Filed: 7/23/2026ACC: 0001512022-26-000006
📋 What this filing means
HERALD INVESTMENT MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $737.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$737.30M
Total AUM (reported)
20.81M
Total Shares
Allocation by class
COM$684.26M92.8%
ADR$53.05M7.2%
Portfolio Concentration
Top 3$108.54M14.7%
4–10$150.79M20.5%
11–25$190.39M25.8%
Rest$287.58M39.0%
Top 3 weight
14.7%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 20.81M
Sole
Full voting authority
20.81M
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)
Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
Silicon Motion Technology Corp
SOLEShares147.70K
TypeSH
Market value$49.18M
6.67%
Sole
147.70K
Shared
0.00
None
0.00
Celestica Inc
SOLEShares82.55K
TypeSH
Market value$30.10M
4.08%
Sole
82.55K
Shared
0.00
None
0.00
Vicor Corp
SOLEShares77.10K
TypeSH
Market value$29.26M
3.97%
Sole
77.10K
Shared
0.00
None
0.00
Tower Semiconductor Ltd
SOLEShares99K
TypeSH
Market value$25.78M
3.50%
Sole
99K
Shared
0.00
None
0.00
Kulicke & Soffa Industries Inc
SOLEShares176.60K
TypeSH
Market value$23.61M
3.20%
Sole
176.60K
Shared
0.00
None
0.00
Fabrinet
SOLEShares41.60K
TypeSH
Market value$23.38M
3.17%
Sole
41.60K
Shared
0.00
None
0.00
DigitalOcean Holdings Inc
SOLEShares147.50K
TypeSH
Market value$23.16M
3.14%
Sole
147.50K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares18.10K
TypeSH
Market value$20.83M
2.82%
Sole
18.10K
Shared
0.00
None
0.00
Ceva Inc
SOLEShares369.36K
TypeSH
Market value$17.42M
2.36%
Sole
369.36K
Shared
0.00
None
0.00
Pegasystems Inc
SOLEShares554.45K
TypeSH
Market value$16.61M
2.25%
Sole
554.45K
Shared
0.00
None
0.00
Red Violet Inc
SOLEShares254.25K
TypeSH
Market value$16.21M
2.20%
Sole
254.25K
Shared
0.00
None
0.00
Varonis Systems Inc
SOLEShares380.83K
TypeSH
Market value$15.97M
2.17%
Sole
380.83K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares44.10K
TypeSH
Market value$15.75M
2.14%
Sole
44.10K
Shared
0.00
None
0.00
Arlo Technologies Inc
SOLEShares1.13M
TypeSH
Market value$15.29M
2.07%
Sole
1.13M
Shared
0.00
None
0.00
Arteris Inc
SOLEShares296.80K
TypeSH
Market value$14.40M
1.95%
Sole
296.80K
Shared
0.00
None
0.00
RADWARE Ltd
SOLEShares456.82K
TypeSH
Market value$14.08M
1.91%
Sole
456.82K
Shared
0.00
None
0.00
JFrog Ltd
SOLEShares153.55K
TypeSH
Market value$13.95M
1.89%
Sole
153.55K
Shared
0.00
None
0.00
Vishay Precision Group Inc
SOLEShares83.75K
TypeSH
Market value$12.53M
1.70%
Sole
83.75K
Shared
0.00
None
0.00
Super Micro Computer Inc
SOLEShares421.60K
TypeSH
Market value$12.37M
1.68%
Sole
421.60K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares49.40K
TypeSH
Market value$11.77M
1.60%
Sole
49.40K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares18.82K
TypeSH
Market value$10.92M
1.48%
Sole
18.82K
Shared
0.00
None
0.00
Vishay Intertechnology Inc
SOLEShares180.47K
TypeSH
Market value$9.70M
1.32%
Sole
180.47K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares25.80K
TypeSH
Market value$9.62M
1.30%
Sole
25.80K
Shared
0.00
None
0.00
Leonardo DRS Inc
SOLEShares219.50K
TypeSH
Market value$9.37M
1.27%
Sole
219.50K
Shared
0.00
None
0.00
PDF Solutions Inc
SOLEShares119.67K
TypeSH
Market value$8.46M
1.15%
Sole
119.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Silicon Motion Technology CorpSOLE | ADR | 147.70K | SH | $49.18M 6.67% | 147.70K | 0.00 | 0.00 |
Celestica IncSOLE | COM | 82.55K | SH | $30.10M 4.08% | 82.55K | 0.00 | 0.00 |
Vicor CorpSOLE | COM | 77.10K | SH | $29.26M 3.97% | 77.10K | 0.00 | 0.00 |
Tower Semiconductor LtdSOLE | COM | 99K | SH | $25.78M 3.50% | 99K | 0.00 | 0.00 |
Kulicke & Soffa Industries IncSOLE | COM | 176.60K | SH | $23.61M 3.20% | 176.60K | 0.00 | 0.00 |
FabrinetSOLE | COM | 41.60K | SH | $23.38M 3.17% | 41.60K | 0.00 | 0.00 |
DigitalOcean Holdings IncSOLE | COM | 147.50K | SH | $23.16M 3.14% | 147.50K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 18.10K | SH | $20.83M 2.82% | 18.10K | 0.00 | 0.00 |
Ceva IncSOLE | COM | 369.36K | SH | $17.42M 2.36% | 369.36K | 0.00 | 0.00 |
Pegasystems IncSOLE | COM | 554.45K | SH | $16.61M 2.25% | 554.45K | 0.00 | 0.00 |
Red Violet IncSOLE | COM | 254.25K | SH | $16.21M 2.20% | 254.25K | 0.00 | 0.00 |
Varonis Systems IncSOLE | COM | 380.83K | SH | $15.97M 2.17% | 380.83K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 44.10K | SH | $15.75M 2.14% | 44.10K | 0.00 | 0.00 |
Arlo Technologies IncSOLE | COM | 1.13M | SH | $15.29M 2.07% | 1.13M | 0.00 | 0.00 |
Arteris IncSOLE | COM | 296.80K | SH | $14.40M 1.95% | 296.80K | 0.00 | 0.00 |
RADWARE LtdSOLE | COM | 456.82K | SH | $14.08M 1.91% | 456.82K | 0.00 | 0.00 |
JFrog LtdSOLE | COM | 153.55K | SH | $13.95M 1.89% | 153.55K | 0.00 | 0.00 |
Vishay Precision Group IncSOLE | COM | 83.75K | SH | $12.53M 1.70% | 83.75K | 0.00 | 0.00 |
Super Micro Computer IncSOLE | COM | 421.60K | SH | $12.37M 1.68% | 421.60K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 49.40K | SH | $11.77M 1.60% | 49.40K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 18.82K | SH | $10.92M 1.48% | 18.82K | 0.00 | 0.00 |
Vishay Intertechnology IncSOLE | COM | 180.47K | SH | $9.70M 1.32% | 180.47K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 25.80K | SH | $9.62M 1.30% | 25.80K | 0.00 | 0.00 |
Leonardo DRS IncSOLE | COM | 219.50K | SH | $9.37M 1.27% | 219.50K | 0.00 | 0.00 |
PDF Solutions IncSOLE | COM | 119.67K | SH | $8.46M 1.15% | 119.67K | 0.00 | 0.00 |
Page 1 of 4