0001512022-23-000007.txt : 20231113
0001512022-23-000007.hdr.sgml : 20231113
20231113093127
ACCESSION NUMBER: 0001512022-23-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
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: 231395838
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
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false
false
false
0001512022
XXXXXXXX
09-30-2023
09-30-2023
Herald Investment Management Ltd
10-11 CHARTERHOUSE SQUARE
LONDON
X0
EC1M 6EE
13F HOLDINGS REPORT
028-14180
N
ANDREW MILLER
FINANCE MANAGER
00 44 207 553 6300
ANDREW MILLER
LONDON
X0
11-13-2023
0
101
470398366
false
INFORMATION TABLE
2
13F_Report.xml
ADTRAN Holdings Inc
COM
00486H105
3288000
400000
SH
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0
400000
0
0
Advanced Micro Devices Inc
COM
007903107
4822772
46905
SH
SOLE
0
46905
0
0
Akamai Technologies Inc
COM
00971T101
1619408
15200
SH
SOLE
0
15200
0
0
Akoustis Technologies Inc
COM
00973N102
981508
1303636
SH
SOLE
0
1303636
0
0
Alibaba Group Holding Ltd
ADR
01609W102
503092
5800
SH
SOLE
0
5800
0
0
Alkami Technology Inc
COM
01644J108
2727000
150000
SH
SOLE
0
150000
0
0
Alphabet Inc
COM
02079K305
6137334
46900
SH
SOLE
0
46900
0
0
Amazon.com Inc
COM
023135106
5173784
40700
SH
SOLE
0
40700
0
0
American Software Inc/GA
COM
029683109
3091500
270000
SH
SOLE
0
270000
0
0
Apple Inc
COM
037833100
5393115
31500
SH
SOLE
0
31500
0
0
Arista Networks Inc
COM
040413106
3384312
18400
SH
SOLE
0
18400
0
0
Arlo Technologies Inc
COM
04206A101
11222295
1090430
SH
SOLE
0
1090430
0
0
Arrow Electronics Inc
COM
042735100
1903648
15200
SH
SOLE
0
15200
0
0
Arteris Inc
COM
04302A104
1541683
237182
SH
SOLE
0
237182
0
0
AvePoint Inc
COM
053604104
2847500
425000
SH
SOLE
0
425000
0
0
Aviat Networks Inc
COM
05366Y201
3426500
110000
SH
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0
110000
0
0
Avid Technology Inc
COM
05367P100
8732750
325000
SH
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0
325000
0
0
AvidXchange Holdings Inc
COM
05368X102
2175800
230000
SH
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0
230000
0
0
Aware Inc/MA
COM
05453N100
584800
430000
SH
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0
430000
0
0
AXT Inc
COM
00246W103
355632
148800
SH
SOLE
0
148800
0
0
Bandwidth Inc
COM
05988J103
2028600
180000
SH
SOLE
0
180000
0
0
Brightcove Inc
COM
10921T101
1398250
425000
SH
SOLE
0
425000
0
0
Cadence Design Systems Inc
COM
127387108
2214135
9450
SH
SOLE
0
9450
0
0
CalAmp Corp
COM
128126109
120000
300000
SH
SOLE
0
300000
0
0
Celestica Inc
COM
15101Q108
11016000
450000
SH
SOLE
0
450000
0
0
Ceva Inc
COM
157210105
6298500
325000
SH
SOLE
0
325000
0
0
Check Point Software Technologies Ltd
COM
162825103
1226176
9200
SH
SOLE
0
9200
0
0
ChipMOS TECHNOLOGIES INC
ADR
16965P202
1915981
83485
SH
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0
83485
0
0
CI&T Inc
COM
G21307106
2303950
355000
SH
SOLE
0
355000
0
0
Climb Global Solutions Inc
COM
946760105
1505350
35000
SH
SOLE
0
35000
0
0
Cogent Communications Holdings Inc
COM
19239V302
10533501
170395
SH
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0
170395
0
0
Cognyte Software Ltd
COM
M25133105
720000
150000
SH
SOLE
0
150000
0
0
Couchbase Inc
COM
22207T101
2569500
150000
SH
SOLE
0
150000
0
0
CyberArk Software Ltd
COM
M2682V108
6708830
41000
SH
SOLE
0
41000
0
0
Descartes Systems Group Inc/The
COM
249906108
19078800
260000
SH
SOLE
0
260000
0
0
Digital Turbine Inc
COM
25400W102
1208000
200000
SH
SOLE
0
200000
0
0
Dynatrace Inc
COM
268150109
1196288
25600
SH
SOLE
0
25600
0
0
EMCORE Corp
COM
290846203
950000
2000000
SH
SOLE
0
2000000
0
0
EngageSmart Inc
COM
29283F103
3598000
200000
SH
SOLE
0
200000
0
0
Everspin Technologies Inc
COM
30041T104
2700500
275000
SH
SOLE
0
275000
0
0
Fabrinet
COM
G3323L100
32147700
193000
SH
SOLE
0
193000
0
0
FalconStor Software Inc
COM
306137209
175000
175000
SH
SOLE
0
175000
0
0
First Advantage Corp
COM
31846B108
3098250
225000
SH
SOLE
0
225000
0
0
Five9 Inc
COM
338307101
3419960
53200
SH
SOLE
0
53200
0
0
FormFactor Inc
COM
346375108
3584094
102600
SH
SOLE
0
102600
0
0
Freshworks Inc
COM
358054104
1215120
61000
SH
SOLE
0
61000
0
0
Genasys Inc
COM
36872P103
1507500
750000
SH
SOLE
0
750000
0
0
Harmonic Inc
COM
413160102
6266000
650000
SH
SOLE
0
650000
0
0
HealthStream Inc
COM
42222N103
3776500
175000
SH
SOLE
0
175000
0
0
Intel Corp
COM
458140100
675450
19000
SH
SOLE
0
19000
0
0
Intellicheck Inc
COM
45817G201
1887000
850000
SH
SOLE
0
850000
0
0
Inuvo Inc
COM
46122W204
1280719
6092857
SH
SOLE
0
6092857
0
0
iRobot Corp
COM
462726100
371420
9800
SH
SOLE
0
9800
0
0
Issuer Direct Corp
COM
46520M204
1665000
90000
SH
SOLE
0
90000
0
0
Jamf Holding Corp
COM
47074L105
2205000
125000
SH
SOLE
0
125000
0
0
JFrog Ltd
COM
M6191J100
4810800
190000
SH
SOLE
0
190000
0
0
Kulicke & Soffa Industries Inc
COM
501242101
8067474
165895
SH
SOLE
0
165895
0
0
Lantronix Inc
COM
516548203
3748500
850000
SH
SOLE
0
850000
0
0
Leonardo DRS Inc
COM
52661A108
5848500
350000
SH
SOLE
0
350000
0
0
LivePerson Inc
COM
538146101
1651522
425650
SH
SOLE
0
425650
0
0
Micron Technology Inc
COM
595112103
2449080
36000
SH
SOLE
0
36000
0
0
Microsoft Corp
COM
594918104
8033311
25442
SH
SOLE
0
25442
0
0
N-Able Inc
COM
62878D100
4679700
363000
SH
SOLE
0
363000
0
0
NetApp Inc
COM
64110D104
2200520
29000
SH
SOLE
0
29000
0
0
nLight Inc
COM
65487K100
1040000
100000
SH
SOLE
0
100000
0
0
One Stop Systems Inc
COM
68247W109
1133484
626234
SH
SOLE
0
626234
0
0
Onespan Inc
COM
68287N100
2148000
200000
SH
SOLE
0
200000
0
0
Ooma Inc
COM
683416101
3374800
260000
SH
SOLE
0
260000
0
0
PagerDuty Inc
COM
69553P100
2249000
100000
SH
SOLE
0
100000
0
0
Pegasystems Inc
COM
705573103
14170355
326500
SH
SOLE
0
326500
0
0
Power Integrations Inc
COM
739276103
2896360
38000
SH
SOLE
0
38000
0
0
Qualys Inc
COM
74758T303
11630413
76250
SH
SOLE
0
76250
0
0
Quantum Corp
COM
747906501
610000
1000000
SH
SOLE
0
1000000
0
0
QuickLogic Corp
COM
74837P405
3437435
407279
SH
SOLE
0
407279
0
0
RADCOM Ltd
COM
M81865111
1812300
210000
SH
SOLE
0
210000
0
0
RADWARE Ltd
COM
M81873107
13959000
825000
SH
SOLE
0
825000
0
0
Ribbon Communications Inc
COM
762544104
3780370
1415869
SH
SOLE
0
1415869
0
0
Rimini Street Inc
COM
76674Q107
1870000
850000
SH
SOLE
0
850000
0
0
SecureWorks Corp
COM
81374A105
1550000
250000
SH
SOLE
0
250000
0
0
Silicom Ltd
COM
M84116108
3233750
125000
SH
SOLE
0
125000
0
0
Silicon Motion Technology Corp
ADR
82706C108
19712144
384906
SH
SOLE
0
384906
0
0
SolarEdge Technologies Inc
COM
83417M104
569844
4400
SH
SOLE
0
4400
0
0
SPS Commerce Inc
COM
78463M107
11933123
70100
SH
SOLE
0
70100
0
0
Streamline Health Solutions Inc
COM
86323X106
910468
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SH
SOLE
0
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0
0
Super Micro Computer Inc
COM
86800U104
60345066
220300
SH
SOLE
0
220300
0
0
Taiwan Semiconductor Manufacturing Co Ltd
ADR
874039100
825550
9500
SH
SOLE
0
9500
0
0
Tecogen Inc/Waltham MA
COM
87876P201
272916
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SH
SOLE
0
321078
0
0
Telos Corp
COM
87969B101
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SH
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0
120135
0
0
Teradata Corp
COM
88076W103
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SH
SOLE
0
55000
0
0
Teradyne Inc
COM
880770102
1798234
17900
SH
SOLE
0
17900
0
0
Texas Instruments Inc
COM
882508104
651941
4100
SH
SOLE
0
4100
0
0
Thryv Holdings Inc
COM
886029206
2526053
134651
SH
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0
134651
0
0
Tower Semiconductor Ltd
COM
M87915274
4860420
198000
SH
SOLE
0
198000
0
0
TTEC Holdings Inc
COM
89854H102
3666600
140000
SH
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0
140000
0
0
Valens Semiconductor Ltd
COM
M9607U115
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0
998963
0
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Varonis Systems Inc
COM
922280102
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SH
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0
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0
0
Vertex Inc
COM
92538J106
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SH
SOLE
0
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0
ViaSat Inc
COM
92552V100
1846000
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SH
SOLE
0
100000
0
0
Vicor Corp
COM
925815102
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140000
SH
SOLE
0
140000
0
0
Yelp Inc
COM
985817105
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80000
SH
SOLE
0
80000
0
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Zoom Video Communications Inc
COM
98980L101
1812145
25910
SH
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0
25910
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0