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CIK: 0001512022
Total reported value
$737.3M
$737.3M
95 檔
18.5%
According to the latest 13F quarterly dataset, HERALD INVESTMENT MANAGEMENT Ltd managed an equity portfolio of $737.3M at the end of Q1 2025, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2025, HERALD INVESTMENT MANAGEMENT Ltd displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FN | Fabrinet | Stock-Tech | 6.28% | -4.10% | -5.07% | |
| 2 | CLS | Celestica Inc | Stock-Tech | 6.26% | -4.13% | -9.13% | |
| 3 | SMCI | Super Micro Computer Inc | Stock-Tech | 4.85% | -0.54% | — | |
| 4 | PEGA | Pegasystems Inc | Stock-Tech | 4.58% | -1.82% | +1.24% | |
| 5 | SIMO | Silicon Motion Technol-adr | Stock-Other | 3.65% | +0.92% | — | |
| 6 | DSGX | Descartes Systems Grp/the | Stock-Tech | 3.50% | -0.43% | -2.63% | |
| 7 | VRNS | Varonis Systems Inc | Stock-Tech | 3.36% | +0.78% | — | |
| 8 | RDWR | Radware Ltd. | Stock-Other | 2.93% | -0.47% | — | |
| 9 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 2.68% | — | -10.57% | |
| 10 | ARLO | Arlo Technologies Inc | Stock-Other | 2.36% | -0.66% | — | |
| 11 | CCOI | Cogent Communications Holdin | Stock-Other | 2.31% | -0.18% | — | |
| 12 | AMSWAUSD | American Software Inc-cl A | Stock-Other | 2.20% | — | — | |
| 13 | VICR | Vicor CORP | Stock-Tech | 2.02% | -0.96% | +15.00% | |
| 14 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.97% | -0.50% | — | |
| 15 | AVPT | Avepoint Inc | Stock-Other | 1.90% | -0.16% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.03% | +5.94% | |
| 17 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 1.83% | +0.96% | +19.35% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.17% | +6.18% | |
| 19 | CEVA | Ceva Inc | Stock-Other | 1.56% | +1.01% | — | |
| 20 | QLYS | Qualys Inc | Stock-Tech | 1.54% | +0.21% | — | |
| 21 | FROG | JFrog Ltd. | Stock-Tech | 1.50% | +0.58% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.37% | +7.04% | |
| 23 | HLIT | Harmonic Inc | Stock-Other | 1.41% | -0.39% | — | |
| 24 | RDVT | Red Violet Inc | Stock-Other | 1.41% | +1.28% | — | |
| 25 | TSEM | Tower Semiconductor Ltd. | Stock-Tech | 1.32% | -0.56% | — | |
| 26 | SPSC | Sps Commerce Inc | Stock-Tech | 1.18% | — | -5.00% | |
| 27 | HSTM | Healthstream Inc | Stock-Other | 1.15% | +0.12% | — | |
| 28 | FIVN | Five9 Inc | Stock-Tech | 1.07% | +0.25% | +27.64% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.17% | — | |
| 30 | FC | Franklin Covey Co | Stock-Other | 0.90% | +0.20% | +9.38% | |
| 31 | CLMB | Climb Global Solutions Inc | Stock-Other | 0.83% | -0.12% | — | |
| 32 | AVDX | Avidxchange Holdings Inc | Stock-Other | 0.80% | — | +11.11% | |
| 33 | FA | First Advantage CORP | Stock-Other | 0.79% | +0.19% | — | |
| 34 | VECO | Veeco Instruments Inc | Stock-Other | 0.75% | -0.23% | +14.29% | |
| 35 | ALKT | Alkami Technology Inc | Stock-Other | 0.74% | -0.11% | — | |
| 36 | VERX | Vertex Inc - Class A | Stock-Other | 0.72% | +0.14% | -8.33% | |
| 37 | PDFS | Pdf Solutions Inc | Stock-Other | 0.72% | +0.24% | +166.67% | |
| 38 | QUIK | Quicklogic CORP | Stock-Other | 0.70% | -0.09% | — | |
| 39 | VPG | Vishay Precision Group | Stock-Other | 0.68% | +0.67% | +50.00% | |
| 40 | CMRC | Commerce.com Inc | Stock-Other | 0.68% | +0.17% | +25.00% | |
| 41 | RBBN | Ribbon Communications Inc | Stock-Other | 0.67% | -0.03% | EXIT | |
| 42 | OOMA | Ooma Inc | Stock-Other | 0.64% | +0.09% | — | |
| 43 | FORM | Formfactor Inc | Stock-Tech | 0.63% | -0.20% | — | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +0.89% | -19.10% | |
| 45 | BASE | Couchbase Inc | Stock-Other | 0.59% | — | +11.11% | |
| 46 | ✓ | Radcom LTD New | Stock-Other | 0.59% | +0.07% | — | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.59% | +1.81% | — | |
| 48 | MRAM | Everspin Technologies Inc | Stock-Other | 0.57% | +0.06% | — | |
| 49 | OSPN | Onespan Inc | Stock-Other | 0.57% | — | — | |
| 50 | IDN | Intellicheck Inc | Stock-Other | 0.56% | -0.63% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FN | Fabrinet | — | NEW | New buy |
| 2 | CLS | Celestica Inc | — | NEW | New buy |
| 3 | SMCI | Super Micro Computer Inc | — | NEW | New buy |
| 4 | PEGA | Pegasystems Inc | — | NEW | New buy |
| 5 | SIMO | Silicon Motion Technol-adr | — | NEW | New buy |
| 6 | DSGX | Descartes Systems Grp/the | — | NEW | New buy |
| 7 | VRNS | Varonis Systems Inc | — | NEW | New buy |
| 8 | RDWR | Radware Ltd. | — | NEW | New buy |
| 9 | ✓ | Cyberark Software LTD. Cmn | — | NEW | New buy |
| 10 | ARLO | Arlo Technologies Inc | — | NEW | New buy |
| 11 | CCOI | Cogent Communications Holdin | — | NEW | New buy |
| 12 | AMSWAUSD | American Software Inc-cl A | — | NEW | New buy |
| 13 | VICR | Vicor CORP | — | NEW | New buy |
| 14 | DRS | Leonardo Drs Inc | — | NEW | New buy |
| 15 | AVPT | Avepoint Inc | — | NEW | New buy |
| 16 | MSFT | Microsoft CORP | — | NEW | New buy |
| 17 | KLIC | Kulicke & Soffa Industries | — | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 19 | CEVA | Ceva Inc | — | NEW | New buy |
| 20 | QLYS | Qualys Inc | — | NEW | New buy |
| 21 | FROG | JFrog Ltd. | — | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | HLIT | Harmonic Inc | — | NEW | New buy |
| 24 | RDVT | Red Violet Inc | — | NEW | New buy |
| 25 | TSEM | Tower Semiconductor Ltd. | — | NEW | New buy |
| 26 | SPSC | Sps Commerce Inc | — | NEW | New buy |
| 27 | HSTM | Healthstream Inc | — | NEW | New buy |
| 28 | FIVN | Five9 Inc | — | NEW | New buy |
| 29 | AAPL | Apple Inc | — | NEW | New buy |
| 30 | FC | Franklin Covey Co | — | NEW | New buy |
| 31 | CLMB | Climb Global Solutions Inc | — | NEW | New buy |
| 32 | AVDX | Avidxchange Holdings Inc | — | NEW | New buy |
| 33 | FA | First Advantage CORP | — | NEW | New buy |
| 34 | VECO | Veeco Instruments Inc | — | NEW | New buy |
| 35 | ALKT | Alkami Technology Inc | — | NEW | New buy |
| 36 | VERX | Vertex Inc - Class A | — | NEW | New buy |
| 37 | PDFS | Pdf Solutions Inc | — | NEW | New buy |
| 38 | QUIK | Quicklogic CORP | — | NEW | New buy |
| 39 | VPG | Vishay Precision Group | — | NEW | New buy |
| 40 | CMRC | Commerce.com Inc | — | NEW | New buy |
| 41 | RBBN | Ribbon Communications Inc | — | NEW | New buy |
| 42 | OOMA | Ooma Inc | — | NEW | New buy |
| 43 | FORM | Formfactor Inc | — | NEW | New buy |
| 44 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 45 | BASE | Couchbase Inc | — | NEW | New buy |
| 46 | ✓ | Radcom LTD New | — | NEW | New buy |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | MRAM | Everspin Technologies Inc | — | NEW | New buy |
| 49 | OSPN | Onespan Inc | — | NEW | New buy |
| 50 | IDN | Intellicheck Inc | — | NEW | New buy |
According to official SEC Form 13F filings, HERALD INVESTMENT MANAGEMENT Ltd reported a total U.S. public equity portfolio value of $737.3M across 95 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FN, CLS, SMCI) accounted for 18.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
FN
市值: $33.5M
During Q1 2025, HERALD INVESTMENT MANAGEMENT Ltd's top holdings by market value included FN (6.3%)、CLS (6.3%)、SMCI (4.8%). The largest single position, FN, represented 6.3% of total portfolio value.
In Q1 2025, HERALD INVESTMENT MANAGEMENT Ltd made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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