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.

Portfolio value $534 Million
Technology: $451 Million
Communication Services: $34.3 Million
Industrials: $33.6 Million
Consumer Cyclical: $10.2 Million
Healthcare: $5.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $534 Million
  • Prior Value $443 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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