Filling information for Herald Investment Management Ltd as Treemap, investor disclosed 100 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 874039100 | 874039100 | Taiwan Semiconductor Manufacturing Co Ltd | ADR | 958740 | 9500 | |
| 74837P405 | 74837P405 | QuickLogic Corp | COM | 3726603 | 407279 | |
| 69553P100 | 69553P100 | PagerDuty Inc | COM | 2248000 | 100000 | |
| 42222N103 | 42222N103 | HealthStream Inc | COM | 4294500 | 175000 | |
| 81374A105 | 81374A105 | SecureWorks Corp | COM | 1802500 | 250000 | |
| 538146101 | 538146101 | LivePerson Inc | COM | 1923938 | 425650 | |
| 128126109 | 128126109 | CalAmp Corp | COM | 318000 | 300000 | |
| G3323L100 | G3323L100 | Fabrinet | COM | 25045260 | 193000 | |
| 00971T101 | 00971T101 | Akamai Technologies Inc | COM | 1366024 | 15200 | |
| 89854H102 | 89854H102 | TTEC Holdings Inc | COM | 4734800 | 140000 | |
| 882508104 | 882508104 | Texas Instruments Inc | COM | 738082 | 4100 | |
| 922280102 | 922280102 | Varonis Systems Inc | COM | 13389166 | 503075 | |
| 925815102 | 925815102 | Vicor Corp | COM | 7560000 | 140000 | |
| M6191J100 | M6191J100 | JFrog Ltd | COM | 4842250 | 175000 | |
| 47074L105 | 47074L105 | Jamf Holding Corp | COM | 2440000 | 125000 | |
| 68247W109 | 68247W109 | One Stop Systems Inc | COM | 1759718 | 626234 | |
| 22207T101 | 22207T101 | Couchbase Inc | COM | 2371500 | 150000 | |
| M81873107 | M81873107 | RADWARE Ltd | COM | 15980750 | 825000 | |
| 92552V100 | 92552V100 | ViaSat Inc | COM | 4124000 | 100000 | |
| 98980L101 | 98980L101 | Zoom Video Communications Inc | COM | 1758771 | 25910 | |
| M2682V108 | M2682V108 | CyberArk Software Ltd | COM | 6404200 | 41000 | |
| 042735100 | 042735100 | Arrow Electronics Inc | COM | 2177096 | 15200 | |
| 04206A101 | 04206A101 | Arlo Technologies Inc | COM | 11887457 | 1090430 | |
| 52661A108 | 52661A108 | Leonardo DRS Inc | COM | 6065500 | 350000 | |
| 683416101 | 683416101 | Ooma Inc | COM | 3369730 | 225400 | |
| 00386B109 | 00386B109 | Absolute Software Corp | COM | 5725000 | 500000 | |
| 595112103 | 595112103 | Micron Technology Inc | COM | 2271960 | 36000 | |
| 346375108 | 346375108 | FormFactor Inc | COM | 3507222 | 102600 | |
| M84116108 | M84116108 | Silicom Ltd | COM | 4563750 | 125000 | |
| 458140100 | 458140100 | Intel Corp | COM | 635360 | 19000 | |
| 00246W103 | 00246W103 | AXT Inc | COM | 516000 | 150000 | |
| 03213A104 | 03213A104 | Amplitude Inc | COM | 824250 | 75000 | |
| 76674Q107 | 76674Q107 | Rimini Street Inc | COM | 4071500 | 850000 | |
| 762544104 | 762544104 | Ribbon Communications Inc | COM | 3936116 | 1415869 | |
| 25400W102 | 25400W102 | Digital Turbine Inc | COM | 1854000 | 200000 | |
| 68287N100 | 68287N100 | Onespan Inc | COM | 2960000 | 200000 | |
| 040413106 | 040413106 | Arista Networks Inc | COM | 2981904 | 18400 | |
| 78463M107 | 78463M107 | SPS Commerce Inc | COM | 14868375 | 77500 | |
| 88076W103 | 88076W103 | Teradata Corp | COM | 2189810 | 41000 | |
| 029683109 | 029683109 | American Software Inc/GA | COM | 2310000 | 220000 | |
| 886029206 | 886029206 | Thryv Holdings Inc | COM | 3307029 | 134651 | |
| 880770102 | 880770102 | Teradyne Inc | COM | 1992807 | 17900 | |
| 127387108 | 127387108 | Cadence Design Systems Inc | COM | 2216214 | 9450 | |
| 10921T101 | 10921T101 | Brightcove Inc | COM | 1695750 | 425000 | |
| 705573103 | 705573103 | Pegasystems Inc | COM | 16090430 | 326500 | |
| 15101Q108 | 15101Q108 | Celestica Inc | COM | 6516000 | 450000 | |
| 023135106 | 023135106 | Amazon.com Inc | COM | 5305652 | 40700 | |
| 46122W204 | 46122W204 | Inuvo Inc | COM | 1328243 | 6092857 | |
| 82706C108 | 82706C108 | Silicon Motion Technology Corp | ADR | 27652201 | 384906 | |
| 30041T104 | 30041T104 | Everspin Technologies Inc | COM | 2502500 | 275000 | |
| 985817105 | 985817105 | Yelp Inc | COM | 2912000 | 80000 | |
| 338307101 | 338307101 | Five9 Inc | COM | 4386340 | 53200 | |
| 87876P201 | 87876P201 | Tecogen Inc/Waltham MA | COM | 320917 | 321078 | |
| 86323X106 | 86323X106 | Streamline Health Solutions Inc | COM | 1223484 | 978787 | |
| 65487K100 | 65487K100 | nLight Inc | COM | 1542000 | 100000 | |
| 157210105 | 157210105 | Ceva Inc | COM | 8303750 | 325000 | |
| M25133105 | M25133105 | Cognyte Software Ltd | COM | 913500 | 150000 | |
| 46520M204 | 46520M204 | Issuer Direct Corp | COM | 1674000 | 90000 | |
| 01609W102 | 01609W102 | Alibaba Group Holding Ltd | ADR | 483430 | 5800 | |
| 62878D100 | 62878D100 | N-Able Inc | COM | 5227830 | 363000 | |
| 34631B101 | 34631B101 | ForgeRock Inc | COM | 3592750 | 175000 | |
| 92538J106 | 92538J106 | Vertex Inc | COM | 2922000 | 150000 | |
| 05988J103 | 05988J103 | Bandwidth Inc | COM | 2462400 | 180000 | |
| 05366Y201 | 05366Y201 | Aviat Networks Inc | COM | 3666300 | 110000 | |
| 16965P202 | 16965P202 | ChipMOS TECHNOLOGIES INC | ADR | 1974420 | 83485 | |
| 946760105 | 946760105 | Climb Global Solutions Inc | COM | 937818 | 19669 | |
| 83417M104 | 83417M104 | SolarEdge Technologies Inc | COM | 1183820 | 4400 | |
| 053604104 | 053604104 | AvePoint Inc | COM | 2029790 | 353007 | |
| 45817G201 | 45817G201 | Intellicheck Inc | COM | 1831153 | 753561 | |
| 739276103 | 739276103 | Power Integrations Inc | COM | 3593280 | 38000 | |
| 00486H105 | 00486H105 | ADTRAN Holdings Inc | COM | 3156000 | 300000 | |
| 268150109 | 268150109 | Dynatrace Inc | COM | 1317632 | 25600 | |
| 19239V302 | 19239V302 | Cogent Communications Holdings Inc | COM | 10450930 | 155395 | |
| M9607U115 | M9607U115 | Valens Semiconductor Ltd | COM | 2170065 | 861137 | |
| 358054104 | 358054104 | Freshworks Inc | COM | 1072380 | 61000 | |
| 05453N100 | 05453N100 | Aware Inc/MA | COM | 220012 | 141943 | |
| 01644J108 | 01644J108 | Alkami Technology Inc | COM | 2455500 | 150000 | |
| 162825103 | 162825103 | Check Point Software Technologies Ltd | COM | 1155704 | 9200 | |
| 00973N102 | 00973N102 | Akoustis Technologies Inc | COM | 4119490 | 1303636 | |
| 413160102 | 413160102 | Harmonic Inc | COM | 9286250 | 575000 | |
| 501242101 | 501242101 | Kulicke & Soffa Industries Inc | COM | 9862458 | 165895 | |
| 04302A104 | 04302A104 | Arteris Inc | COM | 1615209 | 237182 | |
| 747906501 | 747906501 | Quantum Corp | COM | 1080000 | 1000000 | |
| 037833100 | 037833100 | Apple Inc | COM | 6110055 | 31500 | |
| M87915274 | M87915274 | Tower Semiconductor Ltd | COM | 7426500 | 198000 | |
| 594918104 | 594918104 | Microsoft Corp | COM | 8664019 | 25442 | |
| M81865111 | M81865111 | RADCOM Ltd | COM | 1967700 | 210000 | |
| 64110D104 | 64110D104 | NetApp Inc | COM | 2712200 | 35500 | |
| 05367P100 | 05367P100 | Avid Technology Inc | COM | 7650000 | 300000 | |
| 007903107 | 007903107 | Advanced Micro Devices Inc | COM | 5342949 | 46905 | |
| 87969B101 | 87969B101 | Telos Corp | COM | 444500 | 175000 | |
| 86800U104 | 86800U104 | Super Micro Computer Inc | COM | 77201975 | 309900 | |
| 68236H204 | 68236H204 | Ondas Holdings Inc | COM | 388125 | 450000 | |
| 516548203 | 516548203 | Lantronix Inc | COM | 3561500 | 850000 | |
| 31846B108 | 31846B108 | First Advantage Corp | COM | 2696750 | 175000 | |
| 74758T303 | 74758T303 | Qualys Inc | COM | 9849212 | 76250 | |
| 462726100 | 462726100 | iRobot Corp | COM | 443450 | 9800 | |
| 02079K305 | 02079K305 | Alphabet Inc | COM | 5613930 | 46900 | |
| 306137209 | 306137209 | FalconStor Software Inc | COM | 196840 | 175000 | |
| 249906108 | 249906108 | Descartes Systems Group Inc/The | COM | 22419600 | 280000 |