HERALD INVESTMENT MANAGEMENT Ltd: 13F holdings
CIK 15120222026Q2
| Positions | 92 |
|---|
| Reported value | $737.3m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 92 (-5 vs prior quarter) |
|---|
| Reported value | $737.3m (+2.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SIMO Silicon Motion Technology Corp | 147,700 | $49.2m | 6.7% |
| CLS Celestica Inc | 82,550 | $30.1m | 4.1% |
| VICR Vicor Corp | 77,100 | $29.3m | 4.0% |
| Tower Semiconductor Ltd | 99,000 | $25.8m | 3.5% |
| KLIC Kulicke & Soffa Industries Inc | 176,600 | $23.6m | 3.2% |
| Fabrinet | 41,600 | $23.4m | 3.2% |
| DOCN DigitalOcean Holdings Inc | 147,500 | $23.2m | 3.1% |
| MU Micron Technology Inc | 18,100 | $20.8m | 2.8% |
| CEVA Ceva Inc | 369,363 | $17.4m | 2.4% |
| PEGA Pegasystems Inc | 554,450 | $16.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512022")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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