13F-HR filed by HERALD INVESTMENT MANAGEMENT Ltd
HERALD INVESTMENT MANAGEMENT Ltd filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 96 holding rows worth $407,424,000.
- Accession
- 0001512022-23-000001
- Filer
- CIK 1512022
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 96 entries on the cover page, a total value of $407,424,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $407,424,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-14180. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 425,100 | $34,879,000 | thousands, detected and multiplied | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 384,906 | $24,991,000 | thousands, detected and multiplied | |
| FABRINET SHS | G3323L100 | Stock | 193,000 | $24,734,000 | thousands, detected and multiplied | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 310,000 | $21,591,000 | thousands, detected and multiplied | |
| RADWARE LTD | M81873107 | COMMON STOCK | 825,000 | $16,260,000 | thousands, detected and multiplied | |
| SPS COMM INC COM | 78463M107 | Stock | 100,000 | $12,821,000 | thousands, detected and multiplied | |
| VARONIS SYS INC | 922280102 | COM | 503,075 | $12,043,000 | thousands, detected and multiplied | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 326,500 | $11,166,000 | thousands, detected and multiplied | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 198,000 | $8,553,000 | thousands, detected and multiplied | |
| QUALYS INC COM | 74758T303 | Stock | 76,250 | $8,550,000 | thousands, detected and multiplied | |
| AVID TECHNOLOGY INC | 05367P100 | COM | 300,000 | $7,971,000 | thousands, detected and multiplied | |
| VICOR CORP | 925815102 | COM | 140,000 | $7,525,000 | thousands, detected and multiplied | |
| CEVA INC | 157210105 | COMMON STOCK | 280,000 | $7,151,000 | thousands, detected and multiplied | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 125,000 | $7,132,000 | thousands, detected and multiplied | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 153,295 | $6,784,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 27,642 | $6,629,000 | thousands, detected and multiplied | |
| HARMONIC INC | 413160102 | COM | 500,000 | $6,545,000 | thousands, detected and multiplied | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 300,000 | $5,634,000 | thousands, detected and multiplied | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 41,000 | $5,315,000 | thousands, detected and multiplied | |
| SILICOM LTD | M84116108 | ORD | 125,000 | $5,223,000 | thousands, detected and multiplied | |
| ABSOLUTE SOFTWARE CORP | 00386B109 | COM | 500,000 | $5,220,000 | thousands, detected and multiplied | |
| CELESTICA INC | 15101Q108 | COMMON STOCK-FO | 450,000 | $5,071,000 | thousands, detected and multiplied | |
| TTEC HLDGS INC | 89854H102 | COM | 109,970 | $4,847,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 35,000 | $4,546,000 | thousands, detected and multiplied | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 350,000 | $4,469,000 | thousands, detected and multiplied | |
| HEALTHSTREAM INC | 42222N103 | COM | 175,000 | $4,341,000 | thousands, detected and multiplied | |
| LIVEPERSON, INC. | 538146101 | COM | 425,650 | $4,311,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 46,900 | $4,137,000 | thousands, detected and multiplied | |
| FORGEROCK INC | 34631B101 | CL A | 175,000 | $3,981,000 | thousands, detected and multiplied | |
| RIBBON COMMUNICATIONS INC | 762544104 | COMMON STOCK | 1,415,849 | $3,935,000 | thousands, detected and multiplied | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 1,077,000 | $3,780,000 | thousands, detected and multiplied | |
| N-ABLE INC COMMON STOCK | 62878D100 | Stock | 363,000 | $3,728,000 | thousands, detected and multiplied | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 275,000 | $3,654,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 40,700 | $3,417,000 | thousands, detected and multiplied | |
| LANTRONIX INC | 516548203 | COMMON STOCK | 760,000 | $3,237,000 | thousands, detected and multiplied | |
| RIMINI STR INC DEL | 76674Q107 | COM | 850,000 | $3,221,000 | thousands, detected and multiplied | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 150,000 | $3,199,000 | thousands, detected and multiplied | |
| BANDWIDTH INC | 05988J103 | COM CL A | 139,500 | $3,198,000 | thousands, detected and multiplied | |
| VIASAT INC | 92552V100 | COM | 100,000 | $3,164,000 | thousands, detected and multiplied | |
| OOMA INC | 683416101 | COM | 225,400 | $3,065,000 | thousands, detected and multiplied | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 200,000 | $3,046,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 46,905 | $3,038,000 | thousands, detected and multiplied | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 18,900 | $3,035,000 | thousands, detected and multiplied | |
| LOGILITY SUPPLY CHAIN SOLUTIONS | 029683109 | COMMON STOCK | 194,200 | $2,846,000 | thousands, detected and multiplied | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 38,000 | $2,723,000 | thousands, detected and multiplied | |
| FIVE9 INC | 338307101 | COM | 40,000 | $2,714,000 | thousands, detected and multiplied | |
| PAGERDUTY INC COM | 69553P100 | Stock | 100,000 | $2,656,000 | thousands, detected and multiplied | |
| THRYV HLDGS INC | 886029206 | COM NEW | 134,651 | $2,557,000 | thousands, detected and multiplied | |
| AVIAT NETWORKS INC | 05366Y201 | COMMON STOCK | 75,000 | $2,334,000 | thousands, detected and multiplied | |
| FORMFACTOR INC COM | 346375108 | Stock | 102,600 | $2,279,000 | thousands, detected and multiplied | |
| ACCESS NEWSWIRE INC | 46520M204 | COM NEW | 90,000 | $2,236,000 | thousands, detected and multiplied | |
| ONESPAN INC | 68287N100 | COM | 200,000 | $2,234,000 | thousands, detected and multiplied | |
| ARISTA NETWORKS INC | 040413106 | COM | 18,400 | $2,233,000 | thousands, detected and multiplied | |
| Radcom Ltd | M81865111 | COM | 210,000 | $2,225,000 | thousands, detected and multiplied | |
| BRIGHTCOVE INC | 10921T101 | COM | 425,000 | $2,218,000 | thousands, detected and multiplied | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 150,000 | $2,188,000 | thousands, detected and multiplied | |
| YELP INC CL A | 985817105 | Stock | 80,000 | $2,187,000 | thousands, detected and multiplied | |
| VERTEX INC | 92538J106 | CL A | 150,000 | $2,176,000 | thousands, detected and multiplied | |
| NETAPP INC COM | 64110D104 | Stock | 35,500 | $2,131,000 | thousands, detected and multiplied | |
| Couchbase Inc | 22207T101 | Common Stock | 150,000 | $1,986,000 | thousands, detected and multiplied | |
| VALENS SEMICONDUCTOR LTD | M9607U115 | ORDINARY SHARES | 341,331 | $1,887,000 | thousands, detected and multiplied | |
| ONE STOP SYSTEMS INC | 68247W109 | COMMON STOCK | 626,234 | $1,853,000 | thousands, detected and multiplied | |
| CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW | 16965P202 | ADR | 83,485 | $1,784,000 | thousands, detected and multiplied | |
| Akoustis Technologies Inc | 00973N102 | COM | 628,636 | $1,772,000 | thousands, detected and multiplied | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 25,910 | $1,753,000 | thousands, detected and multiplied | |
| QUICKLOGIC CORP | 74837P405 | COMMON STOCK | 332,279 | $1,681,000 | thousands, detected and multiplied | |
| ARROW ELECTRS INC | 042735100 | COM | 15,200 | $1,589,000 | thousands, detected and multiplied | |
| TERADYNE INC COM | 880770102 | Stock | 17,900 | $1,563,000 | thousands, detected and multiplied | |
| STREAMLINE HEALTH SOLUTIONS | 86323X106 | COM | 978,787 | $1,536,000 | thousands, detected and multiplied | |
| EVERSPIN TECHNOLOGIES INC | 30041T104 | COMMON STOCK | 275,000 | $1,523,000 | thousands, detected and multiplied | |
| AVEPOINT INC COM CL A | 053604104 | Stock | 353,007 | $1,447,000 | thousands, detected and multiplied | |
| INTELLICHECK MOBILISA INC | 45817G201 | COM NEW | 696,725 | $1,365,000 | thousands, detected and multiplied | |
| CALAMP CORP | 128126109 | COMMON STOCK | 300,000 | $1,341,000 | thousands, detected and multiplied | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 15,200 | $1,281,000 | thousands, detected and multiplied | |
| Micron Technology,Inc. | 595112103 | COM | 25,000 | $1,249,000 | thousands, detected and multiplied | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 4,400 | $1,245,000 | thousands, detected and multiplied | |
| INUVO INC | 46122W204 | COM NEW | 5,292,857 | $1,172,000 | thousands, detected and multiplied | |
| Check Point Software Technologies Ltd | 162825103 | COM | 9,200 | $1,160,000 | thousands, detected and multiplied | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 35,000 | $1,159,000 | thousands, detected and multiplied | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 25,600 | $980,000 | thousands, detected and multiplied | |
| AMPLITUDE INC COM CL A | 03213A104 | Stock | 75,000 | $903,000 | thousands, detected and multiplied | |
| FRESHWORKS INC CLASS A COM | 358054104 | Stock | 61,000 | $896,000 | thousands, detected and multiplied | |
| TELOS CORP MD | 87969B101 | COM | 175,000 | $889,000 | thousands, detected and multiplied | |
| QUANTUM CORP | 747906501 | COM | 746,850 | $821,000 | thousands, detected and multiplied | |
| ONDAS HLDGS INC | 68236H204 | COM NEW | 450,000 | $711,000 | thousands, detected and multiplied | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 9,500 | $707,000 | thousands, detected and multiplied | |
| Texas Instruments Incorporated | 882508104 | COM | 4,100 | $677,000 | thousands, detected and multiplied | |
| AXT INC | 00246W103 | COM | 150,000 | $654,000 | thousands, detected and multiplied | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 5,800 | $510,000 | thousands, detected and multiplied | |
| Intel Corp | 458140100 | COM | 19,000 | $501,000 | thousands, detected and multiplied | |
| PIXELWORKS INC | 72581M305 | COM NEW | 270,000 | $475,000 | thousands, detected and multiplied | |
| COGNYTE SOFTWARE LTD | M25133105 | ORD SHS | 150,000 | $466,000 | thousands, detected and multiplied | |
| TECOGEN INC NEW | 87876P201 | COM NEW | 321,078 | $401,000 | thousands, detected and multiplied | |
| NLIGHT INC | 65487K100 | COM | 25,000 | $253,000 | thousands, detected and multiplied | |
| FalconStor Software Inc | 306137209 | COM | 175,000 | $143,000 | thousands, detected and multiplied | |
| CYREN LTD | M26895108 | SHS | 29,531 | $17,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001512022-23-000001 | this filing | 2023-02-14 | acceptance time not in the bulk data set |