Stock Taper 
NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Trade Desk, Inc. | TTD | 34K | $614.72K |
 FRP Holdings, Inc. | FRPH | 35K | $874.65K |
 Axcelis Technologies, Inc. | ACLS | 35.5K | $6.73M |
 Modine Manufacturing Company | MOD | 38K | $10.15M |
 MYR Group Inc. | MYRG | 39K | $19.52M |
 Mobileye Global Inc. | MBLY | 40K | $387.2K |
 LeMaitre Vascular, Inc. | LMAT | 40K | $3.84M |
 KinderCare Learning Companies, Inc. | KLC | 40.81K | $173.44K |
 Corning Inc | GLW | 42.5K | $10.86M |
 Encompass Health Corporation | EHC | 45K | $4.55M |
 Marvell Technology, Inc. | MRVL | 48.25K | $14.37M |
 Cohu, Inc. | COHU | 50K | $3.7M |
 Lindblad Expeditions Holdings, Inc. | LIND | 52.22K | $1.47M |
 Westinghouse Air Brake Technologies Corporation | WAB | 53K | $14.29M |
 Medtronic plc | MDT | 53.04K | $4.15M |
 Allegro MicroSystems, Inc. | ALGM | 55K | $3.83M |
 Rogers Corporation | ROG | 55K | $9.01M |
 Gilead Sciences, Inc. | GILD | 55K | $6.95M |
 Labcorp Holdings Inc. | LH | 56.31K | $15.77M |
 Huntington Ingalls Industries, Inc. | HII | 56.5K | $15.81M |