StockDriftsStockDriftsTop 50 HERALD INVESTMENT MANAGEMENT Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLS | Celestica Inc | 8.21% | 209.5K | $58.9M | -8.71%(-20.00K) | $13.88(+2648.36%) | 2026-03-31 | |
| FN | Fabrinet | 7.27% | 100.1K | $52.2M | -6.97%(-7.50K) | $25.06(+2878.83%) | 2026-03-31 | |
| SIMO | Silicon Motion Technology Corp | 5.75% | 367.7K | $41.3M | -4.47%(-17.21K) | $9.68(+2624.74%) | 2026-03-31 | |
| VICR | Vicor Corp | 4.93% | 220.0K | $35.4M | -10.20%(-25.00K) | $51.21(+467.32%) | 2026-03-31 | |
| PEGA | Pegasystems Inc | 4.07% | 686.6K | $29.2M | -2.42%(-17.00K) | $11.93(+179.93%) | 2026-03-31 | |
| TSEM | Tower Semiconductor Ltd | 4.06% | 166.0K | $29.1M | -7.78%(-14.00K) | $27.42(+923.57%) | 2026-03-31 | |
| ARLO | Arlo Technologies Inc | 2.73% | 1.38M | $19.6M | +5.36%(+70.00K) | $7.80(+62.93%) | 2026-03-31 | |
| DOCN | DigitalOcean Holdings Inc | 2.59% | 217.0K | $18.6M | +7.43%(+15.00K) | $42.92(+269.02%) | 2026-03-31 | |
| RDWR | RADWARE Ltd | 2.38% | 650.0K | $17.1M | -3.70%(-25.00K) | $14.04(+94.83%) | 2026-03-31 | |
| KLIC | Kulicke & Soffa Industries Inc | 2.24% | 244.1K | $16.0M | -11.59%(-32.00K) | $40.26(+158.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +51.19% | +245.60% |
| Top 20 Holdings Unweighted | +34.18% | +141.60% |
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