EdgeMarket › What Herald Investment Management Ltd reported owning
What Herald Investment Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
717.6MPositions
97Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CLS CELESTICA INC | 58.9M | 8.2% | 209.5K | 296.55 | +62.1% |
| FN Fabrinet | 52.2M | 7.3% | 100.1K | 436.67 | +55.8% |
| SIMO Silicon Motion Technology CORP | 41.3M | 5.8% | 367.7K | 258.36 | +248.5% |
| VICR VICOR CORP | 35.4M | 4.9% | 220.0K | 200.54 | +331.4% |
| PEGA PEGASYSTEMS INC | 29.2M | 4.1% | 686.6K | 33.56 | -35.2% |
| TSEM TOWER SEMICONDUCTOR LTD | 29.1M | 4.1% | 166.0K | 222.59 | +344.7% |
| ARLO Arlo Technologies, Inc. | 19.6M | 2.7% | 1.4M | 13.10 | -21.4% |
| DOCN DigitalOcean Holdings, Inc. | 18.6M | 2.6% | 217.0K | 115.64 | +282.8% |
| RDWR RADWARE LTD | 17.1M | 2.4% | 650.0K | 27.85 | +13.3% |
| KLIC KULICKE & SOFFA INDUSTRIES INC | 16.0M | 2.2% | 244.1K | 85.75 | +138.9% |
| SMCI Super Micro Computer, Inc. | 15.9M | 2.2% | 699.5K | 37.24 | -12.6% |
| DRS Leonardo DRS, Inc. | 12.7M | 1.8% | 285.0K | 40.70 | -0.9% |
| GOOGL Alphabet Inc. | 12.7M | 1.8% | 44.1K | 344.82 | +73.0% |
| LASR NLIGHT, INC. | 10.5M | 1.5% | 185.0K | 47.39 | +82.6% |
| DSGX DESCARTES SYSTEMS GROUP INC | 10.4M | 1.4% | 145.0K | 78.21 | -20.2% |
| AMZN AMAZON COM INC | 10.3M | 1.4% | 49.4K | 258.63 | +15.6% |
| VRNS VARONIS SYSTEMS INC | 10.0M | 1.4% | 463.5K | 41.23 | -29.2% |
| CEVA CEVA INC | 9.7M | 1.4% | 520.0K | 27.99 | +26.1% |
| MSFT MICROSOFT CORP | 9.5M | 1.3% | 25.8K | 483.24 | -4.4% |
| FROG JFrog Ltd | 9.4M | 1.3% | 200.0K | 92.13 | +106.3% |
| ELVA Electrovaya Inc. | 9.0M | 1.3% | 1.1M | 6.64 | +45.3% |
| POWI POWER INTEGRATIONS INC | 9.0M | 1.2% | 175.0K | 55.18 | +21.0% |
| ALKT ALKAMI TECHNOLOGY, INC. | 7.8M | 1.1% | 500.0K | 20.38 | -8.6% |
| VIAV VIAVI SOLUTIONS INC. | 7.5M | 1.0% | 225.0K | 38.90 | +268.7% |
| VPG Vishay Precision Group, Inc. | 7.4M | 1.0% | 170.0K | 66.61 | +146.3% |
| AVPT AvePoint, Inc. | 7.4M | 1.0% | 775.0K | 13.37 | -10.4% |
| FORM FORMFACTOR INC | 7.3M | 1.0% | 75.3K | 114.16 | +309.2% |
| MU MICRON TECHNOLOGY INC | 7.3M | 1.0% | 21.5K | 966.78 | +724.8% |
| HLIT HARMONIC INC. | 7.0M | 1.0% | 785.0K | 12.47 | +42.4% |
| VECO VEECO INSTRUMENTS INC | 6.8M | 0.9% | 200.0K | 47.86 | +100.3% |
| AIP Arteris, Inc. | 6.6M | 0.9% | 400.0K | 23.89 | +166.0% |
| RDVT Red Violet, Inc. | 6.6M | 0.9% | 190.2K | 71.17 | +60.4% |
| PDFS PDF SOLUTIONS INC | 6.5M | 0.9% | 200.0K | 45.65 | +137.0% |
| BELFB BEL FUSE INC /NJ | 5.9M | 0.8% | 30.0K | 255.46 | +98.9% |
| CLMB Climb Global Solutions, Inc. | 5.9M | 0.8% | 296.8K | 28.28 | -2.7% |
| QUIK QUICKLOGIC Corp | 5.7M | 0.8% | 612.5K | 11.44 | +106.1% |
| SLAB SILICON LABORATORIES INC. | 5.7M | 0.8% | 27.5K | 218.00 | +63.0% |
| IDN Intellicheck, Inc. | 5.7M | 0.8% | 819.8K | 2.95 | -43.5% |
| AAPL Apple Inc. | 5.7M | 0.8% | 22.3K | 309.35 | +36.9% |
| PLUS EPLUS INC | 5.6M | 0.8% | 75.0K | 86.85 | +22.0% |
| FIVN Five9, Inc. | 5.5M | 0.8% | 362.0K | 32.75 | +27.2% |
| VSH VISHAY INTERTECHNOLOGY INC | 5.4M | 0.8% | 300.0K | 31.63 | +114.2% |
| MRAM EVERSPIN TECHNOLOGIES INC. | 5.2M | 0.7% | 600.0K | 17.11 | +187.6% |
| QLYS QUALYS, INC. | 4.8M | 0.7% | 55.0K | 181.98 | +37.7% |
| DGII DIGI INTERNATIONAL INC | 4.8M | 0.7% | 100.0K | 74.91 | +124.3% |
| CTS CTS CORP | 4.8M | 0.7% | 100.0K | 57.74 | +39.0% |
| CCOI COGENT COMMUNICATIONS HOLDINGS, INC. | 4.6M | 0.6% | 242.6K | 9.17 | -75.5% |
| TER TERADYNE, INC | 4.4M | 0.6% | 15.0K | 375.74 | +243.1% |
| MLAB MESA LABORATORIES INC /CO/ | 4.4M | 0.6% | 50.0K | 124.76 | +81.2% |
| KOPN KOPIN CORP | 4.3M | 0.6% | 1.9M | 5.04 | +184.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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