Universe · entity
HERALD INVESTMENT MANAGEMENT Ltd
Institutional manager (13F) · CIK 1512022
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $613M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Celestica Inc | $59M | 209,500 |
| 2 | Fabrinet | $52M | 100,100 |
| 3 | Silicon Motion Technology Corp | $41M | 367,700 |
| 4 | Vicor Corp | $35M | 220,000 |
| 5 | Pegasystems Inc | $29M | 686,600 |
| 6 | Tower Semiconductor Ltd | $29M | 166,000 |
| 7 | Arlo Technologies Inc | $20M | 1,377,000 |
| 8 | DigitalOcean Holdings Inc | $19M | 217,000 |
| 9 | RADWARE Ltd | $17M | 650,000 |
| 10 | Kulicke & Soffa Industries Inc | $16M | 244,100 |
| 11 | Super Micro Computer Inc | $16M | 699,500 |
| 12 | Leonardo DRS Inc | $13M | 285,000 |
| 13 | Alphabet Inc | $13M | 44,100 |
| 14 | nLight Inc | $11M | 185,000 |
| 15 | Descartes Systems Group Inc/The | $10M | 145,000 |
| 16 | Amazon.com Inc | $10M | 49,400 |
| 17 | Varonis Systems Inc | $10M | 463,500 |
| 18 | Ceva Inc | $10M | 520,000 |
| 19 | Microsoft Corp | $10M | 25,800 |
| 20 | JFrog Ltd | $9M | 200,000 |
| 21 | Electrovaya Inc | $9M | 1,150,000 |
| 22 | Power Integrations Inc | $9M | 175,000 |
| 23 | Alkami Technology Inc | $8M | 500,000 |
| 24 | Viavi Solutions Inc | $7M | 225,000 |
| 25 | Vishay Precision Group Inc | $7M | 170,000 |
| 26 | AvePoint Inc | $7M | 775,000 |
| 27 | FormFactor Inc | $7M | 75,300 |
| 28 | Micron Technology Inc | $7M | 21,500 |
| 29 | Harmonic Inc | $7M | 785,000 |
| 30 | Veeco Instruments Inc | $7M | 200,000 |
| 31 | Arteris Inc | $7M | 400,000 |
| 32 | Red Violet Inc | $7M | 190,208 |
| 33 | PDF Solutions Inc | $7M | 200,000 |
| 34 | Bel Fuse Inc | $6M | 30,000 |
| 35 | Climb Global Solutions Inc | $6M | 296,836 |
| 36 | QuickLogic Corp | $6M | 612,547 |
| 37 | Silicon Laboratories Inc | $6M | 27,500 |
| 38 | Intellicheck Inc | $6M | 819,816 |
| 39 | Apple Inc | $6M | 22,300 |
| 40 | ePlus Inc | $6M | 75,000 |
| 41 | Five9 Inc | $5M | 362,000 |
| 42 | Vishay Intertechnology Inc | $5M | 300,000 |
| 43 | Everspin Technologies Inc | $5M | 600,000 |
| 44 | Qualys Inc | $5M | 55,000 |
| 45 | Digi International Inc | $5M | 100,000 |
| 46 | CTS Corp | $5M | 100,000 |
| 47 | Cogent Communications Holdings Inc | $5M | 242,600 |
| 48 | Teradyne Inc | $4M | 15,000 |
| 49 | Mesa Laboratories Inc | $4M | 50,000 |
| 50 | Kopin Corp | $4M | 1,900,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.