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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FNFabrinet
Recent Activity
7.48%
$43.41M
183,550 shares@ $236.5 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
6.21%
$36.001M
86,450 shares@ $416.44 avg price
VRNSVaronis Systems Inc
Recent Activity
Decreased -4.17%
4.47%
$25.905M
458,500 shares@ $56.5 avg price
PEGAPegasystems Inc
Recent Activity
4.38%
$25.374M
347,500 shares@ $73.02 avg price
CLSCelestica Inc
Recent Activity
4.37%
$25.34M
495,700 shares@ $51.12 avg price
SIMOSilicon Motion Technology Corp
Recent Activity
4.03%
$23.345M
384,906 shares@ $60.66 avg price
DSGXDescartes Systems Group Inc The
Recent Activity
Decreased -8.69%
3.72%
$21.571M
210,000 shares@ $102.72 avg price
RDWRRadware Ltd
Recent Activity
Decreased -6.25%
2.87%
$16.643M
750,000 shares@ $22.19 avg price
ARLOArlo Technologies Inc
Recent Activity
2.66%
$15.426M
1.277M shares@ $12.08 avg price
CCOICogent Communications Holdings Inc
Recent Activity
2.63%
$15.23M
200,600 shares@ $75.92 avg price