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Latest Herald Investment Management Ltd Stock Portfolio

$737Million | No. of Holdings #92

Herald Investment Management Ltd Performance

2026 Q2+48.18%
YTD+47.39%
2025+27.57%

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

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, HERALD INVESTMENT MANAGEMENT Ltd reported an equity portfolio of $737.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of HERALD INVESTMENT MANAGEMENT Ltd are SIMO, CLS, VICR. The fund has invested 6.7% of it's portfolio in SILICON MOTION TECHNOLOGY CORP and 4.1% of portfolio in CELESTICA INC. <br><br> The fund managers got completely rid off CSG SYSTEMS INTERNATIONAL INC (CSGS), GENASYS INC (GNSS) and N-ABLE INC (NABL) stocks. They significantly reduced their stock positions in HARMONIC INC (HLIT), AVIAT NETWORKS INC (AVNW) and VEECO INSTRUMENTS INC (VECO). The fund showed a lot of confidence in some stocks as they added substantially to CI&T INC (CINT), COMMERCE.COM INC (BIGC) and VERTEX INC (VERX).
Herald Investment Management Ltd Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$737Million
  as of Jul 23, 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 48.18% in the last quarter. In trailing 12 months, it's portfolio return was 67.46%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Herald Investment Management Ltd

Additions

Ticker% Inc.
ci&t inc90.48
commerce.com inc51.43
vertex inc50.00
uipath inc46.47
red violet inc33.67
apple inc9.87
m-tron industries inc6.36
Additions to existing portfolio by Herald Investment Management Ltd

Reductions

Ticker% Reduced
harmonic inc-65.99
aviat networks inc-65.81
veeco instruments inc-65.25
rimini street inc-65.00
vicor corp-64.95
intellicheck inc-63.41
celestica inc-60.6
silicon motion technology corp-59.83
Herald Investment Management Ltd reduced stake in above stock

Sold off

Ticker$ Sold
genasys inc-763,253
ribbon communications inc-212,000
n-able inc-294,210
m-tron industries inc-115,500
csg systems international inc-3,297,550
Herald Investment Management Ltd got rid off the above stocks

Sector Distribution

HERALD INVESTMENT MANAGEMENT Ltd has about 64.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Healthcare
Sector%
Technology64.4
Others23.3
Industrials5.9
Communication Services3
Consumer Cyclical1.6
Healthcare1.1

Market Cap. Distribution

HERALD INVESTMENT MANAGEMENT Ltd has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • SMALL-CAP
  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
MID-CAP29.4
SMALL-CAP24.2
UNALLOCATED22.8
MEGA-CAP10.8
LARGE-CAP8.7
MICRO-CAP4.2

Stocks belong to which Index?

About 62.5% 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 200050.3
Others37.5
S&P 50012.2
Top 5 Winners (%)%
APPS
digital turbine inc
339.5 %
MU
micron technology inc
221.9 %
BAND
bandwidth inc
217.8 %
INTC
intel corp
216.2 %
OUST
ouster inc
211.4 %
Top 5 Winners ($)$
SIMO
silicon motion technology corp
56.9 M
VICR
vicor corp
32.5 M
MU
micron technology inc
16.1 M
KLIC
kulicke & soffa industries inc
14.3 M
VPG
vishay precision group inc
13.5 M
Top 5 Losers (%)%
CINT
ci&t inc
-29.4 %
IDN
intellicheck inc
-28.2 %
PEGA
pegasystems inc
-26.8 %
CCOI
cogent communications holdings inc
-26.4 %
KD
kyndryl holdings inc
-13.8 %
Top 5 Losers ($)$
PEGA
pegasystems inc
-7.8 M
IDN
intellicheck inc
-1.6 M
CINT
ci&t inc
-1.4 M
CCOI
cogent communications holdings inc
-1.2 M
ARLO
arlo technologies inc
-0.9 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 92 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. PEGA proved to be the most loss making stock for the portfolio. SIMO was the most profitable stock for HERALD INVESTMENT MANAGEMENT Ltd last quarter.

$737.30MTotal Value
97.00Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Herald Investment Management Ltd, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BELFB
Bel Fuse Inc

Bel Fuse Inc

BELFB
Herald Investment Management Ltd's holding in Bel Fuse Inc over time
0.81%17,950
$5.97M
0.81%
decreased 40.17 percentreduced
BELFB
Bel Fuse Inc

Bel Fuse Inc

BELFB
Herald Investment Management Ltd's holding in Bel Fuse Inc over time
0.2%5,000
$1.45M
0.2%
unchanged 0 percentunchanged