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
277.00
-1.19% 169.5K -5.07% 33.5M 29.14 6.28% Share
2 CLS Celestica Inc.
181.45
-0.79% 423.2K -9.13% 33.35M 44.93 6.26% Share
3 SMCI Super Micro Com...
42.31
-0.7% 754.5K 0.00% 25.85M 74.7 4.85% Share
4 PEGA Pegasystems Inc...
51.12
-1.35% 351.8K +1.24% 24.43M 29.31 4.58% Share
5 SIMO Silicon Motion ...
74.20
+0.08% 384.91K 0.00% 19.45M 31.17 3.65% Share
6 DSGX The Descartes S...
99.05
+1.01% 185K -2.63% 18.63M 41.49 3.50% Share
7 VRNS Varonis Systems...
58.52
+0.43% 443.5K 0.00% 17.92M 15.59 3.36% Share
8 RDWR Radware Ltd.
24.86
+1.10% 725K 0.00% 15.64M 16.5 2.93% Share
9 CYBR CyberArk Softwa...
435.12
-0.81% 42.3K -10.57% 14.31M 88.46 2.68% Share
10 ARLO Arlo Technologi...
16.84
+1.11% 1.28M 0.00% 12.6M 7.27 2.36% Share
11 CCOI Cogent Communic...
37.52
+0.05% 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...
46.71
+0.47% 230K +15.00% 10.75M 51.81 2.02% Share
14 DRS Leonardo DRS, I...
41.04
-0.05% 320K 0.00% 10.52M 12.78 1.97% Share
15 AVPT AvePoint, Inc.
14.97
+0.34% 700K 0.00% 10.13M 6.38 1.90% Share
16 MSFT Microsoft Corpo...
504.24
-0.29% 26.75K +5.94% 10.03M 101.78 1.88% Share
17 KLIC Kulicke and Sof...
36.38
+1.37% 296.1K +19.35% 9.75M 35.76 1.83% Share
18 AMZN Amazon.com, Inc...
221.95
-0.83% 46.4K +6.18% 8.83M 83.23 1.66% Share
19 CEVA CEVA, Inc.
22.21
+0.05% 325K 0.00% 8.31M 21.71 1.56% Share
20 QLYS Qualys, Inc.
130.62
-1.13% 65K 0.00% 8.18M 38.92 1.54% Share
21 FROG JFrog Ltd.
46.89
+5.02% 250K 0.00% 8M 25.51 1.50% Share
22 GOOGL Alphabet Inc.
199.75
+0.22% 50.2K +7.04% 7.76M 51.69 1.46% Share
23 HLIT Harmonic Inc.
8.81
+0.57% 785K 0.00% 7.52M 7.92 1.41% Share
24 RDVT Red Violet, Inc...
45.30
+2.11% 200K 0.00% 7.52M 19.61 1.41% Share
25 TSEM Tower Semicondu...
49.97
-0.16% 198K 0.00% 7.05M 28.47 1.32% Share
26 SPSC SPS Commerce, I...
113.31
+1.68% 47.5K -5% 6.3M 33.95 1.18% Share
27 HSTM HealthStream, I...
26.93
+0.49% 190K 0.00% 6.11M 26.7 1.15% Share
28 FIVN Five9, Inc.
25.51
-0.93% 210.6K +27.64% 5.71M 30.75 1.07% Share
29 AAPL Apple Inc.
224.90
-0.49% 25K 0.00% 5.55M 27.58 1.04% Share
30 FC Franklin Covey ...
19.17
+1.37% 175K +9.38% 4.81M 38.44 0.90% Share
31 CLMB Climb Global So...
117.65
+1.20% 40K 0.00% 4.41M 51.11 0.83% Share
32 AVDX AvidXchange Hol...
9.91
+0.10% 500K +11.11% 4.24M 9.83 0.80% Share
33 FA First Advantage...
16.32
-1.15% 300K 0.00% 4.23M 15.31 0.79% Share
34 VECO Veeco Instrumen...
24.00
+0.42% 200K +14.29% 4.01M 33.31 0.75% Share
35 ALKT Alkami Technolo...
23.70
+6.33% 150K 0.00% 3.94M 14.4 0.74% Share
36 VERX Vertex, Inc.
25.37
+0.63% 110K -8.33% 3.85M 19.22 0.72% Share
37 PDFS PDF Solutions, ...
19.22
-0.21% 200K +166.67% 3.82M 25.35 0.72% Share
38 QUIK QuickLogic Corp...
5.52
-0.54% 730.38K 0.00% 3.73M 8.34 0.70% Share
39 VPG Vishay Precisio...
26.98
-0.22% 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...
3.74
+0.81% 912.87K -18.76% 3.58M 3.98 0.67% Share
42 OOMA Ooma, Inc.
11.64
+1.04% 260K 0.00% 3.4M 13.5 0.64% Share
43 FORM FormFactor, Inc...
27.85
-0.18% 118.3K 0.00% 3.35M 36.69 0.63% Share
44 AMD Advanced Micro ...
163.71
-0.9% 30.92K -19.1% 3.18M 62.81 0.60% Share
45 BASE Couchbase, Inc.
24.35
-0.04% 200K +11.11% 3.15M 19.43 0.59% Share
46 RDCM RADCOM Ltd.
12.90
+1.49% 275K 0.00% 3.14M 15.36 0.59% Share
47 MU Micron Technolo...
115.79
-1.21% 36K 0.00% 3.13M 28.84 0.59% Share
48 MRAM Everspin Techno...
6.10
+2.52% 600K 0.00% 3.06M 7.03 0.57% Share
49 OSPN OneSpan Inc.
13.99
+1.38% 200K 0.00% 3.05M 19.65 0.57% Share
50 IDN Intellicheck, I...
5.15
-1.34% 1M 0.00% 2.99M 2.81 0.56% Share
51 AVNW Aviat Networks,...
21.72
+1.92% 155K 0.00% 2.97M 30.91 0.56% Share
52 RMNI Rimini Street, ...
4.16
+0.97% 850K 0.00% 2.96M 4.45 0.55% Share
53 NABL N-able, Inc.
7.65
+1.59% 413K 0.00% 2.93M 12.33 0.55% Share
54 BAND Bandwidth Inc.
14.12
+0.50% 210K 0.00% 2.75M 43.99 0.52% Share
55 ELVA Electrovaya Inc...
4.52
-1.09% 1.18M 0.00% 2.73M 2.72 0.51% Share
56 SMWB Similarweb Ltd.
8.73
+0.92% 300K +100.00% 2.48M 8.27 0.46% Share
57 DT Dynatrace, Inc.
48.82
+0.33% 50K 0.00% 2.36M 52.17 0.44% Share
58 BELFB Bel Fuse Inc.
128.91
+0.39% 30K +25.00% 2.24M 80.95 0.42% Share
59 LTRX Lantronix, Inc.
3.44
+6.50% 900K -2.7% 2.23M 2.24 0.42% Share
60 DGII Digi Internatio...
32.92
-1.41% 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
5.05
-0.69% 355K 0.00% 2.11M 6.5 0.40% Share
63 KD Kyndryl Holding...
30.43
+0.35% 67K 0.00% 2.1M 21.55 0.39% Share
64 CHKP Check Point Sof...
188.41
-0.46% 9.2K 0.00% 2.1M 7.25 0.39% Share
65 INUV Inuvo, Inc.
3.41
+0.89% 5.78M 0.00% 2.09M 2.58 0.39% Share
66 AIP Arteris, Inc.
9.18
+2.23% 300K 0.00% 2.07M 4.86 0.39% Share
67 LASR nLIGHT, Inc.
27.05
+4.20% 260K 0.00% 2.02M 15.42 0.38% Share
68 VLN Valens Semicond...
2.10
+0.48% 950K 0.00% 1.94M 3.12 0.36% Share
69 POWI Power Integrati...
45.05
-1.21% 38K 0.00% 1.92M 40 0.36% Share
70 ZM Zoom Video Comm...
73.17
+1.40% 25.91K 0.00% 1.91M 101.14 0.36% Share
71 SPIR Spire Global, I...
8.79
+1.74% 230K +6.48% 1.86M 10.95 0.35% Share
72 SILC Silicom Ltd.
15.37
+1.86% 125K 0.00% 1.83M 34.52 0.34% Share
73 OUST Ouster, Inc.
29.72
+0.54% 200K +100.00% 1.79M 8.98 0.34% Share
74 ANET Arista Networks...
132.07
+0.46% 22.7K -63.07% 1.76M 110.53 0.33% Share
75 ADTN ADTRAN Holdings...
8.70
+3.51% 200K -33.33% 1.74M 16.74 0.33% Share
76 GNSS Genasys Inc.
1.91
+3.24% 750K 0.00% 1.7M 2.01 0.32% Share
77 TER Teradyne, Inc.
109.30
-0.2% 20.6K 0.00% 1.7M 30.45 0.32% Share
78 HIMX Himax Technolog...
7.50
+0.13% 230K +100.00% 1.69M 7.35 0.32% Share
79 PATH UiPath Inc.
10.88
-0.68% 161.28K +85.38% 1.66M 16.71 0.31% Share
80 APPS Digital Turbine...
3.86
-0.77% 600K 0.00% 1.63M 3.56 0.30% Share
81 ARW Arrow Electroni...
124.24
-0.55% 15.2K 0.00% 1.58M 98.15 0.30% Share
82 MPTI M-tron Industri...
43.59
+2.61% 35K +100.00% 1.53M 44.54 0.29% Share
83 MLAB Mesa Laboratori...
66.91
-2.85% 12.5K +68.53% 1.48M 126.5 0.28% Share
84 KOPN Kopin Corporati...
1.75
-1.13% 1.53M 0.00% 1.43M 0.73 0.27% Share
85 FORR Forrester Resea...
9.47
-1.46% 150K +100.00% 1.39M 9.24 0.26% Share
86 FRSH Freshworks Inc.
13.20
+0.69% 90K 0.00% 1.27M 16.12 0.24% Share
87 AKAM Akamai Technolo...
76.32
+0.34% 15.2K 0.00% 1.22M 69.06 0.23% Share
88 TXN Texas Instrumen...
200.71
-0.03% 4.1K 0.00% 737.14K 183.48 0.14% Share
89 AWRE Aware, Inc.
2.35
+2.17% 430K 0.00% 679.4K 1.45 0.13% Share
90 CDNS Cadence Design ...
347.57
+0.61% 2.5K 0.00% 635.7K 20.68 0.12% Share
91 BELFA Bel Fuse Inc.
109.10
+0.96% 7.5K +87.50% 540.38K 81.67 0.10% Share
92 TTEC TTEC Holdings, ...
3.64
-1.09% 140K 0.00% 460.6K 43.76 0.09% Share
93 INTC Intel Corporati...
23.50
-0.17% 19K 0.00% 431.49K 30.14 0.08% Share