$253 Million is the total value of Herald Investment Management Ltd's 84 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 166.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCOV | Buy | BRIGHTCOVE | $4,597,000 | +29.6% | 471,000 | +87.7% | 1.82% | +28.4% |
| CODE | Buy | SPANSION INC-CLASS A | $3,827,000 | +127.5% | 221,200 | +82.5% | 1.51% | +125.5% |
| TISA | Buy | TOP IMAGE SYSTEMS LTD | $2,265,000 | +25.8% | 500,000 | +66.7% | 0.90% | +24.8% |
| CALD | New | CALLIDUS SOFTWARE INC | $1,904,000 | – | 160,000 | +100.0% | 0.75% | – |
| IPHI | New | INPHI CORP | $1,847,000 | – | 120,000 | +100.0% | 0.73% | – |
| TNGO | New | TANGOE INC/CT | $899,000 | – | 50,000 | +100.0% | 0.36% | – |
| VMEM | New | VIOLIN MEMORY INC | $780,000 | – | 200,000 | +100.0% | 0.31% | – |
| PFPT | New | PROOFPOINT INC | $501,000 | – | 14,000 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-14
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 |
|---|---|
| 13F-HR | 2024-05-13 |
| 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 |
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.