Herald Investment Management as of Dec. 31, 2013
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 83 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atmi | 7.0 | $18M | 580k | 30.16 | |
| Advent Software | 6.2 | $16M | 447k | 34.97 | |
| Actuate Corporation | 4.9 | $12M | 1.6M | 7.71 | |
| Radware Ltd ord (RDWR) | 4.8 | $12M | 676k | 17.97 | |
| Pegasystems (PEGA) | 3.7 | $9.4M | 191k | 49.18 | |
| Yelp Inc cl a (YELP) | 3.6 | $9.0M | 130k | 68.94 | |
| Silicon Motion Technology (SIMO) | 3.4 | $8.5M | 600k | 14.13 | |
| Web | 3.2 | $7.9M | 250k | 31.78 | |
| Descartes Sys Grp (DSGX) | 2.9 | $7.4M | 550k | 13.37 | |
| Mellanox Technologies | 2.9 | $7.1M | 178k | 39.97 | |
| Tessera Technologies | 2.6 | $6.6M | 334k | 19.70 | |
| ViaSat (VSAT) | 2.5 | $6.3M | 100k | 62.58 | |
| Mentor Graphics Corporation | 2.4 | $6.0M | 250k | 24.05 | |
| Cavium | 2.2 | $5.4M | 158k | 34.48 | |
| Avg Technologies | 2.1 | $5.2M | 300k | 17.20 | |
| MoSys | 2.0 | $5.1M | 920k | 5.50 | |
| Hydrogenics Corporation | 1.9 | $4.9M | 255k | 19.15 | |
| EPIQ Systems | 1.9 | $4.9M | 300k | 16.17 | |
| Ceva (CEVA) | 1.9 | $4.8M | 318k | 15.21 | |
| MICROS Systems | 1.8 | $4.6M | 80k | 57.35 | |
| NetScout Systems (NTCT) | 1.8 | $4.4M | 150k | 29.57 | |
| Boingo Wireless | 1.7 | $4.2M | 660k | 6.40 | |
| Support | 1.6 | $4.0M | 1.0M | 3.78 | |
| Brightcove (BCOV) | 1.4 | $3.5M | 251k | 14.13 | |
| Supertex | 1.3 | $3.3M | 130k | 25.04 | |
| SPS Commerce (SPSC) | 1.3 | $3.3M | 50k | 65.20 | |
| PLX Technology | 1.2 | $3.1M | 475k | 6.57 | |
| Fabrinet (FN) | 1.1 | $2.9M | 140k | 20.55 | |
| Planet Payment | 1.1 | $2.7M | 1.1M | 2.48 | |
| Novadaq Technologies | 1.0 | $2.5M | 153k | 16.50 | |
| Alliance Fiber Optic Prods I | 1.0 | $2.5M | 169k | 15.04 | |
| Anadigics | 1.0 | $2.5M | 1.4M | 1.83 | |
| Integrated Device Technology | 1.0 | $2.4M | 240k | 10.18 | |
| Bottomline Technologies | 1.0 | $2.4M | 67k | 36.19 | |
| Peregrine Semiconductor | 1.0 | $2.4M | 330k | 7.39 | |
| Silicom (SILC) | 0.9 | $2.3M | 50k | 45.72 | |
| Emulex Corporation | 0.9 | $2.1M | 300k | 7.15 | |
| Apple Computer | 0.9 | $2.2M | 3.8k | 560.99 | |
| Guidance Software | 0.8 | $2.0M | 200k | 10.09 | |
| ChipMOS Technology Bermuda | 0.8 | $2.0M | 105k | 19.23 | |
| Power Integrations (POWI) | 0.8 | $2.0M | 35k | 55.77 | |
| 0.7 | $1.8M | 1.6k | 1120.99 | ||
| Top Image Systems Ltd ord | 0.7 | $1.8M | 300k | 6.00 | |
| Spansion | 0.7 | $1.7M | 121k | 13.88 | |
| Checkpoint Systems | 0.6 | $1.6M | 25k | 64.53 | |
| 51job | 0.6 | $1.6M | 20k | 77.75 | |
| VASCO Data Security International | 0.6 | $1.5M | 200k | 7.71 | |
| Qualcomm (QCOM) | 0.6 | $1.5M | 20k | 74.26 | |
| KEYW Holding | 0.5 | $1.3M | 100k | 13.44 | |
| QuickLogic Corporation | 0.5 | $1.3M | 325k | 3.94 | |
| Intel Corporation (INTC) | 0.4 | $986k | 38k | 25.95 | |
| Akamai Technologies (AKAM) | 0.4 | $953k | 20k | 47.18 | |
| Micron Technology (MU) | 0.4 | $936k | 43k | 21.77 | |
| Lantronix (LTRX) | 0.4 | $895k | 567k | 1.58 | |
| Xilinx | 0.3 | $872k | 19k | 45.89 | |
| Acxiom Corp Com Stk | 0.3 | $887k | 24k | 36.96 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $837k | 48k | 17.44 | |
| Amazon | 0.3 | $798k | 2.0k | 399.00 | |
| Microsoft Corporation (MSFT) | 0.3 | $786k | 21k | 37.43 | |
| Western Digital (WDC) | 0.3 | $755k | 9.0k | 83.89 | |
| Cadence Design Systems (CDNS) | 0.3 | $701k | 50k | 14.02 | |
| F5 Networks (FFIV) | 0.3 | $681k | 7.5k | 90.80 | |
| LSI Corporation | 0.3 | $661k | 60k | 11.02 | |
| Atmel Corp Com Stk | 0.3 | $658k | 84k | 7.83 | |
| Netqin Mobile | 0.2 | $603k | 41k | 14.71 | |
| PMC-Sierra | 0.2 | $514k | 80k | 6.42 | |
| Teradyne (TER) | 0.2 | $493k | 28k | 17.61 | |
| Aviat Networks | 0.2 | $472k | 210k | 2.25 | |
| ChinaCache International Holdings | 0.2 | $457k | 51k | 8.91 | |
| Silicon Image | 0.2 | $430k | 70k | 6.14 | |
| EMC Corporation | 0.2 | $395k | 16k | 25.16 | |
| FalconStor Software | 0.2 | $408k | 300k | 1.36 | |
| Jabil Circuit (JBL) | 0.1 | $349k | 20k | 17.45 | |
| Skyworks Solutions (SWKS) | 0.1 | $314k | 11k | 28.55 | |
| RadiSys Corporation | 0.1 | $241k | 106k | 2.28 | |
| Altera Corp Com Stk | 0.1 | $228k | 7.0k | 32.57 | |
| Leidos Holdings (LDOS) | 0.1 | $191k | 4.1k | 46.45 | |
| Ceragon Networks (CRNT) | 0.1 | $164k | 56k | 2.94 | |
| Vitesse Semiconductor Corporate | 0.1 | $146k | 50k | 2.92 | |
| PT GA Cimatron Ltd ord | 0.1 | $129k | 14k | 8.96 | |
| TechTarget (TTGT) | 0.0 | $83k | 12k | 6.80 | |
| Trunkbow Intl Hldgs | 0.0 | $67k | 50k | 1.34 | |
| stock | 0.0 | $69k | 1.0k | 69.00 |
