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 |
---|---|---|---|
AMZNAmazon.com Inc
| 1.41% | $8.141M 43,700 shares@ $186.3 avg price | |
KLICKulicke & Soffa Industries Inc
| 1.39% | $8.039M 178,100 shares@ $45.14 avg price | |
CEVACeva Inc
| 1.36% | $7.849M 325,000 shares@ $24.15 avg price | |
GOOGLAlphabet Inc
| 1.35% | $7.781M 46,900 shares@ $165.9 avg price | |
FROGJfrog Ltd
| 1.26% | $7.258M 250,000 shares@ $29.03 avg price | Increased 31.58% |
AMDAdvanced Micro Devices Inc
| 1.2% | $6.949M 42,350 shares@ $164.08 avg price | |
FCFranklin Covey Co
| 1.14% | $6.581M 160,000 shares@ $41.13 avg price | |
ANETArista Networks Inc
| 1.13% | $6.521M 17,000 shares@ $383.58 avg price | |
FAFirst Advantage Corp
| 1.03% | $5.955M 300,000 shares@ $19.85 avg price | |
AAPLApple Inc
| 1.01% | $5.825M 25,000 shares@ $232.99 avg price |