Holders — by stockHoldings — by fund
HERALD INVESTMENT MANAGEMENT Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001512022
$737.3M
disclosed book value
92
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 92 of 92 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SIMOSilicon Motion Technology Corp | 147,700 | $49.2M | 6.7% |
| 2 | CLSCelestica Inc | 82,550 | $30.1M | 4.1% |
| 3 | VICRVicor Corp | 77,100 | $29.3M | 4% |
| 4 | TSEMTower Semiconductor Ltd | 99,000 | $25.8M | 3.5% |
| 5 | KLICKulicke & Soffa Industries Inc | 176,600 | $23.6M | 3.2% |
| 6 | FNFabrinet | 41,600 | $23.4M | 3.2% |
| 7 | DOCNDigitalOcean Holdings Inc | 147,500 | $23.2M | 3.1% |
| 8 | MUMicron Technology Inc | 18,100 | $20.8M | 2.8% |
| 9 | CEVACeva Inc | 369,363 | $17.4M | 2.4% |
| 10 | PEGAPegasystems Inc | 554,450 | $16.6M | 2.3% |
| 11 | RDVTRed Violet Inc | 254,250 | $16.2M | 2.2% |
| 12 | VRNSVaronis Systems Inc | 380,834 | $16.0M | 2.2% |
| 13 | GOOGLAlphabet Inc | 44,100 | $15.7M | 2.1% |
| 14 | ARLOArlo Technologies Inc | 1.1M | $15.3M | 2.1% |
| 15 | AIPArteris Inc | 296,800 | $14.4M | 2% |
| 16 | RDWRRADWARE Ltd | 456,817 | $14.1M | 1.9% |
| 17 | FROGJFrog Ltd | 153,550 | $14.0M | 1.9% |
| 18 | VPGVishay Precision Group Inc | 83,750 | $12.5M | 1.7% |
| 19 | SMCISuper Micro Computer Inc | 421,600 | $12.4M | 1.7% |
| 20 | AMZNAmazon.com Inc | 49,400 | $11.8M | 1.6% |
| 21 | AMDAdvanced Micro Devices Inc | 18,820 | $10.9M | 1.5% |
| 22 | VSHVishay Intertechnology Inc | 180,475 | $9.7M | 1.3% |
| 23 | MSFTMicrosoft Corp | 25,800 | $9.6M | 1.3% |
| 24 | DRSLeonardo DRS Inc | 219,500 | $9.4M | 1.3% |
| 25 | PDFSPDF Solutions Inc | 119,667 | $8.5M | 1.1% |
| 26 | LASRnLight Inc | 121,500 | $8.5M | 1.1% |
| 27 | POWIPower Integrations Inc | 100,384 | $8.4M | 1.1% |
| 28 | BANDBandwidth Inc | 124,000 | $7.8M | 1.1% |
| 29 | FIVNFive9 Inc | 354,500 | $7.6M | 1% |
| 30 | DSGXDescartes Systems Group Inc/The | 108,000 | $7.5M | 1% |
| 31 | ELVAElectrovaya Inc | 704,500 | $7.4M | 1% |
| 32 | TERTeradyne Inc | 15,000 | $7.2M | 1% |
| 33 | ALKTAlkami Technology Inc | 400,000 | $7.2M | 1% |
| 34 | OUSTOuster Inc | 114,500 | $7.2M | 1% |
| 35 | APPSDigital Turbine Inc | 550,329 | $7.1M | 1% |
| 36 | AAPLApple Inc | 24,500 | $7.1M | 1% |
| 37 | QLYSQualys Inc | 47,500 | $6.5M | 0.9% |
| 38 | AVPTAvePoint Inc | 575,250 | $6.4M | 0.9% |
| 39 | VIAVViavi Solutions Inc | 128,167 | $6.1M | 0.8% |
| 40 | FORMFormFactor Inc | 37,650 | $6.0M | 0.8% |
| 41 | BELFBBel Fuse Inc | 17,950 | $6.0M | 0.8% |
| 42 | MRAMEverspin Technologies Inc | 241,750 | $5.8M | 0.8% |
| 43 | MPTIM-Tron Industries Inc | 58,500 | $5.8M | 0.8% |
| 44 | FAFirst Advantage Corp | 312,500 | $5.6M | 0.8% |
| 45 | PLUSePlus Inc | 67,500 | $5.6M | 0.8% |
| 46 | KOPNKopin Corp | 1.2M | $5.6M | 0.8% |
| 47 | DGIIDigi International Inc | 74,500 | $5.6M | 0.8% |
| 48 | VECOVeeco Instruments Inc | 69,500 | $5.3M | 0.7% |
| 49 | QUIKQuickLogic Corp | 261,500 | $5.2M | 0.7% |
| 50 | CLMBClimb Global Solutions Inc | 221,836 | $5.1M | 0.7% |
| 51 | CTSCTS Corp | 72,500 | $4.7M | 0.6% |
| 52 | SPIRSpire Global Inc | 253,000 | $4.7M | 0.6% |
| 53 | NOVTNovanta Inc | 28,780 | $4.7M | 0.6% |
| 54 | RDCMRADCOM Ltd | 325,000 | $4.6M | 0.6% |
| 55 | SILCSilicom Ltd | 95,800 | $4.5M | 0.6% |
| 56 | HLITHarmonic Inc | 267,000 | $4.4M | 0.6% |
| 57 | POWLPowell Industries Inc | 15,000 | $4.3M | 0.6% |
| 58 | FCFranklin Covey Co | 175,000 | $4.3M | 0.6% |
| 59 | MLABMesa Laboratories Inc | 42,500 | $4.2M | 0.6% |
| 60 | ALNTAllient Inc | 40,000 | $4.1M | 0.6% |
| 61 | HSTMHealthStream Inc | 150,000 | $4.1M | 0.6% |
| 62 | SPSCSPS Commerce Inc | 70,000 | $4.0M | 0.5% |
| 63 | SMWBSimilarWeb Ltd | 645,465 | $4.0M | 0.5% |
| 64 | HIMXHimax Technologies Inc | 252,000 | $3.9M | 0.5% |
| 65 | SLPSimulations Plus Inc | 200,000 | $3.7M | 0.5% |
| 66 | VERXVertex Inc | 300,000 | $3.4M | 0.5% |
| 67 | CCOICogent Communications Holdings Inc | 242,600 | $3.4M | 0.5% |
| 68 | CINTCI&T Inc | 1.0M | $3.3M | 0.4% |
| 69 | ARWArrow Electronics Inc | 15,200 | $3.2M | 0.4% |
| 70 | PATHUiPath Inc | 296,280 | $3.2M | 0.4% |
| 71 | ANETArista Networks Inc | 18,700 | $3.2M | 0.4% |
| 72 | CMRCCommerce.com Inc | 1.1M | $3.1M | 0.4% |
| 73 | AVTAvnet Inc | 33,000 | $2.9M | 0.4% |
| 74 | OOMAOoma Inc | 150,000 | $2.9M | 0.4% |
| 75 | ADTNADTRAN Holdings Inc | 200,000 | $2.8M | 0.4% |
| 76 | SLABSilicon Laboratories Inc | 12,500 | $2.7M | 0.4% |
| 77 | BRZEBraze Inc | 125,000 | $2.7M | 0.4% |
| 78 | INTCIntel Corp | 19,000 | $2.7M | 0.4% |
| 79 | ZMZoom Communications Inc | 25,910 | $2.2M | 0.3% |
| 80 | DTDynatrace Inc | 50,000 | $2.2M | 0.3% |
| 81 | TGENTecogen Inc/Waltham MA | 420,000 | $2.2M | 0.3% |
| 82 | VLNValens Semiconductor Ltd | 950,000 | $2.1M | 0.3% |
| 83 | FRSHFreshworks Inc | 190,000 | $1.9M | 0.3% |
| 84 | RMNIRimini Street Inc | 350,000 | $1.5M | 0.2% |
| 85 | BELFABel Fuse Inc | 5,000 | $1.5M | 0.2% |
| 86 | IDNIntellicheck Inc | 300,000 | $1.2M | 0.2% |
| 87 | TXNTexas Instruments Inc | 4,100 | $1.2M | 0.2% |
| 88 | Check Point Software Technologies Ltd | 9,200 | $1.2M | 0.2% |
| 89 | AVNWAviat Networks Inc | 53,000 | $1.2M | 0.2% |
| 90 | KDKyndryl Holdings Inc | 80,000 | $904,800 | 0.1% |
| 91 | Freightos Ltd | 500,000 | $735,000 | 0.1% |
| 92 | AWREAware Inc/MA | 234,058 | $311,297 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.