Filed: 2/13/2026ACC: 0001512022-26-000004
📋 What this filing means
HERALD INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $765.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$765.53M
Total AUM (reported)
30.64M
Total Shares
Allocation by class
COM$726.61M94.9%
ADR$38.92M5.1%
Portfolio Concentration
Top 3$158.81M20.7%
4–10$155.09M20.3%
11–25$175.31M22.9%
Rest$276.32M36.1%
Top 3 weight
20.7%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 30.64M
Sole
Full voting authority
30.64M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole97
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:
Celestica Inc
SOLEShares229.50K
TypeSH
Market value$67.87M
8.87%
Sole
229.50K
Shared
0.00
None
0.00
Fabrinet
SOLEShares107.60K
TypeSH
Market value$48.94M
6.39%
Sole
107.60K
Shared
0.00
None
0.00
Pegasystems Inc
SOLEShares703.60K
TypeSH
Market value$42.00M
5.49%
Sole
703.60K
Shared
0.00
None
0.00
Silicon Motion Technology Corp
SOLEShares384.91K
TypeSH
Market value$35.64M
4.66%
Sole
384.91K
Shared
0.00
None
0.00
Vicor Corp
SOLEShares245K
TypeSH
Market value$26.85M
3.51%
Sole
245K
Shared
0.00
None
0.00
Tower Semiconductor Ltd
SOLEShares180K
TypeSH
Market value$21.10M
2.76%
Sole
180K
Shared
0.00
None
0.00
Super Micro Computer Inc
SOLEShares709.50K
TypeSH
Market value$20.75M
2.71%
Sole
709.50K
Shared
0.00
None
0.00
Arlo Technologies Inc
SOLEShares1.31M
TypeSH
Market value$18.28M
2.39%
Sole
1.31M
Shared
0.00
None
0.00
RADWARE Ltd
SOLEShares675K
TypeSH
Market value$16.25M
2.12%
Sole
675K
Shared
0.00
None
0.00
Descartes Systems Group Inc/The
SOLEShares185K
TypeSH
Market value$16.21M
2.12%
Sole
185K
Shared
0.00
None
0.00
Varonis Systems Inc
SOLEShares483.50K
TypeSH
Market value$15.85M
2.07%
Sole
483.50K
Shared
0.00
None
0.00
JFrog Ltd
SOLEShares230K
TypeSH
Market value$14.34M
1.87%
Sole
230K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares44.10K
TypeSH
Market value$13.80M
1.80%
Sole
44.10K
Shared
0.00
None
0.00
Kulicke & Soffa Industries Inc
SOLEShares276.10K
TypeSH
Market value$12.57M
1.64%
Sole
276.10K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares25.80K
TypeSH
Market value$12.48M
1.63%
Sole
25.80K
Shared
0.00
None
0.00
AvePoint Inc
SOLEShares850K
TypeSH
Market value$11.81M
1.54%
Sole
850K
Shared
0.00
None
0.00
Alkami Technology Inc
SOLEShares500K
TypeSH
Market value$11.54M
1.51%
Sole
500K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares49.40K
TypeSH
Market value$11.40M
1.49%
Sole
49.40K
Shared
0.00
None
0.00
Red Violet Inc
SOLEShares200K
TypeSH
Market value$11.38M
1.49%
Sole
200K
Shared
0.00
None
0.00
Electrovaya Inc
SOLEShares1.44M
TypeSH
Market value$11.33M
1.48%
Sole
1.44M
Shared
0.00
None
0.00
Ceva Inc
SOLEShares520K
TypeSH
Market value$11.20M
1.46%
Sole
520K
Shared
0.00
None
0.00
Leonardo DRS Inc
SOLEShares285K
TypeSH
Market value$9.71M
1.27%
Sole
285K
Shared
0.00
None
0.00
DigitalOcean Holdings Inc
SOLEShares202K
TypeSH
Market value$9.71M
1.27%
Sole
202K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares33.50K
TypeSH
Market value$9.56M
1.25%
Sole
33.50K
Shared
0.00
None
0.00
Qualys Inc
SOLEShares65K
TypeSH
Market value$8.63M
1.13%
Sole
65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Celestica IncSOLE | COM | 229.50K | SH | $67.87M 8.87% | 229.50K | 0.00 | 0.00 |
FabrinetSOLE | COM | 107.60K | SH | $48.94M 6.39% | 107.60K | 0.00 | 0.00 |
Pegasystems IncSOLE | COM | 703.60K | SH | $42.00M 5.49% | 703.60K | 0.00 | 0.00 |
Silicon Motion Technology CorpSOLE | ADR | 384.91K | SH | $35.64M 4.66% | 384.91K | 0.00 | 0.00 |
Vicor CorpSOLE | COM | 245K | SH | $26.85M 3.51% | 245K | 0.00 | 0.00 |
Tower Semiconductor LtdSOLE | COM | 180K | SH | $21.10M 2.76% | 180K | 0.00 | 0.00 |
Super Micro Computer IncSOLE | COM | 709.50K | SH | $20.75M 2.71% | 709.50K | 0.00 | 0.00 |
Arlo Technologies IncSOLE | COM | 1.31M | SH | $18.28M 2.39% | 1.31M | 0.00 | 0.00 |
RADWARE LtdSOLE | COM | 675K | SH | $16.25M 2.12% | 675K | 0.00 | 0.00 |
Descartes Systems Group Inc/TheSOLE | COM | 185K | SH | $16.21M 2.12% | 185K | 0.00 | 0.00 |
Varonis Systems IncSOLE | COM | 483.50K | SH | $15.85M 2.07% | 483.50K | 0.00 | 0.00 |
JFrog LtdSOLE | COM | 230K | SH | $14.34M 1.87% | 230K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 44.10K | SH | $13.80M 1.80% | 44.10K | 0.00 | 0.00 |
Kulicke & Soffa Industries IncSOLE | COM | 276.10K | SH | $12.57M 1.64% | 276.10K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 25.80K | SH | $12.48M 1.63% | 25.80K | 0.00 | 0.00 |
AvePoint IncSOLE | COM | 850K | SH | $11.81M 1.54% | 850K | 0.00 | 0.00 |
Alkami Technology IncSOLE | COM | 500K | SH | $11.54M 1.51% | 500K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 49.40K | SH | $11.40M 1.49% | 49.40K | 0.00 | 0.00 |
Red Violet IncSOLE | COM | 200K | SH | $11.38M 1.49% | 200K | 0.00 | 0.00 |
Electrovaya IncSOLE | COM | 1.44M | SH | $11.33M 1.48% | 1.44M | 0.00 | 0.00 |
Ceva IncSOLE | COM | 520K | SH | $11.20M 1.46% | 520K | 0.00 | 0.00 |
Leonardo DRS IncSOLE | COM | 285K | SH | $9.71M 1.27% | 285K | 0.00 | 0.00 |
DigitalOcean Holdings IncSOLE | COM | 202K | SH | $9.71M 1.27% | 202K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 33.50K | SH | $9.56M 1.25% | 33.50K | 0.00 | 0.00 |
Qualys IncSOLE | COM | 65K | SH | $8.63M 1.13% | 65K | 0.00 | 0.00 |
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