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Latest Herald Investment Management Ltd Stock Portfolio

$717Million– No. of Holdings #97

Herald Investment Management Ltd Performance:
2026 Q1: -0.53%YTD: -0.53%2025: 27.57%
Performance for 2026 Q1 is -0.53%, and YTD is -0.53%, and 2025 is 27.57%.

About Herald Investment Management Ltd and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, HERALD INVESTMENT MANAGEMENT Ltd reported an equity portfolio of $717.6 Millions as of 31 Mar, 2026.

The top stock holdings of HERALD INVESTMENT MANAGEMENT Ltd are CLS, FN, SIMO. The fund has invested 8.2% of it's portfolio in CELESTICA INC and 7.3% of portfolio in FABRINET.

The fund managers got completely rid off WORKIVA INC (WK), ONESPAN INC (OSPN) and FORRESTER RESEARCH INC (FORR) stocks. They significantly reduced their stock positions in RIBBON COMMUNICATIONS INC (RBBN), N-ABLE INC (NABL) and POWELL INDUSTRIES INC (POWL). HERALD INVESTMENT MANAGEMENT Ltd opened new stock positions in VISHAY INTERTECHNOLOGY INC (VSH), AVNET INC (AVT) and M-TRON INDUSTRIES INC (MPTI). The fund showed a lot of confidence in some stocks as they added substantially to CLIMB GLOBAL SOLUTIONS INC (WSTG), POWER INTEGRATIONS INC (POWI) and APPLE INC (AAPL).
Herald Investment Management Ltd Equity Portfolio Value
Last Reported on: 13 May, 2026

Herald Investment Management Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that HERALD INVESTMENT MANAGEMENT Ltd made a return of -0.53% in the last quarter. In trailing 12 months, it's portfolio return was 45.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vishay intertechnology inc5,403,000
avnet inc2,033,460
m-tron industries inc115,500
New stocks bought by Herald Investment Management Ltd

Additions

Ticker% Inc.
climb global solutions inc295
power integrations inc16.67
apple inc9.31
digitalocean holdings inc7.43
arlo technologies inc5.36
Additions to existing portfolio by Herald Investment Management Ltd

Reductions

Ticker% Reduced
ribbon communications inc-87.5
n-able inc-84.75
powell industries inc-50.00
ooma inc-42.31
genasys inc-40.09
micron technology inc-35.82
bel fuse inc-33.33
formfactor inc-30.47
Herald Investment Management Ltd reduced stake in above stock

Sold off

Ticker$ Sold
onespan inc-2,568,000
forrester research inc-1,216,500
workiva inc-4,317,500
Herald Investment Management Ltd got rid off the above stocks

Sector Distribution

HERALD INVESTMENT MANAGEMENT Ltd has about 60.9% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Communication Services
  • Consumer Cyclical
Sector%
Technology60.9
Others26.9
Industrials6.4
Communication Services2.7
Consumer Cyclical1.4

Market Cap. Distribution

HERALD INVESTMENT MANAGEMENT Ltd has about 20.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
  • LARGE-CAP
  • MEGA-CAP
  • MICRO-CAP
Category%
MID-CAP29.7
UNALLOCATED26.6
SMALL-CAP19
LARGE-CAP13.1
MEGA-CAP7.1
MICRO-CAP4.4

Stocks belong to which Index?

About 59.6% of the stocks held by HERALD INVESTMENT MANAGEMENT Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
  • S&P 500
Index%
RUSSELL 200051.5
Others40.4
S&P 5008.1
Top 5 Winners (%)%
VIAV
viavi solutions inc
78.8 %
DOCN
digitalocean holdings inc
73.7 %
SPIR
spire global inc
64.2 %
FORM
formfactor inc
62.7 %
SLAB
silicon laboratories inc
59.5 %
Top 5 Winners ($)$
VICR
vicor corp
11.9 M
TSEM
tower semiconductor ltd
10.1 M
DOCN
digitalocean holdings inc
7.9 M
SIMO
silicon motion technology corp
7.4 M
FN
fabrinet
6.9 M
Top 5 Losers (%)%
WSTG
climb global solutions inc
-72.4 %
SMWB
similarweb ltd
-65.4 %
KD
kyndryl holdings inc
-50.6 %
TGEN
tecogen inc/waltham ma
-48.2 %
APPS
digital turbine inc
-42.3 %
Top 5 Losers ($)$
WSTG
climb global solutions inc
-15.4 M
PEGA
pegasystems inc
-11.9 M
VRNS
varonis systems inc
-5.4 M
SMCI
super micro computer inc
-4.6 M
RDVT
red violet inc
-4.4 M

Herald Investment Management Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Herald Investment Management Ltd

HERALD INVESTMENT MANAGEMENT Ltd has 97 stocks in it's portfolio. About 44.2% of the portfolio is in top 10 stocks. WSTG proved to be the most loss making stock for the portfolio. VICR was the most profitable stock for HERALD INVESTMENT MANAGEMENT Ltd last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions