HERALD INVESTMENT MANAGEMENT Ltd Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$533.0B
Holdings
95
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (95 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FNFabrinet | 169,500 | $33.5B | 6.28% | |
| 2 | CLSCelestica Inc | 423,200 | $33.3B | 6.26% | |
| 3 | SMCISuper Micro Computer Inc | 754,500 | $25.8B | 4.85% | |
| 4 | PEGAPegasystems Inc | 351,800 | $24.4B | 4.58% | |
| 5 | SIMOSilicon Motion Technology Corp | 384,906 | $19.5B | 3.65% | |
| 6 | DSGDescartes Systems Group Inc/The | 185,000 | $18.6B | 3.50% | |
| 7 | VRNSVaronis Systems Inc | 443,500 | $17.9B | 3.36% | |
| 8 | RDWRRADWARE Ltd | 725,000 | $15.6B | 2.93% | |
| 9 | CYBRCyberArk Software Ltd | 42,300 | $14.3B | 2.68% | |
| 10 | ARLOArlo Technologies Inc | 1,277,000 | $12.6B | 2.36% | |
| 11 | OGM1Cogent Communications Holdings Inc | 200,600 | $12.3B | 2.31% | |
| 12 | AMSWAUSDLogility Supply Chain Solutions Inc | 823,655 | $11.7B | 2.20% | |
| 13 | VICRVicor Corp | 230,000 | $10.8B | 2.02% | |
| 14 | DRSLeonardo DRS Inc | 320,000 | $10.5B | 1.97% | |
| 15 | AVPTAvePoint Inc | 700,000 | $10.1B | 1.90% | |
| 16 | MSFTMicrosoft Corp | 26,745 | $10.0B | 1.88% | |
| 17 | KLICKulicke & Soffa Industries Inc | 296,100 | $9.8B | 1.83% | |
| 18 | AMZNAmazon.com Inc | 46,400 | $8.8B | 1.66% | |
| 19 | CEVACeva Inc | 325,000 | $8.3B | 1.56% | |
| 20 | QLYSQualys Inc | 65,000 | $8.2B | 1.54% | |
| 21 | FROGJFrog Ltd | 250,000 | $8.0B | 1.50% | |
| 22 | GOOGLAlphabet Inc | 50,200 | $7.8B | 1.46% | |
| 23 | HLITHarmonic Inc | 785,000 | $7.5B | 1.41% | |
| 24 | RDVTRed Violet Inc | 200,000 | $7.5B | 1.41% | |
| 25 | TSEMTower Semiconductor Ltd | 198,000 | $7.0B | 1.32% | |
| 26 | SPSCSPS Commerce Inc | 47,500 | $6.3B | 1.18% | |
| 27 | HSTMHealthStream Inc | 190,000 | $6.1B | 1.15% | |
| 28 | FIVNFive9 Inc | 210,600 | $5.7B | 1.07% | |
| 29 | AAPLApple Inc | 25,000 | $5.6B | 1.04% | |
| 30 | FCFranklin Covey Co | 175,000 | $4.8B | 0.90% | |
| 31 | CLMBClimb Global Solutions Inc | 40,000 | $4.4B | 0.83% | |
| 32 | AVDXAvidXchange Holdings Inc | 500,000 | $4.2B | 0.80% | |
| 33 | FAFirst Advantage Corp | 300,000 | $4.2B | 0.79% | |
| 34 | VECOVeeco Instruments Inc | 200,000 | $4.0B | 0.75% | |
| 35 | ALKTAlkami Technology Inc | 150,000 | $3.9B | 0.74% | |
| 36 | VERXVertex Inc | 110,000 | $3.8B | 0.72% | |
| 37 | PDFSPDF Solutions Inc | 200,000 | $3.8B | 0.72% | |
| 38 | QUIKQuickLogic Corp | 730,379 | $3.7B | 0.70% | |
| 39 | VPGVishay Precision Group Inc | 150,000 | $3.6B | 0.68% | |
| 40 | CMRCBigCommerce Holdings Inc | 625,000 | $3.6B | 0.68% | |
| 41 | RBBNRibbon Communications Inc | 912,869 | $3.6B | 0.67% | |
| 42 | OOMAOoma Inc | 260,000 | $3.4B | 0.64% | |
| 43 | FMFFormFactor Inc | 118,300 | $3.3B | 0.63% | |
| 44 | AMDAdvanced Micro Devices Inc | 30,920 | $3.2B | 0.60% | |
| 45 | BASECouchbase Inc | 200,000 | $3.1B | 0.59% | |
| 46 | RDCMRADCOM Ltd | 275,000 | $3.1B | 0.59% | |
| 47 | MUMicron Technology Inc | 36,000 | $3.1B | 0.59% | |
| 48 | MRAMEverspin Technologies Inc | 600,000 | $3.1B | 0.57% | |
| 49 | OSPNOnespan Inc | 200,000 | $3.0B | 0.57% | |
| 50 | IDNIntellicheck Inc | 1,000,000 | $3.0B | 0.56% | |
| 51 | AVNWAviat Networks Inc | 155,000 | $3.0B | 0.56% | |
| 52 | RMNIRimini Street Inc | 850,000 | $3.0B | 0.55% | |
| 53 | NABLN-Able Inc | 413,000 | $2.9B | 0.55% | |
| 54 | BANDBandwidth Inc | 210,000 | $2.7B | 0.52% | |
| 55 | ELVAElectrovaya Inc | 1,180,000 | $2.7B | 0.51% | |
| 56 | SMWBSimilarWeb Ltd | 300,000 | $2.5B | 0.46% | |
| 57 | DTDynatrace Inc | 50,000 | $2.4B | 0.44% | |
| 58 | BELFBBel Fuse Inc | 30,000 | $2.2B | 0.42% | |
| 59 | LTRXLantronix Inc | 900,000 | $2.2B | 0.42% | |
| 60 | DGIIDigi International Inc | 80,000 | $2.2B | 0.42% | |
| 61 | FAROFARO Technologies Inc | 80,000 | $2.2B | 0.41% | |
| 62 | CINTCI&T Inc | 355,000 | $2.1B | 0.40% | |
| 63 | KDKyndryl Holdings Inc | 67,000 | $2.1B | 0.39% | |
| 64 | CHKPCheck Point Software Technologies Ltd | 9,200 | $2.1B | 0.39% | |
| 65 | INUVGBPInuvo Inc | 5,775,000 | $2.1B | 0.39% | |
| 66 | AIPArteris Inc | 300,000 | $2.1B | 0.39% | |
| 67 | LASRnLight Inc | 260,000 | $2.0B | 0.38% | |
| 68 | VLNValens Semiconductor Ltd | 950,000 | $1.9B | 0.36% | |
| 69 | PWIPower Integrations Inc | 38,000 | $1.9B | 0.36% | |
| 70 | ZMZoom Communications Inc | 25,910 | $1.9B | 0.36% | |
| 71 | SPIRSpire Global Inc | 230,000 | $1.9B | 0.35% | |
| 72 | SILCSilicom Ltd | 125,000 | $1.8B | 0.34% | |
| 73 | OUSTOuster Inc | 200,000 | $1.8B | 0.34% | |
| 74 | ANETArista Networks Inc | 22,700 | $1.8B | 0.33% | |
| 75 | ADTNADTRAN Holdings Inc | 200,000 | $1.7B | 0.33% | |
| 76 | GNSSGenasys Inc | 750,000 | $1.7B | 0.32% | |
| 77 | TERTeradyne Inc | 20,600 | $1.7B | 0.32% | |
| 78 | HIMXHimax Technologies Inc | 230,000 | $1.7B | 0.32% | |
| 79 | PATHUiPath Inc | 161,280 | $1.7B | 0.31% | |
| 80 | APPSDigital Turbine Inc | 600,000 | $1.6B | 0.31% | |
| 81 | ARWArrow Electronics Inc | 15,200 | $1.6B | 0.30% | |
| 82 | MPTIM-Tron Industries Inc | 35,000 | $1.5B | 0.29% | |
| 83 | MLABMesa Laboratories Inc | 12,500 | $1.5B | 0.28% | |
| 84 | KOPNKopin Corp | 1,535,000 | $1.4B | 0.27% | |
| 85 | FORRForrester Research Inc | 150,000 | $1.4B | 0.26% | |
| 86 | FRSHFreshworks Inc | 90,000 | $1.3B | 0.24% | |
| 87 | AKAMAkamai Technologies Inc | 15,200 | $1.2B | 0.23% | |
| 88 | CRGOFreightos Ltd | 500,000 | $1.2B | 0.22% | |
| 89 | ACCSIssuer Direct Corp | 90,000 | $794.7M | 0.15% | |
| 90 | TXNTexas Instruments Inc | 4,100 | $737.1M | 0.14% | |
| 91 | AWREAware Inc/MA | 430,000 | $679.4M | 0.13% | |
| 92 | CDNSCadence Design Systems Inc | 2,500 | $635.7M | 0.12% | |
| 93 | BELFABel Fuse Inc | 7,500 | $540.4M | 0.10% | |
| 94 | TTECTTEC Holdings Inc | 140,000 | $460.6M | 0.09% | |
| 95 | INTCIntel Corp | 19,000 | $431.5M | 0.08% |