Stock Taper 
NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 LeMaitre Vascular, Inc. | LMAT | 40K | $3.84M |
 Mobileye Global Inc. | MBLY | 40K | $387.2K |
 MYR Group Inc. | MYRG | 39K | $19.52M |
 Modine Manufacturing Company | MOD | 38K | $10.15M |
 Axcelis Technologies, Inc. | ACLS | 35.5K | $6.73M |
 FRP Holdings, Inc. | FRPH | 35K | $874.65K |
 The Trade Desk, Inc. | TTD | 34K | $614.72K |
 Qnity Electronics, Inc. | Q | 32.5K | $5.31M |
 MasTec, Inc. | MTZ | 32.25K | $13.42M |
 Synaptics Incorporated | SYNA | 30K | $3.73M |
 Teradyne, Inc. | TER | 29K | $14.03M |
 Kimbell Royalty Partners, LP | KRP | 25.42K | $369.41K |
 Thermo Fisher Scientific Inc. | TMO | 25.25K | $12.66M |
 Lam Research Corporation | LRCX | 25K | $10.83M |
 The Boeing Company | BA | 22.5K | $4.87M |
 Hinge Health, Inc. | HNGE | 22.5K | $1.87M |
 Verizon Communications Inc. | VZ | 20K | $846.8K |
 Honeywell International Inc. | HON | 20K | $4.48M |
 Apple Inc. | AAPL | 18.45K | $5.34M |
 Becton, Dickinson and Company | BDX | 16.75K | $2.53M |