Herald Investment Management Ltd Top Holdings and 13F Report (2025) About Herald Investment Management LtdInvestment ActivityHerald Investment Management Ltd has $674.26 million in total holdings as of June 30, 2025.Herald Investment Management Ltd owns shares of 94 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 5.19% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Herald Investment Management Ltd has purchased 95 new stocks and bought additional shares in 12 stocks.Herald Investment Management Ltd sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Celestica Inc $60,999,991Fabrinet $45,517,332Pegasystems $38,085,868Super Micro Computer Inc $36,962,955Silicon Motion Technology $28,864,101 Largest New Holdings this Quarter 46122W303 - Inuvo Inc $2,662,275 Holding87876P201 - Tecogen $2,192,963 Holding Largest Purchases this Quarter Pegasystems 351,800 shares (about $19.04M)Inuvo Inc 577,500 shares (about $2.66M)Similarweb 300,000 shares (about $2.36M)Tecogen 321,078 shares (about $2.19M)Spire Global Inc 156,249 shares (about $1.86M) Largest Sales this Quarter Celestica Inc 32,500 shares (about $5.07M)Fabrinet 14,900 shares (about $4.39M)Radware 50,000 shares (about $1.47M)Microsoft 2,445 shares (about $1.22M)Apple 4,600 shares (about $943.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHerald Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCelestica Inc$60,999,991$5,074,225 ▼-7.7%390,7009.0%COMFNFabrinet$45,517,332$4,386,858 ▼-8.8%154,6006.8%Computer and TechnologyPEGAPegasystems$38,085,868$19,042,934 ▲100.0%703,6005.6%Computer and TechnologySuper Micro Computer Inc$36,962,9550.0%754,5005.5%COMSIMOSilicon Motion Technology$28,864,1010.0%384,9064.3%Computer and TechnologyVRNSVaronis Systems$22,489,8850.0%443,5003.3%Computer and TechnologyARLOArlo Technologies$21,645,1500.0%1,277,0003.2%Computer and TechnologyRDWRRadware$19,811,250$1,467,500 ▼-6.9%675,0002.9%Computer and TechnologyDSGXThe Descartes Systems Group$18,790,4500.0%185,0002.8%Computer and TechnologyCYBRCyberArk Software$17,199,1800.0%42,3002.6%Computer and TechnologyDRSLeonardo DRS$13,944,000$929,600 ▼-6.3%300,0002.1%AerospaceAVPTAvePoint$13,517,0000.0%700,0002.0%Computer and TechnologyMSFTMicrosoft$12,080,259$1,215,483 ▼-9.1%24,3001.8%Computer and TechnologyFROGJFrog$10,962,5000.0%250,0001.6%Computer and TechnologyVICRVicor$10,425,9000.0%230,0001.5%Computer and TechnologyKLICKulicke and Soffa Industries$10,245,0600.0%296,1001.5%Computer and TechnologyAMZNAmazon.com$10,178,3040.0%46,4001.5%Retail/WholesaleCCOICogent Communications$10,008,396$337,470 ▲3.5%207,6001.5%Computer and TechnologyRDVTRed Violet$9,840,0000.0%200,0001.5%Computer and TechnologyQLYSQualys$9,280,7000.0%65,0001.4%Computer and TechnologyGOOGLAlphabet$8,844,7380.0%50,2001.3%Computer and TechnologyCEVACeva$8,780,000$1,646,250 ▲23.1%400,0001.3%Computer and TechnologyTSEMTower Semiconductor$8,569,4400.0%198,0001.3%Computer and TechnologyHLITHarmonic$7,426,1000.0%785,0001.1%Computer and TechnologyFIVNFive9$6,927,280$1,359,016 ▲24.4%262,0001.0%Computer and TechnologySPSCSPS Commerce$6,464,2750.0%47,5001.0%Business ServicesFAFirst Advantage$5,778,171$795,171 ▲16.0%347,8730.9%Business ServicesALKTAlkami Technology$5,425,200$904,200 ▲20.0%180,0000.8%Computer and TechnologyIDNIntellicheck$5,350,0000.0%1,000,0000.8%IndustrialsHSTMHealthStream$5,251,6000.0%190,0000.8%Computer and TechnologyLASRnLight$5,109,0000.0%260,0000.8%Computer and TechnologyAVDXAvidXchange$4,895,0000.0%500,0000.7%Computer and TechnologyBASECouchbase$4,876,0000.0%200,0000.7%Computer and TechnologyOUSTOuster$4,846,0000.0%200,0000.7%Computer and TechnologyCLMBClimb Global Solutions$4,815,000$535,000 ▲12.5%45,0000.7%Business ServicesSMWBSimilarweb$4,710,000$2,355,000 ▲100.0%600,0000.7%Computer and TechnologySpire Global Inc$4,596,363$1,859,363 ▲67.9%386,2490.7%COMQUIKQuickLogic$4,469,9190.0%730,3790.7%Computer and TechnologyMUMicron Technology$4,434,4800.0%36,0000.7%Computer and TechnologyAMDAdvanced Micro Devices$4,387,2390.0%30,9200.7%Computer and TechnologyElectrovaya Inc$4,313,650$289,850 ▲7.2%1,265,0000.6%COMPDFSPDF Solutions$4,268,0000.0%200,0000.6%Computer and TechnologyMRAMEverspin Tech$4,239,000$471,000 ▲12.5%675,0000.6%Business ServicesVPGVishay Precision Group$4,212,0000.0%150,0000.6%Computer and TechnologyAAPLApple$4,183,020$943,230 ▼-18.4%20,4000.6%Computer and TechnologyFORMFormFactor$4,064,7880.0%118,3000.6%Computer and TechnologyVECOVeeco Instruments$4,064,0000.0%200,0000.6%Computer and TechnologyFCFranklin Covey$3,991,7500.0%175,0000.6%Business ServicesVERXVertex$3,886,3000.0%110,0000.6%Computer and TechnologyAVNWAviat Networks$3,724,6500.0%155,0000.6%Computer and TechnologyRDCMRadcom$3,704,2500.0%275,0000.5%Computer and TechnologyRBBNRibbon Communications$3,660,6050.0%912,8690.5%Computer and TechnologyAPPSDigital Turbine$3,534,0000.0%600,0000.5%Computer and TechnologyFAROFARO Technologies$3,513,6000.0%80,0000.5%Computer and TechnologyOOMAOoma$3,354,0000.0%260,0000.5%Computer and TechnologyNABLN-able$3,341,1700.0%413,0000.5%Business ServicesBANDBandwidth$3,339,0000.0%210,0000.5%Computer and TechnologyOSPNOnespan$3,332,0000.0%200,0000.5%Computer and TechnologyRMNIRimini Street$3,204,5000.0%850,0000.5%Computer and TechnologyBIGCBigCommerce$3,125,0000.0%625,0000.5%Computer and TechnologyBELFBBel Fuse$2,930,7000.0%30,0000.4%Computer and TechnologyAIPArteris$2,859,0000.0%300,0000.4%Computer and TechnologyKDKyndryl$2,811,3200.0%67,0000.4%Business ServicesDGIIDigi International$2,788,0000.0%80,0000.4%Computer and TechnologyDTDynatrace$2,758,5000.0%50,0000.4%Computer and TechnologyCINTCI&T$2,682,000$566,200 ▲26.8%450,0000.4%Computer and TechnologyInuvo Inc$2,662,275$2,662,275 ▲New Holding577,5000.4%COMLTRXLantronix$2,574,0000.0%900,0000.4%Computer and TechnologyVLNValens Semiconductor$2,489,0000.0%950,0000.4%Computer and TechnologyKOPNKopin$2,333,2000.0%1,535,0000.3%Computer and TechnologyArista Networks Inc$2,322,8910.0%22,7000.3%COMTGENTecogen$2,192,963$2,192,963 ▲New Holding321,0780.3%ConstructionPOWIPower Integrations$2,123,0600.0%38,0000.3%Computer and TechnologyPATHUiPath$2,062,7710.0%161,2800.3%Computer and TechnologyHIMXHimax Technologies$2,053,9000.0%230,0000.3%Computer and TechnologyCheck Point Software Technologies Ltd$2,035,0400.0%9,2000.3%COMZMZoom Communications$2,019,6850.0%25,9100.3%Computer and TechnologyARWArrow Electronics$1,937,5440.0%15,2000.3%Computer and TechnologySILCSilicom$1,906,2500.0%125,0000.3%Computer and TechnologyTERTeradyne$1,851,9400.0%20,6000.3%Computer and TechnologyADTNADTRAN$1,792,0000.0%200,0000.3%Business ServicesFORRForrester Research$1,483,5000.0%150,0000.2%Computer and TechnologyMPTIM-tron Industries$1,458,8000.0%35,0000.2%ConstructionFRSHFreshworks$1,341,0000.0%90,0000.2%Computer and TechnologyGNSSGenasys$1,297,5000.0%750,0000.2%Consumer DiscretionaryFreightos Ltd$1,200,0000.0%500,0000.2%COMMLABMesa Laboratories$1,177,5000.0%12,5000.2%MedicalIssuer Direct Corp$1,062,0000.0%90,0000.2%COMTXNTexas Instruments$850,7910.0%4,1000.1%Computer and TechnologyAWREAware$808,4000.0%430,0000.1%Computer and TechnologyCDNSCadence Design Systems$769,9000.0%2,5000.1%Computer and TechnologyTTECTeleTech$673,4000.0%140,0000.1%Business ServicesBELFABel Fuse$669,8250.0%7,5000.1%Computer and TechnologyINTCIntel$425,2200.0%19,0000.1%Computer and TechnologyAMSWAAmerican Software$0$11,745,320 ▼-100.0%00.0%Computer and TechnologyINUVInuvo$0$2,085,930 ▼-100.0%00.0%Computer and TechnologyAKAMAkamai Technologies$0$1,222,992 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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