HERALD INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRNS | 444K | $25.49M |
 | AWRE | 430K | $1.01M |
 | NABL | 413K | $3.22M |
 | LTRX | 400K | $1.82M |
 | ALKT | 400K | $9.94M |
 | HIMX | 400K | $3.53M |
 | AIP | 400K | $4.04M |
 | SPIR | 386K | $4.24M |
 | SIMO | 385K | $36.40M |
 | FA | 365K | $5.62M |
 | CLS | 335K | $82.49M |
 | RDCM | 300K | $4.27M |
 | KLIC | 296K | $12.03M |
 | DRS | 285K | $12.94M |
 | FIVN | 282K | $6.83M |
 | OOMA | 260K | $3.12M |
 | LASR | 250K | $7.41M |
 | FROG | 250K | $11.82M |
 | VICR | 250K | $12.41M |
 | CCOI | 243K | $9.30M |
Varonis Systems, Inc.
VRNS
Shares Held
444K
Value
$25.49M
Aware, Inc.
AWRE
Shares Held
430K
Value
$1.01M
N-able, Inc.
NABL
Shares Held
413K
Value
$3.22M
Lantronix, Inc.
LTRX
Shares Held
400K
Value
$1.82M
Alkami Technology, Inc.
ALKT
Shares Held
400K
Value
$9.94M
Himax Technologies, Inc.
HIMX
Shares Held
400K
Value
$3.53M
Arteris, Inc.
AIP
Shares Held
400K
Value
$4.04M
Spire Global, Inc.
SPIR
Shares Held
386K
Value
$4.24M
Silicon Motion Technology Corporation
SIMO
Shares Held
385K
Value
$36.40M
First Advantage Corporation
FA
Shares Held
365K
Value
$5.62M
Celestica Inc.
CLS
Shares Held
335K
Value
$82.49M
RADCOM Ltd.
RDCM
Shares Held
300K
Value
$4.27M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
296K
Value
$12.03M
Leonardo DRS, Inc.
DRS
Shares Held
285K
Value
$12.94M
Five9, Inc.
FIVN
Shares Held
282K
Value
$6.83M
Ooma, Inc.
OOMA
Shares Held
260K
Value
$3.12M
nLIGHT, Inc.
LASR
Shares Held
250K
Value
$7.41M
JFrog Ltd.
FROG
Shares Held
250K
Value
$11.82M
Vicor Corporation
VICR
Shares Held
250K
Value
$12.41M
Cogent Communications Holdings, Inc.
CCOI
Shares Held
243K
Value
$9.30M