Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

Herald Investment Management Ltd has $610.91 million in total holdings as of December 31, 2024.
Herald Investment Management Ltd owns shares of 94 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
Approximately 7.28% of the portfolio was purchased this quarter.
About 4.03% of the portfolio was sold this quarter.
This quarter, Herald Investment Management Ltd has purchased 94 new stocks and bought additional shares in 9 stocks.
Herald Investment Management Ltd sold shares of 17 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Celestica Inc: $42,970,139
Fabrinet: $39,234,577
Pegasystems: $32,387,000
Super Micro Computer Inc: $23,004,705
The Descartes Systems Group: $21,584,000

Largest New Holdings this Quarter

Arista Networks Inc: $6,796,689 Holding
Bel Fuse: $1,973,280 Holding
Freightos Ltd: $1,520,000 Holding
Mesa Laboratories: $977,338 Holding
Bel Fuse: $359,800 Holding

Largest Purchases this Quarter

Super Micro Computer Inc: 668,050 shares (about $20.37M)
Arista Networks Inc: 61,464 shares (about $6.80M)
Kulicke and Soffa Industries: 70,000 shares (about $3.27M)
QuickLogic: 230,379 shares (about $2.60M)
Electrovaya Inc: 930,000 shares (about $2.25M)

Largest Sales this Quarter

Celestica Inc: 30,000 shares (about $2.77M)
The Descartes Systems Group: 20,000 shares (about $2.27M)
Qualys: 9,000 shares (about $1.26M)
Ribbon Communications: 292,191 shares (about $1.22M)
Fabrinet: 5,000 shares (about $1.10M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
Celestica Inc	$42,970,139	$2,768,100 ▼	-6.1%	465,700	7.0%	COM
FN Fabrinet	$39,234,577	$1,098,700 ▼	-2.7%	178,550	6.4%	Computer and Technology
PEGA Pegasystems	$32,387,000		0.0%	347,500	5.3%	Computer and Technology
Super Micro Computer Inc	$23,004,705	$20,368,845 ▲	772.8%	754,500	3.8%	COM
DSGX The Descartes Systems Group	$21,584,000	$2,272,000 ▼	-9.5%	190,000	3.5%	Computer and Technology
SIMO Silicon Motion Technology	$20,796,471		0.0%	384,906	3.4%	Computer and Technology
VRNS Varonis Systems	$19,691,400	$666,000 ▼	-3.3%	443,500	3.2%	Computer and Technology
RDWR Radware	$16,269,000	$561,000 ▼	-3.3%	725,000	2.7%	Computer and Technology
CYBR CyberArk Software	$15,757,995	$333,150 ▼	-2.1%	47,300	2.6%	Computer and Technology
CCOI Cogent Communications	$15,444,194		0.0%	200,600	2.5%	Computer and Technology
ARLO Arlo Technologies	$14,276,860		0.0%	1,277,000	2.3%	Computer and Technology
KLIC Kulicke and Soffa Industries	$11,576,346	$3,266,200 ▲	39.3%	248,100	1.9%	Computer and Technology
AVPT AvePoint	$11,543,000		0.0%	700,000	1.9%	Computer and Technology
MSFT Microsoft	$10,635,214	$318,066 ▼	-2.9%	25,245	1.7%	Computer and Technology
HLIT Harmonic	$10,385,550		0.0%	785,000	1.7%	Computer and Technology
DRS Leonardo DRS	$10,336,000	$484,500 ▼	-4.5%	320,000	1.7%	Aerospace
CEVA CEVA	$10,250,500		0.0%	325,000	1.7%	Computer and Technology
TSEM Tower Semiconductor	$10,195,020		0.0%	198,000	1.7%	Computer and Technology
VICR Vicor	$9,650,000		0.0%	200,000	1.6%	Computer and Technology
AMZN Amazon.com	$9,585,158		0.0%	43,700	1.6%	Retail/Wholesale
SPSC SPS Commerce	$9,203,000	$499,907 ▼	-5.2%	50,000	1.5%	Business Services
AMSWA American Software	$9,126,097	$262,097 ▲	3.0%	823,655	1.5%	Computer and Technology
QLYS Qualys	$9,113,650	$1,261,890 ▼	-12.2%	65,000	1.5%	Computer and Technology
GOOGL Alphabet	$8,879,108		0.0%	46,900	1.5%	Computer and Technology
QUIK QuickLogic	$8,231,371	$2,596,371 ▲	46.1%	730,379	1.3%	Computer and Technology
FROG JFrog	$7,347,500		0.0%	250,000	1.2%	Computer and Technology
RDVT Red Violet	$7,218,000		0.0%	200,000	1.2%	Computer and Technology
Arista Networks Inc	$6,796,689	$6,796,689 ▲	New Holding	61,464	1.1%	COM
FIVN Five9	$6,700,650	$1,624,400 ▲	32.0%	165,000	1.1%	Computer and Technology
VERX Vertex	$6,405,600		0.0%	120,000	1.0%	Computer and Technology
AAPL Apple	$6,259,750		0.0%	25,000	1.0%	Computer and Technology
HSTM HealthStream	$6,028,700		0.0%	190,000	1.0%	Computer and Technology
FC Franklin Covey	$6,012,800		0.0%	160,000	1.0%	Business Services
FA First Advantage	$5,616,000		0.0%	300,000	0.9%	Business Services
ALKT Alkami Technology	$5,497,500		0.0%	150,000	0.9%	Computer and Technology
FORM FormFactor	$5,196,919		0.0%	118,300	0.9%	Computer and Technology
CLMB Climb Global Solutions	$5,051,600		0.0%	40,000	0.8%	Business Services
VECO Veeco Instruments	$4,690,000	$938,000 ▲	25.0%	175,000	0.8%	Computer and Technology
RBBN Ribbon Communications	$4,674,500	$1,215,514 ▼	-20.6%	1,123,678	0.8%	Computer and Technology
AVDX AvidXchange	$4,653,000		0.0%	450,000	0.8%	Computer and Technology
AMD Advanced Micro Devices	$4,616,594	$498,863 ▼	-9.8%	38,220	0.8%	Computer and Technology
NABL N-able	$3,853,290		0.0%	413,000	0.6%	Business Services
MRAM Everspin Technologies	$3,822,000	$637,000 ▲	20.0%	600,000	0.6%	Business Services
LTRX Lantronix	$3,801,750	$308,250 ▼	-7.5%	925,000	0.6%	Computer and Technology
OSPN OneSpan	$3,704,000		0.0%	200,000	0.6%	Computer and Technology
OOMA Ooma	$3,647,800		0.0%	260,000	0.6%	Computer and Technology
INUV Inuvo	$3,616,305	$199,042 ▼	-5.2%	5,775,000	0.6%	Computer and Technology
BAND Bandwidth	$3,572,100		0.0%	210,000	0.6%	Computer and Technology
RDCM RADCOM	$3,335,750		0.0%	275,000	0.5%	Computer and Technology
YELP Yelp	$3,095,200		0.0%	80,000	0.5%	Computer and Technology
BIGC BigCommerce	$3,055,000	$916,500 ▲	42.9%	500,000	0.5%	Computer and Technology
AIP Arteris	$3,048,000		0.0%	300,000	0.5%	Computer and Technology
Spire Global Inc	$3,039,120		0.0%	216,000	0.5%	COM
MU Micron Technology	$3,029,760		0.0%	36,000	0.5%	Computer and Technology
Electrovaya Inc	$2,855,600	$2,250,600 ▲	372.0%	1,180,000	0.5%	COM
BASE Couchbase	$2,806,200		0.0%	180,000	0.5%	Computer and Technology
AVNW Aviat Networks	$2,805,500		0.0%	155,000	0.5%	Computer and Technology
IDN Intellicheck	$2,800,000		0.0%	1,000,000	0.5%	Industrial Products
LASR nLIGHT	$2,727,400		0.0%	260,000	0.4%	Computer and Technology
DT Dynatrace	$2,719,000		0.0%	50,000	0.4%	Computer and Technology
TER Teradyne	$2,593,952		0.0%	20,600	0.4%	Computer and Technology
ADTN ADTRAN	$2,499,000	$833,000 ▼	-25.0%	300,000	0.4%	Business Services
VLN Valens Semiconductor	$2,451,000		0.0%	950,000	0.4%	Computer and Technology
VPG Vishay Precision Group	$2,347,000		0.0%	100,000	0.4%	Computer and Technology
POWI Power Integrations	$2,342,700		0.0%	38,000	0.4%	Computer and Technology
KD Kyndryl	$2,316,860		0.0%	67,000	0.4%	Business Services
RMNI Rimini Street	$2,269,500		0.0%	850,000	0.4%	Computer and Technology
CINT CI&T	$2,161,950		0.0%	355,000	0.4%	Computer and Technology
SCWX SecureWorks	$2,115,000		0.0%	250,000	0.3%	Computer and Technology
ZM Zoom Video Communications	$2,113,738		0.0%	25,910	0.3%	Computer and Technology
JAMF Jamf	$2,106,000		0.0%	150,000	0.3%	Business Services
IAS Integral Ad Science	$2,086,000		0.0%	200,000	0.3%	Business Services
KOPN Kopin	$2,056,900		0.0%	1,535,000	0.3%	Computer and Technology
PDFS PDF Solutions	$2,028,750		0.0%	75,000	0.3%	Computer and Technology
SILC Silicom	$2,011,250		0.0%	125,000	0.3%	Computer and Technology
BELFB Bel Fuse	$1,973,280	$1,973,280 ▲	New Holding	24,000	0.3%	Computer and Technology
GNSS Genasys	$1,950,000		0.0%	750,000	0.3%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$1,876,915		0.0%	9,500	0.3%	Computer and Technology
THRY Thryv	$1,851,258	$141,577 ▼	-7.1%	125,085	0.3%	Computer and Technology
ARW Arrow Electronics	$1,719,576		0.0%	15,200	0.3%	Computer and Technology
Check Point Software Technologies Ltd	$1,717,640		0.0%	9,200	0.3%	COM
Freightos Ltd	$1,520,000	$1,520,000 ▲	New Holding	500,000	0.2%	COM
FRSH Freshworks	$1,455,300		0.0%	90,000	0.2%	Computer and Technology
AKAM Akamai Technologies	$1,453,880		0.0%	15,200	0.2%	Computer and Technology
PATH UiPath	$1,104,030		0.0%	87,000	0.2%	Business Services
APPS Digital Turbine	$1,008,000		0.0%	600,000	0.2%	Computer and Technology
MLAB Mesa Laboratories	$977,338	$977,338 ▲	New Holding	7,417	0.2%	Medical
AWRE Aware	$838,500		0.0%	430,000	0.1%	Computer and Technology
ISDR Issuer Direct	$783,000		0.0%	90,000	0.1%	Industrial Products
TXN Texas Instruments	$768,791		0.0%	4,100	0.1%	Computer and Technology
CDNS Cadence Design Systems	$751,150	$751,150 ▼	-50.0%	2,500	0.1%	Computer and Technology
TTEC TTEC	$697,200		0.0%	140,000	0.1%	Business Services
INTC Intel	$381,140		0.0%	19,000	0.1%	Computer and Technology
BELFA Bel Fuse	$359,800	$359,800 ▲	New Holding	4,000	0.1%	Computer and Technology
ANET Arista Networks	$0	$6,520,860 ▼	-100.0%	0	0.0%	Computer and Technology
IMOS ChipMOS TECHNOLOGIES	$0	$1,830,500 ▼	-100.0%	0	0.0%	Computer and Technology
CGNT Cognyte Software	$0	$1,018,500 ▼	-100.0%	0	0.0%	Computer and Technology
BCOV Brightcove	$0	$918,000 ▼	-100.0%	0	0.0%	Computer and Technology
SEDG SolarEdge Technologies	$0	$100,804 ▼	-100.0%	0	0.0%	Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Herald Investment Management Ltd Top Holdings and 13F Report (2025)

About Herald Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHerald Investment Management Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools