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: $737.3M91 positionsView on SEC.gov

			% of Portfolio
ADTRAN Holdings Inc	COM	$2.8M	0.4%Prev: 0.3%	200,000 SH	Increased
Advanced Micro Devices Inc	COM	$10.9M	1.5%Prev: 0.7%	18,820 SH	Increased-12,100 SH
Alkami Technology Inc	COM	$7.2M	1.0%Prev: 0.8%	400,000 SH	Increased+220,000 SH
Allient Inc	COM	$4.1M	0.6%	40,000 SH	New
Alphabet Inc	COM	$15.7M	2.1%Prev: 1.3%	44,100 SH	Increased-6,100 SH
Amazon.com Inc	COM	$11.8M	1.6%Prev: 1.5%	49,400 SH	Increased+3,000 SH
Apple Inc	COM	$7.1M	1.0%Prev: 0.6%	24,500 SH	Increased+4,100 SH
Arista Networks Inc	COM	$3.2M	0.4%Prev: 0.3%	18,700 SH	Increased-4,000 SH
Arlo Technologies Inc	COM	$15.3M	2.1%Prev: 3.2%	1,134,325 SH	Decreased-142,675 SH
Arrow Electronics Inc	COM	$3.2M	0.4%Prev: 0.3%	15,200 SH	Increased
Arteris Inc	COM	$14.4M	2.0%Prev: 0.4%	296,800 SH	Increased-3,200 SH
AvePoint Inc	COM	$6.4M	0.9%Prev: 2.0%	575,250 SH	Decreased-124,750 SH
Aviat Networks Inc	COM	$1.2M	0.2%Prev: 0.6%	53,000 SH	Decreased-102,000 SH
Avnet Inc	COM	$2.9M	0.4%	33,000 SH	New
Aware Inc/MA	COM	$311K	0.0%Prev: 0.1%	234,058 SH	Decreased-195,942 SH
Bandwidth Inc	COM	$7.8M	1.1%Prev: 0.5%	124,000 SH	Increased-86,000 SH
Bel Fuse Inc	COM	$7.4M	1.0%Prev: 0.5%	22,950 SH	Increased-14,550 SH
Braze Inc	COM	$2.7M	0.4%	125,000 SH	New
Celestica Inc	COM	$30.1M	4.1%Prev: 9.0%	82,550 SH	Decreased-308,150 SH
Ceva Inc	COM	$17.4M	2.4%Prev: 1.3%	369,363 SH	Increased-30,637 SH
Check Point Software Technologies Ltd	COM	$1.2M	0.2%Prev: 0.3%	9,200 SH	Decreased
CI&T Inc	COM	$3.3M	0.4%Prev: 0.4%	1,000,000 SH	Increased+550,000 SH
Climb Global Solutions Inc	COM	$5.1M	0.7%Prev: 0.7%	221,836 SH	Increased+176,836 SH
Cogent Communications Holdings Inc	COM	$3.4M	0.5%Prev: 1.5%	242,600 SH	Decreased+35,000 SH
Commerce.com Inc	COM	$3.1M	0.4%	1,060,000 SH	New
CTS Corp	COM	$4.7M	0.6%	72,500 SH	New
Descartes Systems Group Inc/The	COM	$7.5M	1.0%Prev: 2.8%	108,000 SH	Decreased-77,000 SH
Digi International Inc	COM	$5.6M	0.8%Prev: 0.4%	74,500 SH	Increased-5,500 SH
Digital Turbine Inc	COM	$7.1M	1.0%Prev: 0.5%	550,329 SH	Increased-49,671 SH
DigitalOcean Holdings Inc	COM	$23.2M	3.1%	147,500 SH	New
Dynatrace Inc	COM	$2.2M	0.3%Prev: 0.4%	50,000 SH	Decreased
Electrovaya Inc	COM	$7.4M	1.0%Prev: 0.6%	704,500 SH	Increased-560,500 SH
ePlus Inc	COM	$5.6M	0.8%	67,500 SH	New
Everspin Technologies Inc	COM	$5.8M	0.8%Prev: 0.6%	241,750 SH	Increased-433,250 SH
Fabrinet	COM	$23.4M	3.2%Prev: 6.8%	41,600 SH	Decreased-113,000 SH
First Advantage Corp	COM	$5.6M	0.8%Prev: 0.9%	312,500 SH	Decreased-35,373 SH
Five9 Inc	COM	$7.6M	1.0%Prev: 1.0%	354,500 SH	Increased+92,500 SH
FormFactor Inc	COM	$6.0M	0.8%Prev: 0.6%	37,650 SH	Increased-80,650 SH
Franklin Covey Co	COM	$4.3M	0.6%Prev: 0.6%	175,000 SH	Increased
Freightos Ltd	COM	$735K	0.1%Prev: 0.2%	500,000 SH	Decreased
Freshworks Inc	COM	$1.9M	0.3%Prev: 0.2%	190,000 SH	Increased+100,000 SH
Harmonic Inc	COM	$4.4M	0.6%Prev: 1.1%	267,000 SH	Decreased-518,000 SH
HealthStream Inc	COM	$4.1M	0.6%Prev: 0.8%	150,000 SH	Decreased-40,000 SH
Himax Technologies Inc	ADR	$3.9M	0.5%Prev: 0.3%	252,000 SH	Increased+22,000 SH
Intel Corp	COM	$2.7M	0.4%Prev: 0.1%	19,000 SH	Increased
Intellicheck Inc	COM	$1.2M	0.2%Prev: 0.8%	300,000 SH	Decreased-700,000 SH
JFrog Ltd	COM	$14.0M	1.9%Prev: 1.6%	153,550 SH	Increased-96,450 SH
Kopin Corp	COM	$5.6M	0.8%Prev: 0.3%	1,247,500 SH	Increased-287,500 SH
Kulicke & Soffa Industries Inc	COM	$23.6M	3.2%Prev: 1.5%	176,600 SH	Increased-119,500 SH
Kyndryl Holdings Inc	COM	$905K	0.1%Prev: 0.4%	80,000 SH	Decreased+13,000 SH
Leonardo DRS Inc	COM	$9.4M	1.3%Prev: 2.1%	219,500 SH	Decreased-80,500 SH
M-Tron Industries Inc	COM	$5.8M	0.8%Prev: 0.2%	58,500 SH	Increased+23,500 SH
Mesa Laboratories Inc	COM	$4.2M	0.6%Prev: 0.2%	42,500 SH	Increased+30,000 SH
Micron Technology Inc	COM	$20.8M	2.8%Prev: 0.7%	18,100 SH	Increased-17,900 SH
Microsoft Corp	COM	$9.6M	1.3%Prev: 1.8%	25,800 SH	Decreased+1,500 SH
nLight Inc	COM	$8.5M	1.1%Prev: 0.8%	121,500 SH	Increased-138,500 SH
Novanta Inc	COM	$4.7M	0.6%	28,780 SH	New
Ooma Inc	COM	$2.9M	0.4%Prev: 0.5%	150,000 SH	Decreased-110,000 SH
Ouster Inc	COM	$7.2M	1.0%Prev: 0.7%	114,500 SH	Increased-85,500 SH
PDF Solutions Inc	COM	$8.5M	1.1%Prev: 0.6%	119,667 SH	Increased-80,333 SH
Pegasystems Inc	COM	$16.6M	2.3%Prev: 5.6%	554,450 SH	Decreased-149,150 SH
Powell Industries Inc	COM	$4.3M	0.6%	15,000 SH	New
Power Integrations Inc	COM	$8.4M	1.1%Prev: 0.3%	100,384 SH	Increased+62,384 SH
Qualys Inc	COM	$6.5M	0.9%Prev: 1.4%	47,500 SH	Decreased-17,500 SH
QuickLogic Corp	COM	$5.2M	0.7%Prev: 0.7%	261,500 SH	Increased-468,879 SH
RADCOM Ltd	COM	$4.6M	0.6%Prev: 0.5%	325,000 SH	Increased+50,000 SH
RADWARE Ltd	COM	$14.1M	1.9%Prev: 2.9%	456,817 SH	Decreased-218,183 SH
Red Violet Inc	COM	$16.2M	2.2%Prev: 1.5%	254,250 SH	Increased+54,250 SH
Rimini Street Inc	COM	$1.5M	0.2%Prev: 0.5%	350,000 SH	Decreased-500,000 SH
Silicom Ltd	COM	$4.5M	0.6%Prev: 0.3%	95,800 SH	Increased-29,200 SH
Silicon Laboratories Inc	COM	$2.7M	0.4%	12,500 SH	New
Silicon Motion Technology Corp	ADR	$49.2M	6.7%Prev: 4.3%	147,700 SH	Increased-237,206 SH
SimilarWeb Ltd	COM	$4.0M	0.5%Prev: 0.7%	645,465 SH	Decreased+45,465 SH
Simulations Plus Inc	COM	$3.7M	0.5%	200,000 SH	New
Spire Global Inc	COM	$4.7M	0.6%Prev: 0.7%	253,000 SH	Increased-133,249 SH
SPS Commerce Inc	COM	$4.0M	0.5%Prev: 1.0%	70,000 SH	Decreased+22,500 SH
Super Micro Computer Inc	COM	$12.4M	1.7%Prev: 5.5%	421,600 SH	Decreased-332,900 SH
Tecogen Inc/Waltham MA	COM	$2.2M	0.3%Prev: 0.3%	420,000 SH	Decreased+98,922 SH
Teradyne Inc	COM	$7.2M	1.0%Prev: 0.3%	15,000 SH	Increased-5,600 SH
Texas Instruments Inc	COM	$1.2M	0.2%Prev: 0.1%	4,100 SH	Increased
Tower Semiconductor Ltd	COM	$25.8M	3.5%Prev: 1.3%	99,000 SH	Increased-99,000 SH
UiPath Inc	COM	$3.2M	0.4%Prev: 0.3%	296,280 SH	Increased+135,000 SH
Valens Semiconductor Ltd	COM	$2.1M	0.3%Prev: 0.4%	950,000 SH	Decreased
Varonis Systems Inc	COM	$16.0M	2.2%Prev: 3.3%	380,834 SH	Decreased-62,666 SH
Veeco Instruments Inc	COM	$5.3M	0.7%Prev: 0.6%	69,500 SH	Increased-130,500 SH
Vertex Inc	COM	$3.4M	0.5%Prev: 0.6%	300,000 SH	Decreased+190,000 SH
Viavi Solutions Inc	COM	$6.1M	0.8%	128,167 SH	New
Vicor Corp	COM	$29.3M	4.0%Prev: 1.5%	77,100 SH	Increased-152,900 SH
Vishay Intertechnology Inc	COM	$9.7M	1.3%	180,475 SH	New
Vishay Precision Group Inc	COM	$12.5M	1.7%Prev: 0.6%	83,750 SH	Increased-66,250 SH
Zoom Communications Inc	COM	$2.2M	0.3%Prev: 0.3%	25,910 SH	Increased

Sold (vs prior filing)

AvidXchange Holdings Inc — $4.9M
BigCommerce Holdings Inc — $3.1M
Cadence Design Systems Inc — $770K
Couchbase Inc — $4.9M
CyberArk Software Ltd — $17.2M
FARO Technologies Inc — $3.5M
Forrester Research Inc — $1.5M
Genasys Inc — $1.3M
Inuvo Inc — $2.7M
Issuer Direct Corp — $1.1M
Lantronix Inc — $2.6M
N-Able Inc — $3.3M
Onespan Inc — $3.3M
Ribbon Communications Inc — $3.7M
TTEC Holdings Inc — $673K

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