0001512022-22-000004.txt : 20220516 0001512022-22-000004.hdr.sgml : 20220516 20220516113637 ACCESSION NUMBER: 0001512022-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926797 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 03-31-2022 03-31-2022 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 05-16-2022 0 107 549101 false INFORMATION TABLE 2 13F_Report.xml 51job Inc ADR 316827104 5031 86000 SH SOLE 86000 0 0 AXT Inc COM 00246W103 1050 150000 SH SOLE 150000 0 0 Absolute Software Corp COM 00386B109 2107 250000 SH SOLE 250000 0 0 Advanced Micro Devices Inc COM 007903107 4358 39863 SH SOLE 39863 0 0 Agilysys Inc COM 00847J105 3066 77000 SH SOLE 77000 0 0 Akamai Technologies Inc COM 00971T101 1814 15200 SH SOLE 15200 0 0 Akoustis Technologies Inc COM 00973N102 4079 628636 SH SOLE 628636 0 0 Alibaba Group Holding Ltd ADR 01609W102 631 5800 SH SOLE 5800 0 0 Alkami Technology Inc COM 01644J108 1428 100000 SH SOLE 100000 0 0 Alphabet Inc COM 02079K305 6520 2345 SH SOLE 2345 0 0 Amazon.com Inc COM 023135106 5215 1600 SH SOLE 1600 0 0 American Software Inc/GA COM 029683109 4039 194200 SH SOLE 194200 0 0 Apple Inc COM 037833100 8461 48440 SH SOLE 48440 0 0 Arista Networks Inc COM 040413106 2555 18400 SH SOLE 18400 0 0 Arlo Technologies Inc COM 04206A101 6257 706244 SH SOLE 706244 0 0 Arrow Electronics Inc COM 042735100 1803 15200 SH SOLE 15200 0 0 AvePoint Inc COM 053604104 1853 353007 SH SOLE 353007 0 0 Avid Technology Inc COM 05367P100 9401 270000 SH SOLE 270000 0 0 Ballard Power Systems Inc COM 058586108 6052 520000 SH SOLE 520000 0 0 Bandwidth Inc COM 05988J103 3476 107500 SH SOLE 107500 0 0 Bottomline Technologies de Inc COM 101388106 10313 182000 SH SOLE 182000 0 0 Brightcove Inc COM 10921T101 3310 425000 SH SOLE 425000 0 0 CYREN Ltd COM M26895108 42 8394 SH SOLE 8394 0 0 Cadence Design Systems Inc COM 127387108 3108 18900 SH SOLE 18900 0 0 CalAmp Corp COM 128126109 2187 300000 SH SOLE 300000 0 0 Celestica Inc COM 15101Q108 3570 300000 SH SOLE 300000 0 0 Ceva Inc COM 157210105 10649 262813 SH SOLE 262813 0 0 ChannelAdvisor Corp COM 159179100 2482 150000 SH SOLE 150000 0 0 Check Point Software Technologies Ltd COM 162825103 1271 9200 SH SOLE 9200 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 2959 83485 SH SOLE 83485 0 0 Cogent Communications Holdings Inc COM 19239V302 6315 95300 SH SOLE 95300 0 0 Cognyte Software Ltd COM M25133105 1695 150000 SH SOLE 150000 0 0 Couchbase Inc COM 22207T101 1130 65000 SH SOLE 65000 0 0 Credo Technology Group Holding Ltd COM G25457105 1339 88138 SH SOLE 88138 0 0 CyberArk Software Ltd COM M2682V108 6918 41000 SH SOLE 41000 0 0 Descartes Systems Group Inc/The COM 249906108 22679 310000 SH SOLE 310000 0 0 Digital Turbine Inc COM 25400W102 7446 170000 SH SOLE 170000 0 0 Dynatrace Inc COM 268150109 1205 25600 SH SOLE 25600 0 0 Everspin Technologies Inc COM 30041T104 2140 247738 SH SOLE 247738 0 0 Fabrinet COM G3323L100 20259 193000 SH SOLE 193000 0 0 FalconStor Software Inc COM 306137209 192 175000 SH SOLE 175000 0 0 FireEye Inc COM 562662106 9883 443200 SH SOLE 443200 0 0 Five9 Inc COM 338307101 4416 40000 SH SOLE 40000 0 0 ForgeRock Inc COM 34631B101 855 39000 SH SOLE 39000 0 0 FormFactor Inc COM 346375108 3901 93000 SH SOLE 93000 0 0 Freshworks Inc COM 358054104 447 25000 SH SOLE 25000 0 0 Harmonic Inc COM 413160102 3860 416000 SH SOLE 416000 0 0 HealthStream Inc COM 42222N103 2986 150000 SH SOLE 150000 0 0 Intel Corp COM 458140100 940 19000 SH SOLE 19000 0 0 Intellicheck Inc COM 45817G201 942 372700 SH SOLE 372700 0 0 Inuvo Inc COM 46122W204 2588 5292857 SH SOLE 5292857 0 0 Issuer Direct Corp COM 46520M204 2652 90000 SH SOLE 90000 0 0 JFrog Ltd COM M6191J100 2694 100000 SH SOLE 100000 0 0 Kulicke & Soffa Industries Inc COM 501242101 8569 153295 SH SOLE 153295 0 0 Lantronix Inc COM 516548203 5069 760000 SH SOLE 760000 0 0 Leidos Holdings Inc COM 525327102 444 4112 SH SOLE 4112 0 0 LivePerson Inc COM 538146101 10381 425650 SH SOLE 425650 0 0 ManTech International Corp/VA COM 564563104 3146 36485 SH SOLE 36485 0 0 Match Group Inc COM 57667L107 961 8849 SH SOLE 8849 0 0 Micron Technology Inc COM 595112103 1947 25000 SH SOLE 25000 0 0 Microsoft Corp COM 594918104 7896 25632 SH SOLE 25632 0 0 Mimecast Ltd COM G14838109 23467 295000 SH SOLE 295000 0 0 Model N Inc COM 607525102 1881 70000 SH SOLE 70000 0 0 N-Able Inc COM 62878D100 3299 363000 SH SOLE 363000 0 0 NeoPhotonics Corp COM 64051T100 3040 200000 SH SOLE 200000 0 0 NetApp Inc COM 64110D104 2655 32000 SH SOLE 32000 0 0 Ondas Holdings Inc COM 68236H204 3285 450000 SH SOLE 450000 0 0 One Stop Systems Inc COM 68247W109 2392 626234 SH SOLE 626234 0 0 Ooma Inc COM 683416101 3371 225400 SH SOLE 225400 0 0 PagerDuty Inc COM 69553P100 3419 100000 SH SOLE 100000 0 0 Pegasystems Inc COM 705573103 26299 326500 SH SOLE 326500 0 0 Ping Identity Holding Corp COM 72341T103 4385 160000 SH SOLE 160000 0 0 Pixelworks Inc COM 72581M305 796 270000 SH SOLE 270000 0 0 Power Integrations Inc COM 739276103 3519 38000 SH SOLE 38000 0 0 Qualys Inc COM 74758T303 13980 98250 SH SOLE 98250 0 0 Quantum Corp COM 747906501 1186 525000 SH SOLE 525000 0 0 QuickLogic Corp COM 74837P405 990 180000 SH SOLE 180000 0 0 RADA Electronic Industries Ltd COM M81863124 4875 350000 SH SOLE 350000 0 0 RADCOM Ltd COM M81865111 2051 161000 SH SOLE 161000 0 0 RADWARE Ltd COM M81873107 23765 745000 SH SOLE 745000 0 0 Rapid7 Inc COM 753422104 4449 40000 SH SOLE 40000 0 0 Ribbon Communications Inc COM 762544104 3361 1088000 SH SOLE 1088000 0 0 Rimini Street Inc COM 76674Q107 4930 850000 SH SOLE 850000 0 0 SPS Commerce Inc COM 78463M107 13104 100000 SH SOLE 100000 0 0 SailPoint Technologies Holding Inc COM 78781P105 7929 155000 SH SOLE 155000 0 0 Silicom Ltd COM M84116108 3906 100000 SH SOLE 100000 0 0 Silicon Motion Technology Corp ADR 82706C108 25179 377506 SH SOLE 377506 0 0 Streamline Health Solutions Inc COM 86323X106 960 600000 SH SOLE 600000 0 0 Super Micro Computer Inc COM 86800U104 15173 399000 SH SOLE 399000 0 0 TTEC Holdings Inc COM 89854H102 9054 109970 SH SOLE 109970 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 990 9500 SH SOLE 9500 0 0 Tecogen Inc/Waltham MA COM 87876P201 529 321078 SH SOLE 321078 0 0 Telos Corp COM 87969B101 1743 175000 SH SOLE 175000 0 0 Teradyne Inc COM 880770102 2116 17900 SH SOLE 17900 0 0 Texas Instruments Inc COM 882508104 751 4100 SH SOLE 4100 0 0 Thryv Holdings Inc COM 886029206 3778 134651 SH SOLE 134651 0 0 Tower Semiconductor Ltd COM M87915274 9042 186800 SH SOLE 186800 0 0 Tufin Software Technologies Ltd COM M8893U102 1875 210000 SH SOLE 210000 0 0 Ultra Clean Holdings Inc COM 90385V107 1483 35000 SH SOLE 35000 0 0 VASCO Data Security International Inc COM 68287N100 2884 200000 SH SOLE 200000 0 0 Varonis Systems Inc COM 922280102 21825 459000 SH SOLE 459000 0 0 Vertex Inc COM 92538J106 2290 150000 SH SOLE 150000 0 0 ViaSat Inc COM 92552V100 4880 100000 SH SOLE 100000 0 0 Vicor Corp COM 925815102 8607 122000 SH SOLE 122000 0 0 Yelp Inc COM 985817105 2728 80000 SH SOLE 80000 0 0 Zoom Video Communications Inc COM 98980L101 1465 12500 SH SOLE 12500 0 0 nLight Inc COM 65487K100 433 25000 SH SOLE 25000 0 0