Herald Investment Management Ltd
CIK Number: 0001512022
533.03M
Market Value
89
# of Holdings
19 months
Avg. Holding Period
55.43%
Win Rate
17.89%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc. | 125.29 | -4.16% | 465.7K | -6.05% | 42.97M | 44.93 | 7.03% |
| 2 | FN | Fabrinet | 244.99 | -4.66% | 178.55K | -2.72% | 39.23M | 29.14 | 6.42% |
| 3 | PEGA | Pegasystems Inc... | 98.89 | -2.29% | 347.5K | 0.00% | 32.39M | 28.81 | 5.30% |
| 4 | SMCI | Super Micro Com... | 41.58 | -4.12% | 754.5K | +772.76% | 23M | 74.7 | 3.77% |
| 5 | DSGN | Design Therapeu... | 3.85 | -1.53% | 190K | -9.52% | 21.58M | 41.49 | 3.53% |
| 6 | SIMO | Silicon Motion ... | 67.02 | -0.67% | 384.91K | 0.00% | 20.8M | 31.17 | 3.40% |
| 7 | VRNS | Varonis Systems... | 49.02 | -0.57% | 443.5K | -3.27% | 19.69M | 15.59 | 3.22% |
| 8 | RDWR | Radware Ltd. | 26.63 | +9.09% | 725K | -3.33% | 16.27M | 16.5 | 2.66% |
| 9 | CYBR | CyberArk Softwa... | 386.60 | -1.41% | 47.3K | -2.07% | 15.76M | 88.46 | 2.58% |
| 10 | CCOI | Cogent Communic... | 46.95 | -2.2% | 200.6K | 0.00% | 15.44M | 66.31 | 2.53% |
| 11 | ARLO | Arlo Technologi... | 17.07 | +1.79% | 1.28M | 0.00% | 14.28M | 7.27 | 2.34% |
| 12 | KLIC | Kulicke and Sof... | 33.97 | -2.34% | 248.1K | +39.30% | 11.58M | 36.3 | 1.89% |
| 13 | AVPT | AvePoint, Inc. | 18.59 | -1.93% | 700K | 0.00% | 11.54M | 6.38 | 1.89% |
| 14 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 25.25K | -2.9% | 10.64M | 85.53 | 1.74% |
| 15 | HLIT | Harmonic Inc. | 8.84 | -4.54% | 785K | 0.00% | 10.39M | 7.92 | 1.70% |
| 16 | DRS | Leonardo DRS, I... | 46.01 | +1.59% | 320K | -4.48% | 10.34M | 12.78 | 1.69% |
| 17 | CEVA | CEVA, Inc. | 19.87 | -6.63% | 325K | 0.00% | 10.25M | 21.71 | 1.68% |
| 18 | TSEM | Tower Semicondu... | 38.06 | -5.37% | 198K | 0.00% | 10.2M | 28.47 | 1.67% |
| 19 | VICR | Vicor Corporati... | 43.72 | -2.84% | 200K | 0.00% | 9.65M | 52.57 | 1.58% |
| 20 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 43.7K | 0.00% | 9.59M | 76.62 | 1.57% |
| 21 | SPSC | SPS Commerce, I... | 134.74 | -2.28% | 50K | -5.15% | 9.2M | 33.95 | 1.51% |
| 22 | QLYS | Qualys, Inc. | 138.82 | -1.32% | 65K | -12.16% | 9.11M | 38.92 | 1.49% |
| 23 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 46.9K | 0.00% | 8.88M | 44.45 | 1.45% |
| 24 | QUIK | QuickLogic Corp... | 5.68 | -4.05% | 730.38K | +46.08% | 8.23M | 8.34 | 1.35% |
| 25 | FROG | JFrog Ltd. | 40.67 | -3.2% | 250K | 0.00% | 7.35M | 25.51 | 1.20% |
| 26 | RDVT | Red Violet, Inc... | 46.25 | -1.22% | 200K | 0.00% | 7.22M | 19.61 | 1.18% |
| 27 | ANET | Arista Networks... | 92.31 | -3.62% | 61.46K | +100.00% | 6.8M | 110.53 | 1.11% |
| 28 | FIVN | Five9, Inc. | 26.64 | -3.98% | 165K | +32.00% | 6.7M | 31.75 | 1.10% |
| 29 | VERX | Vertex, Inc. | 36.93 | +0.44% | 120K | 0.00% | 6.41M | 19.22 | 1.05% |
| 30 | AAPL | Apple Inc. | 196.25 | -1.48% | 25K | 0.00% | 6.26M | 27.58 | 1.02% |
| 31 | HSTM | HealthStream, I... | 27.25 | -0.73% | 190K | 0.00% | 6.03M | 26.7 | 0.99% |
| 32 | FC | Franklin Covey ... | 22.62 | -0.35% | 160K | 0.00% | 6.01M | 39.45 | 0.98% |
| 33 | FA | First Advantage... | 17.75 | -2.47% | 300K | 0.00% | 5.62M | 15.31 | 0.92% |
| 34 | ALKT | Alkami Technolo... | 26.65 | -6.29% | 150K | 0.00% | 5.5M | 14.4 | 0.90% |
| 35 | FORM | FormFactor, Inc... | 33.65 | -2.04% | 118.3K | 0.00% | 5.2M | 36.69 | 0.85% |
| 36 | CLMB | Climb Global So... | 104.85 | -1.15% | 40K | 0.00% | 5.05M | 51.11 | 0.83% |
| 37 | VECO | Veeco Instrumen... | 20.45 | -4.19% | 175K | +25.00% | 4.69M | 35.2 | 0.77% |
| 38 | RBBN | Ribbon Communic... | 3.75 | -4.82% | 1.12M | -20.64% | 4.67M | 3.98 | 0.77% |
| 39 | AVDX | AvidXchange Hol... | 9.76 | -0.26% | 450K | 0.00% | 4.65M | 9.98 | 0.76% |
| 40 | AMD | Advanced Micro ... | 116.17 | -1.96% | 38.22K | -9.75% | 4.62M | 62.81 | 0.76% |
| 41 | NABL | N-able, Inc. | 7.77 | -3.84% | 413K | 0.00% | 3.85M | 12.33 | 0.63% |
| 42 | MRAM | Everspin Techno... | 5.71 | -6.39% | 600K | +20.00% | 3.82M | 7.03 | 0.63% |
| 43 | LTRX | Lantronix, Inc. | 2.35 | -4.67% | 925K | -7.5% | 3.8M | 2.24 | 0.62% |
| 44 | OSPN | OneSpan Inc. | 15.50 | -4.62% | 200K | 0.00% | 3.7M | 19.65 | 0.61% |
| 45 | OOMA | Ooma, Inc. | 12.22 | -3.78% | 260K | 0.00% | 3.65M | 13.5 | 0.60% |
| 46 | INUV | Inuvo, Inc. | 3.52 | -1.12% | 5.78M | -5.22% | 3.62M | 0.25827 | 0.59% |
| 47 | BAND | Bandwidth Inc. | 13.76 | -3.51% | 210K | 0.00% | 3.57M | 43.99 | 0.58% |
| 48 | RDCM | RADCOM Ltd. | 12.07 | -4.28% | 275K | 0.00% | 3.34M | 15.36 | 0.55% |
| 49 | YELP | Yelp Inc. | 35.41 | -1.13% | 80K | 0.00% | 3.1M | 21.66 | 0.51% |
| 50 | BIGC | BigCommerce Hol... | 4.78 | -4.12% | 500K | +42.86% | 3.06M | 6.63 | 0.50% |
| 51 | AIP | Arteris, Inc. | 7.94 | -6.26% | 300K | 0.00% | 3.05M | 4.86 | 0.50% |
| 52 | SPIR | Spire Global, I... | 10.93 | -5.12% | 216K | 0.00% | 3.04M | 11.13 | 0.50% |
| 53 | MU | Micron Technolo... | 115.63 | -0.48% | 36K | 0.00% | 3.03M | 28.84 | 0.50% |
| 54 | ELVA | Electrovaya Inc... | 3.40 | -4.23% | 1.18M | +372.00% | 2.86M | 2.67 | 0.47% |
| 55 | BASE | Couchbase, Inc. | 19.05 | -1.09% | 180K | 0.00% | 2.81M | 19.83 | 0.46% |
| 56 | AVNW | Aviat Networks,... | 22.04 | -3.88% | 155K | 0.00% | 2.81M | 30.91 | 0.46% |
| 57 | IDN | Intellicheck, I... | 5.40 | +2.86% | 1M | 0.00% | 2.8M | 2.81 | 0.46% |
| 58 | LASR | nLIGHT, Inc. | 18.04 | -0.88% | 260K | 0.00% | 2.73M | 15.42 | 0.45% |
| 59 | DT | Dynatrace, Inc. | 53.03 | -1.84% | 50K | 0.00% | 2.72M | 52.17 | 0.45% |
| 60 | TER | Teradyne, Inc. | 83.10 | -3.27% | 20.6K | 0.00% | 2.59M | 30.45 | 0.42% |
| 61 | ADTN | ADTRAN Holdings... | 7.49 | -4.22% | 300K | -25% | 2.5M | 16.74 | 0.41% |
| 62 | VLN | Valens Semicond... | 2.07 | -3.72% | 950K | 0.00% | 2.45M | 3.12 | 0.40% |
| 63 | VPG | Vishay Precisio... | 25.80 | -4.74% | 100K | 0.00% | 2.35M | 35.25 | 0.38% |
| 64 | POWI | Power Integrati... | 55.13 | -4.32% | 38K | 0.00% | 2.34M | 40 | 0.38% |
| 65 | KD | Kyndryl Holding... | 39.26 | -2.27% | 67K | 0.00% | 2.32M | 21.55 | 0.38% |
| 66 | RMNI | Rimini Street, ... | 3.30 | -2.65% | 850K | 0.00% | 2.27M | 4.45 | 0.37% |
| 67 | CINT | CI&T Inc | 5.76 | -2.21% | 355K | 0.00% | 2.16M | 6.5 | 0.35% |
| 68 | ZM | Zoom Video Comm... | 76.62 | -1.02% | 25.91K | 0.00% | 2.11M | 101.14 | 0.35% |
| 69 | JAMF | Jamf Holding Co... | 9.48 | -5.48% | 150K | 0.00% | 2.11M | 19.22 | 0.34% |
| 70 | IAS | Integral Ad Sci... | 8.15 | -1.33% | 200K | 0.00% | 2.09M | 9.71 | 0.34% |
| 71 | KOPN | Kopin Corporati... | 1.55 | -3.12% | 1.53M | 0.00% | 2.06M | 0.73 | 0.34% |
| 72 | PDFS | PDF Solutions, ... | 19.39 | -3.77% | 75K | 0.00% | 2.03M | 35.74 | 0.33% |
| 73 | SILC | Silicom Ltd. | 14.68 | -2.13% | 125K | 0.00% | 2.01M | 34.52 | 0.33% |
| 74 | BELFB | Bel Fuse Inc. | 86.16 | -0.27% | 24K | +100.00% | 1.97M | 82.47 | 0.32% |
| 75 | GNSS | Genasys Inc. | 1.52 | -3.18% | 750K | 0.00% | 1.95M | 2.01 | 0.32% |
| 76 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 9.5K | 0.00% | 1.88M | 20.75 | 0.31% |
| 77 | THRY | Thryv Holdings,... | 12.87 | -2.05% | 125.08K | -7.1% | 1.85M | 23.4 | 0.30% |
| 78 | ARW | Arrow Electroni... | 122.02 | -1.2% | 15.2K | 0.00% | 1.72M | 98.15 | 0.28% |
| 79 | FRSH | Freshworks Inc. | 14.95 | -4.57% | 90K | 0.00% | 1.46M | 16.12 | 0.24% |
| 80 | AKAM | Akamai Technolo... | 77.03 | -1.89% | 15.2K | 0.00% | 1.45M | 69.06 | 0.24% |
| 81 | PATH | UiPath Inc. | 12.25 | -3.24% | 87K | 0.00% | 1.1M | 22.19 | 0.18% |
| 82 | APPS | Digital Turbine... | 4.68 | -6.02% | 600K | 0.00% | 1.01M | 3.56 | 0.17% |
| 83 | MLAB | Mesa Laboratori... | 97.26 | -2.63% | 7.42K | +100.00% | 977.34K | 131.87 | 0.16% |
| 84 | AWRE | Aware, Inc. | 1.78 | +1.71% | 430K | 0.00% | 838.5K | 1.45 | 0.14% |
| 85 | TXN | Texas Instrumen... | 195.06 | -2.31% | 4.1K | 0.00% | 768.79K | 183.48 | 0.13% |
| 86 | CDNS | Cadence Design ... | 299.99 | -2.55% | 2.5K | -50% | 751.15K | 20.68 | 0.12% |
| 87 | TTEC | TTEC Holdings, ... | 5.26 | -1.22% | 140K | 0.00% | 697.2K | 43.76 | 0.11% |
| 88 | INTC | Intel Corporati... | 20.16 | -2.96% | 19K | 0.00% | 381.14K | 30.14 | 0.06% |
| 89 | BELFA | Bel Fuse Inc. | 78.33 | -1.82% | 4K | +100.00% | 359.8K | 90.08 | 0.06% |