Herald Investment Management as of Dec. 31, 2014
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 86 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Radware Ltd ord (RDWR) | 5.8 | $15M | 676k | 22.01 | |
| Kofax | 5.7 | $15M | 2.1M | 6.97 | |
| Silicon Motion Technology (SIMO) | 5.5 | $14M | 600k | 23.64 | |
| Advent Software | 5.2 | $13M | 437k | 30.63 | |
| Actuate Corporation | 4.1 | $11M | 1.6M | 6.59 | |
| Cavium | 3.8 | $9.7M | 158k | 61.73 | |
| Descartes Sys Grp (DSGX) | 3.2 | $8.2M | 550k | 14.82 | |
| Pegasystems (PEGA) | 3.1 | $7.9M | 381k | 20.77 | |
| Mellanox Technologies | 3.0 | $7.6M | 178k | 42.73 | |
| ViaSat (VSAT) | 2.4 | $6.3M | 100k | 63.01 | |
| Tessera Technologies | 2.3 | $5.9M | 166k | 35.73 | |
| Avg Technologies | 2.3 | $5.9M | 300k | 19.74 | |
| Spansion | 2.3 | $5.9M | 171k | 34.22 | |
| Ceva (CEVA) | 2.2 | $5.8M | 318k | 18.14 | |
| Proofpoint | 2.2 | $5.8M | 119k | 48.22 | |
| VASCO Data Security International | 2.2 | $5.6M | 200k | 28.21 | |
| Mentor Graphics Corporation | 2.1 | $5.5M | 250k | 21.92 | |
| NetScout Systems (NTCT) | 2.1 | $5.5M | 150k | 36.53 | |
| EPIQ Systems | 2.0 | $5.1M | 300k | 17.07 | |
| Boingo Wireless | 2.0 | $5.1M | 660k | 7.67 | |
| Yelp Inc cl a (YELP) | 1.9 | $4.9M | 90k | 54.72 | |
| Web | 1.8 | $4.7M | 250k | 18.99 | |
| Callidus Software | 1.6 | $4.2M | 260k | 16.31 | |
| Brightcove (BCOV) | 1.4 | $3.7M | 471k | 7.78 | |
| 51job | 1.1 | $2.9M | 80k | 35.84 | |
| SPS Commerce (SPSC) | 1.1 | $2.8M | 50k | 56.54 | |
| Hydrogenics Corporation | 1.1 | $2.8M | 210k | 13.22 | |
| Nimble Storage | 1.1 | $2.8M | 100k | 27.49 | |
| Apple Computer | 1.0 | $2.7M | 24k | 110.38 | |
| Novadaq Technologies | 1.0 | $2.5M | 153k | 16.62 | |
| Fabrinet (FN) | 1.0 | $2.5M | 140k | 17.73 | |
| Bankrate | 1.0 | $2.5M | 200k | 12.43 | |
| ChipMOS Technology Bermuda | 0.9 | $2.4M | 105k | 23.32 | |
| Alliance Fiber Optic Prods I | 0.9 | $2.4M | 169k | 14.51 | |
| Inphi Corporation | 0.9 | $2.2M | 120k | 18.49 | |
| Support | 0.8 | $2.2M | 1.0M | 2.09 | |
| Planet Payment | 0.8 | $2.2M | 1.1M | 2.03 | |
| Qualys (QLYS) | 0.8 | $2.1M | 56k | 37.70 | |
| Attunity | 0.8 | $2.0M | 189k | 10.75 | |
| Power Integrations (POWI) | 0.7 | $1.8M | 35k | 51.71 | |
| China Distance Education Holdings | 0.7 | $1.8M | 110k | 16.40 | |
| Silicom (SILC) | 0.7 | $1.7M | 50k | 34.80 | |
| Emulex Corporation | 0.7 | $1.7M | 300k | 5.67 | |
| Bottomline Technologies | 0.7 | $1.7M | 67k | 25.25 | |
| Top Image Systems Ltd ord | 0.7 | $1.7M | 500k | 3.40 | |
| MoSys | 0.6 | $1.7M | 920k | 1.80 | |
| Micron Technology (MU) | 0.6 | $1.5M | 43k | 35.00 | |
| Guidance Software | 0.6 | $1.5M | 200k | 7.25 | |
| Intel Corporation (INTC) | 0.5 | $1.4M | 38k | 36.29 | |
| Akamai Technologies (AKAM) | 0.5 | $1.3M | 20k | 62.97 | |
| 8x8 (EGHT) | 0.5 | $1.2M | 130k | 9.15 | |
| Checkpoint Systems | 0.5 | $1.2M | 15k | 78.58 | |
| Glu Mobile | 0.5 | $1.2M | 300k | 3.89 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $1.1M | 48k | 22.38 | |
| Lantronix (LTRX) | 0.4 | $1.1M | 567k | 1.87 | |
| KEYW Holding | 0.4 | $1.0M | 100k | 10.38 | |
| Western Digital (WDC) | 0.4 | $996k | 9.0k | 110.67 | |
| Anadigics | 0.4 | $1.0M | 1.4M | 0.74 | |
| Microsoft Corporation (MSFT) | 0.4 | $975k | 21k | 46.43 | |
| F5 Networks (FFIV) | 0.4 | $978k | 7.5k | 130.40 | |
| Cadence Design Systems (CDNS) | 0.4 | $949k | 50k | 18.98 | |
| Violin Memory | 0.4 | $956k | 200k | 4.78 | |
| 0.3 | $860k | 1.6k | 530.86 | ||
| Xilinx | 0.3 | $823k | 19k | 43.32 | |
| Qualcomm (QCOM) | 0.3 | $758k | 10k | 74.31 | |
| PMC-Sierra | 0.3 | $733k | 80k | 9.16 | |
| Tangoe | 0.2 | $652k | 50k | 13.04 | |
| Amazon | 0.2 | $621k | 2.0k | 310.50 | |
| Teradyne (TER) | 0.2 | $554k | 28k | 19.79 | |
| Zhaopin | 0.2 | $527k | 35k | 15.06 | |
| Acxiom Corp Com Stk | 0.2 | $486k | 24k | 20.25 | |
| EMC Corporation | 0.2 | $467k | 16k | 29.75 | |
| ChinaCache International Holdings | 0.2 | $453k | 50k | 9.15 | |
| Jabil Circuit (JBL) | 0.2 | $437k | 20k | 21.85 | |
| Silicon Image | 0.1 | $386k | 70k | 5.51 | |
| FalconStor Software | 0.1 | $393k | 300k | 1.31 | |
| Vitesse Semiconductor Corporate | 0.1 | $377k | 100k | 3.77 | |
| Aviat Networks | 0.1 | $315k | 210k | 1.50 | |
| RadiSys Corporation | 0.1 | $246k | 106k | 2.33 | |
| Altera Corp Com Stk | 0.1 | $259k | 7.0k | 37.00 | |
| Leidos Holdings (LDOS) | 0.1 | $179k | 4.1k | 43.53 | |
| Netqin Mobile | 0.1 | $160k | 41k | 3.90 | |
| TechTarget (TTGT) | 0.1 | $139k | 12k | 11.39 | |
| PT GA Cimatron Ltd ord | 0.1 | $127k | 14k | 8.82 | |
| Ceragon Networks (CRNT) | 0.0 | $56k | 56k | 1.01 | |
| stock | 0.0 | $59k | 1.0k | 59.00 |
