Herald Investment Management LTD has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $534 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fabrinet with a value of $45.6M, Pegasystems Inc with a value of $38.1M, Silicon Motion Technology Corp with a value of $28.9M, Varonis Systems Inc with a value of $22.5M, and Arlo Technologies, Inc. with a value of $21.7M.
Examining the 13F form we can see an increase of $91M in the current position value, from $443M to 534M.
Below you can find more details about Herald Investment Management LTD portfolio as well as his latest detailed transactions.