Needham Investment Management LLC
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$2B
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LASR
NLIGHT INC
Q4 2025: Exited (was 507.1k shares)
5.6%
02
$VICR
VICOR CORP
Q4 2025: Exited (was 70.5k shares)
4.3%
03
$VRT
VERTIV HOLDINGS CO
Q4 2025: Exited (was 47.0k shares)
3.7%
04
$PDFS
PDF SOLUTIONS INC
Q4 2025: Exited (was 880.7k shares)
3.4%
05
$AIP
ARTERIS INC
Q4 2025: Exited (was 1.35M shares)
3.3%
06
$FORM
FORMFACTOR INC
Q4 2025: Exited (was 1.05M shares)
3.0%
07
$VSH
VISHAY INTERTECHNOLOGY INC
Q4 2025: Exited (was 450.0k shares)
2.7%
08
$LINC
LINCOLN EDL SVCS CORP
Q4 2025: Exited (was 865.0k shares)
2.7%
09
$ODC
OIL DRI CORP AMER
Q4 2025: Exited (was 573.5k shares)
2.3%
10
$NVMI
NOVA LTD
Q4 2025: Exited (was 120.0k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:38 UTC.