StockDriftsStockDriftsTop 50 HERALD INVESTMENT MANAGEMENT Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SIMO | Silicon Motion Technology Corp | 6.67% | 147.7K | $49.2M | -59.83%(-220.00K) | $9.68(+2291.70%) | 2026-06-30 | |
| CLS | Celestica Inc | 4.08% | 82.5K | $30.1M | -60.60%(-126.95K) | $13.88(+2168.36%) | 2026-06-30 | |
| VICR | Vicor Corp | 3.97% | 77.1K | $29.3M | -64.95%(-142.90K) | $51.21(+320.36%) | 2026-06-30 | |
| TSEM | Tower Semiconductor Ltd | 3.5% | 99.0K | $25.8M | -40.36%(-67.00K) | $27.42(+797.76%) | 2026-06-30 | |
| KLIC | Kulicke & Soffa Industries Inc | 3.2% | 176.6K | $23.6M | -27.65%(-67.50K) | $40.26(+126.65%) | 2026-06-30 | |
| FN | Fabrinet | 3.17% | 41.6K | $23.4M | -58.44%(-58.50K) | $25.06(+2023.65%) | 2026-06-30 | |
| DOCN | DigitalOcean Holdings Inc | 3.14% | 147.5K | $23.2M | -32.03%(-69.50K) | $42.92(+200.11%) | 2026-06-30 | |
| MU | Micron Technology Inc | 2.82% | 18.1K | $20.8M | -15.81%(-3.40K) | $25.83(+3237.00%) | 2026-06-30 | |
| CEVA | Ceva Inc | 2.36% | 369.4K | $17.4M | -28.97%(-150.64K) | $23.79(+31.96%) | 2026-06-30 | |
| PEGA | Pegasystems Inc | 2.25% | 554.5K | $16.6M | -19.25%(-132.15K) | $11.93(+180.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +54.69% | +270.18% | +28.23% | +246.67% |
| Top 20 Holdings Unweighted | +39.30% | +170.29% | +16.61% | +115.64% |
HERALD INVESTMENT MANAGEMENT Ltd reports $737.30M in US-listed equity holdings across 92 positions in its most recent 13F filing. Its largest disclosed positions are SIMO (6.7%), CLS (4.1%) and VICR (4.0%). The top 20 holdings account for 54.47% of reported assets. Its disclosed equity book has returned +270.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HERALD INVESTMENT MANAGEMENT Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512022). View HERALD INVESTMENT MANAGEMENT Ltd’s 13F filings on SEC