Stock Taper

NEEDHAM INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Quanta Services, Inc.PWR1K$720.04K
Microsoft CorporationMSFT1.5K$559.53K
CrowdStrike Holdings, Inc.CRWD2K$1.53M
Lockheed Martin CorporationLMT2.25K$1.15M
Waters CorporationWAT2.27K$849.84K
UnitedHealth Group IncorporatedUNH4K$1.66M
Waste Management, Inc.WM4K$891.52K
Quest Diagnostics IncorporatedDGX4.5K$953.77K
Salesforce, Inc.CRM5K$783.3K
ASML Holding N.V.ASML6.15K$12.24M
Slb N.V.SLB6.5K$302.19K
Markel CorporationMKL7.28K$14.21M
RTX CorporationRTX8K$1.52M
Chevron CorporationCVX8.25K$1.37M
Applied Materials, Inc.AMAT8.25K$5.96M
Alphabet Inc.GOOGL9K$3.22M
Versant Media Group, Inc. Class AVSNT9.26K$333.45K
HEICO CorporationHEI9.5K$3.38M
Mercury Systems, Inc.MRCY10K$1.22M
Netflix, Inc.NFLX10K$714K