Herald Investment Management Ltd Top Holdings and 13F Report (2026)

About Herald Investment Management Ltd

Investment Activity

Herald 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: $49,179,667
Celestica Inc: $30,099,381
Vicor: $29,257,137
Tower Semiconductor: $25,777,620
Kulicke 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 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
SIMO Silicon Motion Technology	$49,179,667	$73,253,397 â–¼	-59.8%	147,700	6.7%	Technology
Celestica Inc	$30,099,381	$46,288,509 â–¼	-60.6%	82,550	4.1%	COM
VICR Vicor	$29,257,137	$54,226,263 â–¼	-65.0%	77,100	4.0%	Industrials
TSEM Tower Semiconductor	$25,777,620	$17,445,460 â–¼	-40.4%	99,000	3.5%	Technology
KLIC Kulicke and Soffa Industries	$23,613,186	$9,025,425 â–¼	-27.7%	176,600	3.2%	Technology
FN Fabrinet	$23,384,192	$32,884,020 â–¼	-58.4%	41,600	3.2%	Technology
DigitalOcean Holdings Inc	$23,161,925	$10,913,585 â–¼	-32.0%	147,500	3.1%	COM
MU Micron Technology	$20,828,756	$3,912,584 â–¼	-15.8%	18,100	2.8%	Technology
CEVA Ceva	$17,419,159	$7,104,041 â–¼	-29.0%	369,363	2.4%	Technology
PEGA Pegasystems	$16,605,778	$3,957,893 â–¼	-19.2%	554,450	2.3%	Technology
RDVT Red Violet	$16,205,895	$4,082,037 â–²	33.7%	254,250	2.2%	Industrials
VRNS Varonis Systems	$15,968,370	$3,466,185 â–¼	-17.8%	380,834	2.2%	Technology
GOOGL Alphabet	$15,746,346		0.0%	44,100	2.1%	Communication Services
ARLO Arlo Technologies	$15,290,701	$3,271,259 â–¼	-17.6%	1,134,325	2.1%	Technology
AIP Arteris	$14,403,704	$5,008,296 â–¼	-25.8%	296,800	2.0%	Technology
RDWR Radware	$14,083,668	$5,955,832 â–¼	-29.7%	456,817	1.9%	Technology
FROG JFrog	$13,954,624	$4,221,376 â–¼	-23.2%	153,550	1.9%	Technology
VPG Vishay Precision Group	$12,534,863	$12,909,038 â–¼	-50.7%	83,750	1.7%	Technology
Super Micro Computer Inc	$12,365,528	$8,150,807 â–¼	-39.7%	421,600	1.7%	COM
AMZN Amazon.com	$11,766,092		0.0%	49,400	1.6%	Consumer Discretionary
AMD Advanced Micro Devices	$10,918,611	$1,102,304 â–¼	-9.2%	18,820	1.5%	Technology
VSH Vishay Intertechnology	$9,704,141	$6,426,859 â–¼	-39.8%	180,475	1.3%	Technology
MSFT Microsoft	$9,617,466		0.0%	25,800	1.3%	Technology
DRS Leonardo DRS	$9,370,455	$2,796,195 â–¼	-23.0%	219,500	1.3%	Industrials
PDFS PDF Solutions	$8,462,850	$5,681,150 â–¼	-40.2%	119,667	1.1%	Technology
LASR nLight	$8,453,970	$4,418,330 â–¼	-34.3%	121,500	1.1%	Technology
POWI Power Integrations	$8,405,152	$6,247,597 â–¼	-42.6%	100,384	1.1%	Technology
BAND Bandwidth	$7,843,000	$3,225,750 â–¼	-29.1%	124,000	1.1%	Communication Services
FIVN Five9	$7,554,395	$159,825 â–¼	-2.1%	354,500	1.0%	Technology
DSGX The Descartes Systems Group	$7,476,840	$2,561,510 â–¼	-25.5%	108,000	1.0%	Technology
Electrovaya Inc	$7,362,025	$4,655,475 â–¼	-38.7%	704,500	1.0%	COM
TER Teradyne	$7,248,450		0.0%	15,000	1.0%	Technology
ALKT Alkami Technology	$7,244,000	$1,811,000 â–¼	-20.0%	400,000	1.0%	Technology
Ouster Inc	$7,151,670	$2,217,330 â–¼	-23.7%	114,500	1.0%	COM
APPS Digital Turbine	$7,093,741	$483,375 â–¼	-6.4%	550,329	1.0%	Technology
AAPL Apple	$7,082,705	$635,998 â–²	9.9%	24,500	1.0%	Technology
QLYS Qualys	$6,523,650	$1,030,050 â–¼	-13.6%	47,500	0.9%	Technology
AVPT AvePoint	$6,448,553	$2,239,198 â–¼	-25.8%	575,250	0.9%	Technology
VIAV Viavi Solutions	$6,121,256	$4,624,744 â–¼	-43.0%	128,167	0.8%	Technology
FORM FormFactor	$6,022,118	$6,022,118 â–¼	-50.0%	37,650	0.8%	Technology
BELFB Bel Fuse	$5,969,631	$4,007,468 â–¼	-40.2%	17,950	0.8%	Technology
MRAM Everspin Tech	$5,838,263	$8,651,738 â–¼	-59.7%	241,750	0.8%	Technology
MPTI M-tron Industries	$5,789,745	$346,395 â–²	6.4%	58,500	0.8%	Technology
FA First Advantage	$5,637,500	$676,500 â–¼	-10.7%	312,500	0.8%	Industrials
PLUS ePlus	$5,611,275	$623,475 â–¼	-10.0%	67,500	0.8%	Technology
KOPN Kopin	$5,576,325	$2,916,675 â–¼	-34.3%	1,247,500	0.8%	Technology
DGII Digi International	$5,569,620	$1,906,380 â–¼	-25.5%	74,500	0.8%	Technology
VECO Veeco Instruments	$5,268,100	$9,891,900 â–¼	-65.3%	69,500	0.7%	Technology
QUIK QuickLogic	$5,209,080	$6,992,856 â–¼	-57.3%	261,500	0.7%	Technology
CLMB Climb Global Solutions	$5,126,630	$1,733,250 â–¼	-25.3%	221,836	0.7%	Technology
CTS CTS	$4,726,275	$1,792,725 â–¼	-27.5%	72,500	0.6%	Technology
Spire Global Inc	$4,693,150	$1,613,850 â–¼	-25.6%	253,000	0.6%	COM
NOVT Novanta	$4,665,814		0.0%	28,780	0.6%	Technology
RDCM Radcom	$4,566,250		0.0%	325,000	0.6%	Technology
SILC Silicom	$4,524,634	$1,298,825 â–¼	-22.3%	95,800	0.6%	Technology
HLIT Harmonic	$4,357,440	$8,453,760 â–¼	-66.0%	267,000	0.6%	Technology
POWL Powell Industries	$4,294,050	$2,862,700 â–²	200.0%	15,000	0.6%	Industrials
FC Franklin Covey	$4,289,250		0.0%	175,000	0.6%	Industrials
MLAB Mesa Laboratories	$4,225,775	$745,725 â–¼	-15.0%	42,500	0.6%	Healthcare
ALNT Allient	$4,111,200		0.0%	40,000	0.6%	Industrials
HSTM HealthStream	$4,080,000		0.0%	150,000	0.6%	Healthcare
SPSC SPS Commerce	$3,999,100		0.0%	70,000	0.5%	Technology
SMWB Similarweb	$3,963,155		0.0%	645,465	0.5%	Technology
HIMX Himax Technologies	$3,865,680	$2,270,320 â–¼	-37.0%	252,000	0.5%	Technology
SLP Simulations Plus	$3,662,000		0.0%	200,000	0.5%	Healthcare
VERX Vertex	$3,441,000	$1,147,000 â–²	50.0%	300,000	0.5%	Technology
CCOI Cogent Communications	$3,364,862		0.0%	242,600	0.5%	Communication Services
CINT CI&T	$3,260,000	$1,548,500 â–²	90.5%	1,000,000	0.4%	Technology
ARW Arrow Electronics	$3,243,528		0.0%	15,200	0.4%	Technology
PATH UiPath	$3,217,601	$1,020,840 â–²	46.5%	296,280	0.4%	Technology
Arista Networks Inc	$3,176,943		0.0%	18,700	0.4%	COM
BIGC Bigcommerce	$3,137,600	$1,065,600 â–²	51.4%	1,060,000	0.4%	Technology
AVT Avnet	$2,930,070		0.0%	33,000	0.4%	Technology
OOMA Ooma	$2,881,500		0.0%	150,000	0.4%	Technology
ADTN ADTRAN	$2,778,000		0.0%	200,000	0.4%	Technology
SLAB Silicon Laboratories	$2,730,875	$3,277,050 â–¼	-54.5%	12,500	0.4%	Technology
BRZE Braze	$2,710,000		0.0%	125,000	0.4%	Technology
INTC Intel	$2,650,310		0.0%	19,000	0.4%	Technology
ZM Zoom Communications	$2,236,292		0.0%	25,910	0.3%	Technology
DT Dynatrace	$2,195,000		0.0%	50,000	0.3%	Technology
TGEN Tecogen	$2,188,200		0.0%	420,000	0.3%	Industrials
VLN Valens Semiconductor	$2,147,000		0.0%	950,000	0.3%	Technology
FRSH Freshworks	$1,922,800		0.0%	190,000	0.3%	Technology
RMNI Rimini Street	$1,484,000	$2,756,000 â–¼	-65.0%	350,000	0.2%	Technology
BELFA Bel Fuse	$1,453,050		0.0%	5,000	0.2%	Technology
Intellicheck Inc	$1,227,000	$2,126,047 â–¼	-63.4%	300,000	0.2%	COM
TXN Texas Instruments	$1,221,513		0.0%	4,100	0.2%	Technology
Check Point Software Technologies Ltd	$1,207,776		0.0%	9,200	0.2%	COM
AVNW Aviat Networks	$1,176,600	$2,264,400 â–¼	-65.8%	53,000	0.2%	Technology
KD Kyndryl	$904,800		0.0%	80,000	0.1%	Technology
Freightos Ltd	$735,000		0.0%	500,000	0.1%	COM
AWRE Aware	$311,297	$260,603 â–¼	-45.6%	234,058	0.0%	Technology
CSGS CSG Systems International	$0	$3,297,550 â–¼	-100.0%	0	0.0%	Technology
GNSS Genasys	$0	$763,253 â–¼	-100.0%	0	0.0%	Technology
NABL N-able	$0	$294,210 â–¼	-100.0%	0	0.0%	Technology
RBBN Ribbon Communications	$0	$212,000 â–¼	-100.0%	0	0.0%	Technology
M-Tron Industries Inc	$0	$115,500 â–¼	-100.0%	0	0.0%	RIGHT

Showing largest 100 holdings. View all holdings.

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Herald Investment Management Ltd Top Holdings and 13F Report (2026)

About Herald Investment Management Ltd

Investment Activity

Largest Holdings

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

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Herald Investment Management Ltd Top Holdings and 13F Report (2026)

About Herald Investment Management Ltd

Investment Activity

Largest Holdings

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