HERALD INVESTMENT MANAGEMENT Ltd
Top Portfolio Positions
93 positions ·
$709,786,220 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CLS |
Celestica Inc
Technology
|
209,500 | $59,011,960 | 8.31% | |
| FN |
Fabrinet
Technology
|
100,100 | $52,204,152 | 7.35% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
367,700 | $41,289,033 | 5.82% | |
| VICR |
Vicor Corp
Technology
|
220,000 | $35,420,000 | 4.99% | |
| PEGA |
Pegasystems Inc
Technology
|
686,600 | $29,221,696 | 4.12% | |
| TSEM |
Tower Semiconductor Ltd
Technology
|
166,000 | $29,129,680 | 4.10% | |
| ARLO |
Arlo Technologies, Inc.
Industrials
|
1,377,000 | $19,594,710 | 2.76% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
217,000 | $18,614,260 | 2.62% | |
| RDWR |
Radware Ltd
Technology
|
650,000 | $17,108,000 | 2.41% | |
| KLIC |
Kulicke & Soffa Industries Inc
Technology
|
244,100 | $16,042,252 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FA
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,116,000 | 350,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,812,000 | 400,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,617,350 | 365,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,778,170 | 347,873 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,227,000 | 300,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,619,000 | 300,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,955,000 | 300,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,821,000 | 300,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,866,000 | 300,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,728,250 | 225,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,102,750 | 225,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,696,750 | 175,000 | Shares | Sole | 2023-07-25 | |
| No 13F history on record for this holder in this stock. | ||||||