Herald Investment Management Ltd

CIK Number: 0001512022

533.03M
Market Value
93
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FN Fabrinet
322.04
-4.53% 169.5K -5.07% 33.5M 29.14 6.28% Share
2 CLS Celestica Inc.
196.57
-3.75% 423.2K -9.13% 33.35M 44.93 6.26% Share
3 SMCI Super Micro Com...
45.49
-1.26% 754.5K 0.00% 25.85M 74.7 4.85% Share
4 PEGA Pegasystems Inc...
51.92
-1.83% 351.8K +1.24% 24.43M 29.31 4.58% Share
5 SIMO Silicon Motion ...
75.48
-1.51% 384.91K 0.00% 19.45M 31.17 3.65% Share
6 DSGX The Descartes S...
97.83
-1.57% 185K -2.63% 18.63M 41.49 3.50% Share
7 VRNS Varonis Systems...
56.95
-1.98% 443.5K 0.00% 17.92M 15.59 3.36% Share
8 RDWR Radware Ltd.
24.24
-2.45% 725K 0.00% 15.64M 16.5 2.93% Share
9 CYBR CyberArk Softwa...
414.57
-1.95% 42.3K -10.57% 14.31M 88.46 2.68% Share
10 ARLO Arlo Technologi...
16.61
-3.74% 1.28M 0.00% 12.6M 7.27 2.36% Share
11 CCOI Cogent Communic...
34.15
-1.95% 200.6K 0.00% 12.29M 66.31 2.31% Share
12 AMSWA American Softwa...
10.95
-2.14% 823.65K 0.00% 11.75M 13.74 2.20% Share
13 VICR Vicor Corporati...
47.25
-4.51% 230K +15.00% 10.75M 51.81 2.02% Share
14 DRS Leonardo DRS, I...
41.73
-0.41% 320K 0.00% 10.52M 12.78 1.97% Share
15 AVPT AvePoint, Inc.
14.65
-2.27% 700K 0.00% 10.13M 6.38 1.90% Share
16 MSFT Microsoft Corpo...
522.28
+0.33% 26.75K +5.94% 10.03M 101.78 1.88% Share
17 KLIC Kulicke and Sof...
37.37
-0.95% 296.1K +19.35% 9.75M 35.76 1.83% Share
18 AMZN Amazon.com, Inc...
230.94
+2.84% 46.4K +6.18% 8.83M 83.23 1.66% Share
19 CEVA CEVA, Inc.
24.09
-1.17% 325K 0.00% 8.31M 21.71 1.56% Share
20 QLYS Qualys, Inc.
129.16
-2.28% 65K 0.00% 8.18M 38.92 1.54% Share
21 FROG JFrog Ltd.
42.76
+1.96% 250K 0.00% 8M 25.51 1.50% Share
22 GOOGL Alphabet Inc.
202.88
+0.46% 50.2K +7.04% 7.76M 51.69 1.46% Share
23 HLIT Harmonic Inc.
8.88
-3.63% 785K 0.00% 7.52M 7.92 1.41% Share
24 RDVT Red Violet, Inc...
43.71
-0.64% 200K 0.00% 7.52M 19.61 1.41% Share
25 TSEM Tower Semicondu...
47.24
+0.64% 198K 0.00% 7.05M 28.47 1.32% Share
26 SPSC SPS Commerce, I...
113.54
-1.57% 47.5K -5% 6.3M 33.95 1.18% Share
27 HSTM HealthStream, I...
25.94
-2.3% 190K 0.00% 6.11M 26.7 1.15% Share
28 FIVN Five9, Inc.
25.13
-4.08% 210.6K +27.64% 5.71M 30.75 1.07% Share
29 AAPL Apple Inc.
232.81
-0.22% 25K 0.00% 5.55M 27.58 1.04% Share
30 FC Franklin Covey ...
19.60
-0.41% 175K +9.38% 4.81M 38.44 0.90% Share
31 CLMB Climb Global So...
123.67
-3.78% 40K 0.00% 4.41M 51.11 0.83% Share
32 AVDX AvidXchange Hol...
9.90
-0.1% 500K +11.11% 4.24M 9.83 0.80% Share
33 FA First Advantage...
16.82
-2.44% 300K 0.00% 4.23M 15.31 0.79% Share
34 VECO Veeco Instrumen...
24.25
-2.65% 200K +14.29% 4.01M 33.31 0.75% Share
35 ALKT Alkami Technolo...
22.66
+0.29% 150K 0.00% 3.94M 14.4 0.74% Share
36 VERX Vertex, Inc.
25.61
-3.36% 110K -8.33% 3.85M 19.22 0.72% Share
37 PDFS PDF Solutions, ...
19.10
-4.88% 200K +166.67% 3.82M 25.35 0.72% Share
38 QUIK QuickLogic Corp...
6.53
+8.83% 730.38K 0.00% 3.73M 8.34 0.70% Share
39 VPG Vishay Precisio...
27.90
+0.40% 150K +50.00% 3.61M 31.53 0.68% Share
40 BIGC BigCommerce Hol...
4.78
0.00% 625K +25.00% 3.6M 6.46 0.68% Share
41 RBBN Ribbon Communic...
3.95
-3.19% 912.87K -18.76% 3.58M 3.98 0.67% Share
42 OOMA Ooma, Inc.
11.35
-2.58% 260K 0.00% 3.4M 13.5 0.64% Share
43 FORM FormFactor, Inc...
30.29
-0.88% 118.3K 0.00% 3.35M 36.69 0.63% Share
44 AMD Advanced Micro ...
180.97
-1.87% 30.92K -19.1% 3.18M 62.81 0.60% Share
45 BASE Couchbase, Inc.
24.34
-0.25% 200K +11.11% 3.15M 19.43 0.59% Share
46 RDCM RADCOM Ltd.
12.80
-2.51% 275K 0.00% 3.14M 15.36 0.59% Share
47 MU Micron Technolo...
125.27
+0.80% 36K 0.00% 3.13M 28.84 0.59% Share
48 MRAM Everspin Techno...
6.15
-3.15% 600K 0.00% 3.06M 7.03 0.57% Share
49 OSPN OneSpan Inc.
13.80
-2.06% 200K 0.00% 3.05M 19.65 0.57% Share
50 IDN Intellicheck, I...
4.84
-2.22% 1M 0.00% 2.99M 2.81 0.56% Share
51 AVNW Aviat Networks,...
22.05
-3.42% 155K 0.00% 2.97M 30.91 0.56% Share
52 RMNI Rimini Street, ...
4.10
+1.61% 850K 0.00% 2.96M 4.45 0.55% Share
53 NABL N-able, Inc.
7.64
-1.23% 413K 0.00% 2.93M 12.33 0.55% Share
54 BAND Bandwidth Inc.
14.23
-1.42% 210K 0.00% 2.75M 43.99 0.52% Share
55 ELVA Electrovaya Inc...
4.60
-8% 1.18M 0.00% 2.73M 2.72 0.51% Share
56 SMWB Similarweb Ltd.
8.37
-0.71% 300K +100.00% 2.48M 8.27 0.46% Share
57 DT Dynatrace, Inc.
47.43
-0.77% 50K 0.00% 2.36M 52.17 0.44% Share
58 BELFB Bel Fuse Inc.
132.41
-1.61% 30K +25.00% 2.24M 80.95 0.42% Share
59 LTRX Lantronix, Inc.
2.95
-1.99% 900K -2.7% 2.23M 2.24 0.42% Share
60 DGII Digi Internatio...
32.83
-5.53% 80K +100.00% 2.23M 27.83 0.42% Share
61 FARO FARO Technologi...
43.99
+0.48% 80K +100.00% 2.18M 27.3 0.41% Share
62 CINT CI&T Inc
5.39
+10.91% 355K 0.00% 2.11M 6.5 0.40% Share
63 KD Kyndryl Holding...
30.11
-1.46% 67K 0.00% 2.1M 21.55 0.39% Share
64 CHKP Check Point Sof...
185.24
-1.53% 9.2K 0.00% 2.1M 7.25 0.39% Share
65 INUV Inuvo, Inc.
3.87
+2.38% 5.78M 0.00% 2.09M 0.25827 0.39% Share
66 AIP Arteris, Inc.
9.48
-6.32% 300K 0.00% 2.07M 4.86 0.39% Share
67 LASR nLIGHT, Inc.
26.23
-3.74% 260K 0.00% 2.02M 15.42 0.38% Share
68 VLN Valens Semicond...
2.14
-1.83% 950K 0.00% 1.94M 3.12 0.36% Share
69 POWI Power Integrati...
47.26
-2.44% 38K 0.00% 1.92M 40 0.36% Share
70 ZM Zoom Video Comm...
71.86
-0.73% 25.91K 0.00% 1.91M 101.14 0.36% Share
71 SPIR Spire Global, I...
10.29
-6.92% 230K +6.48% 1.86M 10.95 0.35% Share
72 SILC Silicom Ltd.
15.85
-2.29% 125K 0.00% 1.83M 34.52 0.34% Share
73 OUST Ouster, Inc.
35.08
+5.95% 200K +100.00% 1.79M 8.98 0.34% Share
74 ANET Arista Networks...
136.47
-1.12% 22.7K -63.07% 1.76M 110.53 0.33% Share
75 ADTN ADTRAN Holdings...
8.94
-4.13% 200K -33.33% 1.74M 16.74 0.33% Share
76 GNSS Genasys Inc.
1.63
+0.31% 750K 0.00% 1.7M 2.01 0.32% Share
77 TER Teradyne, Inc.
111.82
-1.92% 20.6K 0.00% 1.7M 30.45 0.32% Share
78 HIMX Himax Technolog...
7.50
+0.87% 230K +100.00% 1.69M 7.35 0.32% Share
79 PATH UiPath Inc.
10.71
-2.5% 161.28K +85.38% 1.66M 16.71 0.31% Share
80 APPS Digital Turbine...
4.29
-2.39% 600K 0.00% 1.63M 3.56 0.30% Share
81 ARW Arrow Electroni...
125.91
-1.15% 15.2K 0.00% 1.58M 98.15 0.30% Share
82 MPTI M-tron Industri...
41.41
-1.31% 35K +100.00% 1.53M 44.54 0.29% Share
83 MLAB Mesa Laboratori...
67.81
-2.12% 12.5K +68.53% 1.48M 126.5 0.28% Share
84 KOPN Kopin Corporati...
1.91
-0.52% 1.53M 0.00% 1.43M 0.73 0.27% Share
85 FORR Forrester Resea...
9.71
-4.75% 150K +100.00% 1.39M 9.24 0.26% Share
86 FRSH Freshworks Inc.
12.96
-2.37% 90K 0.00% 1.27M 16.12 0.24% Share
87 AKAM Akamai Technolo...
74.29
-1.52% 15.2K 0.00% 1.22M 69.06 0.23% Share
88 TXN Texas Instrumen...
193.71
+0.22% 4.1K 0.00% 737.14K 183.48 0.14% Share
89 AWRE Aware, Inc.
2.32
-3.73% 430K 0.00% 679.4K 1.45 0.13% Share
90 CDNS Cadence Design ...
348.98
-0.04% 2.5K 0.00% 635.7K 20.68 0.12% Share
91 BELFA Bel Fuse Inc.
114.44
-1.9% 7.5K +87.50% 540.38K 81.67 0.10% Share
92 TTEC TTEC Holdings, ...
3.64
-4.71% 140K 0.00% 460.6K 43.76 0.09% Share
93 INTC Intel Corporati...
23.86
+7.38% 19K 0.00% 431.49K 30.14 0.08% Share