$214 Million is the total value of Herald Investment Management Ltd's 81 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADVS | New | ADVENT SOFTWARE INC | $15,759,000 | – | 450,000 | +100.0% | 7.37% | – |
| ATMI | New | ATMI INC | $14,190,000 | – | 600,000 | +100.0% | 6.63% | – |
| BIRT | New | ACTUATE CORP | $10,585,000 | – | 1,594,100 | +100.0% | 4.95% | – |
| RDWR | New | RADWARE LTD ORD | $9,322,000 | – | 676,000 | +100.0% | 4.36% | – |
| MLNX | New | MELLANOX TECHNOLOGIES LTD SHS | $8,831,000 | – | 178,400 | +100.0% | 4.13% | – |
| VSAT | New | VIASAT INC | $7,146,000 | – | 100,000 | +100.0% | 3.34% | – |
| TSRA | New | TESSERA TECHNOLOGIES INC | $6,951,000 | – | 334,200 | +100.0% | 3.25% | – |
| WEB | New | WEB GROUP INC | $6,400,000 | – | 250,000 | +100.0% | 2.99% | – |
| SIMO | New | SILICON MOTION TECHNOLOGY CO SPONSOREDadr | $6,354,000 | – | 600,000 | +100.0% | 2.97% | – |
| DSGX | New | DESCARTES SYS GROUP INC | $6,342,000 | – | 550,000 | +100.0% | 2.96% | – |
| PEGA | New | PEGASYSTEMS INC | $6,309,000 | – | 190,500 | +100.0% | 2.95% | – |
| CEVA | New | CEVA INC | $6,164,000 | – | 318,382 | +100.0% | 2.88% | – |
| CAVM | New | CAVIUM INC | $5,571,000 | – | 157,500 | +100.0% | 2.60% | – |
| KEYN | New | KEYNOTE SYS INC | $5,335,000 | – | 270,000 | +100.0% | 2.49% | – |
| MENT | New | MENTOR GRAPHICS CORP | $4,888,000 | – | 250,000 | +100.0% | 2.28% | – |
| SPRT | New | SUPPORT INC | $4,785,000 | – | 1,047,100 | +100.0% | 2.24% | – |
| YELP | New | YELP INC CL A | $4,520,000 | – | 130,000 | +100.0% | 2.11% | – |
| EPIQ | New | EPIQ SYS INC | $4,041,000 | – | 300,000 | +100.0% | 1.89% | – |
| AFOP | New | ALLIANCE FIBER OPTIC PRODS I | $3,771,000 | – | 188,474 | +100.0% | 1.76% | – |
| HYGS | New | HYDROGENICS CORP NEW | $3,736,000 | – | 255,000 | +100.0% | 1.75% | – |
| MOSY | New | MOSYS INC | $3,698,000 | – | 920,000 | +100.0% | 1.73% | – |
| PSMI | New | PEREGRINE SEMICONDUCTOR CORP | $3,600,000 | – | 330,000 | +100.0% | 1.68% | – |
| NTCT | New | NETSCOUT SYS INC | $3,501,000 | – | 150,000 | +100.0% | 1.64% | – |
| MCRS | New | MICROS SYS INC | $3,452,000 | – | 80,000 | +100.0% | 1.61% | – |
| SUPX | New | SUPERTEX INC | $3,108,000 | – | 130,000 | +100.0% | 1.45% | – |
| ANAD | New | ANADIGICS INC | $2,992,000 | – | 1,360,000 | +100.0% | 1.40% | – |
| MSPD | New | MINDSPEED TECHNOLOGIES INC | $2,883,000 | – | 889,800 | +100.0% | 1.35% | – |
| SPSC | New | SPS M INC | $2,750,000 | – | 50,000 | +100.0% | 1.29% | – |
| PLXT | New | PLX TECHNOLOGY INC | $2,380,000 | – | 500,000 | +100.0% | 1.11% | – |
| BCOV | New | BRIGHTCOVE INC | $2,199,000 | – | 250,997 | +100.0% | 1.03% | – |
| NVDQ | New | NOVADAQ TECHNOLOGIES INC | $2,155,000 | – | 152,623 | +100.0% | 1.01% | – |
| FN | New | FABRINET SHS | $1,960,000 | – | 140,000 | +100.0% | 0.92% | – |
| ELX | New | EMULEX CORP | $1,956,000 | – | 300,000 | +100.0% | 0.91% | – |
| IDTI | New | INTEGRATED DEVICE TECHNOLOGY | $1,906,000 | – | 240,000 | +100.0% | 0.89% | – |
| GUID | New | GUIDANCE SOFTWARE INC | $1,748,000 | – | 200,000 | +100.0% | 0.82% | – |
| SILC | New | SILICOM LTD ORD | $1,714,000 | – | 50,000 | +100.0% | 0.80% | – |
| VDSI | New | VASCO DATA SEC INTL INC | $1,662,000 | – | 200,000 | +100.0% | 0.78% | – |
| AAPL | New | APPLE INC | $1,525,000 | – | 3,845 | +100.0% | 0.71% | – |
| CODE | New | SPANSION INC CL A | $1,517,000 | – | 121,200 | +100.0% | 0.71% | – |
| CKP | New | CHECKPOINT SYS INC | $1,441,000 | – | 29,000 | +100.0% | 0.67% | – |
| GOOGL | New | GOOGLE INC CL A | $1,426,000 | – | 1,620 | +100.0% | 0.67% | – |
| POWI | New | POWER INTEGRATIONS INC | $1,420,000 | – | 35,000 | +100.0% | 0.66% | – |
| JOBS | New | 51JOB INC SP REPadr | $1,350,000 | – | 20,000 | +100.0% | 0.63% | – |
| KEYW | New | KEYW HLDG CORP | $1,325,000 | – | 100,000 | +100.0% | 0.62% | – |
| QCOM | New | QUALM INC | $1,234,000 | – | 20,200 | +100.0% | 0.58% | – |
| R114PS | New | CHIPMOS TECH BERMUDA LTD | $1,064,000 | – | 55,000 | +100.0% | 0.50% | – |
| INTC | New | INTEL CORP | $921,000 | – | 38,000 | +100.0% | 0.43% | – |
| LTRX | New | LANTRONIX INC | $895,000 | – | 566,666 | +100.0% | 0.42% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTD SPONSOREDadr | $879,000 | – | 48,000 | +100.0% | 0.41% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $860,000 | – | 20,200 | +100.0% | 0.40% | – |
| XLNX | New | XILINX INC | $753,000 | – | 19,000 | +100.0% | 0.35% | – |
| SAP | New | SAP AG SPONadr | $728,000 | – | 10,000 | +100.0% | 0.34% | – |
| MSFT | New | MICROSOFT CORP | $725,000 | – | 21,000 | +100.0% | 0.34% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $724,000 | – | 50,000 | +100.0% | 0.34% | – |
| SYMC | New | SYMANTEC CORP | $674,000 | – | 30,000 | +100.0% | 0.32% | – |
| STEC | New | STEC INC | $672,000 | – | 100,000 | +100.0% | 0.31% | – |
| ATML | New | ATMEL CORP | $617,000 | – | 84,000 | +100.0% | 0.29% | – |
| NQ | New | NQ MOBILE INC REPSTG CL Aadr | $606,000 | – | 75,000 | +100.0% | 0.28% | – |
| WDC | New | WESTERN DIGITAL CORP | $559,000 | – | 9,000 | +100.0% | 0.26% | – |
| AMZN | New | AMAZON INC | $555,000 | – | 2,000 | +100.0% | 0.26% | – |
| AVNW | New | AVIAT NETWORKS INC | $550,000 | – | 209,800 | +100.0% | 0.26% | – |
| ACXM | New | ACXIOM CORP | $544,000 | – | 24,000 | +100.0% | 0.25% | – |
| FFIV | New | F5 NETWORKS INC | $516,000 | – | 7,500 | +100.0% | 0.24% | – |
| PMCS | New | PMC-SIERRA INC | $508,000 | – | 80,000 | +100.0% | 0.24% | – |
| RSYS | New | RADISYS CORP | $507,000 | – | 105,500 | +100.0% | 0.24% | – |
| TER | New | TERADYNE INC | $492,000 | – | 28,000 | +100.0% | 0.23% | – |
| LSI | New | LSI CORPORATION | $428,000 | – | 60,000 | +100.0% | 0.20% | – |
| FALC | New | FALCONSTOR SOFTWARE INC | $411,000 | – | 300,000 | +100.0% | 0.19% | – |
| T102PS | New | SILICON IMAGE INC | $410,000 | – | 70,000 | +100.0% | 0.19% | – |
| JBL | New | JABIL CIRCUIT INC | $408,000 | – | 20,000 | +100.0% | 0.19% | – |
| MU | New | MICRON TECHNOLOGY INC | $373,000 | – | 26,000 | +100.0% | 0.17% | – |
| EMC | New | E M C CORP MASS | $371,000 | – | 15,700 | +100.0% | 0.17% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $241,000 | – | 11,000 | +100.0% | 0.11% | – |
| ALTR | New | ALTERA CORP | $231,000 | – | 7,000 | +100.0% | 0.11% | – |
| SAI | New | SAIC INC | $229,000 | – | 16,450 | +100.0% | 0.11% | – |
| CRNT | New | CERAGON NETWORKS LTD ORD | $175,000 | – | 55,700 | +100.0% | 0.08% | – |
| VTSS | New | VITESSE SEMICONDUCTOR CORP | $132,000 | – | 50,000 | +100.0% | 0.06% | – |
| CIMT | New | CIMATRON LTD ORD | $87,000 | – | 14,400 | +100.0% | 0.04% | – |
| TTGT | New | TECHTARGET INC | $55,000 | – | 12,200 | +100.0% | 0.03% | – |
| SPLK | New | SPLUNK INC | $46,000 | – | 1,000 | +100.0% | 0.02% | – |
| TBOW | New | TRUNKBOW INTL HLDGS LTD | $44,000 | – | 50,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SILICON MOTION TECHNOLOGY CO SPONSORED | 41 | Q3 2023 | 10.1% |
| PEGASYSTEMS INC | 41 | Q3 2023 | 8.7% |
| RADWARE LTD ORD | 41 | Q3 2023 | 5.8% |
| DESCARTES SYSTEMS GRP/THE | 41 | Q3 2023 | 5.5% |
| CEVA INC | 41 | Q3 2023 | 5.0% |
| FABRINET SHS | 41 | Q3 2023 | 6.8% |
| VIASAT INC | 41 | Q3 2023 | 3.3% |
| SPS M INC | 41 | Q3 2023 | 3.2% |
| YELP INC CL A | 41 | Q3 2023 | 3.7% |
| BRIGHTCOVE INC | 41 | Q3 2023 | 2.3% |
View Herald Investment Management Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| HIGH WIRE NETWORKS, INC. | March 30, 2023 | 16,000,000 | 7.7% |
| Inuvo, Inc. | January 26, 2021 | 5,292,857 | 4.5% |
View Herald Investment Management Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G | 2024-02-16 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-04 |
| SC 13G | 2023-03-30 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-16 |
View Herald Investment Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.