account_balance
Investment manager · 13F filer · SEC CIK 1512022
Herald Investment Management Ltd
Reported value$737Mas of Jun 30, 2026
Positions92 0 new, 5 sold out
Top 10 weight35.2%SIMO alone is 7%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SIMOSilicon Motion Technology Corp
6.7%Trimmed −60%
CLSCelestica Inc
4.1%Trimmed −61%
VICRVicor Corp
4.0%Trimmed −65%
TSEMTower Semiconductor Ltd
3.5%Trimmed −40%
KLICKulicke & Soffa Industries Inc
3.2%Trimmed −28%
FNFabrinet
3.2%Trimmed −58%
DOCNDigitalOcean Holdings Inc
3.1%Trimmed −32%
MUMicron Technology Inc
2.8%Trimmed −16%
CEVACeva Inc
2.4%Trimmed −29%
PEGAPegasystems Inc
2.3%Trimmed −19%
RDVTRed Violet Inc
2.2%Added +34%
VRNSVaronis Systems Inc
2.2%Trimmed −18%
SIMOSilicon Motion Technology Corp
6.7%Trimmed −60%
CLSCelestica Inc
4.1%Trimmed −61%
VICRVicor Corp
4.0%Trimmed −65%
TSEMTower Semiconductor Ltd
3.5%Trimmed −40%
KLICKulicke & Soffa Industries Inc
3.2%Trimmed −28%
FN3.2%DOCN3.1%MU2.8%CEVA2.4%PEGA2.3%RDVT2.2%VRNS2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SIMO Silicon Motion Technology Corp 6.7% Trimmed −60%CLS Celestica Inc 4.1% Trimmed −61%VICR Vicor Corp 4.0% Trimmed −65%TSEM Tower Semiconductor Ltd 3.5% Trimmed −40%KLIC Kulicke & Soffa Industries Inc 3.2% Trimmed −28%FN Fabrinet 3.2% Trimmed −58%DOCN DigitalOcean Holdings Inc 3.1% Trimmed −32%MU Micron Technology Inc 2.8% Trimmed −16%CEVA Ceva Inc 2.4% Trimmed −29%PEGA Pegasystems Inc 2.3% Trimmed −19%RDVT Red Violet Inc 2.2% Added +34%VRNS Varonis Systems Inc 2.2% Trimmed −18%
What changed