Herald Investment Management
$737M 13F equity value
96 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Herald Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SIMO | Silicon Motion Technology Corp | 147,700 | $49M | 6.7% |
| CLS | Celestica Inc | 82,550 | $30M | 4.1% |
| VICR | Vicor Corp | 77,100 | $29M | 4.0% |
| TSEM | Tower Semiconductor Ltd | 99,000 | $26M | 3.5% |
| KLIC | Kulicke & Soffa Industries Inc | 176,600 | $24M | 3.2% |
| FN | Fabrinet | 41,600 | $23M | 3.2% |
| DOCN | DigitalOcean Holdings Inc | 147,500 | $23M | 3.1% |
| MU | Micron Technology Inc | 18,100 | $21M | 2.8% |
| CEVA | Ceva Inc | 369,363 | $17M | 2.4% |
| PEGA | Pegasystems Inc | 554,450 | $17M | 2.3% |
Track Herald Investment Management's 13F portfolio: $737M in reported holdings, 96 positions. Top holdings and quarterly changes on SentiSense.
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