Herald Investment Management as of June 30, 2026
Portfolio Holdings for Herald Investment Management
Herald Investment Management holds 92 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Silicon Motion Technology Corp Adr (SIMO) | 6.7 | $49M | 148k | 332.97 | |
| Celestica (CLS) | 4.1 | $30M | 83k | 364.62 | |
| Vicor Corporation (VICR) | 4.0 | $29M | 77k | 379.47 | |
| Tower Semiconductor (TSEM) | 3.5 | $26M | 99k | 260.38 | |
| Kulicke and Soffa Industries (KLIC) | 3.2 | $24M | 177k | 133.71 | |
| Fabrinet (FN) | 3.2 | $23M | 42k | 562.12 | |
| Digitalocean Hldgs (DOCN) | 3.1 | $23M | 148k | 157.03 | |
| Micron Technology (MU) | 2.8 | $21M | 18k | 1150.76 | |
| Ceva (CEVA) | 2.4 | $17M | 369k | 47.16 | |
| Pegasystems (PEGA) | 2.3 | $17M | 555k | 29.95 | |
| Red Violet (RDVT) | 2.2 | $16M | 254k | 63.74 | |
| Varonis Sys (VRNS) | 2.2 | $16M | 381k | 41.93 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $16M | 44k | 357.06 | |
| Arlo Technologies (ARLO) | 2.1 | $15M | 1.1M | 13.48 | |
| Arteris (AIP) | 2.0 | $14M | 297k | 48.53 | |
| Radware Ltd ord (RDWR) | 1.9 | $14M | 457k | 30.83 | |
| Jfrog (FROG) | 1.9 | $14M | 154k | 90.88 | |
| Vishay Precision (VPG) | 1.7 | $13M | 84k | 149.67 | |
| Super Micro Computer Inc Com Usd0.001 (SMCI) | 1.7 | $12M | 422k | 29.33 | |
| Amazon (AMZN) | 1.6 | $12M | 49k | 238.18 | |
| Advanced Micro Devices (AMD) | 1.5 | $11M | 19k | 580.16 | |
| Vishay Intertechnology (VSH) | 1.3 | $9.7M | 181k | 53.77 | |
| Microsoft Corporation (MSFT) | 1.3 | $9.6M | 26k | 372.77 | |
| D R S Technologies (DRS) | 1.3 | $9.4M | 220k | 42.69 | |
| PDF Solutions (PDFS) | 1.1 | $8.5M | 120k | 70.72 | |
| Nlight (LASR) | 1.1 | $8.5M | 122k | 69.58 | |
| Power Integrations (POWI) | 1.1 | $8.4M | 100k | 83.73 | |
| Bandwidth (BAND) | 1.1 | $7.8M | 124k | 63.25 | |
| Five9 (FIVN) | 1.0 | $7.6M | 355k | 21.31 | |
| Descartes Sys Grp (DSGX) | 1.0 | $7.5M | 108k | 69.23 | |
| Electrovaya (ELVA) | 1.0 | $7.4M | 705k | 10.45 | |
| Teradyne (TER) | 1.0 | $7.2M | 15k | 483.23 | |
| Alkami Technology (ALKT) | 1.0 | $7.2M | 400k | 18.11 | |
| Ouster (OUST) | 1.0 | $7.2M | 115k | 62.46 | |
| Digital Turbine (APPS) | 1.0 | $7.1M | 550k | 12.89 | |
| Apple (AAPL) | 1.0 | $7.1M | 25k | 289.09 | |
| Qualys (QLYS) | 0.9 | $6.5M | 48k | 137.34 | |
| Apex Technology Acqui-cl A (AVPT) | 0.9 | $6.4M | 575k | 11.21 | |
| Viavi Solutions Inc equities (VIAV) | 0.8 | $6.1M | 128k | 47.76 | |
| FormFactor (FORM) | 0.8 | $6.0M | 38k | 159.95 | |
| Bel Fuse (BELFB) | 0.8 | $6.0M | 18k | 332.57 | |
| Everspin Technologies (MRAM) | 0.8 | $5.8M | 242k | 24.15 | |
| M-tron Inds (MPTI) | 0.8 | $5.8M | 59k | 98.97 | |
| First Advantage Corp (FA) | 0.8 | $5.6M | 313k | 18.04 | |
| ePlus (PLUS) | 0.8 | $5.6M | 68k | 83.13 | |
| Kopin Corporation (KOPN) | 0.8 | $5.6M | 1.2M | 4.47 | |
| Digi International (DGII) | 0.8 | $5.6M | 75k | 74.76 | |
| Veeco Instruments (VECO) | 0.7 | $5.3M | 70k | 75.80 | |
| Quicklogic Corp. (QUIK) | 0.7 | $5.2M | 262k | 19.92 | |
| Wayside Technology (CLMB) | 0.7 | $5.1M | 222k | 23.11 | |
| CTS Corporation (CTS) | 0.6 | $4.7M | 73k | 65.19 | |
| Spire Global (SPIR) | 0.6 | $4.7M | 253k | 18.55 | |
| Novanta (NOVT) | 0.6 | $4.7M | 29k | 162.12 | |
| Radcom (RDCM) | 0.6 | $4.6M | 325k | 14.05 | |
| Silicom (SILC) | 0.6 | $4.5M | 96k | 47.23 | |
| Harmonic (HLIT) | 0.6 | $4.4M | 267k | 16.32 | |
| Powell Industries (POWL) | 0.6 | $4.3M | 15k | 286.27 | |
| Franklin Covey (FC) | 0.6 | $4.3M | 175k | 24.51 | |
| Mesa Laboratories (MLAB) | 0.6 | $4.2M | 43k | 99.43 | |
| Allied Motion Technologies (ALNT) | 0.6 | $4.1M | 40k | 102.78 | |
| HealthStream (HSTM) | 0.6 | $4.1M | 150k | 27.20 | |
| SPS Commerce (SPSC) | 0.5 | $4.0M | 70k | 57.13 | |
| Similarweb (SMWB) | 0.5 | $4.0M | 646k | 6.14 | |
| Himax Technologies Adr (HIMX) | 0.5 | $3.9M | 252k | 15.34 | |
| Simulations Plus (SLP) | 0.5 | $3.7M | 200k | 18.31 | |
| Vertex (VERX) | 0.5 | $3.4M | 300k | 11.47 | |
| Cogent Communications (CCOI) | 0.5 | $3.4M | 243k | 13.87 | |
| Ci&t (CINT) | 0.4 | $3.3M | 1.0M | 3.26 | |
| Arrow Electronics (ARW) | 0.4 | $3.2M | 15k | 213.39 | |
| Uipath Inc Cl A (PATH) | 0.4 | $3.2M | 296k | 10.86 | |
| Arista Networks (ANET) | 0.4 | $3.2M | 19k | 169.89 | |
| Bigcommerce Hldgs (CMRC) | 0.4 | $3.1M | 1.1M | 2.96 | |
| Avnet (AVT) | 0.4 | $2.9M | 33k | 88.79 | |
| Ooma (OOMA) | 0.4 | $2.9M | 150k | 19.21 | |
| Adtran Holdings (ADTN) | 0.4 | $2.8M | 200k | 13.89 | |
| Silicon Laboratories (SLAB) | 0.4 | $2.7M | 13k | 218.47 | |
| Braze (BRZE) | 0.4 | $2.7M | 125k | 21.68 | |
| Intel Corporation (INTC) | 0.4 | $2.7M | 19k | 139.49 | |
| Zoom Video Communications In cl a (ZM) | 0.3 | $2.2M | 26k | 86.31 | |
| Dynatrace (DT) | 0.3 | $2.2M | 50k | 43.90 | |
| Tecogen (TGEN) | 0.3 | $2.2M | 420k | 5.21 | |
| Valens Semiconductor (VLN) | 0.3 | $2.1M | 950k | 2.26 | |
| Freshworks (FRSH) | 0.3 | $1.9M | 190k | 10.12 | |
| Rimini Str Inc Del (RMNI) | 0.2 | $1.5M | 350k | 4.24 | |
| Bel Fuse (BELFA) | 0.2 | $1.5M | 5.0k | 290.61 | |
| Intellicheck Mobilisa (IDN) | 0.2 | $1.2M | 300k | 4.09 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 4.1k | 297.93 | |
| Checkpoint Systems | 0.2 | $1.2M | 9.2k | 131.28 | |
| Aviat Networks (AVNW) | 0.2 | $1.2M | 53k | 22.20 | |
| Kyndryl Holdings Ord Wi (KD) | 0.1 | $905k | 80k | 11.31 | |
| Freightos | 0.1 | $735k | 500k | 1.47 | |
| Aware (AWRE) | 0.0 | $311k | 234k | 1.33 |
