Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Herald Investment Management Ltd (CIK 1512022) reported $717.6M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CLS ($58.9M, 8.21%), FN ($52.2M, 7.27%), SIMO ($41.3M, 5.75%), VICR ($35.4M, 4.93%), PEGA ($29.2M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CLS | Celestica Inc | $58.9M | 8.21% | 209,500 | Trimmed |
| 2 | FN | Fabrinet | $52.2M | 7.27% | 100,100 | Trimmed |
| 3 | SIMO | Silicon Motion Technology Corp | $41.3M | 5.75% | 367,700 | Trimmed |
| 4 | VICR | Vicor Corp | $35.4M | 4.93% | 220,000 | Trimmed |
| 5 | PEGA | Pegasystems Inc | $29.2M | 4.07% | 686,600 | Trimmed |
| 6 | TSEM | Tower Semiconductor Ltd | $29.1M | 4.06% | 166,000 | Trimmed |
| 7 | ARLO | Arlo Technologies Inc | $19.6M | 2.73% | 1.4M | Added |
| 8 | DOCN | DigitalOcean Holdings Inc | $18.6M | 2.59% | 217,000 | Added |
| 9 | RDWR | RADWARE Ltd | $17.1M | 2.38% | 650,000 | Trimmed |
| 10 | KLIC | Kulicke & Soffa Industries Inc | $16.0M | 2.24% | 244,100 | Trimmed |
| 11 | SMCI | Super Micro Computer Inc | $15.9M | 2.22% | 699,500 | Trimmed |
| 12 | DRS | Leonardo DRS Inc | $12.7M | 1.77% | 285,000 | Hold |
| 13 | GOOGL | Alphabet Inc | $12.7M | 1.77% | 44,100 | Hold |
| 14 | LASR | nLight Inc | $10.5M | 1.47% | 185,000 | Trimmed |
| 15 | DSGX | Descartes Systems Group Inc/The | $10.4M | 1.44% | 145,000 | Trimmed |
| 16 | AMZN | Amazon.com Inc | $10.3M | 1.43% | 49,400 | Hold |
| 17 | VRNS | Varonis Systems Inc | $10.0M | 1.39% | 463,500 | Trimmed |
| 18 | CEVA | Ceva Inc | $9.7M | 1.35% | 520,000 | Hold |
| 19 | MSFT | Microsoft Corp | $9.5M | 1.33% | 25,800 | Hold |
| 20 | FROG | JFrog Ltd | $9.4M | 1.31% | 200,000 | Trimmed |
| 21 | ELVA | Electrovaya Inc | $9.0M | 1.25% | 1.1M | Trimmed |
| 22 | POWI | Power Integrations Inc | $9.0M | 1.25% | 175,000 | Added |
| 23 | ALKT | Alkami Technology Inc | $7.8M | 1.09% | 500,000 | Hold |
| 24 | VIAV | Viavi Solutions Inc | $7.5M | 1.04% | 225,000 | Trimmed |
| 25 | VPG | Vishay Precision Group Inc | $7.4M | 1.03% | 170,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31