Herald Investment Management Ltd

Q1 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    95

  • Value ($000)

    $533,032

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001512022
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Fabrinet

COM
$33.50M
6 %

169,500

CLS
CLS

Celestica Inc

COM
$33.35M
6 %

423,200

---

Super Micro Computer Inc

COM
$25.85M
5 %

754,500

PEGA
PEGA

Pegasystems Inc

COM
$24.43M
5 %

351,800

SIMO
SIMO

Silicon Motion Technology Corp

ADR
$19.45M
4 %

384,906

DSG
DSG

Descartes Systems Group Inc/The

COM
$18.63M
4 %

185,000

VRNS
VRNS

Varonis Systems Inc

COM
$17.92M
3 %

443,500

---

RADWARE Ltd

COM
$15.64M
3 %

725,000

CYBR
CYBR

CyberArk Software Ltd

COM
$14.31M
3 %

42,300

ARLO
ARLO

Arlo Technologies Inc

COM
$12.60M
2 %

1,277,000

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