Holdings of HERALD INVESTMENT MANAGEMENT Ltd
82 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 41.2 % of the equity sleeve
Sector breakdown
- Technology 6.8 %
- Communication 2.5 %
- Consumer discretionary 2.0 %
- Unattributed 88.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 80 | 469.6M $ | 91.36 % |
| KY | 2 | 44.4M $ | 8.64 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Silicon Motion Technology Corp | 367,700 | 41.3M $ | |
| Vicor Corp | 220,000 | 35.4M $ | |
| Pegasystems Inc | 686,600 | 29.2M $ | |
| Arlo Technologies Inc | 1,377,000 | 19.6M $ | |
| DigitalOcean Holdings Inc | 217,000 | 18.6M $ | |
| Kulicke & Soffa Industries Inc | 244,100 | 16M $ | |
| Super Micro Computer Inc | 699,500 | 15.9M $ | |
| Leonardo DRS Inc | 285,000 | 12.7M $ | |
| Alphabet Inc | 44,100 | 12.7M $ | |
| nLight Inc | 185,000 | 10.5M $ | |
| Amazon.com Inc | 49,400 | 10.3M $ | |
| Varonis Systems Inc | 463,500 | 10M $ | |
| CEVA Inc | 520,000 | 9.7M $ | |
| Microsoft Corp | 25,800 | 9.5M $ | |
| Power Integrations Inc | 175,000 | 9M $ | |
| Alkami Technology Inc | 500,000 | 7.8M $ | |
| Viavi Solutions Inc | 225,000 | 7.5M $ | |
| Vishay Precision Group Inc | 170,000 | 7.4M $ | |
| AvePoint Inc | 775,000 | 7.4M $ | |
| FormFactor Inc | 75,300 | 7.3M $ | |
| Micron Technology Inc | 21,500 | 7.3M $ | |
| Harmonic Inc | 785,000 | 7M $ | |
| Veeco Instruments Inc | 200,000 | 6.8M $ | |
| Arteris Inc | 400,000 | 6.6M $ | |
| Red Violet Inc | 190,208 | 6.6M $ | |
| PDF Solutions Inc | 200,000 | 6.5M $ | |
| Bel Fuse Inc | 30,000 | 5.9M $ | |
| Climb Global Solutions Inc | 296,836 | 5.9M $ | |
| QuickLogic Corp | 612,547 | 5.7M $ | |
| Silicon Laboratories Inc | 27,500 | 5.7M $ | |
| Intellicheck Inc | 819,816 | 5.7M $ | |
| Apple Inc | 22,300 | 5.7M $ | |
| ePlus Inc | 75,000 | 5.6M $ | |
| Five9 Inc | 362,000 | 5.5M $ | |
| Vishay Intertechnology Inc | 300,000 | 5.4M $ | |
| Everspin Technologies Inc | 600,000 | 5.2M $ | |
| Qualys Inc | 55,000 | 4.8M $ | |
| Digi International Inc | 100,000 | 4.8M $ | |
| CTS Corp | 100,000 | 4.8M $ | |
| Cogent Communications Holdings Inc | 242,600 | 4.6M $ | |
| Teradyne Inc | 15,000 | 4.4M $ | |
| Mesa Laboratories Inc | 50,000 | 4.4M $ | |
| Kopin Corp | 1,900,000 | 4.3M $ | |
| Spire Global Inc | 340,000 | 4.3M $ | |
| Advanced Micro Devices Inc | 20,720 | 4.2M $ | |
| First Advantage Corp | 350,000 | 4.1M $ | |
| SPS Commerce Inc | 70,000 | 3.9M $ | |
| M-Tron Industries Inc | 55,000 | 3.7M $ | |
| Aviat Networks Inc | 155,000 | 3.5M $ | |
| CSG Systems International Inc | 41,240 | 3.3M $ | |
| Rimini Street Inc | 1,000,000 | 3.3M $ | |
| Himax Technologies Inc | 400,000 | 3.1M $ | |
| Bandwidth Inc | 175,000 | 3.1M $ | |
| HealthStream Inc | 150,000 | 3.1M $ | |
| Braze Inc | 125,000 | 3M $ | |
| Ouster Inc | 150,000 | 2.8M $ | |
| Franklin Covey Co | 175,000 | 2.8M $ | |
| Powell Industries Inc | 5,000 | 2.7M $ | |
| ADTRAN Holdings Inc | 200,000 | 2.5M $ | |
| Vertex Inc | 200,000 | 2.4M $ | |
| Simulations Plus Inc | 200,000 | 2.4M $ | |
| Allient Inc | 40,000 | 2.4M $ | |
| Arista Networks Inc | 18,700 | 2.3M $ | |
| UiPath Inc | 202,280 | 2.2M $ | |
| Ooma Inc | 150,000 | 2.2M $ | |
| Arrow Electronics Inc | 15,200 | 2.2M $ | |
| Zoom Communications Inc | 25,910 | 2.1M $ | |
| Avnet Inc | 33,000 | 2M $ | |
| Commerce.com Inc | 700,000 | 1.9M $ | |
| Dynatrace Inc | 50,000 | 1.8M $ | |
| Digital Turbine Inc | 587,829 | 1.7M $ | |
| Freshworks Inc | 190,000 | 1.5M $ | |
| Tecogen Inc | 420,000 | 1.1M $ | |
| Kyndryl Holdings Inc | 80,000 | 1M $ | |
| Bel Fuse Inc | 5,000 | 898.4K $ | |
| Intel Corp | 19,000 | 838.3K $ | |
| Texas Instruments Inc | 4,100 | 795.8K $ | |
| GENASYS INC | 419,370 | 763.3K $ | |
| Aware Inc/MA | 430,000 | 537.5K $ | |
| N-able Inc/US | 63,000 | 294.2K $ | |
| Ribbon Communications Inc | 100,000 | 212K $ | |
| M Tron Industries Inc. | 55,000 | 115.5K $ | |