The Analysis of HERALD INVESTMENT MANAGEMENT Ltd's Holdings


Currently, HERALD INVESTMENT MANAGEMENT Ltd holds 97 types of securities in its portfolio with a total value $765.5M. In the most recent quarter, they have increased their positions in DOCN (+202.0K shares, valued at $9.7M), PLUS (+75.0K shares, valued at $6.6M), VIAV (+275.0K shares, valued at $4.9M); decreased their positions in N/A (-105.5K shares, valued at $31.2M), FN (-38.0K shares, valued at $17.3M), AMD (-10.2K shares, valued at $2.2M); initiated new positions in DOCN (+202.0K shares, valued at $9.7M), PLUS (+75.0K shares, valued at $6.6M), VIAV (+275.0K shares, valued at $4.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
Celestica Inc Celestica Inc229.5K shares-31.49%2025-12-312026-02-13history
FN Fabrinet107.6K shares-26.10%2025-12-312026-02-13history
PEGA Pegasystems Inc703.6K shares0.00%2025-12-312026-02-13history
SIMO Silicon Motion Technology Corp384.9K shares0.00%2025-12-312026-02-13history
VICR Vicor Corp245.0K shares-2.00%2025-12-312026-02-13history
TSEM Tower Semiconductor Ltd180.0K shares-9.09%2025-12-312026-02-13history
Super Micro Computer Inc Super Micro Computer Inc709.5K shares-1.39%2025-12-312026-02-13history
ARLO Arlo Technologies Inc1.3M shares2.35%2025-12-312026-02-13history
Sponsored
RDWR RADWARE Ltd675.0K shares0.00%2025-12-312026-02-13history
DSGX Descartes Systems Group Inc/The185.0K shares0.00%2025-12-312026-02-13history
VRNS Varonis Systems Inc483.5K shares9.02%2025-12-312026-02-13history
FROG JFrog Ltd230.0K shares-8.00%2025-12-312026-02-13history
Alphabet Inc Alphabet Inc44.1K shares-12.15%2025-12-312026-02-13history
KLIC Kulicke & Soffa Industries Inc276.1K shares-6.75%2025-12-312026-02-13history
MSFT Microsoft Corp25.8K shares6.17%2025-12-312026-02-13history
AVPT AvePoint Inc850.0K shares21.43%2025-12-312026-02-13history
Sponsored
ALKT Alkami Technology Inc500.0K shares25.00%2025-12-312026-02-13history
AMZN Amazon.com Inc49.4K shares6.47%2025-12-312026-02-13history
RDVT Red Violet Inc200.0K shares0.00%2025-12-312026-02-13history
ELVA Electrovaya Inc1.4M shares13.83%2025-12-312026-02-13history
CEVA Ceva Inc520.0K shares15.56%2025-12-312026-02-13history
DRS Leonardo DRS Inc285.0K shares0.00%2025-12-312026-02-13history
DOCN DigitalOcean Holdings Inc202.0K sharesnew addition2025-12-312026-02-13history
MU Micron Technology Inc33.5K shares-6.94%2025-12-312026-02-13history
Sponsored
QLYS Qualys Inc65.0K shares0.00%2025-12-312026-02-13history
LASR nLight Inc215.0K shares-14.00%2025-12-312026-02-13history
HLIT Harmonic Inc785.0K shares0.00%2025-12-312026-02-13history
CLMB Climb Global Solutions Inc75.0K shares50.00%2025-12-312026-02-13history
MRAM Everspin Technologies Inc800.0K shares0.00%2025-12-312026-02-13history
VPG Vishay Precision Group Inc190.0K shares26.67%2025-12-312026-02-13history
FIVN Five9 Inc362.0K shares28.37%2025-12-312026-02-13history
PLUS ePlus Inc75.0K sharesnew addition2025-12-312026-02-13history
Sponsored
IDN Intellicheck Inc975.6K shares-2.44%2025-12-312026-02-13history
PDFS PDF Solutions Inc225.0K shares12.50%2025-12-312026-02-13history
SPSC SPS Commerce Inc70.0K shares27.27%2025-12-312026-02-13history
AIP Arteris Inc400.0K shares0.00%2025-12-312026-02-13history
FORM FormFactor Inc108.3K shares-8.45%2025-12-312026-02-13history
FA First Advantage Corp400.0K shares9.59%2025-12-312026-02-13history
VECO Veeco Instruments Inc200.0K shares0.00%2025-12-312026-02-13history
AAPL Apple Inc20.4K shares0.00%2025-12-312026-02-13history
Sponsored
POWI Power Integrations Inc150.0K shares294.74%2025-12-312026-02-13history
CCOI Cogent Communications Holdings Inc242.6K shares0.00%2025-12-312026-02-13history
DGII Digi International Inc120.0K shares20.00%2025-12-312026-02-13history
BELFB Bel Fuse Inc30.0K shares0.00%2025-12-312026-02-13history
VIAV Viavi Solutions Inc275.0K sharesnew addition2025-12-312026-02-13history
SMWB SimilarWeb Ltd645.5K shares7.58%2025-12-312026-02-13history
CTS CTS Corp110.0K shares10.00%2025-12-312026-02-13history
HSTM HealthStream Inc200.0K shares5.26%2025-12-312026-02-13history
Sponsored
AMD Advanced Micro Devices Inc20.7K shares-32.99%2025-12-312026-02-13history
KOPN Kopin Corp1.9M shares-5.00%2025-12-312026-02-13history
QUIK QuickLogic Corp730.4K shares0.00%2025-12-312026-02-13history
Ouster Inc Ouster Inc200.0K shares5.26%2025-12-312026-02-13history
WK Workiva Inc50.0K shares0.00%2025-12-312026-02-13history
BRZE Braze Inc125.0K sharesnew addition2025-12-312026-02-13history
RDCM RADCOM Ltd325.0K shares8.33%2025-12-312026-02-13history
NOVT Novanta Inc35.0K shares40.00%2025-12-312026-02-13history
Sponsored
VERX Vertex Inc200.0K shares0.00%2025-12-312026-02-13history
MLAB Mesa Laboratories Inc50.0K shares0.00%2025-12-312026-02-13history
RMNI Rimini Street Inc1.0M shares17.65%2025-12-312026-02-13history
SLP Simulations Plus Inc200.0K shares0.00%2025-12-312026-02-13history
SLAB Silicon Laboratories Inc27.5K shares0.00%2025-12-312026-02-13history
MPTI M-Tron Industries Inc67.0K shares21.82%2025-12-312026-02-13history
AVNW Aviat Networks Inc155.0K shares0.00%2025-12-312026-02-13history
PATH UiPath Inc202.3K shares25.42%2025-12-312026-02-13history
Sponsored
HIMX Himax Technologies Inc400.0K shares0.00%2025-12-312026-02-13history
BAND Bandwidth Inc210.0K shares0.00%2025-12-312026-02-13history
TER Teradyne Inc16.6K shares-19.42%2025-12-312026-02-13history
POWL Powell Industries Inc10.0K sharesnew addition2025-12-312026-02-13history
CSGS CSG Systems International Inc41.2K sharesnew addition2025-12-312026-02-13history
NABL N-Able Inc413.0K shares0.00%2025-12-312026-02-13history
OOMA Ooma Inc260.0K shares0.00%2025-12-312026-02-13history
APPS Digital Turbine Inc600.0K shares0.00%2025-12-312026-02-13history
Sponsored
FC Franklin Covey Co175.0K shares0.00%2025-12-312026-02-13history
Spire Global Inc Spire Global Inc386.2K shares0.00%2025-12-312026-02-13history
CMRC Commerce.com Inc700.0K shares0.00%2025-12-312026-02-13history
OSPN Onespan Inc200.0K shares0.00%2025-12-312026-02-13history
Arista Networks Inc Arista Networks Inc18.7K shares-17.62%2025-12-312026-02-13history
CI&T Inc CI&T Inc600.0K shares33.33%2025-12-312026-02-13history
FRSH Freshworks Inc190.0K shares0.00%2025-12-312026-02-13history
RBBN Ribbon Communications Inc800.0K shares-12.36%2025-12-312026-02-13history
Sponsored
ZM Zoom Communications Inc25.9K shares0.00%2025-12-312026-02-13history
DT Dynatrace Inc50.0K shares0.00%2025-12-312026-02-13history
ALNT Allient Inc40.0K sharesnew addition2025-12-312026-02-13history
KD Kyndryl Holdings Inc80.0K shares19.40%2025-12-312026-02-13history
TGEN Tecogen Inc/Waltham MA420.0K shares-5.85%2025-12-312026-02-13history
SILC Silicom Ltd125.0K shares0.00%2025-12-312026-02-13history
ADTRAN Holdings Inc ADTRAN Holdings Inc200.0K shares0.00%2025-12-312026-02-13history
CKP Check Point Software Technologies Ltd9.2K shares0.00%2025-12-312026-02-13history
Sponsored
ARW Arrow Electronics Inc15.2K shares0.00%2025-12-312026-02-13history
GNSS Genasys Inc700.0K shares-6.67%2025-12-312026-02-13history
VLN Valens Semiconductor Ltd950.0K shares0.00%2025-12-312026-02-13history
FORR Forrester Research Inc150.0K shares0.00%2025-12-312026-02-13history
Freightos Ltd Freightos Ltd500.0K shares0.00%2025-12-312026-02-13history
BELFA Bel Fuse Inc7.5K shares0.00%2025-12-312026-02-13history
AWRE Aware Inc/MA430.0K shares0.00%2025-12-312026-02-13history
TXN Texas Instruments Inc4.1K shares0.00%2025-12-312026-02-13history
Sponsored
INTC Intel Corp19.0K shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available