0001512022-23-000001.txt : 20230214 0001512022-23-000001.hdr.sgml : 20230214 20230214062045 ACCESSION NUMBER: 0001512022-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23621962 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 12-31-2022 12-31-2022 Herald Investment Management Ltd

10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE

13F HOLDINGS REPORT 028-14180 N ANDREW MILLER 00442075536308 ANDREW MILLER LONDON X0 02-14-2023 0 96 407424 false INFORMATION TABLE 2 13F_Report.xml ADTRAN Holdings Inc COM 00486H105 5634 300000 SH SOLE 0 300000 0 0 AXT Inc COM 00246W103 654 150000 SH SOLE 0 150000 0 0 Absolute Software Corp COM 00386B109 5220 500000 SH SOLE 0 500000 0 0 Advanced Micro Devices Inc COM 007903107 3038 46905 SH SOLE 0 46905 0 0 Akamai Technologies Inc COM 00971T101 1281 15200 SH SOLE 0 15200 0 0 Akoustis Technologies Inc COM 00973N102 1772 628636 SH SOLE 0 628636 0 0 Alibaba Group Holding Ltd ADR 01609W102 510 5800 SH SOLE 0 5800 0 0 Alkami Technology Inc COM 01644J108 2188 150000 SH SOLE 0 150000 0 0 Alphabet Inc COM 02079K305 4137 46900 SH SOLE 0 46900 0 0 Amazon.com Inc COM 023135106 3417 40700 SH SOLE 0 40700 0 0 American Software Inc/GA COM 029683109 2846 194200 SH SOLE 0 194200 0 0 Amplitude Inc COM 03213A104 903 75000 SH SOLE 0 75000 0 0 Apple Inc COM 037833100 4546 35000 SH SOLE 0 35000 0 0 Arista Networks Inc COM 040413106 2233 18400 SH SOLE 0 18400 0 0 Arlo Technologies Inc COM 04206A101 3780 1077000 SH SOLE 0 1077000 0 0 Arrow Electronics Inc COM 042735100 1589 15200 SH SOLE 0 15200 0 0 AvePoint Inc COM 053604104 1447 353007 SH SOLE 0 353007 0 0 Aviat Networks Inc COM 05366Y201 2334 75000 SH SOLE 0 75000 0 0 Avid Technology Inc COM 05367P100 7971 300000 SH SOLE 0 300000 0 0 Bandwidth Inc COM 05988J103 3198 139500 SH SOLE 0 139500 0 0 Brightcove Inc COM 10921T101 2218 425000 SH SOLE 0 425000 0 0 CYREN Ltd COM M26895108 17 29531 SH SOLE 0 29531 0 0 Cadence Design Systems Inc COM 127387108 3035 18900 SH SOLE 0 18900 0 0 CalAmp Corp COM 128126109 1341 300000 SH SOLE 0 300000 0 0 Celestica Inc COM 15101Q108 5071 450000 SH SOLE 0 450000 0 0 Ceva Inc COM 157210105 7151 280000 SH SOLE 0 280000 0 0 Check Point Software Technologies Ltd COM 162825103 1160 9200 SH SOLE 0 9200 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 1784 83485 SH SOLE 0 83485 0 0 Cogent Communications Holdings Inc COM 19239V302 7132 125000 SH SOLE 0 125000 0 0 Cognyte Software Ltd COM M25133105 466 150000 SH SOLE 0 150000 0 0 Couchbase Inc COM 22207T101 1986 150000 SH SOLE 0 150000 0 0 Credo Technology Group Holding Ltd COM G25457105 3654 275000 SH SOLE 0 275000 0 0 CyberArk Software Ltd COM M2682V108 5315 41000 SH SOLE 0 41000 0 0 Descartes Systems Group Inc/The COM 249906108 21591 310000 SH SOLE 0 310000 0 0 Digital Turbine Inc COM 25400W102 3046 200000 SH SOLE 0 200000 0 0 Dynatrace Inc COM 268150109 980 25600 SH SOLE 0 25600 0 0 Everspin Technologies Inc COM 30041T104 1523 275000 SH SOLE 0 275000 0 0 Fabrinet COM G3323L100 24734 193000 SH SOLE 0 193000 0 0 FalconStor Software Inc COM 306137209 143 175000 SH SOLE 0 175000 0 0 Five9 Inc COM 338307101 2714 40000 SH SOLE 0 40000 0 0 ForgeRock Inc COM 34631B101 3981 175000 SH SOLE 0 175000 0 0 FormFactor Inc COM 346375108 2279 102600 SH SOLE 0 102600 0 0 Freshworks Inc COM 358054104 896 61000 SH SOLE 0 61000 0 0 Harmonic Inc COM 413160102 6545 500000 SH SOLE 0 500000 0 0 HealthStream Inc COM 42222N103 4341 175000 SH SOLE 0 175000 0 0 Intel Corp COM 458140100 501 19000 SH SOLE 0 19000 0 0 Intellicheck Inc COM 45817G201 1365 696725 SH SOLE 0 696725 0 0 Inuvo Inc COM 46122W204 1172 5292857 SH SOLE 0 5292857 0 0 Issuer Direct Corp COM 46520M204 2236 90000 SH SOLE 0 90000 0 0 JFrog Ltd COM M6191J100 3199 150000 SH SOLE 0 150000 0 0 Kulicke & Soffa Industries Inc COM 501242101 6784 153295 SH SOLE 0 153295 0 0 Lantronix Inc COM 516548203 3237 760000 SH SOLE 0 760000 0 0 Leonardo DRS Inc COM 52661A108 4469 350000 SH SOLE 0 350000 0 0 LivePerson Inc COM 538146101 4311 425650 SH SOLE 0 425650 0 0 Micron Technology Inc COM 595112103 1249 25000 SH SOLE 0 25000 0 0 Microsoft Corp COM 594918104 6629 27642 SH SOLE 0 27642 0 0 N-Able Inc COM 62878D100 3728 363000 SH SOLE 0 363000 0 0 NetApp Inc COM 64110D104 2131 35500 SH SOLE 0 35500 0 0 Ondas Holdings Inc COM 68236H204 711 450000 SH SOLE 0 450000 0 0 One Stop Systems Inc COM 68247W109 1853 626234 SH SOLE 0 626234 0 0 Onespan Inc COM 68287N100 2234 200000 SH SOLE 0 200000 0 0 Ooma Inc COM 683416101 3065 225400 SH SOLE 0 225400 0 0 PagerDuty Inc COM 69553P100 2656 100000 SH SOLE 0 100000 0 0 Pegasystems Inc COM 705573103 11166 326500 SH SOLE 0 326500 0 0 Pixelworks Inc COM 72581M305 475 270000 SH SOLE 0 270000 0 0 Power Integrations Inc COM 739276103 2723 38000 SH SOLE 0 38000 0 0 Qualys Inc COM 74758T303 8550 76250 SH SOLE 0 76250 0 0 Quantum Corp COM 747906501 821 746850 SH SOLE 0 746850 0 0 QuickLogic Corp COM 74837P405 1681 332279 SH SOLE 0 332279 0 0 RADCOM Ltd COM M81865111 2225 210000 SH SOLE 0 210000 0 0 RADWARE Ltd COM M81873107 16260 825000 SH SOLE 0 825000 0 0 Ribbon Communications Inc COM 762544104 3935 1415849 SH SOLE 0 1088000 0 0 Rimini Street Inc COM 76674Q107 3221 850000 SH SOLE 0 850000 0 0 SPS Commerce Inc COM 78463M107 12821 100000 SH SOLE 0 100000 0 0 Silicom Ltd COM M84116108 5223 125000 SH SOLE 0 125000 0 0 Silicon Motion Technology Corp ADR 82706C108 24991 384906 SH SOLE 0 384906 0 0 SolarEdge Technologies Inc COM 83417M104 1245 4400 SH SOLE 0 4400 0 0 Streamline Health Solutions Inc COM 86323X106 1536 978787 SH SOLE 0 978787 0 0 Super Micro Computer Inc COM 86800U104 34879 425100 SH SOLE 0 425100 0 0 TTEC Holdings Inc COM 89854H102 4847 109970 SH SOLE 0 109970 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 707 9500 SH SOLE 0 9500 0 0 Tecogen Inc/Waltham MA COM 87876P201 401 321078 SH SOLE 0 321078 0 0 Telos Corp COM 87969B101 889 175000 SH SOLE 0 175000 0 0 Teradyne Inc COM 880770102 1563 17900 SH SOLE 0 17900 0 0 Texas Instruments Inc COM 882508104 677 4100 SH SOLE 0 4100 0 0 Thryv Holdings Inc COM 886029206 2557 134651 SH SOLE 0 134651 0 0 Tower Semiconductor Ltd COM M87915274 8553 198000 SH SOLE 0 198000 0 0 Ultra Clean Holdings Inc COM 90385V107 1159 35000 SH SOLE 0 35000 0 0 Valens Semiconductor Ltd COM M9607U115 1887 341331 SH SOLE 0 341331 0 0 Varonis Systems Inc COM 922280102 12043 503075 SH SOLE 0 503075 0 0 Vertex Inc COM 92538J106 2176 150000 SH SOLE 0 150000 0 0 ViaSat Inc COM 92552V100 3164 100000 SH SOLE 0 100000 0 0 Vicor Corp COM 925815102 7525 140000 SH SOLE 0 140000 0 0 Yelp Inc COM 985817105 2187 80000 SH SOLE 0 80000 0 0 Zoom Video Communications Inc COM 98980L101 1753 25910 SH SOLE 0 25910 0 0 nLight Inc COM 65487K100 253 25000 SH SOLE 0 25000 0 0