Position in VLN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,147,000
+$1,073,500 QoQ
Shares Held
950,000
0.0% QoQ
Ownership
0.922%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2
of 8 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLN Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026HERALD INVESTMENT MANAGEMENT Ltd holds $188,962,592 across 16 Semiconductors names. VLN ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIMO |
Silicon Motion Technology CORP
|
147,700 | $49,232,841 | |
| 2 | TSEM |
Tower Semiconductor Ltd
|
99,000 | $25,803,360 | |
| 3 | MU |
Micron Technology Inc
|
18,100 | $20,892,649 | |
| 4 | CEVA |
Ceva Inc
|
369,363 | $17,419,159 | |
| 5 | AIP |
Arteris, Inc.
|
296,800 | $14,421,512 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
18,820 | $10,932,726 | |
| 7 | VSH |
Vishay Intertechnology Inc
|
180,475 | $9,705,945 | |
| 8 | LASR |
Nlight, Inc.
|
121,500 | $8,458,830 |
All Filings in VLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147,000 | 950,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,073,500 | 950,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,349,000 | 950,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,700,500 | 950,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,498,500 | 950,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,938,000 | 950,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,470,000 | 950,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,090,000 | 950,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,186,691 | 998,963 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,347,563 | 998,963 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,447,459 | 998,963 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,657,241 | 998,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,178,676 | 861,137 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,088,845 | 341,331 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,832,947 | 341,331 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,430,176 | 341,331 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||