Herald Investment Management Ltd
Q2 2025 13F Holdings
- Locationlondon, X0
- Num holdings
94
- Value ($000)
$674,263
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001512022
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CLS Celestica Inc | COM | 15101Q207 | $61.00M | 9 % | 390,700 | ||
Fabrinet | COM | G3323L100 | $45.52M | 7 % | 154,600 | ||
PEGA Pegasystems Inc | COM | 705573103 | $38.09M | 6 % | 703,600 | ||
Super Micro Computer Inc | COM | 86800U302 | $36.96M | 6 % | 754,500 | ||
SIMO Silicon Motion Technology Corp | ADR | 82706C108 | $28.86M | 4 % | 384,906 | ||
VRNS Varonis Systems Inc | COM | 922280102 | $22.49M | 3 % | 443,500 | ||
ARLO Arlo Technologies Inc | COM | 04206A101 | $21.65M | 3 % | 1,277,000 | ||
RADWARE Ltd | COM | M81873107 | $19.81M | 3 % | 675,000 | ||
DSG Descartes Systems Group Inc/The | COM | 249906108 | $18.79M | 3 % | 185,000 | ||
CYBR CyberArk Software Ltd | COM | M2682V108 | $17.20M | 3 % | 42,300 |
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