HERALD INVESTMENT MANAGEMENT Ltd
97 holdingsFiling period: 2026-03-31Current AUM: $938.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc | 209.5K | $58.9M | $69.3M | 7.39% | -20,000 | 2026-03-31 |
| 2 | — | Fabrinet | 100.1K | $52.2M | $52.2M | 5.56% | -7,500 | 2026-03-31 |
| 3 | SIMO | Silicon Motion Technology Corp | 367.7K | $41.3M | $93.3M | 9.94% | -17,206 | 2026-03-31 |
| 4 | VICR | Vicor Corp | 220.0K | $35.4M | $45.6M | 4.86% | -25,000 | 2026-03-31 |
| 5 | PEGA | Pegasystems Inc | 686.6K | $29.2M | $21.0M | 2.24% | -17,000 | 2026-03-31 |
| 6 | — | Tower Semiconductor Ltd | 166.0K | $29.1M | $29.1M | 3.10% | -14,000 | 2026-03-31 |
| 7 | ARLO | Arlo Technologies Inc | 1.38M | $19.6M | $20.3M | 2.16% | +70.0K | 2026-03-31 |
| 8 | DOCN | DigitalOcean Holdings Inc | 217.0K | $18.6M | $25.5M | 2.72% | +15.0K | 2026-03-31 |
| 9 | — | RADWARE Ltd | 650.0K | $17.1M | $17.1M | 1.82% | -25,000 | 2026-03-31 |
| 10 | KLIC | Kulicke & Soffa Industries Inc | 244.1K | $16.0M | $21.8M | 2.32% | -32,000 | 2026-03-31 |
| 11 | SMCI | Super Micro Computer Inc | 699.5K | $15.9M | $19.9M | 2.12% | -10,000 | 2026-03-31 |
| 12 | DRS | Leonardo DRS Inc | 285.0K | $12.7M | $13.1M | 1.40% | -- | 2026-03-31 |
| 13 | GOOGL | Alphabet Inc | 44.1K | $12.7M | $15.7M | 1.67% | -- | 2026-03-31 |
| 14 | LASR | nLight Inc | 185.0K | $10.5M | $12.7M | 1.36% | -30,000 | 2026-03-31 |
| 15 | DSGX | Descartes Systems Group Inc/The | 145.0K | $10.4M | $10.9M | 1.16% | -40,000 | 2026-03-31 |
| 16 | AMZN | Amazon.com Inc | 49.4K | $10.3M | $13.4M | 1.43% | -- | 2026-03-31 |
| 17 | VRNS | Varonis Systems Inc | 463.5K | $10.0M | $18.5M | 1.97% | -20,000 | 2026-03-31 |
| 18 | CEVA | Ceva Inc | 520.0K | $9.7M | $17.0M | 1.81% | -- | 2026-03-31 |
| 19 | MSFT | Microsoft Corp | 25.8K | $9.5M | $12.0M | 1.28% | -- | 2026-03-31 |
| 20 | — | JFrog Ltd | 200.0K | $9.4M | $9.4M | 1.00% | -30,000 | 2026-03-31 |
| 21 | ELVA | Electrovaya Inc | 1.15M | $9.0M | $9.5M | 1.01% | -290,000 | 2026-03-31 |
| 22 | POWI | Power Integrations Inc | 175.0K | $9.0M | $10.6M | 1.13% | +25.0K | 2026-03-31 |
| 23 | ALKT | Alkami Technology Inc | 500.0K | $7.8M | $9.1M | 0.97% | -- | 2026-03-31 |
| 24 | VIAV | Viavi Solutions Inc | 225.0K | $7.5M | $8.3M | 0.89% | -50,000 | 2026-03-31 |
| 25 | VPG | Vishay Precision Group Inc | 170.0K | $7.4M | $15.6M | 1.67% | -20,000 | 2026-03-31 |
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