Herald Investment Management Ltd Top Holdings and 13F Report (2026) About Herald Investment Management LtdInvestment ActivityHerald Investment Management Ltd has $717.65 million in total holdings as of March 31, 2026.Herald Investment Management Ltd owns shares of 97 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.23% of the portfolio was purchased this quarter.About 9.88% of the portfolio was sold this quarter.This quarter, Herald Investment Management Ltd has purchased 97 new stocks and bought additional shares in 5 stocks.Herald Investment Management Ltd sold shares of 44 stocks and completely divested from 3 stocks this quarter.Largest Holdings Celestica Inc $58,934,445Fabrinet $52,187,135Silicon Motion Technology $41,292,710Vicor $35,393,600Pegasystems $29,221,696 Largest New Holdings this Quarter 928298108 - Vishay Intertechnology $5,403,000 Holding053807103 - Avnet $2,033,460 Holding55380K133 - M-Tron Industries Inc $115,500 Holding Largest Purchases this Quarter Vishay Intertechnology 300,000 shares (about $5.40M)Climb Global Solutions 221,836 shares (about $4.39M)Avnet 33,000 shares (about $2.03M)DigitalOcean Holdings Inc 15,000 shares (about $1.29M)Power Integrations 25,000 shares (about $1.28M) Largest Sales this Quarter Celestica Inc 20,000 shares (about $5.63M)Micron Technology 12,000 shares (about $4.05M)Vicor 25,000 shares (about $4.02M)Fabrinet 7,500 shares (about $3.91M)FormFactor 33,000 shares (about $3.20M) 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$58,934,445$5,626,200 â–¼-8.7%209,5008.2%COMFNFabrinet$52,187,135$3,910,125 â–¼-7.0%100,1007.3%Computer and TechnologySIMOSilicon Motion Technology$41,292,710$1,932,234 â–¼-4.5%367,7005.8%Computer and TechnologyVICRVicor$35,393,600$4,022,000 â–¼-10.2%220,0004.9%Computer and TechnologyPEGAPegasystems$29,221,696$723,520 â–¼-2.4%686,6004.1%Computer and TechnologyTSEMTower Semiconductor$29,128,020$2,456,580 â–¼-7.8%166,0004.1%Computer and TechnologyARLOArlo Technologies$19,594,710$996,100 â–²5.4%1,377,0002.7%Computer and TechnologyDigitalOcean Holdings Inc$18,603,410$1,285,950 â–²7.4%217,0002.6%COMRDWRRadware$17,108,000$658,000 â–¼-3.7%650,0002.4%Computer and TechnologyKLICKulicke and Soffa Industries$16,042,252$2,103,040 â–¼-11.6%244,1002.2%Computer and TechnologySuper Micro Computer Inc$15,927,615$227,700 â–¼-1.4%699,5002.2%COMDRSLeonardo DRS$12,691,0500.0%285,0001.8%AerospaceGOOGLAlphabet$12,680,0730.0%44,1001.8%Computer and TechnologyLASRnLight$10,546,850$1,710,300 â–¼-14.0%185,0001.5%Computer and TechnologyDSGXThe Descartes Systems Group$10,368,950$2,860,400 â–¼-21.6%145,0001.4%Computer and TechnologyAMZNAmazon.com$10,288,0440.0%49,4001.4%Retail/WholesaleVRNSVaronis Systems$9,955,980$429,600 â–¼-4.1%463,5001.4%Computer and TechnologyCEVACeva$9,708,4000.0%520,0001.4%Computer and TechnologyMSFTMicrosoft$9,549,0960.0%25,8001.3%Computer and TechnologyFROGJFrog$9,396,000$1,409,400 â–¼-13.0%200,0001.3%Computer and TechnologyElectrovaya Inc$9,004,500$2,270,700 â–¼-20.1%1,150,0001.3%COMPOWIPower Integrations$8,960,000$1,280,000 â–²16.7%175,0001.2%Computer and TechnologyALKTAlkami Technology$7,835,0000.0%500,0001.1%Computer and TechnologyVIAVViavi Solutions$7,483,500$1,663,000 â–¼-18.2%225,0001.0%Computer and TechnologyVPGVishay Precision Group$7,379,700$868,200 â–¼-10.5%170,0001.0%Computer and TechnologyAVPTAvePoint$7,362,500$712,500 â–¼-8.8%775,0001.0%Computer and TechnologyFORMFormFactor$7,301,088$3,199,680 â–¼-30.5%75,3001.0%Computer and TechnologyMUMicron Technology$7,257,325$4,050,600 â–¼-35.8%21,5001.0%Computer and TechnologyHLITHarmonic$7,049,3000.0%785,0001.0%Computer and TechnologyVECOVeeco Instruments$6,772,0000.0%200,0000.9%Computer and TechnologyAIPArteris$6,572,0000.0%400,0000.9%Computer and TechnologyRDVTRed Violet$6,571,686$338,314 â–¼-4.9%190,2080.9%Computer and TechnologyPDFSPDF Solutions$6,544,000$818,000 â–¼-11.1%200,0000.9%Computer and TechnologyBELFBBel Fuse$5,939,7000.0%30,0000.8%Computer and TechnologyCLMBClimb Global Solutions$5,880,321$4,394,571 â–²295.8%296,8360.8%Business ServicesQUIKQuickLogic$5,739,565$1,104,086 â–¼-16.1%612,5470.8%Computer and TechnologySLABSilicon Laboratories$5,724,9500.0%27,5000.8%Computer and TechnologyIntellicheck Inc$5,714,118$1,085,599 â–¼-16.0%819,8160.8%COMAAPLApple$5,656,395$481,935 â–²9.3%22,3000.8%Computer and TechnologyPLUSePlus$5,643,7500.0%75,0000.8%Computer and TechnologyFIVNFive9$5,495,1600.0%362,0000.8%Computer and TechnologyVSHVishay Intertechnology$5,403,000$5,403,000 â–²New Holding300,0000.8%Computer and TechnologyMRAMEverspin Tech$5,244,000$1,748,000 â–¼-25.0%600,0000.7%Business ServicesQLYSQualys$4,827,900$877,800 â–¼-15.4%55,0000.7%Computer and TechnologyDGIIDigi International$4,819,000$963,800 â–¼-16.7%100,0000.7%Computer and TechnologyCTSCTS$4,777,000$477,700 â–¼-9.1%100,0000.7%Computer and TechnologyCCOICogent Communications$4,570,5840.0%242,6000.6%Computer and TechnologyTERTeradyne$4,444,650$474,096 â–¼-9.6%15,0000.6%Computer and TechnologyMLABMesa Laboratories$4,395,0000.0%50,0000.6%MedicalKOPNKopin$4,294,0000.0%1,900,0000.6%Computer and TechnologySpire Global Inc$4,273,800$581,350 â–¼-12.0%340,0000.6%COMAMDAdvanced Micro Devices$4,210,7180.0%20,7200.6%Computer and TechnologyFAFirst Advantage$4,116,000$588,000 â–¼-12.5%350,0000.6%Business ServicesRDCMRadcom$3,945,5000.0%325,0000.5%Computer and TechnologySPSCSPS Commerce$3,892,7000.0%70,0000.5%Business ServicesMPTIM-tron Industries$3,685,550$804,120 â–¼-17.9%55,0000.5%ConstructionAVNWAviat Networks$3,499,9000.0%155,0000.5%Computer and TechnologyNOVTNovanta$3,399,206$734,644 â–¼-17.8%28,7800.5%Computer and TechnologyCSGSCSG Systems International$3,297,5500.0%41,2400.5%Computer and TechnologyRMNIRimini Street$3,260,0000.0%1,000,0000.5%Computer and TechnologyHIMXHimax Technologies$3,144,0000.0%400,0000.4%Computer and TechnologyBANDBandwidth$3,118,500$623,700 â–¼-16.7%175,0000.4%Computer and TechnologyHSTMHealthStream$3,108,000$1,036,000 â–¼-25.0%150,0000.4%Computer and TechnologyBRZEBraze$2,951,2500.0%125,0000.4%Computer and TechnologyOUSTOuster$2,757,000$919,000 â–¼-25.0%150,0000.4%Computer and TechnologyFCFranklin Covey$2,756,2500.0%175,0000.4%Business ServicesPOWLPowell Industries$2,700,000$2,700,000 â–¼-50.0%5,0000.4%IndustrialsCINTCI&T$2,646,000$378,000 â–¼-12.5%525,0000.4%Computer and TechnologySILCSilicom$2,600,397$35,853 â–¼-1.4%123,3000.4%Computer and TechnologyADTNADTRAN$2,508,0000.0%200,0000.3%Business ServicesVERXVertex$2,372,0000.0%200,0000.3%Computer and TechnologySLPSimulations Plus$2,364,0000.0%200,0000.3%Computer and TechnologyALNTAllient$2,363,2000.0%40,0000.3%Computer and TechnologyArista Networks Inc$2,295,7990.0%18,7000.3%COMPATHUiPath$2,247,3310.0%202,2800.3%Computer and TechnologyOOMAOoma$2,179,500$1,598,300 â–¼-42.3%150,0000.3%Computer and TechnologyARWArrow Electronics$2,179,3760.0%15,2000.3%Computer and TechnologyZMZoom Communications$2,083,1640.0%25,9100.3%Computer and TechnologyAVTAvnet$2,033,460$2,033,460 â–²New Holding33,0000.3%Computer and TechnologyBIGCBigcommerce$1,862,0000.0%700,0000.3%ServicesDTDynatrace$1,849,5000.0%50,0000.3%Computer and TechnologyAPPSDigital Turbine$1,681,191$34,809 â–¼-2.0%587,8290.2%Computer and TechnologySMWBSimilarweb$1,678,2090.0%645,4650.2%Computer and TechnologyFRSHFreshworks$1,525,7000.0%190,0000.2%Computer and TechnologyCheck Point Software Technologies Ltd$1,311,7360.0%9,2000.2%COMTGENTecogen$1,079,4000.0%420,0000.2%ConstructionVLNValens Semiconductor$1,073,5000.0%950,0000.1%Computer and TechnologyKDKyndryl$1,049,6000.0%80,0000.1%Business ServicesBELFABel Fuse$898,350$449,175 â–¼-33.3%5,0000.1%Computer and TechnologyINTCIntel$838,2800.0%19,0000.1%Computer and TechnologyFreightos Ltd$815,0000.0%500,0000.1%COMTXNTexas Instruments$795,8100.0%4,1000.1%Computer and TechnologyGNSSGenasys$763,253$510,746 â–¼-40.1%419,3700.1%Consumer DiscretionaryAWREAware$537,5000.0%430,0000.1%Computer and TechnologyNABLN-able$294,210$1,634,500 â–¼-84.7%63,0000.0%Business ServicesRBBNRibbon Communications$212,000$1,484,000 â–¼-87.5%100,0000.0%Computer and TechnologyM-Tron Industries Inc$115,500$115,500 â–²New Holding55,0000.0%RIGHTWKWorkiva$0$4,317,500 â–¼-100.0%00.0%Computer and TechnologyOSPNOnespan$0$2,568,000 â–¼-100.0%00.0%Computer and TechnologyFORRForrester Research$0$1,216,500 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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