HERALD INVESTMENT MANAGEMENT Ltd

Est. AUM

$717.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Celestica Inc	COM	$58.9M	209500	8.21%	SOLE
2	Fabrinet	COM	$52.2M	100100	7.27%	SOLE
3	Silicon Motion Technology Corp	ADR	$41.3M	367700	5.75%	SOLE
4	Vicor Corp	COM	$35.4M	220000	4.93%	SOLE
5	Pegasystems Inc	COM	$29.2M	686600	4.07%	SOLE
6	Tower Semiconductor Ltd	COM	$29.1M	166000	4.06%	SOLE
7	Arlo Technologies Inc	COM	$19.6M	1377000	2.73%	SOLE
8	DigitalOcean Holdings Inc	COM	$18.6M	217000	2.59%	SOLE
9	RADWARE Ltd	COM	$17.1M	650000	2.38%	SOLE
10	Kulicke & Soffa Industries Inc	COM	$16.0M	244100	2.24%	SOLE
11	Super Micro Computer Inc	COM	$15.9M	699500	2.22%	SOLE
12	Leonardo DRS Inc	COM	$12.7M	285000	1.77%	SOLE
13	Alphabet Inc	COM	$12.7M	44100	1.77%	SOLE
14	nLight Inc	COM	$10.5M	185000	1.47%	SOLE
15	Descartes Systems Group Inc/The	COM	$10.4M	145000	1.44%	SOLE
16	Amazon.com Inc	COM	$10.3M	49400	1.43%	SOLE
17	Varonis Systems Inc	COM	$10.0M	463500	1.39%	SOLE
18	Ceva Inc	COM	$9.7M	520000	1.35%	SOLE
19	Microsoft Corp	COM	$9.5M	25800	1.33%	SOLE
20	JFrog Ltd	COM	$9.4M	200000	1.31%	SOLE
21	Electrovaya Inc	COM	$9.0M	1150000	1.25%	SOLE
22	Power Integrations Inc	COM	$9.0M	175000	1.25%	SOLE
23	Alkami Technology Inc	COM	$7.8M	500000	1.09%	SOLE
24	Viavi Solutions Inc	COM	$7.5M	225000	1.04%	SOLE
25	Vishay Precision Group Inc	COM	$7.4M	170000	1.03%	SOLE
26	AvePoint Inc	COM	$7.4M	775000	1.03%	SOLE
27	FormFactor Inc	COM	$7.3M	75300	1.02%	SOLE
28	Micron Technology Inc	COM	$7.3M	21500	1.01%	SOLE
29	Harmonic Inc	COM	$7.0M	785000	0.98%	SOLE
30	Veeco Instruments Inc	COM	$6.8M	200000	0.94%	SOLE
31	Red Violet Inc	COM	$6.6M	190208	0.92%	SOLE
32	Arteris Inc	COM	$6.6M	400000	0.92%	SOLE
33	PDF Solutions Inc	COM	$6.5M	200000	0.91%	SOLE
34	Bel Fuse Inc	COM	$5.9M	30000	0.83%	SOLE
35	Climb Global Solutions Inc	COM	$5.9M	296836	0.82%	SOLE
36	QuickLogic Corp	COM	$5.7M	612547	0.80%	SOLE
37	Silicon Laboratories Inc	COM	$5.7M	27500	0.80%	SOLE
38	Intellicheck Inc	COM	$5.7M	819816	0.80%	SOLE
39	Apple Inc	COM	$5.7M	22300	0.79%	SOLE
40	ePlus Inc	COM	$5.6M	75000	0.79%	SOLE
41	Five9 Inc	COM	$5.5M	362000	0.77%	SOLE
42	Vishay Intertechnology Inc	COM	$5.4M	300000	0.75%	SOLE
43	Everspin Technologies Inc	COM	$5.2M	600000	0.73%	SOLE
44	Qualys Inc	COM	$4.8M	55000	0.67%	SOLE
45	Digi International Inc	COM	$4.8M	100000	0.67%	SOLE
46	CTS Corp	COM	$4.8M	100000	0.67%	SOLE
47	Cogent Communications Holdings Inc	COM	$4.6M	242600	0.64%	SOLE
48	Teradyne Inc	COM	$4.4M	15000	0.62%	SOLE
49	Mesa Laboratories Inc	COM	$4.4M	50000	0.61%	SOLE
50	Kopin Corp	COM	$4.3M	1900000	0.60%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.