Herald Investment Management Ltd

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    london, X0
  • CIK
    0001512022
  • All SEC filings
Created with Highcharts 12.1.2Holdings ValueQ4 2013Q2 2014Q4 2014Q3 2015Q1 2016Q3 2016Q1 2017Q3 2017Q1 2018Q3 2018Q1 2019Q3 2019Q1 2020Q3 2020Q1 2021Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025$ 0$ 200M$ 400M$ 600M$ 800MHighcharts.com
Created with Highcharts 12.1.2Q2 2025 SummaryHighcharts.com
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

94

$674.26M
CLS, FABRINET, PEGA, SUPER MICRO COMPUTER INC
13F-HR
Jul 22, 2025
000151202225000006

95

$533.03M
FABRINET, CLS, SUPER MICRO COMPUTER INC, PEGA
13F-HR
May 12, 2025
000151202225000005

94

$610.91M
CLS, FABRINET, PEGA, SUPER MICRO COMPUTER INC
13F-HR
Feb 13, 2025
000151202225000002

94

$580.43M
FABRINET, SUPER MICRO COMPUTER INC, VRNS, PEGA
13F-HR
Nov 13, 2024
000151202224000009

96

$610.24M
SMCI, FABRINET, SIMO, CLS
13F-HR
Aug 9, 2024
000151202224000007

98

$616.82M
SMCI, FABRINET, SIMO, VRNS
13F-HR
May 13, 2024
000151202224000004

98

$523.51M
SMCI, FABRINET, SIMO, VRNS
13F-HR
Feb 14, 2024
000151202224000001

101

$470.40M
SMCI, FABRINET, SIMO, DSG
13F-HR
Nov 13, 2023
000151202223000007

100

$514.94M
SMCI, SIMO, FABRINET, DSG
13F-HR
Jul 25, 2023
000151202223000006

96

$450.05M
SMCI, SIMO, DSG, FABRINET
13F-HR
May 4, 2023
000151202223000005

96

$408.00K
SMCI, SIMO, FABRINET, DSG
13F-HR
Feb 14, 2023
000151202223000001

102

$405.63M
SIMO, SMCI, DSG, FABRINET
13F-HR
Nov 7, 2022
000151202222000006

105

$430.51M
SIMO, DSG, SMCI, RADWARE LTD
13F-HR
Aug 4, 2022
000151202222000005

107

$549.10M
PEGA, SIMO, RADWARE LTD, MIMECAST LTD
13F-HR
May 16, 2022
000151202222000004

102

$616.45M
PEGA, SIMO, RADWARE LTD, DSG
13F-HR
Feb 15, 2022
000151202222000002

102

$608.37M
PEGA, VRNS, DSG, RADWARE LTD
13F-HR
Nov 12, 2021
000151202221000008

100

$614.00M
PEGA, LPSN, VRNS, RADWARE LTD
13F-HR
Aug 13, 2021
000151202221000007

100

$575.12M
PEGA, VRNS, LPSN, SIMO
13F-HR
May 14, 2021
000151202221000005

94

$560.69M
PEGA, LPSN, FIVN, VRNS
13F-HR
Feb 16, 2021
000151202221000002

96

$464.26M
PEGA, FIVN, LPSN, DSG
13F-HR
Nov 12, 2020
000151202220000005

94

$428.05M
PEGA, FIVN, DSG, LPSN
13F-HR
Aug 7, 2020
000151202220000004

93

$330.26M
PEGA, MELLANOX TECHNOLOGIES LTD, FIVN, RADWARE LTD
13F-HR
May 14, 2020
000151202220000002

90

$392.49M
PEGA, MELLANOX TECHNOLOGIES LTD, RADWARE LTD, DSG
13F-HR
Feb 14, 2020
000151202220000001

88

$335.88M
PEGA, MELLANOX TECHNOLOGIES LTD, RADWARE LTD, DSG
13F-HR
Nov 21, 2019
000151202219000006

92

$359.14M
PEGA, MELLANOX TECHNOLOGIES LTD, RADWARE LTD, DSG
13F-HR
Aug 14, 2019
000151202219000005

97

$393.17M
MELLANOX TECHNOLOGIES LTD, ATTUNITY LTD, PEGA, RADWARE LTD
13F-HR
May 14, 2019
000151202219000002

90

$312.25M
ATTUNITY LTD, MELLANOX TECHNOLOGIES LTD, RADWARE LTD, PEGA
13F-HR
Feb 15, 2019
000151202219000001

92

$390.76M
WIFI, PEGA, SIMO, RADWARE LTD
13F-HR
Nov 13, 2018
000151202218000005

94

$358.82M
SIMO, RADWARE LTD, PEGA, MELLANOX TECHNOLOGIES LTD
13F-HR
Aug 15, 2018
000151202218000004

94

$334.81M
PEGA, SIMO, RADWARE LTD, WIFI
13F-HR
May 14, 2018
000151202218000003

89

$318.66M
SIMO, PEGA, RADWARE LTD, WIFI
13F-HR
Feb 12, 2018
000151202218000001

90

$308.69M
PEGA, SIMO, WIFI, CEVA
13F-HR
Nov 13, 2017
000151202217000005

90

$291.51M
PEGA, SIMO, CEVA, RADWARE LTD
13F-HR
Aug 14, 2017
000151202217000004

89

$272.80M
SIMO, PEGA, RADWARE LTD, CEVA
RESTATEMENT
Jun 5, 2017
000151202217000003

81

$231.24M
SIMO, PEGA, RADWARE LTD, CEVA
13F-HR
Feb 13, 2017
000151202217000001

81

$269.70M
SIMO, DSG, PEGA, CEVA
13F-HR
Nov 14, 2016
000151202216000007

79

$238.72M
SIMO, DSG, PEGA, MELLANOX TECHNOLOGIES LTD
13F-HR
Aug 8, 2016
000151202216000006

80

$235.09M
SIMO, DSG, MELLANOX TECHNOLOGIES LTD, PEGA
13F-HR
May 25, 2016
000151202216000005

81

$239.05M
SIMO, DSG, PEGA, RADWARE LTD
13F-HR
Feb 16, 2016
000151202216000004

82

$225.53M
SIMO, RADWARE LTD, DSG, CAVM
13F-HR
Nov 13, 2015
000151202215000003

85

$276.62M
KOFAX LTD, ADVS, SIMO, RADWARE LTD
13F-HR
May 22, 2015
000151202215000002

86

$258.28M
RADWARE LTD, KOFAX LTD, SIMO, ADVS
13F-HR
Feb 12, 2015
000151202215000001

91

$250.31M
ADVS, SIMO, KOFAX LTD, RADWARE LTD
13F-HR
Nov 12, 2014
000151202214000004

85

$251.53M
KOFAX LTD, ADVS, SIMO, RADWARE LTD
13F-HR
Aug 13, 2014
000151202214000003

84

$252.87M
ATMI, ADVS, RADWARE LTD, SIMO
13F-HR
May 14, 2014
000151202214000002

83

$250.53M
ATMI, ADVS, BIRT, RADWARE LTD
13F-HR
Feb 14, 2014
000151202214000001