Herald Investment Management as of March 31, 2014
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 84 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atmi | 7.8 | $20M | 580k | 33.97 | |
| Advent Software | 5.0 | $13M | 437k | 28.91 | |
| Radware Ltd ord (RDWR) | 4.6 | $12M | 676k | 17.37 | |
| Silicon Motion Technology (SIMO) | 4.0 | $10M | 600k | 16.86 | |
| Actuate Corporation | 3.7 | $9.3M | 1.6M | 5.82 | |
| Web | 3.3 | $8.3M | 250k | 33.14 | |
| Tessera Technologies | 3.1 | $7.8M | 334k | 23.29 | |
| Descartes Sys Grp (DSGX) | 3.0 | $7.5M | 550k | 13.61 | |
| Mellanox Technologies | 2.8 | $6.9M | 178k | 38.94 | |
| Yelp Inc cl a (YELP) | 2.7 | $6.9M | 90k | 76.43 | |
| ViaSat (VSAT) | 2.7 | $6.8M | 100k | 67.99 | |
| Pegasystems (PEGA) | 2.6 | $6.6M | 191k | 34.58 | |
| Cavium | 2.6 | $6.6M | 158k | 41.84 | |
| Avg Technologies | 2.5 | $6.2M | 300k | 20.80 | |
| Hydrogenics Corporation | 2.3 | $5.9M | 210k | 27.94 | |
| NetScout Systems (NTCT) | 2.2 | $5.6M | 150k | 37.01 | |
| Ceva (CEVA) | 2.2 | $5.5M | 318k | 17.27 | |
| Mentor Graphics Corporation | 2.1 | $5.4M | 250k | 21.57 | |
| Brightcove (BCOV) | 1.8 | $4.6M | 471k | 9.76 | |
| Boingo Wireless | 1.8 | $4.4M | 660k | 6.74 | |
| Supertex | 1.7 | $4.3M | 130k | 32.98 | |
| MICROS Systems | 1.6 | $4.2M | 80k | 52.22 | |
| MoSys | 1.6 | $4.1M | 920k | 4.44 | |
| EPIQ Systems | 1.6 | $4.0M | 300k | 13.20 | |
| Spansion | 1.5 | $3.8M | 221k | 17.30 | |
| Novadaq Technologies | 1.3 | $3.3M | 153k | 21.66 | |
| Silicom (SILC) | 1.2 | $3.0M | 50k | 60.22 | |
| SPS Commerce (SPSC) | 1.2 | $3.0M | 50k | 59.58 | |
| PLX Technology | 1.1 | $2.9M | 475k | 6.04 | |
| Fabrinet (FN) | 1.1 | $2.8M | 140k | 20.35 | |
| Support | 1.0 | $2.6M | 1.0M | 2.49 | |
| Bottomline Technologies | 0.9 | $2.3M | 67k | 35.00 | |
| Anadigics | 0.9 | $2.3M | 1.4M | 1.71 | |
| Alliance Fiber Optic Prods I | 0.9 | $2.3M | 169k | 13.79 | |
| Top Image Systems Ltd ord | 0.9 | $2.3M | 500k | 4.53 | |
| ChipMOS Technology Bermuda | 0.9 | $2.3M | 105k | 21.56 | |
| Power Integrations (POWI) | 0.9 | $2.3M | 35k | 64.29 | |
| Guidance Software | 0.9 | $2.2M | 200k | 11.00 | |
| Emulex Corporation | 0.9 | $2.2M | 300k | 7.22 | |
| Apple Computer | 0.8 | $2.1M | 3.8k | 536.80 | |
| Callidus Software | 0.8 | $1.9M | 160k | 11.90 | |
| Inphi Corporation | 0.7 | $1.8M | 120k | 15.39 | |
| 0.7 | $1.8M | 1.6k | 1119.75 | ||
| KEYW Holding | 0.7 | $1.8M | 100k | 18.04 | |
| Planet Payment | 0.7 | $1.7M | 1.1M | 1.60 | |
| Checkpoint Systems | 0.7 | $1.6M | 25k | 66.18 | |
| Qualcomm (QCOM) | 0.6 | $1.6M | 20k | 79.26 | |
| VASCO Data Security International | 0.6 | $1.6M | 200k | 7.81 | |
| 51job | 0.6 | $1.4M | 20k | 71.55 | |
| Peregrine Semiconductor | 0.5 | $1.3M | 230k | 5.75 | |
| Akamai Technologies (AKAM) | 0.5 | $1.2M | 20k | 58.22 | |
| Lantronix (LTRX) | 0.5 | $1.2M | 567k | 2.05 | |
| Xilinx | 0.4 | $1.0M | 19k | 53.84 | |
| Intel Corporation (INTC) | 0.4 | $973k | 38k | 25.61 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $941k | 48k | 19.60 | |
| Micron Technology (MU) | 0.4 | $942k | 43k | 21.91 | |
| Tangoe | 0.4 | $899k | 50k | 17.98 | |
| Microsoft Corporation (MSFT) | 0.3 | $846k | 21k | 40.29 | |
| Western Digital (WDC) | 0.3 | $805k | 9.0k | 89.44 | |
| Acxiom Corp Com Stk | 0.3 | $799k | 24k | 33.29 | |
| F5 Networks (FFIV) | 0.3 | $788k | 7.5k | 105.07 | |
| Violin Memory | 0.3 | $780k | 200k | 3.90 | |
| Cadence Design Systems (CDNS) | 0.3 | $770k | 50k | 15.40 | |
| Amazon | 0.3 | $677k | 2.0k | 338.50 | |
| Netqin Mobile | 0.3 | $690k | 41k | 16.83 | |
| LSI Corporation | 0.3 | $663k | 60k | 11.05 | |
| PMC-Sierra | 0.2 | $595k | 80k | 7.44 | |
| Teradyne (TER) | 0.2 | $547k | 28k | 19.54 | |
| ChinaCache International Holdings | 0.2 | $538k | 26k | 20.69 | |
| Proofpoint | 0.2 | $501k | 14k | 35.79 | |
| Silicon Image | 0.2 | $474k | 70k | 6.77 | |
| FalconStor Software | 0.2 | $489k | 300k | 1.63 | |
| EMC Corporation | 0.2 | $431k | 16k | 27.45 | |
| Jabil Circuit (JBL) | 0.1 | $354k | 20k | 17.70 | |
| RadiSys Corporation | 0.1 | $361k | 106k | 3.42 | |
| Aviat Networks | 0.1 | $338k | 210k | 1.61 | |
| Altera Corp Com Stk | 0.1 | $248k | 7.0k | 35.43 | |
| Vitesse Semiconductor Corporate | 0.1 | $205k | 50k | 4.10 | |
| Ceragon Networks (CRNT) | 0.1 | $160k | 56k | 2.87 | |
| Leidos Holdings (LDOS) | 0.1 | $142k | 4.1k | 34.53 | |
| PT GA Cimatron Ltd ord | 0.0 | $100k | 14k | 6.94 | |
| TechTarget (TTGT) | 0.0 | $86k | 12k | 7.05 | |
| Trunkbow Intl Hldgs | 0.0 | $70k | 50k | 1.40 | |
| stock | 0.0 | $71k | 1.0k | 71.00 |
