Herald Investment Management Ltd Top Holdings and 13F Report (2026) About Herald Investment Management LtdInvestment ActivityHerald Investment Management Ltd has $737.30 million in total holdings as of June 30, 2026.Herald Investment Management Ltd owns shares of 92 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 57.86% of the portfolio was sold this quarter.This quarter, Herald Investment Management Ltd has purchased 97 new stocks and bought additional shares in 8 stocks.Herald Investment Management Ltd sold shares of 54 stocks and completely divested from 5 stocks this quarter.Largest Holdings Silicon Motion Technology $49,179,667Celestica Inc $30,099,381Vicor $29,257,137Tower Semiconductor $25,777,620Kulicke and Soffa Industries $23,613,186 Largest Purchases this Quarter Red Violet 64,042 shares (about $4.08M)Powell Industries 10,000 shares (about $2.86M)CI&T 475,000 shares (about $1.55M)Vertex 100,000 shares (about $1.15M)Bigcommerce 360,000 shares (about $1.07M) Largest Sales this Quarter Silicon Motion Technology 220,000 shares (about $73.25M)Vicor 142,900 shares (about $54.23M)Celestica Inc 126,950 shares (about $46.29M)Fabrinet 58,500 shares (about $32.88M)Tower Semiconductor 67,000 shares (about $17.45M) 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 PortfolioSectorSIMOSilicon Motion Technology$49,179,667$73,253,397 â–¼-59.8%147,7006.7%Computer and TechnologyCelestica Inc$30,099,381$46,288,509 â–¼-60.6%82,5504.1%COMVICRVicor$29,257,137$54,226,263 â–¼-65.0%77,1004.0%Computer and TechnologyTSEMTower Semiconductor$25,777,620$17,445,460 â–¼-40.4%99,0003.5%Computer and TechnologyKLICKulicke and Soffa Industries$23,613,186$9,025,425 â–¼-27.7%176,6003.2%Computer and TechnologyFNFabrinet$23,384,192$32,884,020 â–¼-58.4%41,6003.2%Computer and TechnologyDigitalOcean Holdings Inc$23,161,925$10,913,585 â–¼-32.0%147,5003.1%COMMUMicron Technology$20,828,756$3,912,584 â–¼-15.8%18,1002.8%Computer and TechnologyCEVACeva$17,419,159$7,104,041 â–¼-29.0%369,3632.4%Computer and TechnologyPEGAPegasystems$16,605,778$3,957,893 â–¼-19.2%554,4502.3%Computer and TechnologyRDVTRed Violet$16,205,895$4,082,037 â–²33.7%254,2502.2%Computer and TechnologyVRNSVaronis Systems$15,968,370$3,466,185 â–¼-17.8%380,8342.2%Computer and TechnologyGOOGLAlphabet$15,746,3460.0%44,1002.1%Computer and TechnologyARLOArlo Technologies$15,290,701$3,271,259 â–¼-17.6%1,134,3252.1%Computer and TechnologyAIPArteris$14,403,704$5,008,296 â–¼-25.8%296,8002.0%Computer and TechnologyRDWRRadware$14,083,668$5,955,832 â–¼-29.7%456,8171.9%Computer and TechnologyFROGJFrog$13,954,624$4,221,376 â–¼-23.2%153,5501.9%Computer and TechnologyVPGVishay Precision Group$12,534,863$12,909,038 â–¼-50.7%83,7501.7%Computer and TechnologySuper Micro Computer Inc$12,365,528$8,150,807 â–¼-39.7%421,6001.7%COMAMZNAmazon.com$11,766,0920.0%49,4001.6%Retail/WholesaleAMDAdvanced Micro Devices$10,918,611$1,102,304 â–¼-9.2%18,8201.5%Computer and TechnologyVSHVishay Intertechnology$9,704,141$6,426,859 â–¼-39.8%180,4751.3%Computer and TechnologyMSFTMicrosoft$9,617,4660.0%25,8001.3%Computer and TechnologyDRSLeonardo DRS$9,370,455$2,796,195 â–¼-23.0%219,5001.3%AerospacePDFSPDF Solutions$8,462,850$5,681,150 â–¼-40.2%119,6671.1%Computer and TechnologyLASRnLight$8,453,970$4,418,330 â–¼-34.3%121,5001.1%Computer and TechnologyPOWIPower Integrations$8,405,152$6,247,597 â–¼-42.6%100,3841.1%Computer and TechnologyBANDBandwidth$7,843,000$3,225,750 â–¼-29.1%124,0001.1%Computer and TechnologyFIVNFive9$7,554,395$159,825 â–¼-2.1%354,5001.0%Computer and TechnologyDSGXThe Descartes Systems Group$7,476,840$2,561,510 â–¼-25.5%108,0001.0%Computer and TechnologyElectrovaya Inc$7,362,025$4,655,475 â–¼-38.7%704,5001.0%COMTERTeradyne$7,248,4500.0%15,0001.0%Computer and TechnologyALKTAlkami Technology$7,244,000$1,811,000 â–¼-20.0%400,0001.0%Computer and TechnologyOuster Inc$7,151,670$2,217,330 â–¼-23.7%114,5001.0%COMAPPSDigital Turbine$7,093,741$483,375 â–¼-6.4%550,3291.0%Computer and TechnologyAAPLApple$7,082,705$635,998 â–²9.9%24,5001.0%Computer and TechnologyQLYSQualys$6,523,650$1,030,050 â–¼-13.6%47,5000.9%Computer and TechnologyAVPTAvePoint$6,448,553$2,239,198 â–¼-25.8%575,2500.9%Computer and TechnologyVIAVViavi Solutions$6,121,256$4,624,744 â–¼-43.0%128,1670.8%Computer and TechnologyFORMFormFactor$6,022,118$6,022,118 â–¼-50.0%37,6500.8%Computer and TechnologyBELFBBel Fuse$5,969,631$4,007,468 â–¼-40.2%17,9500.8%Computer and TechnologyMRAMEverspin Tech$5,838,263$8,651,738 â–¼-59.7%241,7500.8%Business ServicesMPTIM-tron Industries$5,789,745$346,395 â–²6.4%58,5000.8%ConstructionFAFirst Advantage$5,637,500$676,500 â–¼-10.7%312,5000.8%Business ServicesPLUSePlus$5,611,275$623,475 â–¼-10.0%67,5000.8%Computer and TechnologyKOPNKopin$5,576,325$2,916,675 â–¼-34.3%1,247,5000.8%Computer and TechnologyDGIIDigi International$5,569,620$1,906,380 â–¼-25.5%74,5000.8%Computer and TechnologyVECOVeeco Instruments$5,268,100$9,891,900 â–¼-65.3%69,5000.7%Computer and TechnologyQUIKQuickLogic$5,209,080$6,992,856 â–¼-57.3%261,5000.7%Computer and TechnologyCLMBClimb Global Solutions$5,126,630$1,733,250 â–¼-25.3%221,8360.7%Business ServicesCTSCTS$4,726,275$1,792,725 â–¼-27.5%72,5000.6%Computer and TechnologySpire Global Inc$4,693,150$1,613,850 â–¼-25.6%253,0000.6%COMNOVTNovanta$4,665,8140.0%28,7800.6%Computer and TechnologyRDCMRadcom$4,566,2500.0%325,0000.6%Computer and TechnologySILCSilicom$4,524,634$1,298,825 â–¼-22.3%95,8000.6%Computer and TechnologyHLITHarmonic$4,357,440$8,453,760 â–¼-66.0%267,0000.6%Computer and TechnologyPOWLPowell Industries$4,294,050$2,862,700 â–²200.0%15,0000.6%IndustrialsFCFranklin Covey$4,289,2500.0%175,0000.6%Business ServicesMLABMesa Laboratories$4,225,775$745,725 â–¼-15.0%42,5000.6%MedicalALNTAllient$4,111,2000.0%40,0000.6%Computer and TechnologyHSTMHealthStream$4,080,0000.0%150,0000.6%Computer and TechnologySPSCSPS Commerce$3,999,1000.0%70,0000.5%Business ServicesSMWBSimilarweb$3,963,1550.0%645,4650.5%Computer and TechnologyHIMXHimax Technologies$3,865,680$2,270,320 â–¼-37.0%252,0000.5%Computer and TechnologySLPSimulations Plus$3,662,0000.0%200,0000.5%Computer and TechnologyVERXVertex$3,441,000$1,147,000 â–²50.0%300,0000.5%Computer and TechnologyCCOICogent Communications$3,364,8620.0%242,6000.5%Computer and TechnologyCINTCI&T$3,260,000$1,548,500 â–²90.5%1,000,0000.4%Computer and TechnologyARWArrow Electronics$3,243,5280.0%15,2000.4%Computer and TechnologyPATHUiPath$3,217,601$1,020,840 â–²46.5%296,2800.4%Computer and TechnologyArista Networks Inc$3,176,9430.0%18,7000.4%COMBIGCBigcommerce$3,137,600$1,065,600 â–²51.4%1,060,0000.4%ServicesAVTAvnet$2,930,0700.0%33,0000.4%Computer and TechnologyOOMAOoma$2,881,5000.0%150,0000.4%Computer and TechnologyADTNADTRAN$2,778,0000.0%200,0000.4%Business ServicesSLABSilicon Laboratories$2,730,875$3,277,050 â–¼-54.5%12,5000.4%Computer and TechnologyBRZEBraze$2,710,0000.0%125,0000.4%Computer and TechnologyINTCIntel$2,650,3100.0%19,0000.4%Computer and TechnologyZMZoom Communications$2,236,2920.0%25,9100.3%Computer and TechnologyDTDynatrace$2,195,0000.0%50,0000.3%Computer and TechnologyTGENTecogen$2,188,2000.0%420,0000.3%ConstructionVLNValens Semiconductor$2,147,0000.0%950,0000.3%Computer and TechnologyFRSHFreshworks$1,922,8000.0%190,0000.3%Computer and TechnologyRMNIRimini Street$1,484,000$2,756,000 â–¼-65.0%350,0000.2%Computer and TechnologyBELFABel Fuse$1,453,0500.0%5,0000.2%Computer and TechnologyIntellicheck Inc$1,227,000$2,126,047 â–¼-63.4%300,0000.2%COMTXNTexas Instruments$1,221,5130.0%4,1000.2%Computer and TechnologyCheck Point Software Technologies Ltd$1,207,7760.0%9,2000.2%COMAVNWAviat Networks$1,176,600$2,264,400 â–¼-65.8%53,0000.2%Computer and TechnologyKDKyndryl$904,8000.0%80,0000.1%Business ServicesFreightos Ltd$735,0000.0%500,0000.1%COMAWREAware$311,297$260,603 â–¼-45.6%234,0580.0%Computer and TechnologyCSGSCSG Systems International$0$3,297,550 â–¼-100.0%00.0%Computer and TechnologyGNSSGenasys$0$763,253 â–¼-100.0%00.0%Consumer DiscretionaryNABLN-able$0$294,210 â–¼-100.0%00.0%Business ServicesRBBNRibbon Communications$0$212,000 â–¼-100.0%00.0%Computer and TechnologyM-Tron Industries Inc$0$115,500 â–¼-100.0%00.0%RIGHTShowing largest 100 holdings. 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