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Disclosery

13F-HR filed by HERALD INVESTMENT MANAGEMENT Ltd

HERALD INVESTMENT MANAGEMENT Ltd filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-23, with 92 holding rows worth $737,304,199.

Accession
0001512022-26-000006
Filer
CIK 1512022
Filed
2026-07-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 92 entries on the cover page, a total value of $737,304,199 stated on the cover page (in dollars after the unit check, H1), rows summing to $737,304,199 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 filedCUSIPClassAmountValueValue read asType
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR82706C108ADR147,700$49,179,667dollars as filed
CELESTICA INC COM15101Q207Stock82,550$30,099,381dollars as filed
VICOR CORP925815102COM77,100$29,257,137dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock99,000$25,777,620dollars as filed
KULICKE & SOFFA INDS INC501242101COM176,600$23,613,186dollars as filed
FABRINET SHSG3323L100Stock41,600$23,384,192dollars as filed
DIGITALOCEAN HLDGS INC COM25402D102Stock147,500$23,161,925dollars as filed
Micron Technology,Inc.595112103COM18,100$20,828,756dollars as filed
CEVA INC157210105COMMON STOCK369,363$17,419,159dollars as filed
PEGASYSTEMS INC COM705573103Stock554,450$16,605,778dollars as filed
RED VIOLET INC75704L104COMMON STOCK254,250$16,205,895dollars as filed
VARONIS SYS INC922280102COM380,834$15,968,370dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM44,100$15,746,346dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK1,134,325$15,290,701dollars as filed
ARTERIS INC04302A104COM296,800$14,403,704dollars as filed
RADWARE LTDM81873107COMMON STOCK456,817$14,083,668dollars as filed
JFROG LTD ORD SHSM6191J100Stock153,550$13,954,624dollars as filed
VISHAY PRECISION GROUP INC92835K103COM83,750$12,534,863dollars as filed
SUPER MICRO COMPUTER INC86800U302COM NEW421,600$12,365,528dollars as filed
Amazon.com, Inc023135106COM49,400$11,766,092dollars as filed
Advanced Micro Devices,Inc.007903107COM18,820$10,918,611dollars as filed
VISHAY INTERTECHNOLOGY INC COM928298108Stock180,475$9,704,141dollars as filed
Microsoft Corp594918104COM25,800$9,617,466dollars as filed
LEONARDO DRS INC COM52661A108Stock219,500$9,370,455dollars as filed
PDF SOLUTIONS INC693282105COMMON STOCK119,667$8,462,850dollars as filed
NLIGHT INC65487K100COM121,500$8,453,970dollars as filed
POWER INTEGRATIONS INC COM739276103Stock100,384$8,405,152dollars as filed
BANDWIDTH INC05988J103COM CL A124,000$7,843,000dollars as filed
FIVE9 INC338307101COM354,500$7,554,395dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock108,000$7,476,840dollars as filed
ELECTROVAYA INC28617B606COM704,500$7,362,025dollars as filed
TERADYNE INC COM880770102Stock15,000$7,248,450dollars as filed
ALKAMI TECHNOLOGY INC01644J108COM400,000$7,244,000dollars as filed
OUSTER INC COM NEW68989M202Stock114,500$7,151,670dollars as filed
DIGITAL TURBINE INC25400W102COM NEW550,329$7,093,741dollars as filed
Apple Inc037833100COM24,500$7,082,705dollars as filed
QUALYS INC COM74758T303Stock47,500$6,523,650dollars as filed
AVEPOINT INC COM CL A053604104Stock575,250$6,448,553dollars as filed
VIAVI SOLUTIONS INC925550105COM128,167$6,121,256dollars as filed
FORMFACTOR INC COM346375108Stock37,650$6,022,118dollars as filed
BEL FUSE INC077347300CL B17,950$5,969,631dollars as filed
EVERSPIN TECHNOLOGIES INC30041T104COMMON STOCK241,750$5,838,263dollars as filed
M TRON INDUSTRIES INC55380K109COMMON STOCK58,500$5,789,745dollars as filed
FIRST ADVANTAGE CORP NEW31846B108COM312,500$5,637,500dollars as filed
EPLUS INC294268107COM67,500$5,611,275dollars as filed
KOPIN CORP500600101COMMON STOCK1,247,500$5,576,325dollars as filed
DIGI INTL INC253798102COM74,500$5,569,620dollars as filed
VEECO INSTRS INC DEL COM922417100Stock69,500$5,268,100dollars as filed
QUICKLOGIC CORP74837P405COMMON STOCK261,500$5,209,080dollars as filed
CLIMB GLOBAL SOLUTIONS INC946760105COMMON STOCK221,836$5,126,630dollars as filed
CTS CORP126501105COM72,500$4,726,275dollars as filed
SPIRE GLOBAL INC848560306COMMON STOCK253,000$4,693,150dollars as filed
NOVANTA INC67000B104COM28,780$4,665,814dollars as filed
Radcom LtdM81865111COM325,000$4,566,250dollars as filed
SILICOM LTDM84116108ORD95,800$4,524,634dollars as filed
HARMONIC INC413160102COM267,000$4,357,440dollars as filed
POWELL INDS INC739128106COM15,000$4,294,050dollars as filed
FRANKLIN COVEY CO353469109COMMON STOCK175,000$4,289,250dollars as filed
MESA LABS INC COM59064R109Stock42,500$4,225,775dollars as filed
ALLIENT INC019330109COM40,000$4,111,200dollars as filed
HEALTHSTREAM INC42222N103COM150,000$4,080,000dollars as filed
SPS COMM INC COM78463M107Stock70,000$3,999,100dollars as filed
SIMILARWEB LTDM84137104SHS645,465$3,963,155dollars as filed
HIMAX TECHNOLOGIES INC SPONSORED ADR43289P106ADR252,000$3,865,680dollars as filed
SIMULATIONS PLUS INC829214105COM200,000$3,662,000dollars as filed
VERTEX INC92538J106CL A300,000$3,441,000dollars as filed
COGENT COMMUNICATIONS GROUP19239V302COM NEW242,600$3,364,862dollars as filed
CI&T INCG21307106CMN1,000,000$3,260,000dollars as filed
ARROW ELECTRS INC042735100COM15,200$3,243,528dollars as filed
UIPATH INC90364P105CL A296,280$3,217,601dollars as filed
ARISTA NETWORKS INC040413205COM18,700$3,176,943dollars as filed
COMMERCE.COM INC08975P108COM SER 11,060,000$3,137,600dollars as filed
AVNET INC COM053807103Stock33,000$2,930,070dollars as filed
OOMA INC683416101COM150,000$2,881,500dollars as filed
ADTRAN HOLDINGS INC00486H105COM200,000$2,778,000dollars as filed
SILICON LABORATORIES INC COM826919102Stock12,500$2,730,875dollars as filed
BRAZE INC10576N102COM CL A125,000$2,710,000dollars as filed
Intel Corp458140100COM19,000$2,650,310dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock25,910$2,236,292dollars as filed
DYNATRACE INC COM NEW268150109Stock50,000$2,195,000dollars as filed
TECOGEN INC NEW87876P201COM NEW420,000$2,188,200dollars as filed
VALENS SEMICONDUCTOR LTDM9607U115ORDINARY SHARES950,000$2,147,000dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock190,000$1,922,800dollars as filed
RIMINI STR INC DEL76674Q107COM350,000$1,484,000dollars as filed
BEL FUSE INC CL A077347201COMMON STOCK5,000$1,453,050dollars as filed
INTELLICHECK MOBILISA INC45817G201COM NEW300,000$1,227,000dollars as filed
Texas Instruments Incorporated882508104COM4,100$1,221,513dollars as filed
Check Point Software Technologies Ltd162825103COM9,200$1,207,776dollars as filed
AVIAT NETWORKS INC05366Y201COMMON STOCK53,000$1,176,600dollars as filed
KYNDRYL HLDGS INC50155Q100COMMON STOCK80,000$904,800dollars as filed
Freightos Ltd514051013COM500,000$735,000dollars as filed
AWARE INC MASS05453N100CMN234,058$311,297dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001512022-26-000006this filing2026-07-23acceptance time not in the bulk data set