0001512022-24-000001.txt : 20240214 0001512022-24-000001.hdr.sgml : 20240214 20240214110310 ACCESSION NUMBER: 0001512022-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Herald Investment Management Ltd CENTRAL INDEX KEY: 0001512022 ORGANIZATION NAME: 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: 24634100 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 12-31-2023 12-31-2023 Herald Investment Management Ltd
10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE
13F HOLDINGS REPORT 028-14180 N
Andrew Miller Finance Manager 00442075536300 Andrew Miller London X0 02-14-2024 0 98 523513700 false
INFORMATION TABLE 2 13F_Report.xml ADTRAN Holdings Inc COM 00486H105 2936000 400000 SH SOLE 0 400000 0 0 Advanced Micro Devices Inc COM 007903107 6913452 46905 SH SOLE 0 46905 0 0 Akamai Technologies Inc COM 00971T101 1798708 15200 SH SOLE 0 15200 0 0 Akoustis Technologies Inc COM 00973N102 1089709 1303636 SH SOLE 0 1303636 0 0 Alibaba Group Holding Ltd ADR 01609W102 449505 5800 SH SOLE 0 5800 0 0 Alkami Technology Inc COM 01644J108 3637500 150000 SH SOLE 0 150000 0 0 Alphabet Inc COM 02079K305 6550690 46900 SH SOLE 0 46900 0 0 Amazon.com Inc COM 023135106 6183230 40700 SH SOLE 0 40700 0 0 American Software Inc/GA COM 029683109 3898500 345000 SH SOLE 0 345000 0 0 Apple Inc COM 037833100 4812683 25000 SH SOLE 0 25000 0 0 Arista Networks Inc COM 040413106 4332874 18400 SH SOLE 0 18400 0 0 Arlo Technologies Inc COM 04206A101 10376906 1090992 SH SOLE 0 1090992 0 0 Arrow Electronics Inc COM 042735100 1857981 15200 SH SOLE 0 15200 0 0 Arteris Inc COM 04302A104 1397002 237182 SH SOLE 0 237182 0 0 AvePoint Inc COM 053604104 3489250 425000 SH SOLE 0 425000 0 0 Aviat Networks Inc COM 05366Y201 4082500 125000 SH SOLE 0 125000 0 0 AvidXchange Holdings Inc COM 05368X102 2852000 230000 SH SOLE 0 230000 0 0 Aware Inc/MA COM 05453N100 713800 430000 SH SOLE 0 430000 0 0 Bandwidth Inc COM 05988J103 2601000 180000 SH SOLE 0 180000 0 0 Brightcove Inc COM 10921T101 1096500 425000 SH SOLE 0 425000 0 0 Cadence Design Systems Inc COM 127387108 1361690 5000 SH SOLE 0 5000 0 0 CalAmp Corp COM 128126109 75000 300000 SH SOLE 0 300000 0 0 Celestica Inc COM 15101Q108 13176000 450000 SH SOLE 0 450000 0 0 Ceva Inc COM 157210105 7358000 325000 SH SOLE 0 325000 0 0 Check Point Software Technologies Ltd COM 162825103 1405502 9200 SH SOLE 0 9200 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 2096256 78394 SH SOLE 0 78394 0 0 CI&T Inc COM G21307106 1849550 355000 SH SOLE 0 355000 0 0 Climb Global Solutions Inc COM 946760105 1918700 35000 SH SOLE 0 35000 0 0 Cogent Communications Holdings Inc COM 19239V302 13993230 184000 SH SOLE 0 184000 0 0 Cognyte Software Ltd COM M25133105 964500 150000 SH SOLE 0 150000 0 0 Couchbase Inc COM 22207T101 3378000 150000 SH SOLE 0 150000 0 0 CyberArk Software Ltd COM M2682V108 9703420 44300 SH SOLE 0 44300 0 0 Descartes Systems Group Inc/The COM 249906108 21412350 255000 SH SOLE 0 255000 0 0 Digital Turbine Inc COM 25400W102 1372000 200000 SH SOLE 0 200000 0 0 Dynatrace Inc COM 268150109 2460760 45000 SH SOLE 0 45000 0 0 EMCORE Corp COM 290846203 960000 2000000 SH SOLE 0 2000000 0 0 EngageSmart Inc COM 29283F103 4580000 200000 SH SOLE 0 200000 0 0 Everspin Technologies Inc COM 30041T104 2486000 275000 SH SOLE 0 275000 0 0 Fabrinet COM G3323L100 36698225 193000 SH SOLE 0 193000 0 0 FalconStor Software Inc COM 306137209 234500 175000 SH SOLE 0 175000 0 0 First Advantage Corp COM 31846B108 3728250 225000 SH SOLE 0 225000 0 0 Five9 Inc COM 338307101 4186186 53200 SH SOLE 0 53200 0 0 FormFactor Inc COM 346375108 4933330 118300 SH SOLE 0 118300 0 0 Franklin Covey Co COM 353469109 2178500 50000 SH SOLE 0 50000 0 0 Freshworks Inc COM 358054104 1432721 61000 SH SOLE 0 61000 0 0 Genasys Inc COM 36872P103 1522500 750000 SH SOLE 0 750000 0 0 Harmonic Inc COM 413160102 8476000 650000 SH SOLE 0 650000 0 0 HealthStream Inc COM 42222N103 4730250 175000 SH SOLE 0 175000 0 0 Intel Corp COM 458140100 954638 19000 SH SOLE 0 19000 0 0 Intellicheck Inc COM 45817G201 1710000 900000 SH SOLE 0 900000 0 0 Inuvo Inc COM 46122W204 2589464 6092857 SH SOLE 0 6092857 0 0 iRobot Corp COM 462726100 379215 9800 SH SOLE 0 9800 0 0 Issuer Direct Corp COM 46520M204 1566000 90000 SH SOLE 0 90000 0 0 Jamf Holding Corp COM 47074L105 2257500 125000 SH SOLE 0 125000 0 0 JFrog Ltd COM M6191J100 6575900 190000 SH SOLE 0 190000 0 0 Kulicke & Soffa Industries Inc COM 501242101 11811524 216100 SH SOLE 0 216100 0 0 Lantronix Inc COM 516548203 4981000 850000 SH SOLE 0 850000 0 0 Leonardo DRS Inc COM 52661A108 7014000 350000 SH SOLE 0 350000 0 0 LivePerson Inc COM 538146101 1613213 425650 SH SOLE 0 425650 0 0 Micron Technology Inc COM 595112103 3071878 36000 SH SOLE 0 36000 0 0 Microsoft Corp COM 594918104 9566083 25442 SH SOLE 0 25442 0 0 N-Able Inc COM 62878D100 4809652 363000 SH SOLE 0 363000 0 0 NetApp Inc COM 64110D104 1075425 12200 SH SOLE 0 12200 0 0 nLight Inc COM 65487K100 1349000 100000 SH SOLE 0 100000 0 0 One Stop Systems Inc COM 68247W109 1315091 626234 SH SOLE 0 626234 0 0 Onespan Inc COM 68287N100 2144000 200000 SH SOLE 0 200000 0 0 Ooma Inc COM 683416101 2787200 260000 SH SOLE 0 260000 0 0 Pegasystems Inc COM 705573103 15946623 326500 SH SOLE 0 326500 0 0 Power Integrations Inc COM 739276103 3120560 38000 SH SOLE 0 38000 0 0 Qualys Inc COM 74758T303 14524720 74000 SH SOLE 0 74000 0 0 Quantum Corp COM 747906501 345300 1000000 SH SOLE 0 1000000 0 0 QuickLogic Corp COM 74837P405 5616377 407279 SH SOLE 0 407279 0 0 RADCOM Ltd COM M81865111 1671600 210000 SH SOLE 0 210000 0 0 RADWARE Ltd COM M81873107 13344000 800000 SH SOLE 0 800000 0 0 Ribbon 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Holdings Inc COM 886029206 2723990 134651 SH SOLE 0 134651 0 0 Tower Semiconductor Ltd COM M87915274 6042690 198000 SH SOLE 0 198000 0 0 TTEC Holdings Inc COM 89854H102 3033800 140000 SH SOLE 0 140000 0 0 Valens Semiconductor Ltd COM M9607U115 2447459 998963 SH SOLE 0 998963 0 0 Varonis Systems Inc COM 922280102 22106068 488500 SH SOLE 0 488500 0 0 Vertex Inc COM 92538J106 3232800 120000 SH SOLE 0 120000 0 0 ViaSat Inc COM 92552V100 2792000 100000 SH SOLE 0 100000 0 0 Vicor Corp COM 925815102 6291600 140000 SH SOLE 0 140000 0 0 Yelp Inc COM 985817105 3786400 80000 SH SOLE 0 80000 0 0 Zoom Video Communications Inc COM 98980L101 1862969 25910 SH SOLE 0 25910 0 0