HERALD INVESTMENT MANAGEMENT Ltd Q2 2026 Filing
Filed July 23, 2026
Portfolio Value
$390.2B
Holdings
92
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (92 positions)
| Stock | Value |
|---|---|
CEVACeva Inc | $17.4B |
PEGAPegasystems Inc | $16.6B |
RDVTRed Violet Inc | $16.2B |
VRNSVaronis Systems Inc | $16.0B |
ARLOArlo Technologies Inc | $15.3B |
AIPArteris Inc | $14.4B |
RDWRRADWARE Ltd | $14.1B |
FROGJFrog Ltd | $14.0B |
SMCISuper Micro Computer Inc | $12.4B |
VSHVishay Intertechnology Inc | $9.7B |
DRSLeonardo DRS Inc | $9.4B |
PDFSPDF Solutions Inc | $8.5B |
LASRnLight Inc | $8.5B |
PWIPower Integrations Inc | $8.4B |
BANDBandwidth Inc | $7.8B |
FIVNFive9 Inc | $7.6B |
DSGDescartes Systems Group Inc/The | $7.5B |
ELVAElectrovaya Inc | $7.4B |
ALKTAlkami Technology Inc | $7.2B |
OUSTOuster Inc | $7.2B |
APPSDigital Turbine Inc | $7.1B |
AVPTAvePoint Inc | $6.4B |
VIAVViavi Solutions Inc | $6.1B |
MRAMEverspin Technologies Inc | $5.8B |
MPTIM-Tron Industries Inc | $5.8B |
FAFirst Advantage Corp | $5.6B |
PLUSePlus Inc | $5.6B |
KOPNKopin Corp | $5.6B |
DGIIDigi International Inc | $5.6B |
VECOVeeco Instruments Inc | $5.3B |
QUIKQuickLogic Corp | $5.2B |
CLMBClimb Global Solutions Inc | $5.1B |
CTSCTS Corp | $4.7B |
SPIRSpire Global Inc | $4.7B |
RDCMRADCOM Ltd | $4.6B |
SILCSilicom Ltd | $4.5B |
HLITHarmonic Inc | $4.4B |
FCFranklin Covey Co | $4.3B |
MLABMesa Laboratories Inc | $4.2B |
HSTMHealthStream Inc | $4.1B |
SPSCSPS Commerce Inc | $4.0B |
SMWBSimilarWeb Ltd | $4.0B |
HIMXHimax Technologies Inc | $3.9B |
SLPSimulations Plus Inc | $3.7B |
VERXVertex Inc | $3.4B |
OGM1Cogent Communications Holdings Inc | $3.4B |
CINTCI&T Inc | $3.3B |
PATHUiPath Inc | $3.2B |
CMRCCommerce.com Inc | $3.1B |
AVTAvnet Inc | $2.9B |
OOMAOoma Inc | $2.9B |
ADTNADTRAN Holdings Inc | $2.8B |
BRZEBraze Inc | $2.7B |
ZMZoom Communications Inc | $2.2B |
DTDynatrace Inc | $2.2B |
TGENTecogen Inc/Waltham MA | $2.2B |
VLNValens Semiconductor Ltd | $2.1B |
FRSHFreshworks Inc | $1.9B |
RMNIRimini Street Inc | $1.5B |
IDNIntellicheck Inc | $1.2B |
AVNWAviat Networks Inc | $1.2B |
KDKyndryl Holdings Inc | $904.8M |
CRGOFreightos Ltd | $735.0M |
AWREAware Inc/MA | $311.3M |
SIMOSilicon Motion Technology Corp | $49.2M |
CLSCelestica Inc | $30.1M |
VICRVicor Corp | $29.3M |
TSEMTower Semiconductor Ltd | $25.8M |
KLICKulicke & Soffa Industries Inc | $23.6M |
FNFabrinet | $23.4M |
DOCNDigitalOcean Holdings Inc | $23.2M |
MUMicron Technology Inc | $20.8M |
GOOGLAlphabet Inc | $15.7M |
VPGVishay Precision Group Inc | $12.5M |
AMZNAmazon.com Inc | $11.8M |
AMDAdvanced Micro Devices Inc | $10.9M |
MSFTMicrosoft Corp | $9.6M |
TERTeradyne Inc | $7.2M |
AAPLApple Inc | $7.1M |
QLYSQualys Inc | $6.5M |
FMFFormFactor Inc | $6.0M |
BELFBBel Fuse Inc | $6.0M |
1GSNNovanta Inc | $4.7M |
POWLPowell Industries Inc | $4.3M |
ALNTAllient Inc | $4.1M |
ARWArrow Electronics Inc | $3.2M |
ANETArista Networks Inc | $3.2M |
SLABSilicon Laboratories Inc | $2.7M |
INTCIntel Corp | $2.7M |
BELFABel Fuse Inc | $1.5M |
TXNTexas Instruments Inc | $1.2M |
CHKPCheck Point Software Technologies Ltd | $1.2M |