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Needham Investment Management, LLC
George A. Needham · Asset Manager · Growth
Needham Investment Management, LLC, founded in 1992 and headquartered in New York City, is the asset management arm of the investment bank Needham & Company. The firm specializes in domestic growth equities, managing a suite of mutual funds and hedge fund limited partnerships focused on small and mid-cap opportunities. With a history spanning over three decades, Needham is committed to long-term wealth creation for its investors by utilizing deep fundamental research to identify companies with significant capital appreciation potential. The firm’s investment team seeks to provide growth at a reasonable price, emphasizing tax efficiency and limited downside participation across its various investment strategies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +85.7% |
| YTD return | +49.6% |
| Sharpe ratio | 4.18 |
| Win rate | 51% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.needhamfunds.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| VICR | Vicor Corporation | 9.9% | +108.0% |
| AIP | Arteris Inc | 9.1% | +45.4% |
| VSH | Vishay Intertechnology Inc | 8.4% | +27.3% |
| PDFS | PDF Solutions Inc | 8.4% | +41.7% |
| LASR | nLIGHT Inc | 8.2% | +7.9% |
| VRT | Vertiv Holdings Co | 6.8% | +34.5% |
| FORM | FormFactor Inc | 6.4% | +103.4% |
| SMCI | Super Micro Computer Inc | 5.2% | -2.6% |
| ODC | Oil-Dri Corporation Of America | 5.0% | +41.1% |
| VECO | Veeco Instruments Inc | 3.8% | +36.3% |
| VPG | Vishay Precision Group Inc | 3.6% | +43.4% |
| ELMT | The Elmet Group Co. Common Stock | 3.3% | +5.8% |
| NVMI | Nova Ltd | 3.1% | +2.5% |
| LINC | Lincoln Educational Services | 3.0% | -22.3% |
| MKSI | MKS Instruments Inc | 3.0% | +83.0% |
| COHR | Coherent Inc | 2.8% | +42.6% |
| GENI | Genius Sports Ltd | 2.7% | +11.9% |
| ATRO | Astronics Corporation | 2.5% | -18.0% |
| CECO | CECO Environmental Corp. | 2.5% | -7.5% |
| TDUP | ThredUp Inc | 2.4% | -32.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | LINC | 4.4% → 3.0% |
| Aug 17, 2026 | BUY | TDUP | 2.4% → 2.4% |
| Aug 17, 2026 | BUY | ODC | 5.0% → 5.0% |
| Aug 17, 2026 | BUY | ELMT | 3.0% → 3.3% |
| Aug 17, 2026 | SELL | LASR | 9.4% → 8.2% |
Investment Style Analysis
Needham Investment Management, LLC is widely recognized for employing a Growth strategy. As of Aug 20, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Semiconductor Equipment & Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Needham Investment Management, LLC made a significant move by reducing the position in LINC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Needham Investment Management focuses on identifying "Quality Compounders" and "Hidden Compounders" within the domestic growth equity space, particularly among small and mid-cap companies. The firm employs a fundamental, research-driven approach to discover businesses with strong management and sustainable growth prospects that the market may currently misunderstand. Their goal is to achieve long-term, tax-efficient capital appreciation by maintaining a disciplined "growth at a reasonable price" (GARP) strategy and an ownership mindset, seeking to benefit from the compounding effects of growth over multi-year horizons.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Needham Investment Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Needham Investment Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Needham Investment Management, LLC's largest holding?
As of the latest filing, Needham Investment Management, LLC's top position is Vicor Corporation (VICR), representing 9.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Needham Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +85.7% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 4.18, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Needham Investment Management, LLC primarily invest in?
Needham Investment Management, LLC has a strong preference for the Semiconductors sector, which makes up 25.7% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is Needham Investment Management, LLC's portfolio concentrated or diversified?
Needham Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Needham Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for Needham Investment Management, LLC tracks a Year-to-Date (YTD) return of +49.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does George A. Needham manage Needham Investment Management, LLC directly?
Yes, George A. Needham serves as the key portfolio manager for Needham Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.