Herald Investment Management
$717M 13F equity value
99 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CLS | Celestica Inc | 209,500 | $59M | 8.2% |
| FN | Fabrinet | 100,100 | $52M | 7.3% |
| SIMO | Silicon Motion Technology Corp | 367,700 | $41M | 5.8% |
| VICR | Vicor Corp | 220,000 | $35M | 4.9% |
| PEGA | Pegasystems Inc | 686,600 | $29M | 4.1% |
| TSEM | Tower Semiconductor Ltd | 166,000 | $29M | 4.1% |
| ARLO | Arlo Technologies Inc | 1,377,000 | $20M | 2.7% |
| DOCN | DigitalOcean Holdings Inc | 217,000 | $19M | 2.6% |
| RDWR | RADWARE Ltd | 650,000 | $17M | 2.4% |
| KLIC | Kulicke & Soffa Industries Inc | 244,100 | $16M | 2.2% |
Track Herald Investment Management's 13F portfolio: $717M in reported holdings, 99 positions. Top holdings and quarterly changes on SentiSense.