13F-HR filed by HERALD INVESTMENT MANAGEMENT Ltd
HERALD INVESTMENT MANAGEMENT Ltd filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 97 holding rows worth $765,529,812.
- Accession
- 0001512022-26-000004
- Filer
- CIK 1512022
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 97 entries on the cover page, a total value of $765,529,812 stated on the cover page (in dollars after the unit check, H1), rows summing to $765,529,812 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| CELESTICA INC COM | 15101Q207 | Stock | 229,500 | $67,872,330 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 107,600 | $48,939,708 | dollars as filed | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 703,600 | $41,997,884 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 384,906 | $35,642,296 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 245,000 | $26,849,550 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 180,000 | $21,096,000 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 709,500 | $20,752,875 | dollars as filed | |
| ARLO TECHNOLOGIES INC | 04206A101 | COMMON STOCK | 1,307,000 | $18,284,930 | dollars as filed | |
| RADWARE LTD | M81873107 | COMMON STOCK | 675,000 | $16,254,000 | dollars as filed | |
| DESCARTES SYS GROUP INC COM | 249906108 | Stock | 185,000 | $16,213,400 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 483,500 | $15,853,965 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 230,000 | $14,340,500 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 44,100 | $13,800,654 | dollars as filed | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 276,100 | $12,568,072 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 25,800 | $12,476,880 | dollars as filed | |
| AVEPOINT INC COM CL A | 053604104 | Stock | 850,000 | $11,806,500 | dollars as filed | |
| ALKAMI TECHNOLOGY INC | 01644J108 | COM | 500,000 | $11,540,000 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 49,400 | $11,402,508 | dollars as filed | |
| RED VIOLET INC | 75704L104 | COMMON STOCK | 200,000 | $11,384,000 | dollars as filed | |
| ELECTROVAYA INC | 28617B606 | COM | 1,440,000 | $11,332,800 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 520,000 | $11,195,600 | dollars as filed | |
| LEONARDO DRS INC COM | 52661A108 | Stock | 285,000 | $9,712,800 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 202,000 | $9,708,120 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 33,500 | $9,557,885 | dollars as filed | |
| QUALYS INC COM | 74758T303 | Stock | 65,000 | $8,630,700 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 215,000 | $8,056,050 | dollars as filed | |
| HARMONIC INC | 413160102 | COM | 785,000 | $7,763,650 | dollars as filed | |
| CLIMB GLOBAL SOLUTIONS INC | 946760105 | COMMON STOCK | 75,000 | $7,709,250 | dollars as filed | |
| EVERSPIN TECHNOLOGIES INC | 30041T104 | COMMON STOCK | 800,000 | $7,392,000 | dollars as filed | |
| VISHAY PRECISION GROUP INC | 92835K103 | COM | 190,000 | $7,316,900 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 362,000 | $7,254,480 | dollars as filed | |
| EPLUS INC | 294268107 | COM | 75,000 | $6,558,000 | dollars as filed | |
| INTELLICHECK MOBILISA INC | 45817G201 | COM NEW | 975,569 | $6,487,534 | dollars as filed | |
| PDF SOLUTIONS INC | 693282105 | COMMON STOCK | 225,000 | $6,419,250 | dollars as filed | |
| SPS COMM INC COM | 78463M107 | Stock | 70,000 | $6,239,100 | dollars as filed | |
| ARTERIS INC | 04302A104 | COM | 400,000 | $6,192,000 | dollars as filed | |
| FORMFACTOR INC COM | 346375108 | Stock | 108,300 | $6,036,642 | dollars as filed | |
| FIRST ADVANTAGE CORP NEW | 31846B108 | COM | 400,000 | $5,804,000 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 200,000 | $5,710,000 | dollars as filed | |
| Apple Inc | 037833100 | COM | 20,400 | $5,545,536 | dollars as filed | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 150,000 | $5,329,500 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 242,600 | $5,230,456 | dollars as filed | |
| DIGI INTL INC | 253798102 | COM | 120,000 | $5,194,800 | dollars as filed | |
| BEL FUSE INC | 077347300 | CL B | 30,000 | $5,080,200 | dollars as filed | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 275,000 | $4,900,500 | dollars as filed | |
| SIMILARWEB LTD | M84137104 | SHS | 645,465 | $4,853,897 | dollars as filed | |
| CTS CORP | 126501105 | COM | 110,000 | $4,713,500 | dollars as filed | |
| HEALTHSTREAM INC | 42222N103 | COM | 200,000 | $4,610,000 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 20,720 | $4,436,566 | dollars as filed | |
| KOPIN CORP | 500600101 | COMMON STOCK | 1,900,000 | $4,427,000 | dollars as filed | |
| QUICKLOGIC CORP | 74837P405 | COMMON STOCK | 730,379 | $4,360,363 | dollars as filed | |
| OUSTER INC COM NEW | 68989M202 | Stock | 200,000 | $4,326,000 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 50,000 | $4,317,500 | dollars as filed | |
| BRAZE INC | 10576N102 | COM CL A | 125,000 | $4,286,250 | dollars as filed | |
| Radcom Ltd | M81865111 | COM | 325,000 | $4,215,250 | dollars as filed | |
| NOVANTA INC | 67000B104 | COM | 35,000 | $4,163,950 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 200,000 | $3,994,000 | dollars as filed | |
| MESA LABS INC COM | 59064R109 | Stock | 50,000 | $3,915,500 | dollars as filed | |
| RIMINI STR INC DEL | 76674Q107 | COM | 1,000,000 | $3,870,000 | dollars as filed | |
| SIMULATIONS PLUS INC | 829214105 | COM | 200,000 | $3,642,000 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 27,500 | $3,589,850 | dollars as filed | |
| M TRON INDUSTRIES INC | 55380K109 | COMMON STOCK | 67,000 | $3,556,360 | dollars as filed | |
| AVIAT NETWORKS INC | 05366Y201 | COMMON STOCK | 155,000 | $3,313,900 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 202,280 | $3,311,324 | dollars as filed | |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | 43289P106 | ADR | 400,000 | $3,276,000 | dollars as filed | |
| BANDWIDTH INC | 05988J103 | COM CL A | 210,000 | $3,244,500 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 16,600 | $3,210,108 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 10,000 | $3,185,100 | dollars as filed | |
| CSG SYSTEMS | 126349109 | COM | 41,240 | $3,159,396 | dollars as filed | |
| N-ABLE INC COMMON STOCK | 62878D100 | Stock | 413,000 | $3,085,110 | dollars as filed | |
| OOMA INC | 683416101 | COM | 260,000 | $3,044,600 | dollars as filed | |
| DIGITAL TURBINE INC | 25400W102 | COM NEW | 600,000 | $2,994,000 | dollars as filed | |
| FRANKLIN COVEY CO | 353469109 | COMMON STOCK | 175,000 | $2,933,000 | dollars as filed | |
| SPIRE GLOBAL INC | 848560306 | COMMON STOCK | 386,249 | $2,885,280 | dollars as filed | |
| COMMERCE.COM INC | 08975P108 | COM SER 1 | 700,000 | $2,877,000 | dollars as filed | |
| ONESPAN INC | 68287N100 | COM | 200,000 | $2,568,000 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 18,700 | $2,449,326 | dollars as filed | |
| CI&T INC | G21307106 | CMN | 600,000 | $2,442,000 | dollars as filed | |
| FRESHWORKS INC CLASS A COM | 358054104 | Stock | 190,000 | $2,327,500 | dollars as filed | |
| RIBBON COMMUNICATIONS INC | 762544104 | COMMON STOCK | 800,000 | $2,304,000 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 25,910 | $2,235,774 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 50,000 | $2,166,500 | dollars as filed | |
| ALLIENT INC | 019330109 | COM | 40,000 | $2,140,400 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 80,000 | $2,124,800 | dollars as filed | |
| TECOGEN INC NEW | 87876P201 | COM NEW | 420,000 | $2,083,200 | dollars as filed | |
| SILICOM LTD | M84116108 | ORD | 125,000 | $1,805,000 | dollars as filed | |
| ADTRAN HOLDINGS INC | 00486H105 | COM | 200,000 | $1,738,000 | dollars as filed | |
| Check Point Software Technologies Ltd | 162825103 | COM | 9,200 | $1,704,576 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 15,200 | $1,675,192 | dollars as filed | |
| GENASYS INC | 36872P103 | CMN | 700,000 | $1,498,000 | dollars as filed | |
| VALENS SEMICONDUCTOR LTD | M9607U115 | ORDINARY SHARES | 950,000 | $1,339,500 | dollars as filed | |
| FORRESTER RESH INC | 346563109 | COM | 150,000 | $1,216,500 | dollars as filed | |
| Freightos Ltd | 514051013 | COM | 500,000 | $1,140,000 | dollars as filed | |
| BEL FUSE INC CL A | 077347201 | COMMON STOCK | 7,500 | $1,132,500 | dollars as filed | |
| AWARE INC MASS | 05453N100 | CMN | 430,000 | $795,500 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 4,100 | $711,145 | dollars as filed | |
| Intel Corp | 458140100 | COM | 19,000 | $701,290 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001512022-26-000004 | this filing | 2026-02-13 | acceptance time not in the bulk data set |