HERALD INVESTMENT MANAGEMENT Ltd
92 holdingsFiling period: 2026-06-30Current AUM: $622.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SIMO | Silicon Motion Technology Corp | 147.7K | $49.2M | $30.8M | 4.94% | -220,000 | 2026-06-30 |
| 2 | CLS | Celestica Inc | 82.5K | $30.1M | $21.9M | 3.52% | -126,950 | 2026-06-30 |
| 3 | VICR | Vicor Corp | 77.1K | $29.3M | $14.7M | 2.36% | -142,900 | 2026-06-30 |
| 4 | — | Tower Semiconductor Ltd | 99.0K | $25.8M | $25.8M | 4.14% | -67,000 | 2026-06-30 |
| 5 | KLIC | Kulicke & Soffa Industries Inc | 176.6K | $23.6M | $13.1M | 2.10% | -67,500 | 2026-06-30 |
| 6 | — | Fabrinet | 41.6K | $23.4M | $23.4M | 3.76% | -58,500 | 2026-06-30 |
| 7 | DOCN | DigitalOcean Holdings Inc | 147.5K | $23.2M | $13.2M | 2.12% | -69,500 | 2026-06-30 |
| 8 | MU | Micron Technology Inc | 18.1K | $20.8M | $16.0M | 2.56% | -3,400 | 2026-06-30 |
| 9 | CEVA | Ceva Inc | 369.4K | $17.4M | $10.9M | 1.75% | -150,637 | 2026-06-30 |
| 10 | PEGA | Pegasystems Inc | 554.5K | $16.6M | $18.8M | 3.02% | -132,150 | 2026-06-30 |
| 11 | RDVT | Red Violet Inc | 254.3K | $16.2M | $20.3M | 3.27% | +64.0K | 2026-06-30 |
| 12 | VRNS | Varonis Systems Inc | 380.8K | $16.0M | $18.6M | 2.99% | -82,666 | 2026-06-30 |
| 13 | GOOGL | Alphabet Inc | 44.1K | $15.7M | $12.3M | 1.98% | -- | 2026-06-30 |
| 14 | ARLO | Arlo Technologies Inc | 1.13M | $15.3M | $16.4M | 2.64% | -242,675 | 2026-06-30 |
| 15 | AIP | Arteris Inc | 296.8K | $14.4M | $5.6M | 0.89% | -103,200 | 2026-06-30 |
| 16 | — | RADWARE Ltd | 456.8K | $14.1M | $14.1M | 2.26% | -193,183 | 2026-06-30 |
| 17 | — | JFrog Ltd | 153.6K | $14.0M | $14.0M | 2.24% | -46,450 | 2026-06-30 |
| 18 | VPG | Vishay Precision Group Inc | 83.8K | $12.5M | $4.6M | 0.73% | -86,250 | 2026-06-30 |
| 19 | SMCI | Super Micro Computer Inc | 421.6K | $12.4M | $13.9M | 2.23% | -277,900 | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 49.4K | $11.8M | $11.9M | 1.91% | -- | 2026-06-30 |
| 21 | AMD | Advanced Micro Devices Inc | 18.8K | $10.9M | $9.5M | 1.52% | -1,900 | 2026-06-30 |
| 22 | VSH | Vishay Intertechnology Inc | 180.5K | $9.7M | $4.8M | 0.77% | -119,525 | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 25.8K | $9.6M | $13.5M | 2.16% | -- | 2026-06-30 |
| 24 | DRS | Leonardo DRS Inc | 219.5K | $9.4M | $8.3M | 1.33% | -65,500 | 2026-06-30 |
| 25 | PDFS | PDF Solutions Inc | 119.7K | $8.5M | $4.9M | 0.79% | -80,333 | 2026-06-30 |
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