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 ($42.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 96 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HERALD INVESTMENT MANAGEMENT Ltd - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |