HERALD INVESTMENT MANAGEMENT Ltd
HERALD INVESTMENT MANAGEMENT Ltd reported 92 holdings worth US$737M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
HERALD INVESTMENT MANAGEMENT Ltd reported 92 holdings worth US$737M as of Jun 30, 2026. Largest: Celestica Inc., Vicor Corporation and Kulicke And Soffa Industries, Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$737M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Celestica Inc. | 82,550 | US$30.1M | 4.1% |
| Vicor Corporation | 77,100 | US$29.3M | 4.0% |
| Kulicke And Soffa Industries, Inc. | 177K | US$23.6M | 3.2% |
| Fabrinet | 41,600 | US$23.4M | 3.2% |
| Digitalocean Holdings, Inc. | 148K | US$23.2M | 3.1% |
| Micron Technology, Inc. | 18,100 | US$20.8M | 2.8% |
| Ceva, Inc. | 369K | US$17.4M | 2.4% |
| Pegasystems Inc. | 554K | US$16.6M | 2.3% |
| Red Violet, Inc. | 254K | US$16.2M | 2.2% |
| Varonis Systems, Inc. | 381K | US$16M | 2.2% |
| Alphabet Inc (google) Class C | 44,100 | US$15.7M | 2.1% |
| Arlo Technologies, Inc. | 1.13M | US$15.3M | 2.1% |
| Arteris, Inc. | 297K | US$14.4M | 2.0% |
| Vishay Precision Group, Inc. | 83,750 | US$12.5M | 1.7% |
| Super Micro Computer, Inc. | 422K | US$12.4M | 1.7% |
| Amazon.com, Inc. | 49,400 | US$11.8M | 1.6% |
| Advanced Micro Devices Inc | 18,820 | US$10.9M | 1.5% |
| Vishay Intertechnology, Inc. | 180K | US$9.7M | 1.3% |
| Microsoft Corp. | 25,800 | US$9.62M | 1.3% |
| Leonardo Drs, Inc. | 220K | US$9.37M | 1.3% |
| Pdf Solutions, Inc. | 120K | US$8.46M | 1.1% |
| Nlight, Inc. | 122K | US$8.45M | 1.1% |
| Power Integrations, Inc. | 100K | US$8.41M | 1.1% |
| Bandwidth Inc. | 124K | US$7.84M | 1.1% |
| Five9, Inc. | 355K | US$7.55M | 1.0% |
| Descartes Systems Group Inc. | 108K | US$7.48M | 1.0% |
| Bel Fuse Inc. | 22,322 | US$7.42M | 1.0% |
| Electrovaya Inc. | 705K | US$7.36M | 1.00% |
| Teradyne, Inc. | 15,000 | US$7.25M | 0.98% |
| Alkami Technology, Inc. | 400K | US$7.24M | 0.98% |
| Ouster, Inc. | 115K | US$7.15M | 0.97% |
| Digital Turbine, Inc. | 550K | US$7.09M | 0.96% |
| Apple Inc | 24,500 | US$7.08M | 0.96% |
| Qualys, Inc. | 47,500 | US$6.52M | 0.88% |
| Avepoint, Inc. | 575K | US$6.45M | 0.87% |
| Viavi Solutions Inc. | 128K | US$6.12M | 0.83% |
| Formfactor, Inc. | 37,650 | US$6.02M | 0.82% |
| Everspin Technologies, Inc. | 242K | US$5.84M | 0.79% |
| M-tron Industries, Inc. | 58,500 | US$5.79M | 0.79% |
| First Advantage Corporation | 313K | US$5.64M | 0.76% |
| Eplus Inc. | 67,500 | US$5.61M | 0.76% |
| Kopin Corporation | 1.25M | US$5.58M | 0.76% |
| Digi International Inc. | 74,500 | US$5.57M | 0.76% |
| Veeco Instruments Inc. | 69,500 | US$5.27M | 0.71% |
| Quicklogic Corporation | 262K | US$5.21M | 0.71% |
| Climb Global Solutions, Inc. | 222K | US$5.13M | 0.70% |
| Cts Corporation | 72,500 | US$4.73M | 0.64% |
| Spire Global, Inc. | 253K | US$4.69M | 0.64% |
| Novanta Inc. | 28,780 | US$4.67M | 0.63% |
| Harmonic Inc. | 267K | US$4.36M | 0.59% |
| Powell Industries, Inc. | 15,000 | US$4.29M | 0.58% |
| Franklin Covey Company | 175K | US$4.29M | 0.58% |
| Mesa Laboratories, Inc. | 42,500 | US$4.23M | 0.57% |
| Allient Inc. | 40,000 | US$4.11M | 0.56% |
| Healthstream, Inc. | 150K | US$4.08M | 0.55% |
| Sps Commerce, Inc. | 70,000 | US$4M | 0.54% |
| Simulations Plus, Inc. | 200K | US$3.66M | 0.50% |
| Vertex, Inc. | 300K | US$3.44M | 0.47% |
| Cogent Communications Holdings, Inc. | 243K | US$3.36M | 0.46% |
| Ci&t Inc | 1M | US$3.26M | 0.44% |
| Arrow Electronics, Inc. | 15,200 | US$3.24M | 0.44% |
| Uipath, Inc. | 296K | US$3.22M | 0.44% |
| Arista Networks, Inc. | 18,700 | US$3.18M | 0.43% |
| Commerce.com, Inc. - Series 1 | 1.06M | US$3.14M | 0.43% |
| Avnet, Inc. | 33,000 | US$2.93M | 0.40% |
| Ooma, Inc. | 150K | US$2.88M | 0.39% |
| Adtran Holdings, Inc. | 200K | US$2.78M | 0.38% |
| Silicon Laboratories, Inc. | 12,500 | US$2.73M | 0.37% |
| Braze, Inc. | 125K | US$2.71M | 0.37% |
| Intel Corporation | 19,000 | US$2.65M | 0.36% |
| Zoom Communications, Inc. | 25,910 | US$2.24M | 0.30% |
| Dynatrace, Inc. | 50,000 | US$2.19M | 0.30% |
| Tecogen Inc. | 420K | US$2.19M | 0.30% |
| Freshworks Inc. | 190K | US$1.92M | 0.26% |
| Rimini Street, Inc. | 350K | US$1.48M | 0.20% |
| Intellicheck, Inc. | 300K | US$1.23M | 0.17% |
| Texas Instruments Incorporated | 4,100 | US$1.22M | 0.17% |
| Aviat Networks, Inc. | 53,000 | US$1.18M | 0.16% |
| Kyndryl Holdings, Inc. | 80,000 | US$905K | 0.12% |
| Aware, Inc. | 234K | US$311K | 0.04% |
| Csg Systems International, Inc. | 0 | US$0 | 0.00% |
| Genasys Inc. | 0 | US$0 | 0.00% |
| N-able, Inc. | 0 | US$0 | 0.00% |
| Ribbon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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