HERALD INVESTMENT MANAGEMENT Ltd

CIK 0001512022 • 3 13F filings • Feb 13, 2026 – Jul 23, 2026

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Filer information

Filed by: HERALD INVESTMENT MANAGEMENT Ltd, Head of compliance
Address: 10-11 CHARTERHOUSE SQUARE, LONDON, X0, EC1M 6EE
Phone: 00442075536300
AUM: $765.5M

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryOther

Holdings by filing

Portfolio value: $765.5M96 positionsView on SEC.gov

			% of Portfolio
ADTRAN Holdings Inc	COM	$1.7M	0.2%	200,000 SH
Advanced Micro Devices Inc	COM	$4.4M	0.6%	20,720 SH
Alkami Technology Inc	COM	$11.5M	1.5%	500,000 SH
Allient Inc	COM	$2.1M	0.3%	40,000 SH
Alphabet Inc	COM	$13.8M	1.8%	44,100 SH
Amazon.com Inc	COM	$11.4M	1.5%	49,400 SH
Apple Inc	COM	$5.5M	0.7%	20,400 SH
Arista Networks Inc	COM	$2.4M	0.3%	18,700 SH
Arlo Technologies Inc	COM	$18.3M	2.4%	1,307,000 SH
Arrow Electronics Inc	COM	$1.7M	0.2%	15,200 SH
Arteris Inc	COM	$6.2M	0.8%	400,000 SH
AvePoint Inc	COM	$11.8M	1.5%	850,000 SH
Aviat Networks Inc	COM	$3.3M	0.4%	155,000 SH
Aware Inc/MA	COM	$796K	0.1%	430,000 SH
Bandwidth Inc	COM	$3.2M	0.4%	210,000 SH
Bel Fuse Inc	COM	$6.2M	0.8%	37,500 SH
Braze Inc	COM	$4.3M	0.6%	125,000 SH
Celestica Inc	COM	$67.9M	8.9%	229,500 SH
Ceva Inc	COM	$11.2M	1.5%	520,000 SH
Check Point Software Technologies Ltd	COM	$1.7M	0.2%	9,200 SH
CI&T Inc	COM	$2.4M	0.3%	600,000 SH
Climb Global Solutions Inc	COM	$7.7M	1.0%	75,000 SH
Cogent Communications Holdings Inc	COM	$5.2M	0.7%	242,600 SH
Commerce.com Inc	COM	$2.9M	0.4%	700,000 SH
CSG Systems International Inc	COM	$3.2M	0.4%	41,240 SH
CTS Corp	COM	$4.7M	0.6%	110,000 SH
Descartes Systems Group Inc/The	COM	$16.2M	2.1%	185,000 SH
Digi International Inc	COM	$5.2M	0.7%	120,000 SH
Digital Turbine Inc	COM	$3.0M	0.4%	600,000 SH
DigitalOcean Holdings Inc	COM	$9.7M	1.3%	202,000 SH
Dynatrace Inc	COM	$2.2M	0.3%	50,000 SH
Electrovaya Inc	COM	$11.3M	1.5%	1,440,000 SH
ePlus Inc	COM	$6.6M	0.9%	75,000 SH
Everspin Technologies Inc	COM	$7.4M	1.0%	800,000 SH
Fabrinet	COM	$48.9M	6.4%	107,600 SH
First Advantage Corp	COM	$5.8M	0.8%	400,000 SH
Five9 Inc	COM	$7.3M	0.9%	362,000 SH
FormFactor Inc	COM	$6.0M	0.8%	108,300 SH
Forrester Research Inc	COM	$1.2M	0.2%	150,000 SH
Franklin Covey Co	COM	$2.9M	0.4%	175,000 SH
Freightos Ltd	COM	$1.1M	0.1%	500,000 SH
Freshworks Inc	COM	$2.3M	0.3%	190,000 SH
Genasys Inc	COM	$1.5M	0.2%	700,000 SH
Harmonic Inc	COM	$7.8M	1.0%	785,000 SH
HealthStream Inc	COM	$4.6M	0.6%	200,000 SH
Himax Technologies Inc	ADR	$3.3M	0.4%	400,000 SH
Intel Corp	COM	$701K	0.1%	19,000 SH
Intellicheck Inc	COM	$6.5M	0.8%	975,569 SH
JFrog Ltd	COM	$14.3M	1.9%	230,000 SH
Kopin Corp	COM	$4.4M	0.6%	1,900,000 SH
Kulicke & Soffa Industries Inc	COM	$12.6M	1.6%	276,100 SH
Kyndryl Holdings Inc	COM	$2.1M	0.3%	80,000 SH
Leonardo DRS Inc	COM	$9.7M	1.3%	285,000 SH
M-Tron Industries Inc	COM	$3.6M	0.5%	67,000 SH
Mesa Laboratories Inc	COM	$3.9M	0.5%	50,000 SH
Micron Technology Inc	COM	$9.6M	1.2%	33,500 SH
Microsoft Corp	COM	$12.5M	1.6%	25,800 SH
N-Able Inc	COM	$3.1M	0.4%	413,000 SH
nLight Inc	COM	$8.1M	1.1%	215,000 SH
Novanta Inc	COM	$4.2M	0.5%	35,000 SH
Onespan Inc	COM	$2.6M	0.3%	200,000 SH
Ooma Inc	COM	$3.0M	0.4%	260,000 SH
Ouster Inc	COM	$4.3M	0.6%	200,000 SH
PDF Solutions Inc	COM	$6.4M	0.8%	225,000 SH
Pegasystems Inc	COM	$42.0M	5.5%	703,600 SH
Powell Industries Inc	COM	$3.2M	0.4%	10,000 SH
Power Integrations Inc	COM	$5.3M	0.7%	150,000 SH
Qualys Inc	COM	$8.6M	1.1%	65,000 SH
QuickLogic Corp	COM	$4.4M	0.6%	730,379 SH
RADCOM Ltd	COM	$4.2M	0.6%	325,000 SH
RADWARE Ltd	COM	$16.3M	2.1%	675,000 SH
Red Violet Inc	COM	$11.4M	1.5%	200,000 SH
Ribbon Communications Inc	COM	$2.3M	0.3%	800,000 SH
Rimini Street Inc	COM	$3.9M	0.5%	1,000,000 SH
Silicom Ltd	COM	$1.8M	0.2%	125,000 SH
Silicon Laboratories Inc	COM	$3.6M	0.5%	27,500 SH
Silicon Motion Technology Corp	ADR	$35.6M	4.7%	384,906 SH
SimilarWeb Ltd	COM	$4.9M	0.6%	645,465 SH
Simulations Plus Inc	COM	$3.6M	0.5%	200,000 SH
Spire Global Inc	COM	$2.9M	0.4%	386,249 SH
SPS Commerce Inc	COM	$6.2M	0.8%	70,000 SH
Super Micro Computer Inc	COM	$20.8M	2.7%	709,500 SH
Tecogen Inc/Waltham MA	COM	$2.1M	0.3%	420,000 SH
Teradyne Inc	COM	$3.2M	0.4%	16,600 SH
Texas Instruments Inc	COM	$711K	0.1%	4,100 SH
Tower Semiconductor Ltd	COM	$21.1M	2.8%	180,000 SH
UiPath Inc	COM	$3.3M	0.4%	202,280 SH
Valens Semiconductor Ltd	COM	$1.3M	0.2%	950,000 SH
Varonis Systems Inc	COM	$15.9M	2.1%	483,500 SH
Veeco Instruments Inc	COM	$5.7M	0.7%	200,000 SH
Vertex Inc	COM	$4.0M	0.5%	200,000 SH
Viavi Solutions Inc	COM	$4.9M	0.6%	275,000 SH
Vicor Corp	COM	$26.8M	3.5%	245,000 SH
Vishay Precision Group Inc	COM	$7.3M	1.0%	190,000 SH
Workiva Inc	COM	$4.3M	0.6%	50,000 SH
Zoom Communications Inc	COM	$2.2M	0.3%	25,910 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001512022-26-000004	$765.5M	View
Oct 5, 2026	Q3 2026	13F-HR	0001512022-26-000011	$0K	View
Nov 7, 2025