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Needham Growth Fund | NEEGXMutual Fund | |
| NEEDHAM FUNDS INC | |
| Last update 2026-05-19 | 73 Stocks (9 new) |
| Value $162.00 Mil | Turnover 6 % |
Needham Growth Fund Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDFS | PDF Solutions Inc | 236,800 | 7,745.7 | -12.30% | 4.780 | -0.64% | 0.570 | +70.50% | +107.43% | 2,477.7 | Software | |
FORM | FormFactor Inc | 74,500 | 7,225.8 | -23.59% | 4.460 | -0.87% | 0.100 | +19.80% | +121.57% | 9,634.4 | Semiconductors | |
TMO | Thermo Fisher Scientific Inc | 13,250 | 6,512.8 | 0% | 4.020 | 0% | 0.000 | +6.61% | -9.49% | 194,521.5 | Medical Diagnostics & Research | |
SMCI | Super Micro Computer Inc | 275,000 | 6,261.8 | 0% | 3.860 | 0% | 0.050 | +17.23% | -7.00% | 17,607.9 | Hardware | |
VRT | Vertiv Holdings Co | 24,500 | 6,139.2 | 0% | 3.790 | 0% | 0.010 | +15.04% | +85.58% | 115,436.2 | Industrial Products | |
GLW | Corning Inc | 42,000 | 5,710.7 | 0% | 3.520 | 0% | 0.000 | +33.24% | +125.51% | 169,364.9 | Hardware | |
NVT | nVent Electric PLC | 47,000 | 5,559.2 | 0% | 3.430 | 0% | 0.030 | +29.17% | +49.71% | 24,605.8 | Industrial Products | |
LRCX | Lam Research Corp | 25,000 | 5,341.5 | 0% | 3.290 | 0% | 0.000 | +60.99% | +105.68% | 439,463.2 | Semiconductors | |
MKSI | MKS Inc | 21,750 | 4,998.4 | -2.25% | 3.080 | -0.05% | 0.030 | +55.90% | +129.15% | 24,691.4 | Hardware | |
PSN | Parsons Corp | 86,000 | 4,658.6 | +8.86% | 2.870 | +0.23% | 0.080 | -0.05% | -8.92% | 6,021.8 | Software |
Needham Growth Fund's Historical Top Holdings Breakdowns
Needham Growth Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVMI | Nova Ltd | 2026-03-31 | Reduce Reduce | -2.01% | 347.34 ($440.43) 497.63 | $470.14 | 6.75% | Reduce -46.15% | 10,500 | -9,000 | |
VICR | Vicor Corp | 2026-03-31 | Reduce Reduce | -1.31% | 116.86 ($165.27) 209.19 | $282.70 | 71.05% | Reduce -39.53% | 27,000 | -17,650 | |
ENTG | Entegris Inc | 2026-03-31 | Reduce Reduce | -1.28% | 89.56 ($118.21) 137.79 | $146.66 | 24.07% | Reduce -40.91% | 32,500 | -22,500 | |
PLAB | Photronics Inc | 2026-03-31 | Reduce Reduce | -1.03% | 31.42 ($36.17) 43.57 | $28.87 | -20.18% | Reduce -34.55% | 90,000 | -47,500 | |
FORM | FormFactor Inc | 2026-03-31 | Reduce Reduce | -0.87% | 59.19 ($86.06) 108.07 | $123.59 | 43.61% | Reduce -23.59% | 74,500 | -23,000 | |
TNC | Tennant Co | 2026-03-31 | New Buy New Buy | +0.72% | 60.91 ($72.64) 83.57 | $87.48 | 20.43% | New holding | 17,500 | 17,500 | |
CSGP | CoStar Group Inc | 2026-03-31 | Add Add | +0.66% | 39.77 ($52.06) 67.2 | $30.00 | -42.37% | Add 143.24% | 45,000 | 26,500 | |
PDFS | PDF Solutions Inc | 2026-03-31 | Reduce Reduce | -0.64% | 27.02 ($32.68) 35.86 | $59.18 | 81.09% | Reduce -12.3% | 236,800 | -33,200 | |
TTMI | TTM Technologies Inc | 2026-03-31 | Reduce Reduce | -0.60% | 66.86 ($95.16) 113 | $155.98 | 63.91% | Reduce -42.15% | 17,500 | -12,750 | |
COHR | Coherent Corp | 2026-03-31 | Reduce Reduce | -0.56% | 173.15 ($228.99) 298.91 | $333.36 | 45.58% | Reduce -20% | 18,000 | -4,500 |
Needham Growth Fund Total Holding History ($B)
Needham Growth Fund's Asset Allocation
Needham Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Needham Growth Fund's Hypothetical Growth since 2026-03-31
Needham Growth Fund's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Needham Growth Fund's Holdings Heat Map
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Needham Growth Fund's Holdings Bubble Chart
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