0001512022-22-000005.txt : 20220804 0001512022-22-000005.hdr.sgml : 20220804 20220804101440 ACCESSION NUMBER: 0001512022-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220804 DATE AS OF CHANGE: 20220804 EFFECTIVENESS DATE: 20220804 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Herald Investment Management Ltd CENTRAL INDEX KEY: 0001512022 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14180 FILM NUMBER: 221135211 BUSINESS ADDRESS: STREET 1: 10-11 CHARTERHOUSE SQUARE CITY: LONDON STATE: X0 ZIP: EC1M 6EE BUSINESS PHONE: 0207 553 6308 MAIL ADDRESS: STREET 1: 10-11 CHARTERHOUSE SQUARE CITY: LONDON STATE: X0 ZIP: EC1M 6EE 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512022 XXXXXXXX 06-30-2022 06-30-2022 Herald Investment Management Ltd

10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE

13F HOLDINGS REPORT 028-14180 N Andrew Miller 442075536308 AndrewMiller London X0 08-04-2022 0 105 430506 false INFORMATION TABLE 2 13F_Report.xml AXT Inc COM 00246W103 877 150000 SH SOLE 0 150000 0 0 Absolute Software Corp COM 00386B109 2586 300000 SH SOLE 0 300000 0 0 Advanced Micro Devices Inc COM 007903107 3048 39863 SH SOLE 0 39863 0 0 Agilysys Inc COM 00847J105 3639 77000 SH SOLE 0 77000 0 0 Akamai Technologies Inc COM 00971T101 1388 15200 SH SOLE 0 15200 0 0 Akoustis Technologies Inc COM 00973N102 2325 628636 SH SOLE 0 628636 0 0 Alibaba Group Holding Ltd ADR 01609W102 659 5800 SH SOLE 0 5800 0 0 Alkami Technology Inc COM 01644J108 1388 100000 SH SOLE 0 100000 0 0 Alphabet Inc COM 02079K305 5110 2345 SH SOLE 0 2345 0 0 Amazon.com Inc COM 023135106 3401 32000 SH SOLE 0 32000 0 0 American Software Inc/GA COM 029683109 3130 194200 SH SOLE 0 194200 0 0 Amplitude Inc COM 03213A104 1071 75000 SH SOLE 0 75000 0 0 Apple Inc COM 037833100 5470 40000 SH SOLE 0 40000 0 0 Arista Networks Inc COM 040413106 1725 18400 SH SOLE 0 18400 0 0 Arlo Technologies Inc COM 04206A101 5803 927000 SH SOLE 0 927000 0 0 Arrow Electronics Inc COM 042735100 1703 15200 SH SOLE 0 15200 0 0 AvePoint Inc COM 053604104 1528 353007 SH SOLE 0 353007 0 0 Avid Technology Inc COM 05367P100 7770 300000 SH SOLE 0 300000 0 0 Ballard Power Systems Inc COM 058586108 3276 520000 SH SOLE 0 520000 0 0 Bandwidth Inc COM 05988J103 2625 139500 SH SOLE 0 139500 0 0 Brightcove Inc COM 10921T101 2677 425000 SH SOLE 0 425000 0 0 CYREN Ltd COM M26895108 16 8394 SH SOLE 0 8394 0 0 Cadence Design Systems Inc COM 127387108 2835 18900 SH SOLE 0 18900 0 0 CalAmp Corp COM 128126109 1248 300000 SH SOLE 0 300000 0 0 Celestica Inc COM 15101Q108 3402 350000 SH SOLE 0 350000 0 0 Ceva Inc COM 157210105 8817 262813 SH SOLE 0 262813 0 0 ChannelAdvisor Corp COM 159179100 3647 250000 SH SOLE 0 250000 0 0 Check Point Software Technologies Ltd COM 162825103 1120 9200 SH SOLE 0 9200 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 2085 83485 SH SOLE 0 83485 0 0 Cogent Communications Holdings Inc COM 19239V302 6683 110000 SH SOLE 0 110000 0 0 Cognyte Software Ltd COM M25133105 636 150000 SH SOLE 0 150000 0 0 Couchbase Inc COM 22207T101 1638 100000 SH SOLE 0 100000 0 0 Credo Technology Group Holding Ltd COM G25457105 1396 120000 SH SOLE 0 120000 0 0 CyberArk Software Ltd COM M2682V108 5245 41000 SH SOLE 0 41000 0 0 Descartes Systems Group Inc/The COM 249906108 19235 310000 SH SOLE 0 310000 0 0 Digital Turbine Inc COM 25400W102 3494 200000 SH SOLE 0 200000 0 0 Dynatrace Inc COM 268150109 1010 25600 SH SOLE 0 25600 0 0 Everspin Technologies Inc COM 30041T104 1424 275000 SH SOLE 0 275000 0 0 Fabrinet COM G3323L100 15646 193000 SH SOLE 0 193000 0 0 FalconStor Software Inc COM 306137209 192 175000 SH SOLE 0 175000 0 0 Five9 Inc COM 338307101 3646 40000 SH SOLE 0 40000 0 0 ForgeRock Inc COM 34631B101 1710 80000 SH SOLE 0 80000 0 0 FormFactor Inc COM 346375108 3600 93000 SH SOLE 0 93000 0 0 Freshworks Inc COM 358054104 802 61000 SH SOLE 0 61000 0 0 Harmonic Inc COM 413160102 3602 416000 SH SOLE 0 416000 0 0 HealthStream Inc COM 42222N103 3256 150000 SH SOLE 0 150000 0 0 Intel Corp COM 458140100 711 19000 SH SOLE 0 19000 0 0 Intellicheck Inc COM 45817G201 1272 636150 SH SOLE 0 636150 0 0 Inuvo Inc COM 46122W204 2520 5292857 SH SOLE 0 5292857 0 0 Issuer Direct Corp COM 46520M204 2244 90000 SH SOLE 0 90000 0 0 JFrog Ltd COM M6191J100 2107 100000 SH SOLE 0 100000 0 0 Kulicke & Soffa Industries Inc COM 501242101 6561 153295 SH SOLE 0 153295 0 0 Lantronix Inc COM 516548203 4104 760000 SH SOLE 0 760000 0 0 LivePerson Inc COM 538146101 6014 425650 SH SOLE 0 425650 0 0 ManTech International Corp/VA COM 564563104 3481 36485 SH SOLE 0 36485 0 0 Mandiant, Inc. COM 562662106 9675 443200 SH SOLE 0 443200 0 0 Match Group Inc COM 57667L107 616 8849 SH SOLE 0 8849 0 0 Micron Technology Inc COM 595112103 1384 25000 SH SOLE 0 25000 0 0 Microsoft Corp COM 594918104 6583 25632 SH SOLE 0 25632 0 0 Model N Inc COM 607525102 1277 50000 SH SOLE 0 50000 0 0 N-Able Inc COM 62878D100 3263 363000 SH SOLE 0 363000 0 0 nLight Inc COM 65487K100 255 25000 SH SOLE 0 25000 0 0 NeoPhotonics Corp COM 64051T100 3144 200000 SH SOLE 0 200000 0 0 NetApp Inc COM 64110D104 2317 35500 SH SOLE 0 35500 0 0 Ondas Holdings Inc COM 68236H204 2425 450000 SH SOLE 0 450000 0 0 One Stop Systems Inc COM 68247W109 2442 626234 SH SOLE 0 626234 0 0 Ooma Inc COM 683416101 2666 225400 SH SOLE 0 225400 0 0 PagerDuty Inc COM 69553P100 2478 100000 SH SOLE 0 100000 0 0 Pegasystems Inc COM 705573103 15619 326500 SH SOLE 0 326500 0 0 Ping Identity Holding Corp COM 72341T103 2899 160000 SH SOLE 0 160000 0 0 Pixelworks Inc COM 72581M305 513 270000 SH SOLE 0 270000 0 0 Power Integrations Inc COM 739276103 2850 38000 SH SOLE 0 38000 0 0 Qualys Inc COM 74758T303 12390 98250 SH SOLE 0 98250 0 0 Quantum Corp COM 747906501 1067 746850 SH SOLE 0 746850 0 0 QuickLogic Corp COM 74837P405 1503 180000 SH SOLE 0 180000 0 0 RADA Electronic Industries Ltd COM M81863124 3234 350000 SH SOLE 0 350000 0 0 RADCOM Ltd COM M81865111 1753 161000 SH SOLE 0 161000 0 0 RADWARE Ltd COM M81873107 16121 745000 SH SOLE 0 745000 0 0 Rapid7 Inc COM 753422104 2672 40000 SH SOLE 0 40000 0 0 Ribbon Communications Inc COM 762544104 3307 1088000 SH SOLE 0 1088000 0 0 Rimini Street Inc COM 76674Q107 5100 850000 SH SOLE 0 850000 0 0 SPS Commerce Inc COM 78463M107 11305 100000 SH SOLE 0 100000 0 0 SailPoint Technologies Holding Inc COM 78781P105 9720 155000 SH SOLE 0 155000 0 0 Silicom Ltd COM M84116108 4206 125000 SH SOLE 0 125000 0 0 Silicon Motion Technology Corp ADR 82706C108 31604 377506 SH SOLE 0 377506 0 0 SolarEdge Technologies Inc COM 83417M104 1203 4400 SH SOLE 0 4400 0 0 Streamline Health Solutions Inc COM 86323X106 756 600000 SH SOLE 0 600000 0 0 Super Micro Computer Inc COM 86800U104 17123 425100 SH SOLE 0 425100 0 0 TTEC Holdings Inc COM 89854H102 7465 109970 SH SOLE 0 109970 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 777 9500 SH SOLE 0 9500 0 0 Tecogen Inc/Waltham MA COM 87876P201 362 321078 SH SOLE 0 321078 0 0 Telos Corp COM 87969B101 1414 175000 SH SOLE 0 175000 0 0 Teradyne Inc COM 880770102 1603 17900 SH SOLE 0 17900 0 0 Texas Instruments Inc COM 882508104 630 4100 SH SOLE 0 4100 0 0 Thryv Holdings Inc COM 886029206 3005 134651 SH SOLE 0 134651 0 0 Tower Semiconductor Ltd COM M87915274 8628 186800 SH SOLE 0 186800 0 0 Tufin Software Technologies Ltd COM M8893U102 2637 210000 SH SOLE 0 210000 0 0 Ultra Clean Holdings Inc COM 90385V107 1040 35000 SH SOLE 0 35000 0 0 VASCO Data Security International Inc COM 68287N100 2378 200000 SH SOLE 0 200000 0 0 Varonis Systems Inc COM 922280102 13946 475500 SH SOLE 0 475500 0 0 Vertex Inc COM 92538J106 1698 150000 SH SOLE 0 150000 0 0 ViaSat Inc COM 92552V100 3063 100000 SH SOLE 0 100000 0 0 Vicor Corp COM 925815102 7655 140000 SH SOLE 0 140000 0 0 Yelp Inc COM 985817105 2221 80000 SH SOLE 0 80000 0 0 Zoom Video Communications Inc COM 98980L101 1916 17750 SH SOLE 0 17750 0 0