500	—
67	MYRGMYR Group	39,000	—
68	BWXTBWX Technologies	87,500	—
69	ASMLASML Holding	6,150	—
70	CGNXCognex	173,000	—
71	LPTHLightPath Technologies	1,010,000	—
72	VITLVital Farms	1,210,000	—
73	SOLSSolstice Advanced Materials	187,500	—
74	SITMSiTime	15,000	—
75	CAMTCamtek	64,000	—
76	ECVTEcovyst	1,020,000	—
77	UISUnisys	4,428,000	—
78	CALXCalix	275,000	—
79	TTMITTM Technologies	72,500	—
80	AMBAAmbarella	135,000	—
81	NTSKNetskope	500,000	—
82	ESOAEnergy Services of America	800,000	—
83	ROGRogers	55,000	—
84	LRCXLam Research	25,000	—
85	AVAVAeroVironment	61,000	—
86	GILDGilead Sciences	55,000	—
87	HQLabrdn Life Sciences Investors	443,041	—
88	HLITHarmonic	700,000	—
89	CEVACEVA	210,000	—
90	POCIPrecision Optics	1,670,550	—
91	KMXCarMax Inc	127,500	—
92	GLWCorning	42,500	—
93	MTZMasTec	32,250	—
94	NVGSNavigator Holdings	286,000	—
95	RSSSResearch Solutions	3,155,000	—
96	MODModine Manufacturing	38,000	—
97	BOXBox	195,000	—
98	DPRODraganfly	1,250,000	—
99	HQHabrdn Healthcare Investors	320,825	—
100	NTICNorthern Technologies International	800,000	—
101	AAPLApple	18,450	—
102	CRHCRH	70,700	—
103	MATWMatthews International	300,000	—
104	BFAMBright Horizons Family Solutions	90,000	—
105	OCTVOctave Intelligence	300,000	—
106	CMTCore Molding Technologies	242,600	—
107	EHCEncompass Health	45,000	—
108	ACLSAxcelis Technologies	35,500	—
109	HPEHewlett Packard Enterprise	74,000	—
110	PRIMPrimoris Services	64,250	—
111	CMCSAComcast	231,500	—
112	SMIDSmith-Midland	225,000	—
113	MDTMedtronic	53,041	—
114	AMATApplied Materials	8,250	—
115	RCATRed Cat Holdings	687,500	—
116	ADIAnalog Devices	10,500	—
117	CSGPCoStar Group	159,500	—
118	BABoeing	22,500	—
119	HONHoneywell	20,000	—
120	TWINTwin Disc	150,000	—
121	QQnity Electronics	32,500	—
122	FTKFlotek Industries	120,000	—
123	KOPNKopin	750,000	—
124	COHUCohu	50,000	—
125	SYNASynaptics	30,000	—
126	LGNLegence	67,500	—
127	FLYFirefly Aerospace	152,500	—
128	EROKEagleRock Land, LLC	160,000	—
129	APTAlpha Pro Tech	642,500	—
130	WBIWaterBridge Infrastructure	112,500	—
131	NSLRNeostellar Capital	426,594	—
132	ADTNADTRAN Holdings	450,000	—
133	LMATLeMaitre Vascular	40,000	—
134	HONAHoneywell Aerospace Inc.	20,000	—
135	GOOGLAlphabet	9,000	—
136	BDXBecton Dickinson	16,750	—
137	HEIHEICO	9,500	—
138	KVHIKVH Industries	385,000	—
139	ALITAlight	300,000	—
140	BNBrookfield Corporation	69,440	—
141	CLSKCleanSpark	175,000	—
142	HNGEHinge Health	22,500	—
143	ALGMAllegro MicroSystems	55,000	—
144	LINDLindblad Expeditions	52,223	—
145	MECMayville Engineering	110,000	—
146	CVXChevron	8,250	—
147	UNHUnitedHealth Group	4,000	—
148	RTXRTX	8,000	—
149	CMTLComtech Telecommunications	906,360	—
150	CRMSalesforce	5,000	—
151	LMTLockheed Martin	2,250	—
152	DGXQuest Diagnostics	4,500	—
153	EDUCEducational Development Corp	800,000	—
154	KVYOKlaviyo	65,000	—
155	CDNACareDx	15,000	—
156	WATWaters Corp	2,266	—
157	VZVerizon Communications	20,000	—
158	MRCYMercury Systems	10,000	—
159	WMWaste Management	4,000	—
160	MSFTMicrosoft	1,500	—
161	FEIMFrequency Electronics	9,000	—
162	FRPHFRP Holdings	35,000	—
163	PWRQuanta Services	1,000	—
164	NFLXNetflix	10,000	—
165	BAMBrookfield Asset Management	12,570	—
166	CRWDCrowdStrike	2,000	—
167	TTDThe Trade Desk	34,000	—
168	CMRCCommerce.com	120,000	—
169	UGIUGI Corp	10,000	—
170	KRPKimbell Royalty Partners	25,424	—
171	SLBSchlumberger	6,500	—
172	MBLYMobileye Global	40,000	—
173	VSNTVersant Media Group	9,260	—
174	BRBRBellRing Brands	15,000	—
175	KLCKinderCare Learning Companies	40,810	—
176	LABStandard BioTools	34,435	—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。概算評価額と構成比は当サイトの株価で計算した参考値です。届出対象外の資産 (米国外上場株・債券など) は含まれません。