Herald Investment Management Ltd holds a diversified book of 92 stocks worth $737.3M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Silicon Motion Technol-ADR. Their largest long position is Silicon Motion Technol-ADR at 7% of the equity book. Cloning the disclosed picks since 2024 would be +71% (+37.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +84.0%, a 13.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Herald Investment Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as Herald Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $914.7B |
| MORGAN STANLEY | 80 / 80 | $198.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $54.6B |
| UBS Group AG | 80 / 80 | $47.1B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $92.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $45.7B |
| BNP PARIBAS FINANCIAL MARKETS | 79 / 80 | $17.3B |
| NORTHERN TRUST CORP | 78 / 80 | $120.8B |
Ranked by how many of Herald Investment Management Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 92 | $737.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 97 | $717.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 97 | $765.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 94 | $750.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 94 | $674.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 95 | $533.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 94 | $610.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 94 | $580.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.