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Disclosery

NEEDHAM INVESTMENT MANAGEMENT LLC: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NEEDHAM INVESTMENT MANAGEMENT LLC on SMCI, newest first. How the timeline and the estimate are built.

NEEDHAM INVESTMENT MANAGEMENT LLC held 1,858,500 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,858,500 shares
    Change vs previous 13F +242,000 shares

    1.64% of the 13F portfolio, value $54,509,805.

    13F-HR 0000919574-26-005153 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,616,500 shares
    Change vs previous 13F +236,500 shares

    1.88% of the 13F portfolio, value $36,807,705.

    13F-HR 0000919574-26-003133 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,380,000 shares
    Change vs previous 13F -25,000 shares

    2.55% of the 13F portfolio, value $40,392,600.

    13F-HR 0000919574-26-000997 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,405,000 shares
    Change vs previous 13F -22,000 shares

    4.7% of the 13F portfolio, value $67,355,700.

    13F-HR 0000919574-25-006767 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,427,000 shares
    Change vs previous 13F -5,500 shares

    5.58% of the 13F portfolio, value $69,937,270.

    13F-HR 0000919574-25-004664 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,432,500 shares
    Change vs previous 13F +22,500 shares

    4.6% of the 13F portfolio, value $49,048,800.

    13F-HR 0000919574-25-003041 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,410,000 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $42,976,800.

    13F-HR 0000919574-25-001161 filed by NEEDHAM INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).