Herald Investment Management Ltd 13F Holdings
CIK 0001512022 · LONDON, X0
As of Sep 30, 2025, Herald Investment Management Ltd reported 94 positions worth $750.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CELESTICA INC | CLS | Technology | 335,000 | $82.5M | 10.99% |
| FABRINET | FN | Technology | 145,600 | $53.2M | 7.08% |
| PEGASYSTEMS INC | PEGA | Technology | 703,600 | $40.4M | 5.39% |
| SILICON MOTION TECHNOLOGY CORP | SIMO | Technology | 384,906 | $36.4M | 4.85% |
| SUPER MICRO COMPUTER INC | SMCI | Technology | 719,500 | $34.5M | 4.59% |
| VARONIS SYSTEMS INC | VRNS | Technology | 443,500 | $25.5M | 3.40% |
| ARLO TECHNOLOGIES INC | ARLO | Basic Materials | 1,277,000 | $21.6M | 2.88% |
| RADWARE LTD | RDWR | Technology | 675,000 |