StockDriftsStockDriftsTop 50 Needham Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LASR | NLIGHT INC | 5.6% | 1.92M | $109.6M | +3.50%(+65.00K) | $15.40(+391.09%) | 2026-03-31 | |
| VICR | VICOR CORP | 4.29% | 522.0K | $84.0M | -8.38%(-47.77K) | $44.73(+511.80%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 3.65% | 285.3K | $71.5M | +0.00%(+0) | $32.66(+1035.73%) | 2026-03-31 | |
| PDFS | PDF SOLUTIONS INC | 3.38% | 2.02M | $66.2M | +2.94%(+57.70K) | $26.47(+68.87%) | 2026-03-31 | |
| AIP | ARTERIS INC | 3.32% | 3.95M | $65.0M | +15.86%(+541.00K) | $8.55(+294.32%) | 2026-03-31 | |
| FORM | FORMFACTOR INC | 2.99% | 603.5K | $58.5M | -13.10%(-91.00K) | $27.89(+352.72%) | 2026-03-31 | |
| VSH | VISHAY INTERTECHNOLOGY INC | 2.69% | 2.92M | $52.6M | +22.95%(+545.00K) | $18.44(+101.89%) | 2026-03-31 | |
| LINC | LINCOLN EDL SVCS CORP | 2.66% | 1.28M | $52.0M | +13.56%(+152.50K) | $18.86(+160.28%) | 2026-03-31 | |
| ODC | OIL DRI CORP AMER | 2.25% | 677.5K | $44.1M | +6.69%(+42.50K) | $34.96(+118.71%) | 2026-03-31 | |
| NVMI | NOVA LTD | 2.05% | 92.2K | $40.0M | -17.54%(-19.60K) | $7.35(+6823.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.67% | +93.76% |
| Top 20 Holdings Unweighted | +19.53% | +70.78% |
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