0001512022-23-000005.txt : 20230504 0001512022-23-000005.hdr.sgml : 20230504 20230504120001 ACCESSION NUMBER: 0001512022-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 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: 23887378 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 X0202 13F-HR LIVE false false false 0001512022 XXXXXXXX 03-31-2023 03-31-2023 Herald Investment Management Ltd

10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE

13F HOLDINGS REPORT 028-14180 N Mehul Bhudia 00442075536300 Mehul Bhudia LONDON X0 05-04-2023 0 96 450053674 false INFORMATION TABLE 2 13F_Report.xml Absolute Software Corp COM 00386B109 3895000 500000 SH SOLE 0 500000 0 0 ADTRAN Holdings Inc COM 00486H105 4755000 300000 SH SOLE 0 300000 0 0 Advanced Micro Devices Inc COM 007903107 4597159 46905 SH SOLE 0 46905 0 0 Akamai Technologies Inc COM 00971T101 1190160 15200 SH SOLE 0 15200 0 0 Akoustis Technologies Inc COM 00973N102 4002163 1303636 SH SOLE 0 1303636 0 0 Alibaba Group Holding Ltd ADR 01609W102 592644 5800 SH SOLE 0 5800 0 0 Alkami Technology Inc COM 01644J108 1897500 150000 SH SOLE 0 150000 0 0 Alphabet Inc COM 02079K305 4864937 46900 SH SOLE 0 46900 0 0 Amazon.com Inc COM 023135106 4203903 40700 SH SOLE 0 40700 0 0 American Software Inc/GA COM 029683109 2767600 220000 SH SOLE 0 220000 0 0 Amplitude Inc COM 03213A104 932250 75000 SH SOLE 0 75000 0 0 Apple Inc COM 037833100 5771500 35000 SH SOLE 0 35000 0 0 Arista Networks Inc COM 040413106 3088624 18400 SH SOLE 0 18400 0 0 Arlo Technologies Inc COM 04206A101 6508620 1077000 SH SOLE 0 1077000 0 0 Arrow Electronics Inc COM 042735100 1898024 15200 SH SOLE 0 15200 0 0 Arteris Inc COM 04302A104 1003280 237182 SH SOLE 0 237182 0 0 AvePoint Inc COM 053604104 1450859 353007 SH SOLE 0 353007 0 0 Aviat Networks Inc COM 05366Y201 2579250 75000 SH SOLE 0 75000 0 0 Avid Technology Inc COM 05367P100 9582000 300000 SH SOLE 0 300000 0 0 AXT Inc COM 00246W103 595500 150000 SH SOLE 0 150000 0 0 Bandwidth Inc COM 05988J103 2734200 180000 SH SOLE 0 180000 0 0 Brightcove Inc COM 10921T101 1887000 425000 SH SOLE 0 425000 0 0 Cadence Design Systems Inc COM 127387108 3970701 18900 SH SOLE 0 18900 0 0 CalAmp Corp COM 128126109 1068000 300000 SH SOLE 0 300000 0 0 Celestica Inc COM 15101Q108 5805000 450000 SH SOLE 0 450000 0 0 Ceva Inc COM 157210105 8506400 280000 SH SOLE 0 280000 0 0 Check Point Software Technologies Ltd COM 162825103 1196000 9200 SH SOLE 0 9200 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 2087960 83485 SH SOLE 0 83485 0 0 Climb Global Solutions Inc COM 946760105 1039113 19669 SH SOLE 0 19669 0 0 Cogent Communications Holdings Inc COM 19239V302 7955000 125000 SH SOLE 0 125000 0 0 Cognyte Software Ltd COM M25133105 505500 150000 SH SOLE 0 150000 0 0 Couchbase Inc COM 22207T101 2100000 150000 SH SOLE 0 150000 0 0 CyberArk Software Ltd COM M2682V108 6056520 41000 SH SOLE 0 41000 0 0 Descartes Systems Group Inc/The COM 249906108 22971000 285000 SH SOLE 0 285000 0 0 Digital Turbine Inc COM 25400W102 2468000 200000 SH SOLE 0 200000 0 0 Dynatrace Inc COM 268150109 1082880 25600 SH SOLE 0 25600 0 0 Everspin Technologies Inc COM 30041T104 1872750 275000 SH SOLE 0 275000 0 0 Fabrinet COM G3323L100 22907400 193000 SH SOLE 0 193000 0 0 FalconStor Software Inc COM 306137209 329000 175000 SH SOLE 0 175000 0 0 Five9 Inc COM 338307101 2892400 40000 SH SOLE 0 40000 0 0 ForgeRock Inc COM 34631B101 3601500 175000 SH SOLE 0 175000 0 0 FormFactor Inc COM 346375108 3264810 102600 SH SOLE 0 102600 0 0 Freshworks Inc COM 358054104 936960 61000 SH SOLE 0 61000 0 0 Harmonic Inc COM 413160102 8383500 575000 SH SOLE 0 575000 0 0 HealthStream Inc COM 42222N103 4739000 175000 SH SOLE 0 175000 0 0 Intel Corp COM 458140100 620730 19000 SH SOLE 0 19000 0 0 Intellicheck Inc COM 45817G201 1875000 750000 SH SOLE 0 750000 0 0 Inuvo Inc COM 46122W204 1537575 5292857 SH SOLE 0 5292857 0 0 Issuer Direct Corp COM 46520M204 1872900 90000 SH SOLE 0 90000 0 0 Jamf Holding Corp COM 47074L105 2427500 125000 SH SOLE 0 125000 0 0 JFrog Ltd COM M6191J100 3447500 175000 SH SOLE 0 175000 0 0 Kulicke & Soffa Industries Inc COM 501242101 8736814 165895 SH SOLE 0 165895 0 0 Lantronix Inc COM 516548203 3689000 850000 SH SOLE 0 850000 0 0 Leonardo DRS Inc COM 52661A108 4539500 350000 SH SOLE 0 350000 0 0 LivePerson Inc COM 538146101 1877116 425650 SH SOLE 0 425650 0 0 Micron Technology Inc COM 595112103 2172240 36000 SH SOLE 0 36000 0 0 Microsoft Corp COM 594918104 7969188 27642 SH SOLE 0 27642 0 0 N-Able Inc COM 62878D100 4788600 363000 SH SOLE 0 363000 0 0 NetApp Inc COM 64110D104 2266675 35500 SH SOLE 0 35500 0 0 nLight Inc COM 65487K100 254500 25000 SH SOLE 0 25000 0 0 Ondas Holdings Inc COM 68236H204 481500 450000 SH SOLE 0 450000 0 0 One Stop Systems Inc COM 68247W109 1553060 626234 SH SOLE 0 626234 0 0 Onespan Inc COM 68287N100 3490000 200000 SH SOLE 0 200000 0 0 Ooma Inc COM 683416101 2817500 225400 SH SOLE 0 225400 0 0 PagerDuty Inc COM 69553P100 3496000 100000 SH SOLE 0 100000 0 0 Pegasystems Inc COM 705573103 15828720 326500 SH SOLE 0 326500 0 0 Power Integrations Inc COM 739276103 3214040 38000 SH SOLE 0 38000 0 0 Qualys Inc COM 74758T303 9912500 76250 SH SOLE 0 76250 0 0 Quantum Corp COM 747906501 1130000 1000000 SH SOLE 0 1000000 0 0 QuickLogic Corp COM 74837P405 2411092 407279 SH SOLE 0 407279 0 0 RADCOM Ltd COM M81865111 2058000 210000 SH SOLE 0 210000 0 0 RADWARE Ltd COM M81873107 17746500 825000 SH SOLE 0 825000 0 0 Ribbon Communications Inc COM 762544104 4828113 1415869 SH SOLE 0 1415869 0 0 Rimini Street Inc COM 76674Q107 3493500 850000 SH SOLE 0 850000 0 0 SecureWorks Corp COM 81374A105 1439880 169000 SH SOLE 0 169000 0 0 Silicom Ltd COM M84116108 4627500 125000 SH SOLE 0 125000 0 0 Silicon Motion Technology Corp ADR 82706C108 25183321 384906 SH SOLE 0 384906 0 0 SolarEdge Technologies Inc COM 83417M104 1337380 4400 SH SOLE 0 4400 0 0 SPS Commerce Inc COM 78463M107 14451400 95000 SH SOLE 0 95000 0 0 Streamline Health Solutions Inc COM 86323X106 1732453 978787 SH SOLE 0 978787 0 0 Super Micro Computer Inc COM 86800U104 42626905 400100 SH SOLE 0 400100 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 883690 9500 SH SOLE 0 9500 0 0 Tecogen Inc/Waltham MA COM 87876P201 381280 321078 SH SOLE 0 321078 0 0 Telos Corp COM 87969B101 441000 175000 SH SOLE 0 175000 0 0 Teradyne Inc COM 880770102 1924429 17900 SH SOLE 0 17900 0 0 Texas Instruments Inc COM 882508104 762641 4100 SH SOLE 0 4100 0 0 Thryv Holdings Inc COM 886029206 3103706 134651 SH SOLE 0 134651 0 0 Tower Semiconductor Ltd COM M87915274 8406600 198000 SH SOLE 0 198000 0 0 TTEC Holdings Inc COM 89854H102 4090884 109970 SH SOLE 0 109970 0 0 Valens Semiconductor Ltd COM M9607U115 1088846 341331 SH SOLE 0 341331 0 0 Varonis Systems Inc COM 922280102 13080535 503075 SH SOLE 0 503075 0 0 Vertex Inc COM 92538J106 3100500 150000 SH SOLE 0 150000 0 0 ViaSat Inc COM 92552V100 3383000 100000 SH SOLE 0 100000 0 0 Vicor Corp COM 925815102 6567400 140000 SH SOLE 0 140000 0 0 Yelp Inc COM 985817105 2455200 80000 SH SOLE 0 80000 0 0 Zoom Video Communications Inc COM 98980L101 1913194 25910 SH SOLE 0 25910 0 0