13F Insight
DOSSIER · 13F-HR · Q2 2026

Herald Investment Management Ltd

$737M in tracked AUM across 92 positions as of Q2 2026.

HI
CIK 0001512022 · last filed Jun 30, 2026
Total AUM
$737M
as of Q2 2026
Holdings
92
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Herald Investment Management Ltd filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SIMO
Silicon Motion Technology Corp
$49M148K6.7%02
CLS
Celestica Inc
$30M83K4.1%03
VICR
Vicor Corp
$29M77K4.0%04
M87915274
Tower Semiconductor Ltd
$26M99K3.5%05
KLIC
Kulicke & Soffa Industries Inc
$24M177K3.2%06
G3323L100
Fabrinet
$23M42K3.2%07
DOCN
DigitalOcean Holdings Inc
$23M148K3.1%08
MU
Micron Technology Inc
$21M18K2.8%09
CEVA
Ceva Inc
$17M369K2.4%10
PEGA
Pegasystems Inc
$17M554K2.3%

Filing history

2026Q2Jun 30
$737M▲ 2.7%
92 positionsView →2026Q1Mar 31
$718M▼ 6.3%
97 positionsView →2025Q4Dec 31
$766M▲ 2.0%
97 positionsView →2025Q3Sep 30
$751M▲ 11.3%
94 positionsView →2025Q2Jun 30
$674M▲ 26.5%
94 positionsLocked2025Q1Mar 31
$533M▼ 12.7%
95 positionsLocked2024Q4Dec 31
$611M▲ 5.3%
94 positionsLocked2024Q3Sep 30
$580M▼ 4.9%
94 positionsLocked2024Q2Jun 30
$610M▼ 1.1%
96 positionsLocked2024Q1Mar 31
$617M▲ 17.8%
98 positionsLocked2023Q4Dec 31
$524M▲ 11.3%
98 positionsLocked2023Q3Sep 30
$470M▼ 8.6%
101 positionsLocked
Showing 12 of 59