HERALD INVESTMENT MANAGEMENT Ltd 13F holdings
HERALD INVESTMENT MANAGEMENT Ltd reported 91 positions with a total reported value of $737.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-23. Top holdings by reported value: SIMO Silicon Motion Technology Corp (6.7%), CLS Celestica Inc (4.1%), VICR Vicor Corp (4.0%), TSEM Tower Semiconductor Ltd (3.5%), KLIC Kulicke & Soffa Industries Inc (3.2%). Against 2026-03-31 it opened 0 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 91 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SIMO Silicon Motion Technology Corp | 147,700 | $49.2M | 6.7% |
| CLS Celestica Inc | 82,550 | $30.1M | 4.1% |
| VICR Vicor Corp | 77,100 | $29.3M | 4.0% |
| TSEM Tower Semiconductor Ltd | 99,000 | $25.8M | 3.5% |
| KLIC Kulicke & Soffa Industries Inc | 176,600 | $23.6M | 3.2% |
| FN Fabrinet | 41,600 | $23.4M | 3.2% |
| DOCN DigitalOcean Holdings Inc | 147,500 | $23.2M | 3.1% |
| MU Micron Technology Inc | 18,100 | $20.8M | 2.8% |
| CEVA Ceva Inc | 369,363 | $17.4M | 2.4% |
| PEGA Pegasystems Inc | 554,450 | $16.6M | 2.3% |
| RDVT Red Violet Inc | 254,250 | $16.2M | 2.2% |
| VRNS Varonis Systems Inc | 380,834 | $16.0M | 2.2% |
| GOOGL Alphabet Inc | 44,100 | $15.7M | 2.1% |
| ARLO Arlo Technologies Inc | 1,134,325 | $15.3M | 2.1% |
| AIP Arteris Inc | 296,800 | $14.4M | 2.0% |
| RDWR RADWARE Ltd | 456,817 | $14.1M | 1.9% |
| FROG JFrog Ltd | 153,550 | $14.0M | 1.9% |
| VPG Vishay Precision Group Inc | 83,750 | $12.5M | 1.7% |
| SMCI Super Micro Computer Inc | 421,600 | $12.4M | 1.7% |
| AMZN Amazon.com Inc | 49,400 | $11.8M | 1.6% |
| AMD Advanced Micro Devices Inc | 18,820 | $10.9M | 1.5% |
| VSH Vishay Intertechnology Inc | 180,475 | $9.7M | 1.3% |
| MSFT Microsoft Corp | 25,800 | $9.6M | 1.3% |
| DRS Leonardo DRS Inc | 219,500 | $9.4M | 1.3% |
| PDFS PDF Solutions Inc | 119,667 | $8.5M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RDVT Red Violet Inc | 190,208 | 254,250 | +33.7% | $16.2M |
| Powell Industries Inc | 5,000 | 15,000 | +200.0% | $4.3M |
| CINT CI&T Inc | 525,000 | 1,000,000 | +90.5% | $3.3M |
| VERX Vertex Inc | 200,000 | 300,000 | +50.0% | $3.4M |
| CMRC Commerce.com Inc | 700,000 | 1,060,000 | +51.4% | $3.1M |
| PATH UiPath Inc | 202,280 | 296,280 | +46.5% | $3.2M |
| AAPL Apple Inc | 22,300 | 24,500 | +9.9% | $7.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SIMO Silicon Motion Technology Corp | 367,700 | 147,700 | -59.8% | $49.2M |
| VICR Vicor Corp | 220,000 | 77,100 | -65.0% | $29.3M |
| CLS Celestica Inc | 209,500 | 82,550 | -60.6% | $30.1M |
| FN Fabrinet | 100,100 | 41,600 | -58.4% | $23.4M |
| TSEM Tower Semiconductor Ltd | 166,000 | 99,000 | -40.4% | $25.8M |
| VPG Vishay Precision Group Inc | 170,000 | 83,750 | -50.7% | $12.5M |
| DOCN DigitalOcean Holdings Inc | 217,000 | 147,500 | -32.0% | $23.2M |
| Veeco Instruments Inc | 200,000 | 69,500 | -65.2% | $5.3M |
| KLIC Kulicke & Soffa Industries Inc | 244,100 | 176,600 | -27.7% | $23.6M |
| MRAM Everspin Technologies Inc | 600,000 | 241,750 | -59.7% | $5.8M |
| HLIT Harmonic Inc | 785,000 | 267,000 | -66.0% | $4.4M |
| SMCI Super Micro Computer Inc | 699,500 | 421,600 | -39.7% | $12.4M |
CIK 1512022 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
