$319 Million is the total value of Herald Investment Management Ltd's 89 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 140.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATTU | Buy | Attunity Ltd | $6,919,000 | +250.5% | 994,200 | +237.9% | 2.17% | +239.7% |
| LPSN | Buy | LivePerson Inc | $5,750,000 | -5.7% | 500,000 | +11.1% | 1.80% | -8.7% |
| VRNS | Buy | Varonis Systems Inc | $5,097,000 | +43.5% | 105,000 | +23.5% | 1.60% | +39.0% |
| AKTS | Buy | Akoustis Technologies Inc | $3,610,000 | +7.7% | 578,636 | +12.4% | 1.13% | +4.3% |
| CLS | Buy | Celestica Inc | $3,141,000 | +27.0% | 300,000 | +50.0% | 0.99% | +23.1% |
| AYX | New | Alteryx Inc | $2,273,000 | – | 90,000 | +100.0% | 0.71% | – |
| QTNA | New | Quantenna Communications Inc | $2,196,000 | – | 180,000 | +100.0% | 0.69% | – |
| IRDM | New | Iridium Communications Inc | $2,124,000 | – | 180,000 | +100.0% | 0.67% | – |
| VERI | New | Veritone Inc | $928,000 | – | 40,000 | +100.0% | 0.29% | – |
| AQMS | New | Aqua Metals Inc | $848,000 | – | 400,000 | +100.0% | 0.27% | – |
| ACMR | New | ACM Research Inc | $772,000 | – | 150,000 | +100.0% | 0.24% | – |
| SMTC | New | Semtech Corp | $221,000 | – | 6,500 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
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.