HERALD INVESTMENT MANAGEMENT Ltd
Q2 2026 13F filing
Updated 49 days ago92 disclosed positions worth $737.3M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SIMO Silicon Motion Technology Corp | $49.2M | 147.7K | 6.67% | Trimmed(-59.8%) |
| 2 | C CLS Celestica Inc | $30.1M | 82.5K | 4.08% | Trimmed(-60.6%) |
| 3 | V VICR Vicor Corp | $29.3M | 77.1K | 3.97% | Trimmed(-65.0%) |
| 4 | T TSEM Tower Semiconductor Ltd | $25.8M | 99.0K | 3.50% | Trimmed(-40.4%) |
| 5 | K KLIC Kulicke & Soffa Industries Inc | $23.6M | 176.6K | 3.20% | Trimmed(-27.6%) |
| 6 | F FN Fabrinet | $23.4M | 41.6K | 3.17% | Trimmed(-58.4%) |
| 7 | D DOCN DigitalOcean Holdings Inc | $23.2M | 147.5K | 3.14% | Trimmed(-32.0%) |
| 8 | M MU Micron Technology Inc | $20.8M | 18.1K | 2.83% | Trimmed(-15.8%) |
| 9 | C CEVA Ceva Inc | $17.4M | 369.4K | 2.36% | Trimmed(-29.0%) |
| 10 | P PEGA Pegasystems Inc | $16.6M | 554.5K | 2.25% | Trimmed(-19.3%) |
| 11 | ? N/A Red Violet Inc | $16.2M | 254.3K | 2.20% | Added(+33.7%) |
| 12 | V VRNS Varonis Systems Inc | $16M | 380.8K | 2.17% | Trimmed(-17.8%) |
| 13 | G GOOGN Alphabet Inc | $15.7M | 44.1K | 2.14% | Unchanged |
| 14 | ? N/A Arlo Technologies Inc | $15.3M | 1.13M | 2.07% | Trimmed(-17.6%) |
| 15 | ? N/A Arteris Inc | $14.4M | 296.8K | 1.95% | Trimmed(-25.8%) |
| 16 | R RDWR RADWARE Ltd | $14.1M | 456.8K | 1.91% | Trimmed(-29.7%) |
| 17 | F FROG JFrog Ltd | $14M | 153.6K | 1.89% | Trimmed(-23.2%) |
| 18 | V VPG Vishay Precision Group Inc | $12.5M | 83.8K | 1.70% | Trimmed(-50.7%) |
| 19 | S SMCIP Super Micro Computer Inc | $12.4M | 421.6K | 1.68% | Trimmed(-39.7%) |
| 20 | A AMZN Amazon.com Inc | $11.8M | 49.4K | 1.60% | Unchanged |
| 21 | A AMD Advanced Micro Devices Inc | $10.9M | 18.8K | 1.48% | Trimmed(-9.2%) |
| 22 | V VSH Vishay Intertechnology Inc | $9.7M | 180.5K | 1.32% | Trimmed(-39.8%) |
| 23 | M MSFT Microsoft Corp | $9.6M | 25.8K | 1.30% | Unchanged |
| 24 | D DRS Leonardo DRS Inc | $9.4M | 219.5K | 1.27% | Trimmed(-23.0%) |
| 25 | P PDFS PDF Solutions Inc | $8.5M | 119.7K | 1.15% | Trimmed(-40.2%) |
| 26 | L LASR nLight Inc | $8.5M | 121.5K | 1.15% | Trimmed(-34.3%) |
| 27 | P POWI Power Integrations Inc | $8.4M | 100.4K | 1.14% | Trimmed(-42.6%) |
| 28 | B BAND Bandwidth Inc | $7.8M | 124.0K | 1.06% | Trimmed(-29.1%) |
| 29 | ? N/A Five9 Inc | $7.6M | 354.5K | 1.02% | Trimmed(-2.1%) |
| 30 | D DSGX Descartes Systems Group Inc/The | $7.5M | 108.0K | 1.01% | Trimmed(-25.5%) |
| 31 | E ELVA Electrovaya Inc | $7.4M | 704.5K | 1.00% | Trimmed(-38.7%) |
| 32 | ? N/A Teradyne Inc | $7.2M | 15.0K | 0.98% | Unchanged |
| 33 | A ALKT Alkami Technology Inc | $7.2M | 400.0K | 0.98% | Trimmed(-20.0%) |
| 34 | ? N/A Ouster Inc | $7.2M | 114.5K | 0.97% | Trimmed(-23.7%) |
| 35 | ? N/A Digital Turbine Inc | $7.1M | 550.3K | 0.96% | Trimmed(-6.4%) |
| 36 | A AAPL Apple Inc | $7.1M | 24.5K | 0.96% | Added(+9.9%) |
| 37 | Q QLYS Qualys Inc | $6.5M | 47.5K | 0.88% | Trimmed(-13.6%) |
| 38 | ? N/A AvePoint Inc | $6.4M | 575.3K | 0.87% | Trimmed(-25.8%) |
| 39 | V VIAV Viavi Solutions Inc | $6.1M | 128.2K | 0.83% | Trimmed(-43.0%) |
| 40 | F FORM FormFactor Inc | $6M | 37.6K | 0.82% | Trimmed(-50.0%) |
| 41 | B BELFB Bel Fuse Inc | $6M | 17.9K | 0.81% | Trimmed(-40.2%) |
| 42 | M MRAM Everspin Technologies Inc | $5.8M | 241.8K | 0.79% | Trimmed(-59.7%) |
| 43 | ? N/A M-Tron Industries Inc | $5.8M | 58.5K | 0.79% | Added(+6.4%) |
| 44 | F FA First Advantage Corp | $5.6M | 312.5K | 0.76% | Trimmed(-10.7%) |
| 45 | P PLUS ePlus Inc | $5.6M | 67.5K | 0.76% | Trimmed(-10.0%) |
| 46 | K KOPN Kopin Corp | $5.6M | 1.25M | 0.76% | Trimmed(-34.3%) |
| 47 | D DGII Digi International Inc | $5.6M | 74.5K | 0.76% | Trimmed(-25.5%) |
| 48 | V VECO Veeco Instruments Inc | $5.3M | 69.5K | 0.71% | Trimmed(-65.3%) |
| 49 | Q QUIK QuickLogic Corp | $5.2M | 261.5K | 0.71% | Trimmed(-57.3%) |
| 50 | C CLMB Climb Global Solutions Inc | $5.1M | 221.8K | 0.70% | Trimmed(-25.3%) |