Q1 2026 · 13F-HR
HERALD INVESTMENT MANAGEMENT Ltdholdings as filed
Filed 2026-05-13 · accession 0001512022-26-000005
$717.6M
Reported value
97
Positions
2026-03-31
Period end
The Brief · HERALD INVESTMENT MANAGEMENT Ltd · Q1 2026
AI · grounded in 13F
HERALD INVESTMENT MANAGEMENT Ltd established a new position in Vishay Intertechnology Inc VSH valued at $5.4M. The fund increased its holdings in Power Integrations Inc POWI by 16.67% and DigitalOcean Holdings Inc DOCN by 7.43%. Conversely, the manager reduced its stake in Descartes Systems Group Inc/The DSGX by 21.62% and trimmed its position in JFrog Ltd FROG by 13.04%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 15101Q207 | CLS | Celestica Inc | $58.9M | 8.21% | 209,500 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $52.2M | 7.27% | 100,100 | Common | SOLE |
| 82706C108 | SIMO | Silicon Motion Technology Corp | $41.3M | 5.75% | 367,700 | Common | SOLE |
| 925815102 | VICR | Vicor Corp | $35.4M | 4.93% | 220,000 | Common | SOLE |
| 705573103 | PEGA | Pegasystems Inc | $29.2M | 4.07% | 686,600 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor Ltd | $29.1M | 4.06% | 166,000 | Common | SOLE |
| 04206A101 | ARLO | Arlo Technologies Inc | $19.6M | 2.73% | 1,377,000 | Common | SOLE |
| 25402D102 | DOCN | DigitalOcean Holdings Inc | $18.6M | 2.59% | 217,000 | Common | SOLE |
| M81873107 | RDWR | RADWARE Ltd | $17.1M | 2.38% | 650,000 | Common | SOLE |
| 501242101 | KLIC | Kulicke & Soffa Industries Inc | $16.0M | 2.24% | 244,100 | Common | SOLE |
| 86800U302 | SMCI | Super Micro Computer Inc | $15.9M | 2.22% | 699,500 | Common | SOLE |
| 52661A108 | DRS | Leonardo DRS Inc | $12.7M | 1.77% | 285,000 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $12.7M | 1.77% | 44,100 | Common | SOLE |
| 65487K100 | LASR | nLight Inc | $10.5M | 1.47% | 185,000 | Common | SOLE |
| 249906108 | DSGX | Descartes Systems Group Inc/The | $10.4M | 1.44% | 145,000 | Common | SOLE |
| 023135106 | AMZN | Amazon.com Inc | $10.3M | 1.43% | 49,400 | Common | SOLE |
| 922280102 | VRNS | Varonis Systems Inc | $10.0M | 1.39% | 463,500 | Common | SOLE |
| 157210105 | CEVA | Ceva Inc | $9.7M | 1.35% | 520,000 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $9.5M | 1.33% | 25,800 | Common | SOLE |
| M6191J100 | FROG | JFrog Ltd | $9.4M | 1.31% | 200,000 | Common | SOLE |
| 28617B606 | ELVA | Electrovaya Inc | $9.0M | 1.25% | 1,150,000 | Common | SOLE |
| 739276103 | POWI | Power Integrations Inc | $9.0M | 1.25% | 175,000 | Common | SOLE |
| 01644J108 | ALKT | Alkami Technology Inc | $7.8M | 1.09% | 500,000 | Common | SOLE |
| 925550105 | VIAV | Viavi Solutions Inc | $7.5M | 1.04% | 225,000 | Common | SOLE |
| 92835K103 | VPG | Vishay Precision Group Inc | $7.4M | 1.03% | 170,000 | Common | SOLE |
| 053604104 | AVPT | AvePoint Inc | $7.4M | 1.03% | 775,000 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc | $7.3M | 1.02% | 75,300 | Common | SOLE |
| 595112103 | MU | Micron Technology Inc | $7.3M | 1.01% | 21,500 | Common | SOLE |
| 413160102 | HLIT | Harmonic Inc | $7.0M | 0.98% | 785,000 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc | $6.8M | 0.94% | 200,000 | Common | SOLE |
| 04302A104 | AIP | Arteris Inc | $6.6M | 0.92% | 400,000 | Common | SOLE |
| 75704L104 | RDVT | Red Violet Inc | $6.6M | 0.92% | 190,208 | Common | SOLE |
| 693282105 | PDFS | PDF Solutions Inc | $6.5M | 0.91% | 200,000 | Common | SOLE |
| 077347300 | BELFB | Bel Fuse Inc | $5.9M | 0.83% | 30,000 | Common | SOLE |
| 946760105 | CLMB | Climb Global Solutions Inc | $5.9M | 0.82% | 296,836 | Common | SOLE |
| 74837P405 | QUIK | QuickLogic Corp | $5.7M | 0.80% | 612,547 | Common | SOLE |
| 826919102 | SLAB | Silicon Laboratories Inc | $5.7M | 0.80% | 27,500 | Common | SOLE |
| 45817G201 | IDN | Intellicheck Inc | $5.7M | 0.80% | 819,816 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $5.7M | 0.79% | 22,300 | Common | SOLE |
| 294268107 | PLUS | ePlus Inc | $5.6M | 0.79% | 75,000 | Common | SOLE |
| 338307101 | FIVN | Five9 Inc | $5.5M | 0.77% | 362,000 | Common | SOLE |
| 928298108 | VSH | Vishay Intertechnology Inc | $5.4M | 0.75% | 300,000 | Common | SOLE |
| 30041T104 | MRAM | Everspin Technologies Inc | $5.2M | 0.73% | 600,000 | Common | SOLE |
| 74758T303 | QLYS | Qualys Inc | $4.8M | 0.67% | 55,000 | Common | SOLE |
| 253798102 | DGII | Digi International Inc | $4.8M | 0.67% | 100,000 | Common | SOLE |
| 126501105 | CTS | CTS Corp | $4.8M | 0.67% | 100,000 | Common | SOLE |
| 19239V302 | CCOI | Cogent Communications Holdings Inc | $4.6M | 0.64% | 242,600 | Common | SOLE |
| 880770102 | TER | Teradyne Inc | $4.4M | 0.62% | 15,000 | Common | SOLE |
| 59064R109 | MLAB | Mesa Laboratories Inc | $4.4M | 0.61% | 50,000 | Common | SOLE |
| 500600101 | KOPN | Kopin Corp | $4.3M | 0.60% | 1,900,000 | Common | SOLE |
| 848560306 | SPIR | Spire Global Inc | $4.3M | 0.60% | 340,000 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices Inc | $4.2M | 0.59% | 20,720 | Common | SOLE |
| 31846B108 | FA | First Advantage Corp | $4.1M | 0.57% | 350,000 | Common | SOLE |
| M81865111 | RDCM | RADCOM Ltd | $3.9M | 0.55% | 325,000 | Common | SOLE |
| 78463M107 | SPSC | SPS Commerce Inc | $3.9M | 0.54% | 70,000 | Common | SOLE |
| 55380K109 | MPTI | M-Tron Industries Inc | $3.7M | 0.51% | 55,000 | Common | SOLE |
| 05366Y201 | AVNW | Aviat Networks Inc | $3.5M | 0.49% | 155,000 | Common | SOLE |
| 67000B104 | NOVT | Novanta Inc | $3.4M | 0.47% | 28,780 | Common | SOLE |
| 126349109 | CSN | CSG Systems International Inc | $3.3M | 0.46% | 41,240 | Common | SOLE |
| 76674Q107 | RMNI | Rimini Street Inc | $3.3M | 0.45% | 1,000,000 | Common | SOLE |
| 43289P106 | HIMX | Himax Technologies Inc | $3.1M | 0.44% | 400,000 | Common | SOLE |
| 05988J103 | BAND | Bandwidth Inc | $3.1M | 0.43% | 175,000 | Common | SOLE |
| 42222N103 | HSTM | HealthStream Inc | $3.1M | 0.43% | 150,000 | Common | SOLE |
| 10576N102 | BRZE | Braze Inc | $3.0M | 0.41% | 125,000 | Common | SOLE |
| 68989M202 | OUST | Ouster Inc | $2.8M | 0.38% | 150,000 | Common | SOLE |
| 353469109 | FC | Franklin Covey Co | $2.8M | 0.38% | 175,000 | Common | SOLE |
| 739128106 | POWL | Powell Industries Inc | $2.7M | 0.38% | 5,000 | Common | SOLE |
| G21307106 | CINT | CI&T Inc | $2.6M | 0.37% | 525,000 | Common | SOLE |
| M84116108 | SILC | Silicom Ltd | $2.6M | 0.36% | 123,300 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN Holdings Inc | $2.5M | 0.35% | 200,000 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $2.4M | 0.33% | 200,000 | Common | SOLE |
| 829214105 | SLP | Simulations Plus Inc | $2.4M | 0.33% | 200,000 | Common | SOLE |
| 019330109 | ALNT | Allient Inc | $2.4M | 0.33% | 40,000 | Common | SOLE |
| 040413205 | ANET | Arista Networks Inc | $2.3M | 0.32% | 18,700 | Common | SOLE |
| 90364P105 | PATH | UiPath Inc | $2.2M | 0.31% | 202,280 | Common | SOLE |
| 683416101 | OOMA | Ooma Inc | $2.2M | 0.30% | 150,000 | Common | SOLE |
| 042735100 | ARW | Arrow Electronics Inc | $2.2M | 0.30% | 15,200 | Common | SOLE |
| 98980L101 | ZNGA | Zoom Communications Inc | $2.1M | 0.29% | 25,910 | Common | SOLE |
| 053807103 | AVT | Avnet Inc | $2.0M | 0.28% | 33,000 | Common | SOLE |
| 08975P108 | CMRC | Commerce.com Inc | $1.9M | 0.26% | 700,000 | Common | SOLE |
| 268150109 | DT | Dynatrace Inc | $1.8M | 0.26% | 50,000 | Common | SOLE |
| 25400W102 | APPS | Digital Turbine Inc | $1.7M | 0.23% | 587,829 | Common | SOLE |
| M84137104 | SMWB | SimilarWeb Ltd | $1.7M | 0.23% | 645,465 | Common | SOLE |
| 358054104 | FRSH | Freshworks Inc | $1.5M | 0.21% | 190,000 | Common | SOLE |
| 162825103 | — | Check Point Software Technologies Ltd | $1.3M | 0.18% | 9,200 | Common | SOLE |
| 87876P201 | TGEN | Tecogen Inc/Waltham MA | $1.1M | 0.15% | 420,000 | Common | SOLE |
| M9607U115 | VLN | Valens Semiconductor Ltd | $1.1M | 0.15% | 950,000 | Common | SOLE |
| 50155Q100 | KD | Kyndryl Holdings Inc | $1.0M | 0.15% | 80,000 | Common | SOLE |
| 077347201 | BELFA | Bel Fuse Inc | $898,350 | 0.13% | 5,000 | Common | SOLE |
| 458140100 | INTC | Intel Corp | $838,280 | 0.12% | 19,000 | Common | SOLE |
| 514051013 | — | Freightos Ltd | $815,000 | 0.11% | 500,000 | Common | SOLE |
| 882508104 | TXN | Texas Instruments Inc | $795,810 | 0.11% | 4,100 | Common | SOLE |
| 36872P103 | GNSS | Genasys Inc | $763,253 | 0.11% | 419,370 | Common | SOLE |
| 05453N100 | AWRE | Aware Inc/MA | $537,500 | 0.07% | 430,000 | Common | SOLE |
| 62878D100 | NABL | N-Able Inc | $294,210 | 0.04% | 63,000 | Common | SOLE |
| 762544104 | RBBN | Ribbon Communications Inc | $212,000 | 0.03% | 100,000 | Common | SOLE |
| 55380K133 | MPTI | M-Tron Industries Inc | $115,500 | 0.02% | 55,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.