ANDREW MILLER
@Herald Investment Management Ltd
Latest period2024 - Q3ReportedManaged Assets$580.428MTotal holdings94
Assets growth rate-4.88%Assets growth rate (2-Q avg)-2.97%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Herald Investment Management Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 94 positions.
Assets under management
The assets under management (AUM) of Herald Investment Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 580.428M in assets, with a quarterly growth rate of -4.88% and a 2-quarter average growth rate of -2.97%. The portfolio is managed by ANDREW MILLER, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CYBRCyberark Software Ltd
| 2.43% | $14.057M 48,300 shares@ $291.04 avg price | |
HLITHarmonic Inc
| 1.98% | $11.437M 785,000 shares@ $14.57 avg price | |
MSFTMicrosoft Corp
| 1.93% | $11.184M 26,000 shares@ $430.14 avg price | |
SPSCSps Commerce Inc
| 1.77% | $10.227M 52,716 shares@ $194.0 avg price | Decreased -12.13% |
QLYSQualys Inc
| 1.64% | $9.502M 74,000 shares@ $128.41 avg price | |
DRSLeonardo Drs Inc
| 1.63% | $9.45M 335,000 shares@ $28.21 avg price | Decreased -4.28% |
LGTYLogility Supply Chain Solutions Inc
| 1.55% | $8.944M 800,000 shares@ $11.18 avg price | Increased 6.67% |
TSEMTower Semiconductor Ltd
| 1.51% | $8.763M 198,000 shares@ $44.26 avg price | |
VICRVicor Corp
| 1.46% | $8.42M 200,000 shares@ $42.1 avg price | |
AVPTAvepoint Inc
| 1.42% | $8.225M 700,000 shares@ $11.75 avg price |