Herald Investment Management Ltd Holdings & Portfolio - 13F Filings Analysis - Stocknear

Herald Investment Management Ltd

CIK Number: 0001512022

533.03M
Market Value
90
# 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
361.09
-1.52% 169.5K -5.07% 33.5M 29.14 6.28% Share
2 CLS Celestica Inc.
244.70
+1.76% 423.2K -9.13% 33.35M 44.93 6.26% Share
3 SMCI Super Micro Com...
46.24
+0.09% 754.5K 0.00% 25.85M 74.7 4.85% Share
4 PEGA Pegasystems Inc...
58.29
-3.14% 351.8K +1.24% 24.43M 29.31 4.58% Share
5 SIMO Silicon Motion ...
90.31
-2.3% 384.91K 0.00% 19.45M 31.17 3.65% Share
6 DSGX The Descartes S...
96.29
-1.81% 185K -2.63% 18.63M 41.49 3.50% Share
7 VRNS Varonis Systems...
58.61
+0.86% 443.5K 0.00% 17.92M 15.59 3.36% Share
8 RDWR Radware Ltd.
26.42
-2.76% 725K 0.00% 15.64M 16.5 2.93% Share
9 CYBR CyberArk Softwa...
480.54
+1.13% 42.3K -10.57% 14.31M 88.46 2.68% Share
10 ARLO Arlo Technologi...
16.89
-0.94% 1.28M 0.00% 12.6M 7.27 2.36% Share
11 CCOI Cogent Communic...
39.86
-1.99% 200.6K 0.00% 12.29M 66.31 2.31% Share
12 VICR Vicor Corporati...
52.13
-1.28% 230K +15.00% 10.75M 51.81 2.02% Share
13 DRS Leonardo DRS, I...
42.35
-0.47% 320K 0.00% 10.52M 12.78 1.97% Share
14 AVPT AvePoint, Inc.
15.22
-0.39% 700K 0.00% 10.13M 6.38 1.90% Share
15 MSFT Microsoft Corpo...
506.91
-0.64% 26.75K +5.94% 10.03M 101.78 1.88% Share
16 KLIC Kulicke and Sof...
41.05
-1.08% 296.1K +19.35% 9.75M 35.76 1.83% Share
17 AMZN Amazon.com, Inc...
218.15
-0.94% 46.4K +6.18% 8.83M 83.23 1.66% Share
18 CEVA CEVA, Inc.
26.37
-0.68% 325K 0.00% 8.31M 21.71 1.56% Share
19 QLYS Qualys, Inc.
135.36
-0.58% 65K 0.00% 8.18M 38.92 1.54% Share
20 FROG JFrog Ltd.
49.55
-1.16% 250K 0.00% 8M 25.51 1.50% Share
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