Q2 2026 · 13F-HR
HERALD INVESTMENT MANAGEMENT Ltdholdings as filed
Filed 2026-07-23 · accession 0001512022-26-000006
$737.3M
Reported value
92
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 82706C108 | SIMO | Silicon Motion Technology Corp | $49.2M | 6.67% | 147,700 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc | $30.1M | 4.08% | 82,550 | Common | SOLE |
| 925815102 | VICR | Vicor Corp | $29.3M | 3.97% | 77,100 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor Ltd | $25.8M | 3.50% | 99,000 | Common | SOLE |
| 501242101 | KLIC | Kulicke & Soffa Industries Inc | $23.6M | 3.20% | 176,600 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $23.4M | 3.17% | 41,600 | Common | SOLE |
| 25402D102 | DOCN | DigitalOcean Holdings Inc | $23.2M | 3.14% | 147,500 | Common | SOLE |
| 595112103 | MU | Micron Technology Inc | $20.8M | 2.82% | 18,100 | Common | SOLE |
| 157210105 | CEVA | Ceva Inc | $17.4M | 2.36% | 369,363 | Common | SOLE |
| 705573103 | PEGA | Pegasystems Inc | $16.6M | 2.25% | 554,450 | Common | SOLE |
| 75704L104 | RDVT | Red Violet Inc | $16.2M | 2.20% | 254,250 | Common | SOLE |
| 922280102 | VRNS | Varonis Systems Inc | $16.0M | 2.17% | 380,834 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $15.7M | 2.14% | 44,100 | Common | SOLE |
| 04206A101 | ARLO | Arlo Technologies Inc | $15.3M | 2.07% | 1,134,325 | Common | SOLE |
| 04302A104 | AIP | Arteris Inc | $14.4M | 1.95% | 296,800 | Common | SOLE |
| M81873107 | RDWR | RADWARE Ltd | $14.1M | 1.91% | 456,817 | Common | SOLE |
| M6191J100 | FROG | JFrog Ltd | $14.0M | 1.89% | 153,550 | Common | SOLE |
| 92835K103 | VPG | Vishay Precision Group Inc | $12.5M | 1.70% | 83,750 | Common | SOLE |
| 86800U302 | SMCI | Super Micro Computer Inc | $12.4M | 1.68% | 421,600 | Common | SOLE |
| 023135106 | AMZN | Amazon.com Inc | $11.8M | 1.60% | 49,400 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices Inc | $10.9M | 1.48% | 18,820 | Common | SOLE |
| 928298108 | VSH | Vishay Intertechnology Inc | $9.7M | 1.32% | 180,475 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $9.6M | 1.30% | 25,800 | Common | SOLE |
| 52661A108 | DRS | Leonardo DRS Inc | $9.4M | 1.27% | 219,500 | Common | SOLE |
| 693282105 | PDFS | PDF Solutions Inc | $8.5M | 1.15% | 119,667 | Common | SOLE |
| 65487K100 | LASR | nLight Inc | $8.5M | 1.15% | 121,500 | Common | SOLE |
| 739276103 | POWI | Power Integrations Inc | $8.4M | 1.14% | 100,384 | Common | SOLE |
| 05988J103 | BAND | Bandwidth Inc | $7.8M | 1.06% | 124,000 | Common | SOLE |
| 338307101 | FIVN | Five9 Inc | $7.6M | 1.02% | 354,500 | Common | SOLE |
| 249906108 | DSGX | Descartes Systems Group Inc/The | $7.5M | 1.01% | 108,000 | Common | SOLE |
| 28617B606 | ELVA | Electrovaya Inc | $7.4M | 1.00% | 704,500 | Common | SOLE |
| 880770102 | TER | Teradyne Inc | $7.2M | 0.98% | 15,000 | Common | SOLE |
| 01644J108 | ALKT | Alkami Technology Inc | $7.2M | 0.98% | 400,000 | Common | SOLE |
| 68989M202 | OUST | Ouster Inc | $7.2M | 0.97% | 114,500 | Common | SOLE |
| 25400W102 | APPS | Digital Turbine Inc | $7.1M | 0.96% | 550,329 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $7.1M | 0.96% | 24,500 | Common | SOLE |
| 74758T303 | QLYS | Qualys Inc | $6.5M | 0.88% | 47,500 | Common | SOLE |
| 053604104 | AVPT | AvePoint Inc | $6.4M | 0.87% | 575,250 | Common | SOLE |
| 925550105 | VIAV | Viavi Solutions Inc | $6.1M | 0.83% | 128,167 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc | $6.0M | 0.82% | 37,650 | Common | SOLE |
| 077347300 | BELFB | Bel Fuse Inc | $6.0M | 0.81% | 17,950 | Common | SOLE |
| 30041T104 | MRAM | Everspin Technologies Inc | $5.8M | 0.79% | 241,750 | Common | SOLE |
| 55380K109 | MPTI | M-Tron Industries Inc | $5.8M | 0.79% | 58,500 | Common | SOLE |
| 31846B108 | FA | First Advantage Corp | $5.6M | 0.76% | 312,500 | Common | SOLE |
| 294268107 | PLUS | ePlus Inc | $5.6M | 0.76% | 67,500 | Common | SOLE |
| 500600101 | KOPN | Kopin Corp | $5.6M | 0.76% | 1,247,500 | Common | SOLE |
| 253798102 | DGII | Digi International Inc | $5.6M | 0.76% | 74,500 | Common | SOLE |
| 922417100 | VECO | Veeco Instruments Inc | $5.3M | 0.71% | 69,500 | Common | SOLE |
| 74837P405 | QUIK | QuickLogic Corp | $5.2M | 0.71% | 261,500 | Common | SOLE |
| 946760105 | CLMB | Climb Global Solutions Inc | $5.1M | 0.70% | 221,836 | Common | SOLE |
| 126501105 | CTS | CTS Corp | $4.7M | 0.64% | 72,500 | Common | SOLE |
| 848560306 | SPIR | Spire Global Inc | $4.7M | 0.64% | 253,000 | Common | SOLE |
| 67000B104 | NOVT | Novanta Inc | $4.7M | 0.63% | 28,780 | Common | SOLE |
| M81865111 | RDCM | RADCOM Ltd | $4.6M | 0.62% | 325,000 | Common | SOLE |
| M84116108 | SILC | Silicom Ltd | $4.5M | 0.61% | 95,800 | Common | SOLE |
| 413160102 | HLIT | Harmonic Inc | $4.4M | 0.59% | 267,000 | Common | SOLE |
| 739128106 | POWL | Powell Industries Inc | $4.3M | 0.58% | 15,000 | Common | SOLE |
| 353469109 | FC | Franklin Covey Co | $4.3M | 0.58% | 175,000 | Common | SOLE |
| 59064R109 | MLAB | Mesa Laboratories Inc | $4.2M | 0.57% | 42,500 | Common | SOLE |
| 019330109 | ALNT | Allient Inc | $4.1M | 0.56% | 40,000 | Common | SOLE |
| 42222N103 | HSTM | HealthStream Inc | $4.1M | 0.55% | 150,000 | Common | SOLE |
| 78463M107 | SPSC | SPS Commerce Inc | $4.0M | 0.54% | 70,000 | Common | SOLE |
| M84137104 | SMWB | SimilarWeb Ltd | $4.0M | 0.54% | 645,465 | Common | SOLE |
| 43289P106 | HIMX | Himax Technologies Inc | $3.9M | 0.52% | 252,000 | Common | SOLE |
| 829214105 | SLP | Simulations Plus Inc | $3.7M | 0.50% | 200,000 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $3.4M | 0.47% | 300,000 | Common | SOLE |
| 19239V302 | CCOI | Cogent Communications Holdings Inc | $3.4M | 0.46% | 242,600 | Common | SOLE |
| G21307106 | CINT | CI&T Inc | $3.3M | 0.44% | 1,000,000 | Common | SOLE |
| 042735100 | ARW | Arrow Electronics Inc | $3.2M | 0.44% | 15,200 | Common | SOLE |
| 90364P105 | PATH | UiPath Inc | $3.2M | 0.44% | 296,280 | Common | SOLE |
| 040413205 | ANET | Arista Networks Inc | $3.2M | 0.43% | 18,700 | Common | SOLE |
| 08975P108 | CMRC | Commerce.com Inc | $3.1M | 0.43% | 1,060,000 | Common | SOLE |
| 053807103 | AVT | Avnet Inc | $2.9M | 0.40% | 33,000 | Common | SOLE |
| 683416101 | OOMA | Ooma Inc | $2.9M | 0.39% | 150,000 | Common | SOLE |
| 00486H105 | ADTN | ADTRAN Holdings Inc | $2.8M | 0.38% | 200,000 | Common | SOLE |
| 826919102 | SLAB | Silicon Laboratories Inc | $2.7M | 0.37% | 12,500 | Common | SOLE |
| 10576N102 | BRZE | Braze Inc | $2.7M | 0.37% | 125,000 | Common | SOLE |
| 458140100 | INTC | Intel Corp | $2.7M | 0.36% | 19,000 | Common | SOLE |
| 98980L101 | ZNGA | Zoom Communications Inc | $2.2M | 0.30% | 25,910 | Common | SOLE |
| 268150109 | DT | Dynatrace Inc | $2.2M | 0.30% | 50,000 | Common | SOLE |
| 87876P201 | TGEN | Tecogen Inc/Waltham MA | $2.2M | 0.30% | 420,000 | Common | SOLE |
| M9607U115 | VLN | Valens Semiconductor Ltd | $2.1M | 0.29% | 950,000 | Common | SOLE |
| 358054104 | FRSH | Freshworks Inc | $1.9M | 0.26% | 190,000 | Common | SOLE |
| 76674Q107 | RMNI | Rimini Street Inc | $1.5M | 0.20% | 350,000 | Common | SOLE |
| 077347201 | BELFA | Bel Fuse Inc | $1.5M | 0.20% | 5,000 | Common | SOLE |
| 45817G201 | IDN | Intellicheck Inc | $1.2M | 0.17% | 300,000 | Common | SOLE |
| 882508104 | TXN | Texas Instruments Inc | $1.2M | 0.17% | 4,100 | Common | SOLE |
| 162825103 | — | Check Point Software Technologies Ltd | $1.2M | 0.16% | 9,200 | Common | SOLE |
| 05366Y201 | AVNW | Aviat Networks Inc | $1.2M | 0.16% | 53,000 | Common | SOLE |
| 50155Q100 | KD | Kyndryl Holdings Inc | $904,800 | 0.12% | 80,000 | Common | SOLE |
| 514051013 | — | Freightos Ltd | $735,000 | 0.10% | 500,000 | Common | SOLE |
| 05453N100 | AWRE | Aware Inc/MA | $311,297 | 0.04% | 234,058 | 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.