Herald Investment Management Ltd 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HI Herald Investment Management Ltd | Institutional Filer | ▼ 6.25% | $717.6M | 97 |
Current Portfolio Holdings
Showing all 97 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc. | Technology | 210K | $58.9M | 8.21% |
| 2 | FN | Fabrinet | Technology | 100K | $52.2M | 7.27% |
| 3 | SIMO | Silicon Motion Technology Corporation | Technology | 368K | $41.3M | 5.75% |
| 4 | VICR | Vicor Corporation | Technology | 220K | $35.4M | 4.93% |
| 5 | PEGA | Pegasystems Inc. | Technology | 687K | $29.2M | 4.07% |
| 6 | TSEM | Tower Semiconductor Ltd. | Technology | 166K | $29.1M | 4.06% |
| 7 | ARLO | Arlo Technologies, Inc. | Industrials | 1.4M | $19.6M | 2.73% |
| 8 | DOCN | DigitalOcean Holdings, Inc. | Technology | 217K | $18.6M | 2.59% |
| 9 | RDWR | Radware Ltd. | Technology | 650K | $17.1M | 2.38% |
| 10 | KLIC | Kulicke and Soffa Industries, Inc. | Technology | 244K | $16.0M | 2.24% |
| 11 | SMCI | Super Micro Computer, Inc. | Technology | 700K | $15.9M | 2.22% |
| 12 | DRS | Leonardo DRS, Inc. | Industrials | 285K | $12.7M | 1.77% |
| 13 | GOOGL | Alphabet Inc. | Technology | 44K | $12.7M | 1.77% |
| 14 | LASR | nLIGHT, Inc. | Technology | 185K | $10.5M | 1.47% |
| 15 | DSGX | The Descartes Systems Group Inc. | Technology | 145K | $10.4M | 1.44% |
Showing 1 to 15 of 97 holdings