Herald Investment Management

Herald Investment Management as of Dec. 31, 2017

Portfolio Holdings for Herald Investment Management

Herald Investment Management holds 89 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Silicon Motion Technology (SIMO) 6.4 $20M 383k 52.96
Pegasystems (PEGA) 4.9 $16M 329k 47.15
Radware Ltd ord (RDWR) 4.7 $15M 770k 19.39
Boingo Wireless 4.7 $15M 660k 22.50
Ceva (CEVA) 4.6 $15M 318k 46.10
Descartes Sys Grp (DSGX) 4.3 $14M 478k 28.40
Mellanox Technologies 4.0 $13M 199k 64.65
Five9 (FIVN) 3.5 $11M 450k 24.87
Callidus Software 3.2 $10M 360k 28.60
Hortonworks 2.9 $9.2M 460k 20.11
ViaSat (VSAT) 2.4 $7.5M 100k 74.85
Attunity 2.2 $6.9M 994k 6.96
Amber Road 2.1 $6.7M 910k 7.35
Mimecast 2.0 $6.5M 225k 28.67
Barracuda Networks 2.0 $6.3M 230k 27.49
Hydrogenics Corporation 1.9 $6.1M 550k 11.10
Inphi Corporation 1.9 $5.9M 162k 36.60
LivePerson (LPSN) 1.8 $5.8M 500k 11.50
51job 1.8 $5.7M 94k 60.74
Web 1.7 $5.5M 250k 21.80
Qualys (QLYS) 1.6 $5.2M 87k 59.20
Varonis Sys (VRNS) 1.6 $5.1M 105k 48.54
Orbotech Ltd Com Stk 1.6 $5.0M 100k 50.27
Fabrinet (FN) 1.5 $4.8M 166k 28.69
Yelp Inc cl a (YELP) 1.2 $3.8M 90k 41.94
Akoustis Technologies (AKTS) 1.1 $3.6M 579k 6.24
Bottomline Technologies 1.1 $3.5M 102k 34.68
Silicom (SILC) 1.1 $3.5M 50k 70.10
Brightcove (BCOV) 1.1 $3.3M 471k 7.10
Kornit Digital (KRNT) 1.0 $3.2M 200k 16.15
Celestica (CLS) 1.0 $3.1M 300k 10.47
Apple (AAPL) 0.9 $3.0M 18k 169.27
Tower Semiconductor (TSEM) 0.9 $3.0M 87k 34.07
VASCO Data Security International 0.9 $2.8M 200k 13.90
Adesto Technologies 0.9 $2.8M 431k 6.45
Microsoft Corporation (MSFT) 0.8 $2.6M 31k 85.59
Alphabet Inc Class A cs (GOOGL) 0.8 $2.5M 2.4k 1053.19
SPS Commerce (SPSC) 0.8 $2.4M 50k 48.58
Amazon (AMZN) 0.7 $2.3M 2.0k 1169.00
Alteryx (AYX) 0.7 $2.3M 90k 25.26
Quantenna Communications 0.7 $2.2M 180k 12.20
Iridium Communications (IRDM) 0.7 $2.1M 180k 11.80
Himax Technologies (HIMX) 0.6 $2.0M 191k 10.43
Imperva 0.6 $2.0M 50k 39.70
Energous 0.6 $1.9M 100k 19.44
China Distance Education Holdings 0.6 $1.9M 207k 9.28
Intel Corporation (INTC) 0.6 $1.8M 38k 46.16
Arista Networks (ANET) 0.5 $1.7M 7.3k 235.59
Chipmos Technologies 0.5 $1.7M 98k 17.64
Cyberark Software (CYBR) 0.5 $1.7M 41k 41.34
Checkpoint Systems 0.5 $1.5M 15k 103.59
Rapid7 (RPD) 0.5 $1.4M 78k 18.63
Lantronix (LTRX) 0.4 $1.4M 706k 1.96
Axt (AXTI) 0.4 $1.3M 150k 8.70
Xilinx 0.4 $1.3M 19k 67.37
Pixelworks (PXLW) 0.4 $1.3M 200k 6.32
Meet 0.4 $1.3M 450k 2.82
Safeguard Scientifics (SFE) 0.4 $1.2M 111k 11.20
Teradyne (TER) 0.4 $1.2M 28k 41.86
Bitauto Hldg 0.3 $1.1M 35k 31.77
Cadence Design Systems (CDNS) 0.3 $1.0M 25k 41.80
Micron Technology (MU) 0.3 $1.0M 25k 41.12
Akamai Technologies (AKAM) 0.3 $988k 15k 65.00
Asure Software (ASUR) 0.3 $987k 70k 14.10
Neophotonics Corp 0.3 $923k 140k 6.59
Gridsum Hldg Inc adr repsg cl b 0.3 $915k 100k 9.15
Veritone (VERI) 0.3 $928k 40k 23.20
Aqua Metals (AQMS) 0.3 $848k 400k 2.12
Intellicheck Mobilisa (IDN) 0.2 $803k 315k 2.55
Taiwan Semiconductor Mfg (TSM) 0.2 $753k 19k 39.63
Acm Research (ACMR) 0.2 $773k 150k 5.15
Everspin Technologies (MRAM) 0.2 $748k 100k 7.48
Alibaba Group Holding (BABA) 0.2 $655k 3.8k 172.37
Atlassian Corp Plc cl a 0.2 $682k 15k 45.47
Qualcomm (QCOM) 0.2 $653k 10k 64.02
Support 0.2 $627k 261k 2.40
RadiSys Corporation 0.2 $606k 606k 1.00
Top Image Systems Ltd ord 0.2 $570k 500k 1.14
58 Com Inc spon adr rep a 0.2 $572k 8.0k 71.50
Aehr Test Systems (AEHR) 0.2 $538k 200k 2.69
Tecogen (TGEN) 0.2 $556k 211k 2.64
Materalise Nv (MTLS) 0.1 $480k 38k 12.55
Western Digital (WDC) 0.1 $357k 4.5k 79.33
Digimarc Corporation (DMRC) 0.1 $361k 10k 36.10
Mosys 0.1 $349k 317k 1.10
F5 Networks (FFIV) 0.1 $262k 2.0k 131.00
Leidos Holdings (LDOS) 0.1 $265k 4.1k 64.45
Semtech Corporation (SMTC) 0.1 $221k 6.5k 34.00
FalconStor Software 0.0 $60k 400k 0.15