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Andrew Miller

Herald Investment Management Ltd

Assets Managed
$717.649M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-6.25%(2Q avg: -2.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Herald Investment Management Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 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 2026 - Q1, they manage 717.649M in assets, with a quarterly growth rate of -6.25% and a 2-quarter average growth rate of -2.14%. The portfolio is managed by Andrew Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CLS
Celestica Inc
Recent Activity
Decreased -8.71%
8.22%
$58.934M
209,500 shares@ $281.31 avg price
FN
Fabrinet
Recent Activity
Decreased -6.97%
7.28%
$52.187M
100,100 shares@ $521.35 avg price
SIMO
Silicon Motion Technol-adr
Recent Activity
Decreased -4.47%
5.76%
$41.293M
367,700 shares@ $112.3 avg price
VICR
Vicor Corp
Recent Activity
Decreased -10.2%
4.94%
$35.394M
220,000 shares@ $160.88 avg price
PEGA
Pegasystems Inc
Recent Activity
Decreased -2.41%
4.08%
$29.222M
686,600 shares@ $42.56 avg price
TSEM
Tower Semiconductor Ltd
Recent Activity
Decreased -7.77%
4.06%
$29.128M
166,000 shares@ $175.47 avg price
ARLO
Arlo Technologies Inc
Recent Activity
Increased 5.36%
2.74%
$19.595M
1.377M shares@ $14.23 avg price
DOCN
Digitalocean Holdings Inc
Recent Activity
Increased 7.43%
2.6%
$18.603M
217,000 shares@ $85.73 avg price
RDWR
Radware Ltd
Recent Activity
Decreased -3.7%
2.39%
$17.108M
650,000 shares@ $26.32 avg price
KLIC
Kulicke & Soffa Industries
Recent Activity
Decreased -11.59%
2.24%
$16.042M
244,100 shares@ $65.72 avg price

1-10 of 97