Stock Taper 
NEEDHAM INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CareDx, Inc | CDNA | 15K | $427.5K |
 BellRing Brands, Inc. | BRBR | 15K | $194.1K |
 SiTime Corporation | SITM | 15K | $11.18M |
 Equinix, Inc. | EQIX | 13.18K | $13.73M |
 Brookfield Asset Management Ltd. | BAM | 12.57K | $563.73K |
 Analog Devices, Inc. | ADI | 10.5K | $4.17M |
 UGI Corporation | UGI | 10K | $345.4K |
 Netflix, Inc. | NFLX | 10K | $714K |
 Mercury Systems, Inc. | MRCY | 10K | $1.22M |
 HEICO Corporation | HEI | 9.5K | $3.38M |
 Versant Media Group, Inc. Class A | VSNT | 9.26K | $333.45K |
 Alphabet Inc. | GOOGL | 9K | $3.22M |
 Applied Materials, Inc. | AMAT | 8.25K | $5.96M |
 Chevron Corporation | CVX | 8.25K | $1.37M |
 RTX Corporation | RTX | 8K | $1.52M |
 Markel Corporation | MKL | 7.28K | $14.21M |
 Slb N.V. | SLB | 6.5K | $302.19K |
 ASML Holding N.V. | ASML | 6.15K | $12.24M |
 Salesforce, Inc. | CRM | 5K | $783.3K |
 Quest Diagnostics Incorporated | DGX | 4.5K | $953.77K |