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Andrew Miller

Herald Investment Management Ltd

Assets Managed
$737.304M
Holdings
92
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
2.74%(2Q avg: -1.75%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Herald Investment Management Ltd's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 92 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 737.304M in assets, with a quarterly growth rate of 2.74% and a 2-quarter average growth rate of -1.75%. The portfolio is managed by Andrew Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SIMO
Silicon Motion Technol-adr
Recent Activity
Decreased -59.83%
6.68%
$49.18M
147,700 shares@ $332.97 avg price
CLS
Celestica Inc
Recent Activity
Decreased -60.59%
4.09%
$30.099M
82,550 shares@ $364.62 avg price
VICR
Vicor Corp
Recent Activity
Decreased -64.95%
3.97%
$29.257M
77,100 shares@ $379.47 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -40.36%
3.5%
$25.778M
99,000 shares@ $260.38 avg price
KLIC
Kulicke & Soffa Industries
Recent Activity
Decreased -27.65%
3.21%
$23.613M
176,600 shares@ $133.71 avg price
FN
Fabrinet
Recent Activity
Decreased -58.44%
3.18%
$23.384M
41,600 shares@ $562.12 avg price
DOCN
Digitalocean Holdings Inc
Recent Activity
Decreased -32.02%
3.15%
$23.162M
147,500 shares@ $157.03 avg price
MU
Micron Technology Inc
Recent Activity
Decreased -15.81%
2.83%
$20.829M
18,100 shares@ $1150.76 avg price
CEVA
Ceva Inc
Recent Activity
Decreased -28.96%
2.37%
$17.419M
369,363 shares@ $47.16 avg price
PEGA
Pegasystems Inc
Recent Activity
Decreased -19.24%
2.26%
$16.606M
554,450 shares@ $29.96 avg price

1-10 of 92