13F HOLDINGS REPORT
Herald Investment Management Ltd
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001512022-23-000001
Total Value
$407,424
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Super Micro Computer Inc | SMCI | 425,100 | $34,879 | 8.56% |
| 2 | Silicon Motion Technology Corp | SIMO | 384,906 | $24,991 | 6.13% |
| 3 | Fabrinet | FN | 193,000 | $24,734 | 6.07% |
| 4 | Descartes Systems Group Inc/The | 249906108 | 310,000 | $21,591 | 5.30% |
| 5 | RADWARE Ltd | RDWR | 825,000 | $16,260 | 3.99% |
| 6 | SPS Commerce Inc | SPSC | 100,000 | $12,821 | 3.15% |
| 7 | Varonis Systems Inc | VRNS | 503,075 | $12,043 | 2.96% |
| 8 | Pegasystems Inc | PEGA | 326,500 | $11,166 | 2.74% |
| 9 | Tower Semiconductor Ltd | TSEM | 198,000 | $8,553 | 2.10% |
| 10 | Qualys Inc | QLYS | 76,250 | $8,550 | 2.10% |
| 11 | Avid Technology Inc | 05367P100 | 300,000 | $7,971 | 1.96% |
| 12 | Vicor Corp | VICR | 140,000 | $7,525 | 1.85% |
| 13 | Ceva Inc | CEVA | 280,000 | $7,151 | 1.76% |
| 14 | Cogent Communications Holdings Inc | CCOI | 125,000 | $7,132 | 1.75% |
| 15 | Kulicke & Soffa Industries Inc | 501242101 | 153,295 | $6,784 | 1.67% |
| 16 | Microsoft Corp | MSFT | 27,642 | $6,629 | 1.63% |
| 17 | Harmonic Inc | HLIT | 500,000 | $6,545 | 1.61% |
| 18 | ADTRAN Holdings Inc | ADTN | 300,000 | $5,634 | 1.38% |
| 19 | CyberArk Software Ltd | M2682V108 | 41,000 | $5,315 | 1.30% |
| 20 | Silicom Ltd | SILC | 125,000 | $5,223 | 1.28% |
| 21 | Absolute Software Corp | 00386B109 | 500,000 | $5,220 | 1.28% |
| 22 | Celestica Inc | CLS | 450,000 | $5,071 | 1.24% |
| 23 | TTEC Holdings Inc | TTEC | 109,970 | $4,847 | 1.19% |
| 24 | Apple Inc | AAPL | 35,000 | $4,546 | 1.12% |
| 25 | Leonardo DRS Inc | DRS | 350,000 | $4,469 | 1.10% |
| 26 | HealthStream Inc | HSTM | 175,000 | $4,341 | 1.07% |
| 27 | LivePerson Inc | LPSN | 425,650 | $4,311 | 1.06% |
| 28 | Alphabet Inc | GOOG | 46,900 | $4,137 | 1.02% |
| 29 | ForgeRock Inc | 34631B101 | 175,000 | $3,981 | 0.98% |
| 30 | Ribbon Communications Inc | RBBN | 1,415,849 | $3,935 | 0.97% |
| 31 | Arlo Technologies Inc | ARLO | 1,077,000 | $3,780 | 0.93% |
| 32 | N-Able Inc | NABL | 363,000 | $3,728 | 0.92% |
| 33 | Credo Technology Group Holding Ltd | CRDO | 275,000 | $3,654 | 0.90% |
| 34 | Amazon.com Inc | AMZN | 40,700 | $3,417 | 0.84% |
| 35 | Lantronix Inc | LTRX | 760,000 | $3,237 | 0.79% |
| 36 | Rimini Street Inc | 76674Q107 | 850,000 | $3,221 | 0.79% |
| 37 | JFrog Ltd | FROG | 150,000 | $3,199 | 0.79% |
| 38 | Bandwidth Inc | BAND | 139,500 | $3,198 | 0.78% |
| 39 | ViaSat Inc | VSAT | 100,000 | $3,164 | 0.78% |
| 40 | Ooma Inc | OOMA | 225,400 | $3,065 | 0.75% |
| 41 | Digital Turbine Inc | APPS | 200,000 | $3,046 | 0.75% |
| 42 | Advanced Micro Devices Inc | AMD | 46,905 | $3,038 | 0.75% |
| 43 | Cadence Design Systems Inc | CDNS | 18,900 | $3,035 | 0.74% |
| 44 | American Software Inc/GA | 029683109 | 194,200 | $2,846 | 0.70% |
| 45 | Power Integrations Inc | POWI | 38,000 | $2,723 | 0.67% |
| 46 | Five9 Inc | FIVN | 40,000 | $2,714 | 0.67% |
| 47 | PagerDuty Inc | PD | 100,000 | $2,656 | 0.65% |
| 48 | Thryv Holdings Inc | THRY | 134,651 | $2,557 | 0.63% |
| 49 | Aviat Networks Inc | AVNW | 75,000 | $2,334 | 0.57% |
| 50 | FormFactor Inc | FORM | 102,600 | $2,279 | 0.56% |
| 51 | Issuer Direct Corp | ACCS | 90,000 | $2,236 | 0.55% |
| 52 | Onespan Inc | OSPN | 200,000 | $2,234 | 0.55% |
| 53 | Arista Networks Inc | ANET | 18,400 | $2,233 | 0.55% |
| 54 | RADCOM Ltd | RDCM | 210,000 | $2,225 | 0.55% |
| 55 | Brightcove Inc | 10921T101 | 425,000 | $2,218 | 0.54% |
| 56 | Alkami Technology Inc | ALKT | 150,000 | $2,188 | 0.54% |
| 57 | Yelp Inc | YELP | 80,000 | $2,187 | 0.54% |
| 58 | Vertex Inc | VERX | 150,000 | $2,176 | 0.53% |
| 59 | NetApp Inc | NTAP | 35,500 | $2,131 | 0.52% |
| 60 | Couchbase Inc | 22207T101 | 150,000 | $1,986 | 0.49% |
| 61 | Valens Semiconductor Ltd | VLN-WT | 341,331 | $1,887 | 0.46% |
| 62 | One Stop Systems Inc | OSS | 626,234 | $1,853 | 0.45% |
| 63 | ChipMOS TECHNOLOGIES INC | IMOS | 83,485 | $1,784 | 0.44% |
| 64 | Akoustis Technologies Inc | 00973N102 | 628,636 | $1,772 | 0.43% |
| 65 | Zoom Video Communications Inc | ZM | 25,910 | $1,753 | 0.43% |
| 66 | QuickLogic Corp | QUIK | 332,279 | $1,681 | 0.41% |
| 67 | Arrow Electronics Inc | 042735100 | 15,200 | $1,589 | 0.39% |
| 68 | Teradyne Inc | TER | 17,900 | $1,563 | 0.38% |
| 69 | Streamline Health Solutions Inc | 86323X106 | 978,787 | $1,536 | 0.38% |
| 70 | Everspin Technologies Inc | MRAM | 275,000 | $1,523 | 0.37% |
| 71 | AvePoint Inc | AVPT | 353,007 | $1,447 | 0.36% |
| 72 | Intellicheck Inc | IDN | 696,725 | $1,365 | 0.34% |
| 73 | CalAmp Corp | 128126109 | 300,000 | $1,341 | 0.33% |
| 74 | Akamai Technologies Inc | AKAM | 15,200 | $1,281 | 0.31% |
| 75 | Micron Technology Inc | MU | 25,000 | $1,249 | 0.31% |
| 76 | SolarEdge Technologies Inc | SEDG | 4,400 | $1,245 | 0.31% |
| 77 | Inuvo Inc | INUV | 5,292,857 | $1,172 | 0.29% |
| 78 | Check Point Software Technologies Ltd | CHKP | 9,200 | $1,160 | 0.28% |
| 79 | Ultra Clean Holdings Inc | UCTT | 35,000 | $1,159 | 0.28% |
| 80 | Dynatrace Inc | DT | 25,600 | $980 | 0.24% |
| 81 | Amplitude Inc | AMPL | 75,000 | $903 | 0.22% |
| 82 | Freshworks Inc | FRSH | 61,000 | $896 | 0.22% |
| 83 | Telos Corp | TLS | 175,000 | $889 | 0.22% |
| 84 | Quantum Corp | 747906501 | 746,850 | $821 | 0.20% |
| 85 | Ondas Holdings Inc | ONDS | 450,000 | $711 | 0.17% |
| 86 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 9,500 | $707 | 0.17% |
| 87 | Texas Instruments Inc | 882508104 | 4,100 | $677 | 0.17% |
| 88 | AXT Inc | AXTI | 150,000 | $654 | 0.16% |
| 89 | Alibaba Group Holding Ltd | BBAAY | 5,800 | $510 | 0.13% |
| 90 | Intel Corp | INTC | 19,000 | $501 | 0.12% |
| 91 | Pixelworks Inc | PXLW | 270,000 | $475 | 0.12% |
| 92 | Cognyte Software Ltd | CGNT | 150,000 | $466 | 0.11% |
| 93 | Tecogen Inc/Waltham MA | TGEN | 321,078 | $401 | 0.10% |
| 94 | nLight Inc | LASR | 25,000 | $253 | 0.06% |
| 95 | FalconStor Software Inc | FALC | 175,000 | $143 | 0.04% |
| 96 | CYREN Ltd | M26895108 | 29,531 | $17 | 0.00% |