Herald Investment Management Ltd Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Herald Investment Management LtdInvestment ActivityHerald Investment Management Ltd has $616.82 million in total holdings as of March 31, 2024.Herald Investment Management Ltd owns shares of 98 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 13.20% of the portfolio was purchased this quarter.About 27.36% of the portfolio was sold this quarter.This quarter, Herald Investment Management Ltd has purchased 98 new stocks and bought additional shares in 32 stocks.Herald Investment Management Ltd sold shares of 10 stocks and completely divested from 11 stocks this quarter.Largest Holdings Super Micro Computer $86,123,697Fabrinet $35,132,483Silicon Motion Technology $29,598,523Varonis Systems $22,551,642Pegasystems $22,453,763 Largest New Holdings this Quarter Celestica Inc $22,270,470 HoldingVeeco Instruments $4,215,600 HoldingRed Violet $3,910,000 HoldingVishay Precision Group $3,529,000 HoldingBigCommerce $2,404,500 Holding Largest Purchases this Quarter Celestica Inc 495,700 shares (about $22.27M)Franklin Covey 110,000 shares (about $4.31M)Veeco Instruments 120,000 shares (about $4.22M)American Software 355,000 shares (about $4.06M)Red Violet 200,000 shares (about $3.91M) Largest Sales this Quarter Super Micro Computer 135,000 shares (about $136.30M)Kulicke and Soffa Industries 38,000 shares (about $1.91M)The Descartes Systems Group 15,000 shares (about $1.37M)Fabrinet 6,950 shares (about $1.31M)Advanced Micro Devices 4,555 shares (about $821.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHerald Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMCISuper Micro Computer$86,123,697$136,303,624 ▼-61.3%85,30014.0%Computer and TechnologyFNFabrinet$35,132,483$1,312,393 ▼-3.6%186,0505.7%Computer and TechnologySIMOSilicon Motion Technology$29,598,5230.0%384,9064.8%Computer and TechnologyVRNSVaronis Systems$22,551,642$471,299 ▼-2.0%478,5003.7%Computer and TechnologyPEGAPegasystems$22,453,763$1,356,918 ▲6.4%347,5003.6%Computer and TechnologyCelestica Inc$22,270,470$22,270,470 ▲New Holding495,7003.6%COMDSGXThe Descartes Systems Group$21,948,000$1,371,750 ▼-5.9%240,0003.6%Computer and TechnologyARLOArlo Technologies$16,141,100$2,351,115 ▲17.0%1,277,0002.6%Computer and TechnologyRDWRRadware$14,984,0000.0%800,0002.4%Computer and TechnologyCCOICogent Communications$13,103,173$1,084,310 ▲9.0%200,6002.1%Computer and TechnologyCYBRCyberArk Software$12,815,940$1,061,361 ▲9.0%48,3002.1%Computer and TechnologyQLYSQualys$12,329,8800.0%74,0002.0%Computer and TechnologySPSCSPS Commerce$11,983,400$460,900 ▼-3.7%65,0001.9%Business ServicesMSFTMicrosoft$11,349,548$654,911 ▲6.1%27,0001.8%Computer and TechnologyHLITHarmonic$10,065,000$1,342,000 ▲15.4%750,0001.6%Computer and TechnologyKLICKulicke and Soffa Industries$8,954,508$1,910,563 ▼-17.6%178,1001.5%Computer and TechnologyFROGJFrog$8,401,8000.0%190,0001.4%Computer and TechnologyAMSWAAmerican Software$8,015,000$4,064,750 ▲102.9%700,0001.3%Computer and TechnologyAMZNAmazon.com$7,875,742$540,669 ▲7.4%43,7001.3%Retail/WholesaleDRSLeonardo DRS$7,717,5000.0%350,0001.3%AerospaceAMDAdvanced Micro Devices$7,637,095$821,416 ▼-9.7%42,3501.2%Computer and TechnologyCEVACEVA$7,361,2500.0%325,0001.2%Computer and TechnologyQUIKQuickLogic$7,271,006$750,469 ▲11.5%454,1541.2%Computer and TechnologyGOOGLAlphabet$7,072,4530.0%46,9001.1%Computer and TechnologyVICRVicor$6,870,600$1,526,800 ▲28.6%180,0001.1%Computer and TechnologyTSEMTower Semiconductor$6,618,4550.0%198,0001.1%Computer and TechnologyFCFranklin Covey$6,264,000$4,306,500 ▲220.0%160,0001.0%Business ServicesAVNWAviat Networks$5,745,000$957,500 ▲20.0%150,0000.9%Computer and TechnologyAVPTAvePoint$5,530,000$2,172,500 ▲64.7%700,0000.9%Business ServicesFORMFormFactor$5,393,3080.0%118,3000.9%Computer and TechnologyNABLN-able$5,390,193$652,566 ▲13.8%413,0000.9%Business ServicesHSTMHealthStream$5,316,000$664,500 ▲14.3%200,0000.9%Computer and TechnologyANETArista Networks$4,925,367$405,618 ▼-7.6%17,0000.8%Computer and TechnologyFAFirst Advantage$4,863,000$1,215,750 ▲33.3%300,0000.8%Business ServicesAVDXAvidXchange$4,595,500$1,575,600 ▲52.2%350,0000.7%Computer and TechnologyRBBNRibbon Communications$4,530,7810.0%1,415,8690.7%Computer and TechnologyBASECouchbase$4,334,550$394,050 ▲10.0%165,0000.7%Computer and TechnologyAAPLApple$4,283,2670.0%25,0000.7%Computer and TechnologyMUMicron Technology$4,240,3440.0%36,0000.7%Computer and TechnologyVECOVeeco Instruments$4,215,600$4,215,600 ▲New Holding120,0000.7%Computer and TechnologyRDVTRed Violet$3,910,000$3,910,000 ▲New Holding200,0000.6%Computer and TechnologyBANDBandwidth$3,824,100$546,300 ▲16.7%210,0000.6%Computer and TechnologyVERXVertex$3,807,6000.0%120,0000.6%Computer and TechnologyFIVNFive9$3,785,974$484,108 ▲14.7%61,0000.6%Computer and TechnologyALKTAlkami Technology$3,681,0000.0%150,0000.6%Computer and TechnologyVPGVishay Precision Group$3,529,000$3,529,000 ▲New Holding100,0000.6%Computer and TechnologyIDNIntellicheck$3,470,000$347,000 ▲11.1%1,000,0000.6%Industrial ProductsLASRnLIGHT$3,242,500$1,945,500 ▲150.0%250,0000.5%Computer and TechnologyYELPYelp$3,150,4000.0%80,0000.5%Computer and TechnologyRDCMRADCOM$3,049,750$720,850 ▲31.0%275,0000.5%Computer and TechnologyLTRXLantronix$3,026,0000.0%850,0000.5%Computer and TechnologyTHRYThryv$2,986,5590.0%134,6510.5%Computer and TechnologyRMNIRimini Street$2,771,0000.0%850,0000.4%Computer and TechnologyJAMFJamf$2,748,000$458,000 ▲20.0%150,0000.4%Business ServicesPOWIPower Integrations$2,716,6200.0%38,0000.4%Computer and TechnologyCLMBClimb Global Solutions$2,681,971$265,221 ▲11.0%38,8410.4%Business ServicesMRAMEverspin Technologies$2,653,200$475,200 ▲21.8%335,0000.4%Business ServicesAKTSAkoustis Technologies$2,532,259$1,765,200 ▲230.1%4,303,6360.4%Computer and TechnologyIMOSChipMOS TECHNOLOGIES$2,465,4910.0%78,3940.4%Computer and TechnologyBIGCBigCommerce$2,404,500$2,404,500 ▲New Holding350,0000.4%Retail/WholesaleVLNValens Semiconductor$2,337,5730.0%998,9630.4%Computer and TechnologyTERTeradyne$2,322,274$304,376 ▲15.1%20,6000.4%Computer and TechnologyOSPNOneSpan$2,320,0000.0%200,0000.4%Computer and TechnologyDTDynatrace$2,319,978$231,998 ▲11.1%50,0000.4%Computer and TechnologyOOMAOoma$2,207,4000.0%260,0000.4%Computer and TechnologyAIPArteris$2,190,000$458,571 ▲26.5%300,0000.4%Computer and TechnologyADTNADTRAN$2,172,0000.0%400,0000.4%Business ServicesINUVInuvo$2,102,0360.0%6,092,8570.3%Computer and TechnologyIASIntegral Ad Science$1,992,000$1,992,000 ▲New Holding200,0000.3%Business ServicesPATHUiPath$1,970,572$1,970,572 ▲New Holding87,0000.3%Business ServicesARWArrow Electronics$1,966,0780.0%15,2000.3%Computer and TechnologySILCSilicom$1,856,2500.0%125,0000.3%Computer and TechnologyVSATViasat$1,807,0000.0%100,0000.3%Computer and TechnologySpire Global Inc$1,800,000$1,800,000 ▲New Holding150,0000.3%COMGNSSGenasys$1,770,0000.0%750,0000.3%Consumer DiscretionaryZMZoom Video Communications$1,692,2620.0%25,9100.3%Computer and TechnologyAKAMAkamai Technologies$1,651,7120.0%15,2000.3%Computer and TechnologySCWXSecureWorks$1,640,0000.0%250,0000.3%Computer and TechnologyFRSHFreshworks$1,637,473$527,630 ▲47.5%90,0000.3%Computer and TechnologyAPPSDigital Turbine$1,566,000$1,044,000 ▲200.0%600,0000.3%Computer and TechnologyOSSOne Stop Systems$1,559,539$456,934 ▼-22.7%484,3290.3%Computer and TechnologyCDNSCadence Design Systems$1,555,0450.0%5,0000.3%Computer and TechnologyCheck Point Software Technologies Ltd$1,507,5780.0%9,2000.2%COMCINTCI&T$1,459,0500.0%355,0000.2%ConstructionKDKyndryl$1,456,650$1,456,650 ▲New Holding67,0000.2%Business ServicesTTECTTEC$1,451,8000.0%140,0000.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,291,3490.0%9,5000.2%Computer and TechnologyCGNTCognyte Software$1,240,5000.0%150,0000.2%Computer and TechnologyISDRIssuer Direct$1,161,0000.0%90,0000.2%Industrial ProductsElectrovaya Inc$905,000$905,000 ▲New Holding250,0000.1%COMINTCIntel$838,4990.0%19,0000.1%Computer and TechnologyBCOVBrightcove$824,5000.0%425,0000.1%Computer and TechnologyAWREAware$778,3000.0%430,0000.1%Computer and TechnologyTXNTexas Instruments$713,6390.0%4,1000.1%Computer and TechnologyEMCORE Corp$690,000$690,000 ▲New Holding2,000,0000.1%COMQMCOQuantum$595,1000.0%1,000,0000.1%Computer and TechnologySTRMStreamline Health Solutions$449,023$20,795 ▼-4.4%935,4640.1%MedicalSEDGSolarEdge Technologies$312,0400.0%4,4000.1%Oils/EnergyCLSCelestica$0$13,176,000 ▼-100.0%00.0%Computer and TechnologyESMTEngageSmart$0$4,580,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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