HERALD INVESTMENT MANAGEMENT Ltd - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, HERALD INVESTMENT MANAGEMENT Ltd held in its portfolio 96 assets valued at $765,529,812 (i.e. $765.53M).

The most valuable assets in the portfolio included: Celestica Inc ($67.87M), Fabrinet ($48.94M), and Pegasystems Inc ($42.00M).

The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in HERALD INVESTMENT MANAGEMENT Ltd Portfolio
Celestica Inc
Fabrinet
Pegasystems Inc
Silicon Motion Technology Corp
Vicor Corp
Tower Semiconductor Ltd
Super Micro Computer Inc
Arlo Technologies Inc
RADWARE Ltd
Descartes Systems Group Inc/The
HERALD INVESTMENT MANAGEMENT Ltd - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
Celestica Inc 229500 67872330 COM
Fabrinet 107600 48939708 COM
Pegasystems Inc 703600 41997884 COM
Silicon Motion Technology Corp 384906 35642296 ADR
Vicor Corp 245000 26849550 COM
Tower Semiconductor Ltd 180000 21096000 COM
Super Micro Computer Inc 709500 20752875 COM
Arlo Technologies Inc 1307000 18284930 COM
RADWARE Ltd 675000 16254000 COM
Descartes Systems Group Inc/The 185000 16213400 COM
Varonis Systems Inc 483500 15853965 COM
JFrog Ltd 230000 14340500 COM
Alphabet Inc 44100 13800654 COM
Kulicke & Soffa Industries Inc 276100 12568072 COM
Microsoft Corp 25800 12476880 COM
AvePoint Inc 850000 11806500 COM
Alkami Technology Inc 500000 11540000 COM
Amazon.com Inc 49400 11402508 COM
Red Violet Inc 200000 11384000 COM
Electrovaya Inc 1440000 11332800 COM
Ceva Inc 520000 11195600 COM
Leonardo DRS Inc 285000 9712800 COM
DigitalOcean Holdings Inc 202000 9708120 COM
Micron Technology Inc 33500 9557885 COM
Qualys Inc 65000 8630700 COM
nLight Inc 215000 8056050 COM
Harmonic Inc 785000 7763650 COM
Climb Global Solutions Inc 75000 7709250 COM
Everspin Technologies Inc 800000 7392000 COM
Vishay Precision Group Inc 190000 7316900 COM
Five9 Inc 362000 7254480 COM
ePlus Inc 75000 6558000 COM
Intellicheck Inc 975569 6487534 COM
PDF Solutions Inc 225000 6419250 COM
SPS Commerce Inc 70000 6239100 COM
Bel Fuse Inc 37500 6212700 COM
Arteris Inc 400000 6192000 COM
FormFactor Inc 108300 6036642 COM
First Advantage Corp 400000 5804000 COM
Veeco Instruments Inc 200000 5710000 COM
Apple Inc 20400 5545536 COM
Power Integrations Inc 150000 5329500 COM
Cogent Communications Holdings Inc 242600 5230456 COM
Digi International Inc 120000 5194800 COM
Viavi Solutions Inc 275000 4900500 COM
SimilarWeb Ltd 645465 4853897 COM
CTS Corp 110000 4713500 COM
HealthStream Inc 200000 4610000 COM
Advanced Micro Devices Inc 20720 4436566 COM
Kopin Corp 1900000 4427000 COM
QuickLogic Corp 730379 4360363 COM
Ouster Inc 200000 4326000 COM
Workiva Inc 50000 4317500 COM
Braze Inc 125000 4286250 COM
RADCOM Ltd 325000 4215250 COM
Novanta Inc 35000 4163950 COM
Vertex Inc 200000 3994000 COM
Mesa Laboratories Inc 50000 3915500 COM
Rimini Street Inc 1000000 3870000 COM
Simulations Plus Inc 200000 3642000 COM
Silicon Laboratories Inc 27500 3589850 COM
M-Tron Industries Inc 67000 3556360 COM
Aviat Networks Inc 155000 3313900 COM
UiPath Inc 202280 3311324 COM
Himax Technologies Inc 400000 3276000 ADR
Bandwidth Inc 210000 3244500 COM
Teradyne Inc 16600 3210108 COM
Powell Industries Inc 10000 3185100 COM
CSG Systems International Inc 41240 3159396 COM
N-Able Inc 413000 3085110 COM
Ooma Inc 260000 3044600 COM
Digital Turbine Inc 600000 2994000 COM
Franklin Covey Co 175000 2933000 COM
Spire Global Inc 386249 2885280 COM
Commerce.com Inc 700000 2877000 COM
Onespan Inc 200000 2568000 COM
Arista Networks Inc 18700 2449326 COM
CI&T Inc 600000 2442000 COM
Freshworks Inc 190000 2327500 COM
Ribbon Communications Inc 800000 2304000 COM
Zoom Communications Inc 25910 2235774 COM
Dynatrace Inc 50000 2166500 COM
Allient Inc 40000 2140400 COM
Kyndryl Holdings Inc 80000 2124800 COM
Tecogen Inc/Waltham MA 420000 2083200 COM
Silicom Ltd 125000 1805000 COM
ADTRAN Holdings Inc 200000 1738000 COM
Check Point Software Technologies Ltd 9200 1704576 COM
Arrow Electronics Inc 15200 1675192 COM
Genasys Inc 700000 1498000 COM
Valens Semiconductor Ltd 950000 1339500 COM
Forrester Research Inc 150000 1216500 COM
Freightos Ltd 500000 1140000 COM
Aware Inc/MA 430000 795500 COM
Texas Instruments Inc 4100 711145 COM
Intel Corp 19000 701290 COM