Institutional Fund
Herald Investment Management Ltd
London, United KingdomCIK 15120225 filings on record
Portfolio Value
$717.65M
Q1 2026
Holdings
97
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-6.3%
from $765.53M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Celestica Inc8.2%
- Fabrinet7.3%
- Silicon Motion Technology Co5.8%
- Vicor Corp4.9%
- Pegasystems Inc4.1%
- Tower Semiconductor Ltd4.1%
- Other65.7%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Celestica Inc | 209.5K | $58.93M | 8.2% | −20.0K | Reduced |
| 2 | Fabrinet | 100.1K | $52.19M | 7.3% | −7.5K | Reduced |
| 3 | Silicon Motion Technology Co | 367.7K | $41.29M | 5.8% | −17.2K | Reduced |
| 4 | Vicor Corp | 220.0K | $35.39M | 4.9% | −25.0K | Reduced |
| 5 | Pegasystems Inc | 686.6K | $29.22M | 4.1% | −17.0K | Reduced |
| 6 | Tower Semiconductor Ltd | 166.0K | $29.13M | 4.1% | −14.0K | Reduced |
| 7 | Arlo Technologies Inc | 1.38M | $19.59M | 2.7% | +70.0K | Added |
| 8 | Digitalocean Hldgs Inc | 217.0K | $18.60M | 2.6% | +15.0K | Added |
| 9 | Radware Ltd | 650.0K | $17.11M | 2.4% | −25.0K | Reduced |
| 10 | Kulicke & Soffa Inds Inc | 244.1K | $16.04M | 2.2% | −32.0K | Reduced |
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