Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

Herald Investment Management Ltd has $533.03 million in total holdings as of March 31, 2025.
Herald Investment Management Ltd owns shares of 95 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 5.17% of the portfolio was purchased this quarter.
About 5.00% of the portfolio was sold this quarter.
This quarter, Herald Investment Management Ltd has purchased 94 new stocks and bought additional shares in 19 stocks.
Herald Investment Management Ltd sold shares of 11 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Fabrinet: $33,498,285
Celestica Inc: $33,348,160
Super Micro Computer Inc: $25,849,170
Pegasystems: $24,425,474
Silicon Motion Technology: $19,453,149

Largest New Holdings this Quarter

M84137104 - Similarweb: $2,478,000 Holding
253798102 - Digi International: $2,226,400 Holding
311642102 - FARO Technologies: $2,176,800 Holding
68989M202 - Ouster: $1,794,000 Holding
43289P106 - Himax Technologies: $1,690,500 Holding

Largest Purchases this Quarter

Similarweb: 300,000 shares (about $2.48M)
PDF Solutions: 125,000 shares (about $2.39M)
Digi International: 80,000 shares (about $2.23M)
FARO Technologies: 80,000 shares (about $2.18M)
Ouster: 200,000 shares (about $1.79M)

Largest Sales this Quarter

Celestica Inc: 42,500 shares (about $3.35M)
Arista Networks Inc: 38,764 shares (about $3.00M)
Fabrinet: 9,050 shares (about $1.79M)
CyberArk Software: 5,000 shares (about $1.69M)
ADTRAN: 100,000 shares (about $871.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FN Fabrinet	$33,498,285	$1,788,552 ▼	-5.1%	169,500	6.3%	Computer and Technology
Celestica Inc	$33,348,160	$3,349,000 ▼	-9.1%	423,200	6.3%	COM
Super Micro Computer Inc	$25,849,170		0.0%	754,500	4.8%	COM
PEGA Pegasystems	$24,425,474	$298,549 ▲	1.2%	351,800	4.6%	Computer and Technology
SIMO Silicon Motion Technology	$19,453,149		0.0%	384,906	3.6%	Computer and Technology
DSGX The Descartes Systems Group	$18,629,500	$503,500 ▼	-2.6%	185,000	3.5%	Computer and Technology
VRNS Varonis Systems	$17,921,835		0.0%	443,500	3.4%	Computer and Technology
RDWR Radware	$15,638,250		0.0%	725,000	2.9%	Computer and Technology
CYBR CyberArk Software	$14,306,706	$1,691,100 ▼	-10.6%	42,300	2.7%	Computer and Technology
ARLO Arlo Technologies	$12,603,990		0.0%	1,277,000	2.4%	Computer and Technology
CCOI Cogent Communications	$12,288,756		0.0%	200,600	2.3%	Computer and Technology
AMSWA American Software	$11,745,320		0.0%	823,655	2.2%	Computer and Technology
VICR Vicor	$10,750,200	$1,402,200 ▲	15.0%	230,000	2.0%	Computer and Technology
DRS Leonardo DRS	$10,524,800		0.0%	320,000	2.0%	Aerospace
AVPT AvePoint	$10,129,000		0.0%	700,000	1.9%	Computer and Technology
MSFT Microsoft	$10,025,363	$562,275 ▲	5.9%	26,745	1.9%	Computer and Technology
KLIC Kulicke and Soffa Industries	$9,753,534	$1,581,120 ▲	19.3%	296,100	1.8%	Computer and Technology
AMZN Amazon.com	$8,828,064	$513,702 ▲	6.2%	46,400	1.7%	Retail/Wholesale
CEVA CEVA	$8,307,000		0.0%	325,000	1.6%	Computer and Technology
QLYS Qualys	$8,184,800		0.0%	65,000	1.5%	Computer and Technology
FROG JFrog	$7,997,500		0.0%	250,000	1.5%	Computer and Technology
GOOGL Alphabet	$7,757,908	$509,982 ▲	7.0%	50,200	1.5%	Computer and Technology
HLIT Harmonic	$7,520,300		0.0%	785,000	1.4%	Computer and Technology
RDVT Red Violet	$7,520,000		0.0%	200,000	1.4%	Computer and Technology
TSEM Tower Semiconductor	$7,048,800		0.0%	198,000	1.3%	Computer and Technology
SPSC SPS Commerce	$6,303,725	$331,775 ▼	-5.0%	47,500	1.2%	Business Services
HSTM HealthStream	$6,112,300		0.0%	190,000	1.1%	Computer and Technology
FIVN Five9	$5,713,578	$1,237,128 ▲	27.6%	210,600	1.1%	Computer and Technology
AAPL Apple	$5,551,000		0.0%	25,000	1.0%	Computer and Technology
FC Franklin Covey	$4,814,250	$412,650 ▲	9.4%	175,000	0.9%	Business Services
CLMB Climb Global Solutions	$4,408,800		0.0%	40,000	0.8%	Business Services
AVDX AvidXchange	$4,240,000	$424,000 ▲	11.1%	500,000	0.8%	Computer and Technology
FA First Advantage	$4,230,000		0.0%	300,000	0.8%	Business Services
VECO Veeco Instruments	$4,010,000	$501,250 ▲	14.3%	200,000	0.8%	Computer and Technology
ALKT Alkami Technology	$3,937,500		0.0%	150,000	0.7%	Computer and Technology
VERX Vertex	$3,846,700	$349,700 ▼	-8.3%	110,000	0.7%	Computer and Technology
PDFS PDF Solutions	$3,822,000	$2,388,750 ▲	166.7%	200,000	0.7%	Computer and Technology
QUIK QuickLogic	$3,732,237		0.0%	730,379	0.7%	Computer and Technology
VPG Vishay Precision Group	$3,610,500	$1,203,500 ▲	50.0%	150,000	0.7%	Computer and Technology
BIGC BigCommerce	$3,600,000	$720,000 ▲	25.0%	625,000	0.7%	Computer and Technology
RBBN Ribbon Communications	$3,578,446	$826,371 ▼	-18.8%	912,869	0.7%	Computer and Technology
OOMA Ooma	$3,403,400		0.0%	260,000	0.6%	Computer and Technology
FORM FormFactor	$3,346,707		0.0%	118,300	0.6%	Computer and Technology
AMD Advanced Micro Devices	$3,176,412	$749,929 ▼	-19.1%	30,920	0.6%	Computer and Technology
BASE Couchbase	$3,150,000	$315,000 ▲	11.1%	200,000	0.6%	Computer and Technology
RDCM RADCOM	$3,143,250		0.0%	275,000	0.6%	Computer and Technology
MU Micron Technology	$3,127,680		0.0%	36,000	0.6%	Computer and Technology
MRAM Everspin Technologies	$3,060,000		0.0%	600,000	0.6%	Business Services
OSPN OneSpan	$3,050,000		0.0%	200,000	0.6%	Computer and Technology
IDN Intellicheck	$2,990,000		0.0%	1,000,000	0.6%	Industrials
AVNW Aviat Networks	$2,971,350		0.0%	155,000	0.6%	Computer and Technology
RMNI Rimini Street	$2,958,000		0.0%	850,000	0.6%	Computer and Technology
NABL N-able	$2,928,170		0.0%	413,000	0.5%	Business Services
BAND Bandwidth	$2,748,900		0.0%	210,000	0.5%	Computer and Technology
Electrovaya Inc	$2,725,800		0.0%	1,180,000	0.5%	COM
SMWB Similarweb	$2,478,000	$2,478,000 ▲	New Holding	300,000	0.5%	Computer and Technology
DT Dynatrace	$2,357,000		0.0%	50,000	0.4%	Computer and Technology
BELFB Bel Fuse	$2,239,200	$447,840 ▲	25.0%	30,000	0.4%	Computer and Technology
LTRX Lantronix	$2,232,000	$62,000 ▼	-2.7%	900,000	0.4%	Computer and Technology
DGII Digi International	$2,226,400	$2,226,400 ▲	New Holding	80,000	0.4%	Computer and Technology
FARO FARO Technologies	$2,176,800	$2,176,800 ▲	New Holding	80,000	0.4%	Computer and Technology
CINT CI&T	$2,112,250		0.0%	355,000	0.4%	Computer and Technology
KD Kyndryl	$2,101,790		0.0%	67,000	0.4%	Business Services
Check Point Software Technologies Ltd	$2,096,772		0.0%	9,200	0.4%	COM
INUV Inuvo	$2,085,930		0.0%	5,775,000	0.4%	Computer and Technology
AIP Arteris	$2,070,000		0.0%	300,000	0.4%	Computer and Technology
LASR nLIGHT	$2,020,200		0.0%	260,000	0.4%	Computer and Technology
VLN Valens Semiconductor	$1,938,000		0.0%	950,000	0.4%	Computer and Technology
POWI Power Integrations	$1,917,480		0.0%	38,000	0.4%	Computer and Technology
ZM Zoom Video Communications	$1,911,122		0.0%	25,910	0.4%	Computer and Technology
Spire Global Inc	$1,860,700	$113,260 ▲	6.5%	230,000	0.3%	COM
SILC Silicom	$1,828,750		0.0%	125,000	0.3%	Computer and Technology
OUST Ouster	$1,794,000	$1,794,000 ▲	New Holding	200,000	0.3%	Computer and Technology
Arista Networks Inc	$1,758,115	$3,002,272 ▼	-63.1%	22,700	0.3%	COM
ADTN ADTRAN	$1,742,000	$871,000 ▼	-33.3%	200,000	0.3%	Business Services
GNSS Genasys	$1,702,500		0.0%	750,000	0.3%	Consumer Discretionary
TER Teradyne	$1,702,178		0.0%	20,600	0.3%	Computer and Technology
HIMX Himax Technologies	$1,690,500	$1,690,500 ▲	New Holding	230,000	0.3%	Computer and Technology
PATH UiPath	$1,659,571	$764,341 ▲	85.4%	161,280	0.3%	Business Services
APPS Digital Turbine	$1,626,000		0.0%	600,000	0.3%	Computer and Technology
ARW Arrow Electronics	$1,577,456		0.0%	15,200	0.3%	Computer and Technology
MPTI M-tron Industries	$1,530,200	$1,530,200 ▲	New Holding	35,000	0.3%	Construction
MLAB Mesa Laboratories	$1,483,250	$603,149 ▲	68.5%	12,500	0.3%	Medical
KOPN Kopin	$1,430,620		0.0%	1,535,000	0.3%	Computer and Technology
FORR Forrester Research	$1,386,000	$1,386,000 ▲	New Holding	150,000	0.3%	Computer and Technology
FRSH Freshworks	$1,268,100		0.0%	90,000	0.2%	Computer and Technology
AKAM Akamai Technologies	$1,222,992		0.0%	15,200	0.2%	Computer and Technology
Freightos Ltd	$1,180,000		0.0%	500,000	0.2%	COM
ISDR Issuer Direct	$794,700		0.0%	90,000	0.1%	Industrials
TXN Texas Instruments	$737,139		0.0%	4,100	0.1%	Computer and Technology
AWRE Aware	$679,400		0.0%	430,000	0.1%	Computer and Technology
CDNS Cadence Design Systems	$635,700		0.0%	2,500	0.1%	Computer and Technology
BELFA Bel Fuse	$540,375	$252,175 ▲	87.5%	7,500	0.1%	Computer and Technology
TTEC TTEC	$460,600		0.0%	140,000	0.1%	Business Services
INTC Intel	$431,490		0.0%	19,000	0.1%	Computer and Technology
YELP Yelp	$0	$3,095,200 ▼	-100.0%	0	0.0%	Computer and Technology
SCWX SecureWorks	$0	$2,115,000 ▼	-100.0%	0	0.0%	Computer and Technology
JAMF Jamf	$0	$2,106,000 ▼	-100.0%	0	0.0%	Business Services
IAS Integral Ad Science	$0	$2,086,000 ▼	-100.0%	0	0.0%	Business Services
TSM Taiwan Semiconductor Manufacturing	$0	$1,876,915 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHerald Investment Management Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools