Herald Investment Management Ltd holds a diversified book of 92 reported positions worth $737.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they trimmed Silicon Motion Technol-ADR. Their largest long position is Silicon Motion Technol-ADR at 7% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Herald Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 11 / 80 | $1.2B |
| Integrated Financial Solutions, Inc. | 8 / 80 | $74.2M |
| Clare Market Investments LLC | 9 / 80 | $217.8M |
| Needham Investment Management LLC | 19 / 80 | $1.2B |
| Bellevue Asset Management, LLC | 18 / 80 | $75.7M |
| McMillan Office, Inc. | 10 / 80 | $301.3M |
| Alpha Family Trust | 9 / 80 | $85.4M |
| Verus Capital Partners, LLC | 13 / 80 | $618.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Herald Investment Management Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Silicon Motion Technology Corp ADR | $49.2M | 147.7K | 6.7% | ▼−60% Reduced · −220K sh | |
| 2 | Celestica Inc COM | $30.1M | 82.5K | 4.1% | ▼−61% Reduced · −127K sh | |
| 3 | Vicor Corp COM | $29.3M | 77.1K | 4.0% | ▼−65% Reduced · −143K sh | |
| 4 | Tower Semiconductor Ltd COM | $25.8M | 99.0K | 3.5% | ▼−40% Reduced · −67K sh | |
| 5 | Kulicke & Soffa Industries Inc COM | $23.6M | 176.6K | 3.2% | ▼−28% Reduced · −68K sh | |
| 6 | Fabrinet COM | $23.4M | 41.6K | 3.2% | ▼−58% Reduced · −59K sh | |
| 7 | DigitalOcean Holdings Inc COM | $23.2M | 147.5K | 3.1% | ▼−32% Reduced · −70K sh | |
| 8 | Micron Technology Inc COM | $20.8M | 18.1K | 2.8% | ▼−16% Reduced · −3K sh | |
| 9 | Ceva Inc COM | $17.4M | 369.4K | 2.4% | ▼−29% Reduced · −151K sh | |
| 10 | Pegasystems Inc COM | $16.6M | 554.5K | 2.3% | ▼−19% Reduced · −132K sh | |
| 11 | Red Violet Inc COM | $16.2M | 254.3K | 2.2% | ▲+34% Added · +64K sh | |
| 12 | Varonis Systems Inc COM | $16.0M | 380.8K | 2.2% | ▼−18% Reduced · −83K sh | |
| 13 | Alphabet Inc COM | $15.7M | 44.1K | 2.1% | —Held | |
| 14 | Arlo Technologies Inc COM | $15.3M | 1.13M | 2.1% | ▼−18% Reduced · −243K sh | |
| 15 | Arteris Inc COM | $14.4M | 296.8K | 2.0% | ▼−26% Reduced · −103K sh | |
| 16 | Radware Ltd COM | $14.1M | 456.8K | 1.9% | ▼−30% Reduced · −193K sh | |
| 17 | JFrog Ltd COM | $14.0M | 153.6K | 1.9% | ▼−23% Reduced · −46K sh | |
| 18 | Vishay Precision Group Inc COM | $12.5M | 83.8K | 1.7% | ▼−51% Reduced · −86K sh | |
| 19 | Super Micro Computer Inc COM | $12.4M | 421.6K | 1.7% | ▼−40% Reduced · −278K sh | |
| 20 | Amazon.com Inc COM | $11.8M | 49.4K | 1.6% | —Held | |
| 21 | Advanced Micro Devices Inc COM | $10.9M | 18.8K | 1.5% | ▼−9.2% Reduced · −2K sh | |
| 22 | Vishay Intertechnology Inc COM | $9.7M | 180.5K | 1.3% | ▼−40% Reduced · −120K sh | |
| 23 | Microsoft Corp COM | $9.6M | 25.8K | 1.3% | —Held | |
| 24 | Leonardo DRS Inc COM | $9.4M | 219.5K | 1.3% | ▼−23% Reduced · −66K sh | |
| 25 | PDF Solutions Inc COM | $8.5M | 119.7K | 1.1% | ▼−40% Reduced · −80K sh | |
| 26 | nLight Inc COM | $8.5M | 121.5K | 1.1% | ▼−34% Reduced · −64K sh | |
| 27 | Power Integrations Inc COM | $8.4M | 100.4K | 1.1% | ▼−43% Reduced · −75K sh | |
| 28 | Bandwidth Inc COM | $7.8M | 124.0K | 1.1% | ▼−29% Reduced · −51K sh | |
| 29 | Five9 Inc COM | $7.6M | 354.5K | 1.0% | ▼−2.1% Reduced · −8K sh | |
| 30 | Descartes Systems Group Inc COM | $7.5M | 108.0K | 1.0% | ▼−26% Reduced · −37K sh | |
| 31 | Electrovaya Inc COM | $7.4M | 704.5K | 1.0% | ▼−39% Reduced · −446K sh | |
| 32 | Teradyne Inc COM | $7.2M | 15.0K | 1.0% | —Held | |
| 33 | Alkami Technology Inc COM | $7.2M | 400.0K | 1.0% | ▼−20% Reduced · −100K sh | |
| 34 | Ouster Inc COM | $7.2M | 114.5K | 1.0% | ▼−24% Reduced · −36K sh | |
| 35 | Digital Turbine Inc COM | $7.1M | 550.3K | 1.0% | ▼−6.4% Reduced · −38K sh | |
| 36 | Apple Inc COM | $7.1M | 24.5K | 1.0% | ▲+9.9% Added · +2K sh | |
| 37 | Qualys Inc COM | $6.5M | 47.5K | 0.9% | ▼−14% Reduced · −8K sh | |
| 38 | AvePoint Inc COM | $6.4M | 575.3K | 0.9% | ▼−26% Reduced · −200K sh | |
| 39 | Viavi Solutions Inc COM | $6.1M | 128.2K | 0.8% | ▼−43% Reduced · −97K sh | |
| 40 | FormFactor Inc COM | $6.0M | 37.6K | 0.8% | ▼−50% Reduced · −38K sh | |
| 41 | Bel Fuse Inc COM | $6.0M | 17.9K | 0.8% | ▼−40% Reduced · −12K sh | |
| 42 | Everspin Technologies Inc COM | $5.8M | 241.8K | 0.8% | ▼−60% Reduced · −358K sh | |
| 43 | M-Tron Industries Inc COM | $5.8M | 58.5K | 0.8% | ▲+6.4% Added · +4K sh | |
| 44 | First Advantage Corp COM | $5.6M | 312.5K | 0.8% | ▼−11% Reduced · −38K sh | |
| 45 | ePlus Inc COM | $5.6M | 67.5K | 0.8% | ▼−10% Reduced · −8K sh | |
| 46 | Kopin Corp COM | $5.6M | 1.25M | 0.8% | ▼−34% Reduced · −653K sh | |
| 47 | Digi International Inc COM | $5.6M | 74.5K | 0.8% | ▼−26% Reduced · −26K sh | |
| 48 | Veeco Instruments Inc COM | $5.3M | 69.5K | 0.7% | ▼−65% Reduced · −131K sh | |
| 49 | QuickLogic Corp COM | $5.2M | 261.5K | 0.7% | ▼−57% Reduced · −351K sh | |
| 50 | Climb Global Solutions Inc COM | $5.1M | 221.8K | 0.7% | ▼−25% Reduced · −75K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512022/holdings"
Use Arkolith to show HERALD INVESTMENT MANAGEMENT Ltd's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 92 | $737.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 97 | $717.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 97 | $765.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 38d | 94 | $750.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 94 | $674.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 95 | $533.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 94 | $610.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 94 | $580.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.