0001512022-20-000002.txt : 20200514 0001512022-20-000002.hdr.sgml : 20200514 20200514093818 ACCESSION NUMBER: 0001512022-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 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: 20875615 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 03-31-2020 03-31-2020 Herald Investment Management Ltd

10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE

13F HOLDINGS REPORT 028-14180 N Andrew Miller 02075536308 Andrew Miller London X0 05-14-2020 0 93 330258 false INFORMATION TABLE 2 13F_Report.xml 51job Inc ADR 316827104 5254 86000 SH SOLE 86000 0 0 58.com Inc ADR 31680Q104 389 8000 SH SOLE 8000 0 0 AXT Inc COM 00246W103 480 150000 SH SOLE 150000 0 0 Adesto Technologies Corp COM 00687D101 4818 431000 SH SOLE 431000 0 0 Advanced Micro Devices Inc COM 007903107 1922 42300 SH SOLE 42300 0 0 Agilysys Inc COM 00847J105 1275 77000 SH SOLE 77000 0 0 Akamai Technologies Inc COM 00971T101 1390 15200 SH SOLE 15200 0 0 Akoustis Technologies Inc COM 00973N102 3325 628636 SH SOLE 628636 0 0 Alibaba Group Holding Ltd ADR 01609W102 1126 5800 SH SOLE 5800 0 0 Alpha & Omega Semiconductor Ltd COM G6331P104 119 18798 SH SOLE 18798 0 0 Alphabet Inc COM 02079K305 3377 2907 SH SOLE 2907 0 0 Alteryx Inc COM 02156B103 8174 86000 SH SOLE 86000 0 0 Amazon.com Inc COM 023135106 2529 1300 SH SOLE 1300 0 0 Apple Inc COM 037833100 3079 12110 SH SOLE 12110 0 0 Arrow Electronics Inc COM 042735100 404 7800 SH SOLE 7800 0 0 Ballard Power Systems Inc COM 058586108 4864 640000 SH SOLE 640000 0 0 Bandwidth Inc COM 05988J103 4896 72841 SH SOLE 72841 0 0 Boingo Wireless Inc COM 09739C102 3717 351739 SH SOLE 351739 0 0 Bottomline Technologies de Inc COM 101388106 5438 148800 SH SOLE 148800 0 0 Brightcove Inc COM 10921T101 3278 471000 SH SOLE 471000 0 0 Cadence Design Systems Inc COM 127387108 1393 21100 SH SOLE 21100 0 0 Celestica Inc COM 15101Q108 1053 300000 SH SOLE 300000 0 0 Ceva Inc COM 157210105 6080 244882 SH SOLE 244882 0 0 Check Point Software Technologies Ltd COM 162825103 924 9200 SH SOLE 9200 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 1452 83485 SH SOLE 83485 0 0 Cloudera Inc COM 18914U100 4715 599908 SH SOLE 599908 0 0 CyberArk Software Ltd COM M2682V108 4468 52400 SH SOLE 52400 0 0 DASAN Zhone Solutions Inc COM 23305L206 866 211810 SH SOLE 211810 0 0 Descartes Systems Group Inc/The COM 249906108 15664 456300 SH SOLE 456300 0 0 Digital Turbine Inc COM 25400W102 1422 330000 SH SOLE 330000 0 0 Everspin Technologies Inc COM 30041T104 655 255000 SH SOLE 255000 0 0 Fabrinet COM G3323L100 9680 177500 SH SOLE 177500 0 0 Fitbit Inc COM 33812L102 2497 375000 SH SOLE 375000 0 0 Five9 Inc COM 338307101 18044 236000 SH SOLE 236000 0 0 Gridsum Holding Inc ADR 398132100 68 100000 SH SOLE 100000 0 0 Harmonic Inc COM 413160102 2875 500000 SH SOLE 500000 0 0 IAC/InterActiveCorp COM 44919P508 734 4100 SH SOLE 4100 0 0 Inphi Corp COM 45772F107 7093 90000 SH SOLE 90000 0 0 Intel Corp COM 458140100 1028 19000 SH SOLE 19000 0 0 Intellicheck Inc COM 45817G201 1058 315000 SH SOLE 315000 0 0 Inuvo Inc COM 46122W204 1350 6142857 SH SOLE 6142857 0 0 Issuer Direct Corp COM 46520M204 798 90000 SH SOLE 90000 0 0 Kulicke & Soffa Industries Inc COM 501242101 1453 69795 SH SOLE 69795 0 0 Lantronix Inc COM 516548203 1377 706425 SH SOLE 706425 0 0 Leidos Holdings Inc COM 525327102 376 4112 SH SOLE 4112 0 0 LivePerson Inc COM 538146101 11370 500000 SH SOLE 500000 0 0 Manhattan Associates Inc COM 562750109 2266 45500 SH SOLE 45500 0 0 Marchex Inc COM 56624R108 196 137291 SH SOLE 137291 0 0 Materialise NV ADR 57667T100 1624 87456 SH SOLE 87456 0 0 Medallia Inc COM 584021109 540 27000 SH SOLE 27000 0 0 MeetMe Inc COM 58513U101 2628 450000 SH SOLE 450000 0 0 Mellanox Technologies Ltd COM M51363113 23316 192270 SH SOLE 192270 0 0 Micron Technology Inc COM 595112103 1051 25000 SH SOLE 25000 0 0 Microsoft Corp COM 594918104 4277 27132 SH SOLE 27132 0 0 Mimecast Ltd COM G14838109 7940 225000 SH SOLE 225000 0 0 Model N Inc COM 607525102 2457 111000 SH SOLE 111000 0 0 NVIDIA Corp COM 67066G104 382 1450 SH SOLE 1450 0 0 NXP Semiconductors NV COM N6596X109 821 9923 SH SOLE 9923 0 0 NeoPhotonics Corp COM 64051T100 1015 140000 SH SOLE 140000 0 0 NetApp Inc COM 64110D104 635 15250 SH SOLE 15250 0 0 One Stop Systems Inc COM 68247W109 1074 746234 SH SOLE 746234 0 0 Ooma Inc COM 683416101 1709 144000 SH SOLE 144000 0 0 Pegasystems Inc COM 705573103 23880 335300 SH SOLE 335300 0 0 Pluralsight Inc COM 72941B106 1642 150000 SH SOLE 150000 0 0 Power Integrations Inc COM 739276103 3349 38000 SH SOLE 38000 0 0 Qualys Inc COM 74758T303 7577 87250 SH SOLE 87250 0 0 RADA Electronic Industries Ltd COM M81863124 1214 350000 SH SOLE 350000 0 0 RADCOM Ltd COM M81865111 969 161000 SH SOLE 161000 0 0 RADWARE Ltd COM M81873107 16208 770000 SH SOLE 770000 0 0 Rapid7 Inc COM 753422104 2247 52060 SH SOLE 52060 0 0 Resonant Inc COM 76118L102 1470 1000000 SH SOLE 1000000 0 0 Ribbon Communications Inc COM 762544104 1823 610000 SH SOLE 610000 0 0 SPS Commerce Inc COM 78463M107 4649 100000 SH SOLE 100000 0 0 Safeguard Scientifics Inc COM 786449207 613 111000 SH SOLE 111000 0 0 SailPoint Technologies Holding Inc COM 78781P105 2352 155000 SH SOLE 155000 0 0 SharpSpring Inc COM 820054104 2318 388293 SH SOLE 388293 0 0 Silicom Ltd COM M84116108 1345 50000 SH SOLE 50000 0 0 Silicon Motion Technology Corp ADR 82706C108 13095 357206 SH SOLE 357206 0 0 Super Micro Computer Inc COM 86800U104 6037 286000 SH SOLE 286000 0 0 TTEC Holdings Inc COM 89854H102 1463 40000 SH SOLE 40000 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 454 9500 SH SOLE 9500 0 0 Tecogen Inc/Waltham MA COM 87876P201 298 321078 SH SOLE 321078 0 0 Teradyne Inc COM 880770102 969 17900 SH SOLE 17900 0 0 Tower Semiconductor Ltd COM M87915274 1384 87000 SH SOLE 87000 0 0 VASCO Data Security International Inc COM 68287N100 3616 200000 SH SOLE 200000 0 0 Varonis Systems Inc COM 922280102 9680 153000 SH SOLE 153000 0 0 Veritone Inc COM 92347M100 440 190000 SH SOLE 190000 0 0 ViaSat Inc COM 92552V100 3591 100000 SH SOLE 100000 0 0 Vicor Corp COM 925815102 2302 52000 SH SOLE 52000 0 0 Xilinx Inc COM 983919101 1477 19000 SH SOLE 19000 0 0 Yelp Inc COM 985817105 1619 90000 SH SOLE 90000 0 0 Zscaler Inc COM 98980G102 1639 27000 SH SOLE 27000 0 0 nLight Inc COM 65487K100 260 25000 SH SOLE 25000 0 0