Herald Investment Management Ltd Top Holdings and 13F Report (2025) About Herald Investment Management LtdInvestment ActivityHerald 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 $33,498,285Celestica Inc $33,348,160Super Micro Computer Inc $25,849,170Pegasystems $24,425,474Silicon Motion Technology $19,453,149 Largest New Holdings this Quarter M84137104 - Similarweb $2,478,000 Holding253798102 - Digi International $2,226,400 Holding311642102 - FARO Technologies $2,176,800 Holding68989M202 - Ouster $1,794,000 Holding43289P106 - 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 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 PortfolioSectorFNFabrinet$33,498,285$1,788,552 ▼-5.1%169,5006.3%Computer and TechnologyCelestica Inc$33,348,160$3,349,000 ▼-9.1%423,2006.3%COMSuper Micro Computer Inc$25,849,1700.0%754,5004.8%COMPEGAPegasystems$24,425,474$298,549 ▲1.2%351,8004.6%Computer and TechnologySIMOSilicon Motion Technology$19,453,1490.0%384,9063.6%Computer and TechnologyDSGXThe Descartes Systems Group$18,629,500$503,500 ▼-2.6%185,0003.5%Computer and TechnologyVRNSVaronis Systems$17,921,8350.0%443,5003.4%Computer and TechnologyRDWRRadware$15,638,2500.0%725,0002.9%Computer and TechnologyCYBRCyberArk Software$14,306,706$1,691,100 ▼-10.6%42,3002.7%Computer and TechnologyARLOArlo Technologies$12,603,9900.0%1,277,0002.4%Computer and TechnologyCCOICogent Communications$12,288,7560.0%200,6002.3%Computer and TechnologyAMSWAAmerican Software$11,745,3200.0%823,6552.2%Computer and TechnologyVICRVicor$10,750,200$1,402,200 ▲15.0%230,0002.0%Computer and TechnologyDRSLeonardo DRS$10,524,8000.0%320,0002.0%AerospaceAVPTAvePoint$10,129,0000.0%700,0001.9%Computer and TechnologyMSFTMicrosoft$10,025,363$562,275 ▲5.9%26,7451.9%Computer and TechnologyKLICKulicke and Soffa Industries$9,753,534$1,581,120 ▲19.3%296,1001.8%Computer and TechnologyAMZNAmazon.com$8,828,064$513,702 ▲6.2%46,4001.7%Retail/WholesaleCEVACeva$8,307,0000.0%325,0001.6%Computer and TechnologyQLYSQualys$8,184,8000.0%65,0001.5%Computer and TechnologyFROGJFrog$7,997,5000.0%250,0001.5%Computer and TechnologyGOOGLAlphabet$7,757,908$509,982 ▲7.0%50,2001.5%Computer and TechnologyHLITHarmonic$7,520,3000.0%785,0001.4%Computer and TechnologyRDVTRed Violet$7,520,0000.0%200,0001.4%Computer and TechnologyTSEMTower Semiconductor$7,048,8000.0%198,0001.3%Computer and TechnologySPSCSPS Commerce$6,303,725$331,775 ▼-5.0%47,5001.2%Business ServicesHSTMHealthStream$6,112,3000.0%190,0001.1%Computer and TechnologyFIVNFive9$5,713,578$1,237,128 ▲27.6%210,6001.1%Computer and TechnologyAAPLApple$5,551,0000.0%25,0001.0%Computer and TechnologyFCFranklin Covey$4,814,250$412,650 ▲9.4%175,0000.9%Business ServicesCLMBClimb Global Solutions$4,408,8000.0%40,0000.8%Business ServicesAVDXAvidXchange$4,240,000$424,000 ▲11.1%500,0000.8%Computer and TechnologyFAFirst Advantage$4,230,0000.0%300,0000.8%Business ServicesVECOVeeco Instruments$4,010,000$501,250 ▲14.3%200,0000.8%Computer and TechnologyALKTAlkami Technology$3,937,5000.0%150,0000.7%Computer and TechnologyVERXVertex$3,846,700$349,700 ▼-8.3%110,0000.7%Computer and TechnologyPDFSPDF Solutions$3,822,000$2,388,750 ▲166.7%200,0000.7%Computer and TechnologyQUIKQuickLogic$3,732,2370.0%730,3790.7%Computer and TechnologyVPGVishay Precision Group$3,610,500$1,203,500 ▲50.0%150,0000.7%Computer and TechnologyBIGCBigCommerce$3,600,000$720,000 ▲25.0%625,0000.7%Computer and TechnologyRBBNRibbon Communications$3,578,446$826,371 ▼-18.8%912,8690.7%Computer and TechnologyOOMAOoma$3,403,4000.0%260,0000.6%Computer and TechnologyFORMFormFactor$3,346,7070.0%118,3000.6%Computer and TechnologyAMDAdvanced Micro Devices$3,176,412$749,929 ▼-19.1%30,9200.6%Computer and TechnologyBASECouchbase$3,150,000$315,000 ▲11.1%200,0000.6%Computer and TechnologyRDCMRadcom$3,143,2500.0%275,0000.6%Computer and TechnologyMUMicron Technology$3,127,6800.0%36,0000.6%Computer and TechnologyMRAMEverspin Tech$3,060,0000.0%600,0000.6%Business ServicesOSPNOnespan$3,050,0000.0%200,0000.6%Computer and TechnologyIDNIntellicheck$2,990,0000.0%1,000,0000.6%IndustrialsAVNWAviat Networks$2,971,3500.0%155,0000.6%Computer and TechnologyRMNIRimini Street$2,958,0000.0%850,0000.6%Computer and TechnologyNABLN-able$2,928,1700.0%413,0000.5%Business ServicesBANDBandwidth$2,748,9000.0%210,0000.5%Computer and TechnologyElectrovaya Inc$2,725,8000.0%1,180,0000.5%COMSMWBSimilarweb$2,478,000$2,478,000 ▲New Holding300,0000.5%Computer and TechnologyDTDynatrace$2,357,0000.0%50,0000.4%Computer and TechnologyBELFBBel Fuse$2,239,200$447,840 ▲25.0%30,0000.4%Computer and TechnologyLTRXLantronix$2,232,000$62,000 ▼-2.7%900,0000.4%Computer and TechnologyDGIIDigi International$2,226,400$2,226,400 ▲New Holding80,0000.4%Computer and TechnologyFAROFARO Technologies$2,176,800$2,176,800 ▲New Holding80,0000.4%Computer and TechnologyCINTCI&T$2,112,2500.0%355,0000.4%Computer and TechnologyKDKyndryl$2,101,7900.0%67,0000.4%Business ServicesCheck Point Software Technologies Ltd$2,096,7720.0%9,2000.4%COMINUVInuvo$2,085,9300.0%5,775,0000.4%Computer and TechnologyAIPArteris$2,070,0000.0%300,0000.4%Computer and TechnologyLASRnLight$2,020,2000.0%260,0000.4%Computer and TechnologyVLNValens Semiconductor$1,938,0000.0%950,0000.4%Computer and TechnologyPOWIPower Integrations$1,917,4800.0%38,0000.4%Computer and TechnologyZMZoom Communications$1,911,1220.0%25,9100.4%Computer and TechnologySpire Global Inc$1,860,700$113,260 ▲6.5%230,0000.3%COMSILCSilicom$1,828,7500.0%125,0000.3%Computer and TechnologyOUSTOuster$1,794,000$1,794,000 ▲New Holding200,0000.3%Computer and TechnologyArista Networks Inc$1,758,115$3,002,272 ▼-63.1%22,7000.3%COMADTNADTRAN$1,742,000$871,000 ▼-33.3%200,0000.3%Business ServicesGNSSGenasys$1,702,5000.0%750,0000.3%Consumer DiscretionaryTERTeradyne$1,702,1780.0%20,6000.3%Computer and TechnologyHIMXHimax Technologies$1,690,500$1,690,500 ▲New Holding230,0000.3%Computer and TechnologyPATHUiPath$1,659,571$764,341 ▲85.4%161,2800.3%Computer and TechnologyAPPSDigital Turbine$1,626,0000.0%600,0000.3%Computer and TechnologyARWArrow Electronics$1,577,4560.0%15,2000.3%Computer and TechnologyMPTIM-tron Industries$1,530,200$1,530,200 ▲New Holding35,0000.3%ConstructionMLABMesa Laboratories$1,483,250$603,149 ▲68.5%12,5000.3%MedicalKOPNKopin$1,430,6200.0%1,535,0000.3%Computer and TechnologyFORRForrester Research$1,386,000$1,386,000 ▲New Holding150,0000.3%Computer and TechnologyFRSHFreshworks$1,268,1000.0%90,0000.2%Computer and TechnologyAKAMAkamai Technologies$1,222,9920.0%15,2000.2%Computer and TechnologyFreightos Ltd$1,180,0000.0%500,0000.2%COMISDRIssuer Direct$794,7000.0%90,0000.1%IndustrialsTXNTexas Instruments$737,1390.0%4,1000.1%Computer and TechnologyAWREAware$679,4000.0%430,0000.1%Computer and TechnologyCDNSCadence Design Systems$635,7000.0%2,5000.1%Computer and TechnologyBELFABel Fuse$540,375$252,175 ▲87.5%7,5000.1%Computer and TechnologyTTECTeleTech$460,6000.0%140,0000.1%Business ServicesINTCIntel$431,4900.0%19,0000.1%Computer and TechnologyYELPYelp$0$3,095,200 ▼-100.0%00.0%Computer and TechnologySCWXSecureWorks$0$2,115,000 ▼-100.0%00.0%Computer and TechnologyJAMFJamf$0$2,106,000 ▼-100.0%00.0%Business ServicesIASIntegral Ad Science$0$2,086,000 ▼-100.0%00.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$0$1,876,915 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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