NEEDHAM INVESTMENT MANAGEMENT LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.6B

Holdings

162

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (162 positions)

StockValue
CYRXCRYOPORT INC
$3.3M
BDXBECTON DICKINSON & CO
$3.3M
LMATLEMAITRE VASCULAR INC
$3.2M
BNBROOKFIELD CORP
$3.2M
LTHLIFE TIME GROUP HOLDINGS INC
$3.1M
POCIPRECISION OPTICS CORP INC MA
$3.0M
ICHRICHOR HOLDINGS
$2.9M
LGNLEGENCE CORP
$2.9M
ALAIR LEASE CORP
$2.9M
APTALPHA PRO TECH LTD
$2.9M
MATWMATTHEWS INTL CORP
$2.8M
KVHIKVH INDS INC
$2.7M
ADIANALOG DEVICES INC
$2.7M
QQNITY ELECTRONICS INC
$2.7M
GTLSCHART INDS INC
$2.6M
FIGRFIGURE TECHNOLOGY SOLUTIO
$2.5M
MXLMAXLINEAR INC
$2.4M
WBIWATERBRIDGE INFRASTRUCTURE L
$2.2M
CRICARTERS INC
$2.2M
AMATAPPLIED MATLS INC
$2.1M
KVYOKLAVIYO INC
$2.1M
PENGPENGUIN SOLUTIONS INC
$2.0M
TTDTHE TRADE DESK INC
$1.9M
HPEHEWLETT PACKARD ENTERPRISE C
$1.8M
ACLSAXCELIS TECHNOLOGIES INC
$1.6M
UCTTULTRA CLEAN HLDGS INC
$1.5M
RTXRTX CORPORATION
$1.4M
RPDRAPID7 INC
$1.4M
FLYFIREFLY AEROSPACE INC
$1.3M
DGXQUEST DIAGNOSTICS INC
$1.3M
CVXCHEVRON CORP NEW
$1.3M
GOOGLALPHABET INC
$1.3M
CMRCCOMMERCE.COM INC
$1.2M
EDUCEDUCATIONAL DEV CORP
$1.1M
ALGMALLEGRO MICROSYSTEMS INC
$1.1M
HNGEHINGE HEALTH INC
$1.0M
PWIPOWER INTEGRATIONS INC
$902K
MBLYMOBILEYE GLOBAL INC
$835K
WMWASTE MGMT INC DEL
$823K
LUVSOUTHWEST AIRLS CO
$820K
BACVERIZON COMMUNICATIONS INC
$814K
LINDLINDBLAD EXPEDITIONS HLDGS I
$752K
EXTREXTREME NETWORKS
$749K
MRCYMERCURY SYS INC
$730K
CRWDCROWDSTRIKE HLDGS INC
$703K
DDDUPONT DE NEMOURS INC
$703K
BAMBROOKFIELD ASSET MANAGMT LTD
$657K
FTREFORTREA HLDGS INC
$651K
ALITALIGHT INC
$584K
FEIMFREQUENCY ELECTRS INC
$538K
NTSKNETSKOPE INC
$526K
LMTLOCKHEED MARTIN CORP
$483K
EHABENHABIT INC
$461K
CRCLCIRCLE INTERNET GROUP INC
$429K
CLSKCLEANSPARK INC
$404K
UGIUGI CORP NEW
$374K
PSTGPURE STORAGE INC
$335K
KRPKIMBELL RTY PARTNERS LP
$298K
CDNACAREDX INC
$282K
FLBSTANDARD BIOTOOLS INC
$268K
SLBSLB LIMITED
$210K
KLCKINDERCARE LEARNING COMPANIE
$176K
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