0001512022-24-000004.txt : 20240513 0001512022-24-000004.hdr.sgml : 20240513 20240513095818 ACCESSION NUMBER: 0001512022-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 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: 24937294 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 03-31-2024 03-31-2024 Herald Investment Management Ltd

10-11 CHARTERHOUSE SQUARE LONDON X0 EC1M 6EE

13F HOLDINGS REPORT 028-14180 N Andrew Miller 002075536300 Andrew Miller London X0 05-13-2024 0 98 616818082 false INFORMATION TABLE 2 13F_Report.xml ADTRAN Holdings Inc COM 00486H105 2172000 400000 SH SOLE 0 400000 0 0 Advanced Micro Devices Inc COM 007903107 7637095 42350 SH SOLE 0 42350 0 0 Akamai Technologies Inc COM 00971T101 1651712 15200 SH SOLE 0 15200 0 0 Akoustis Technologies Inc COM 00973N102 2532259 4303636 SH SOLE 0 4303636 0 0 Alkami Technology Inc COM 01644J108 3681000 150000 SH SOLE 0 150000 0 0 Alphabet Inc COM 02079K305 7072453 46900 SH SOLE 0 46900 0 0 Amazon.com Inc COM 023135106 7875742 43700 SH SOLE 0 43700 0 0 American Software Inc/GA COM 029683109 8015000 700000 SH SOLE 0 700000 0 0 Apple Inc COM 037833100 4283267 25000 SH SOLE 0 25000 0 0 Arista Networks Inc COM 040413106 4925367 17000 SH SOLE 0 17000 0 0 Arlo Technologies Inc COM 04206A101 16141100 1277000 SH SOLE 0 1277000 0 0 Arrow Electronics Inc COM 042735100 1966078 15200 SH SOLE 0 15200 0 0 Arteris Inc COM 04302A104 2190000 300000 SH SOLE 0 300000 0 0 AvePoint Inc COM 053604104 5530000 700000 SH SOLE 0 700000 0 0 Aviat Networks Inc COM 05366Y201 5745000 150000 SH SOLE 0 150000 0 0 AvidXchange Holdings Inc COM 05368X102 4595500 350000 SH SOLE 0 350000 0 0 Aware Inc/MA COM 05453N100 778300 430000 SH SOLE 0 430000 0 0 Bandwidth Inc COM 05988J103 3824100 210000 SH SOLE 0 210000 0 0 BigCommerce Holdings Inc COM 08975P108 2404500 350000 SH SOLE 0 350000 0 0 Brightcove Inc COM 10921T101 824500 425000 SH SOLE 0 425000 0 0 Cadence Design Systems Inc COM 127387108 1555045 5000 SH SOLE 0 5000 0 0 Celestica Inc COM 15101Q207 22270470 495700 SH SOLE 0 495700 0 0 Ceva Inc COM 157210105 7361250 325000 SH SOLE 0 325000 0 0 ChipMOS TECHNOLOGIES INC ADR 16965P202 2465491 78394 SH SOLE 0 78394 0 0 Check Point Software Technologies Ltd COM 162825103 1507578 9200 SH SOLE 0 9200 0 0 CI&T Inc COM G21307106 1459050 355000 SH SOLE 0 355000 0 0 Climb Global Solutions Inc COM 946760105 2681971 38841 SH SOLE 0 38841 0 0 Cogent Communications Holdings Inc COM 19239V302 13103173 200600 SH SOLE 0 200600 0 0 Cognyte Software Ltd COM M25133105 1240500 150000 SH SOLE 0 150000 0 0 Couchbase Inc COM 22207T101 4334550 165000 SH SOLE 0 165000 0 0 CyberArk Software Ltd COM M2682V108 12815940 48300 SH SOLE 0 48300 0 0 Descartes Systems Group Inc/The COM 249906108 21948000 240000 SH SOLE 0 240000 0 0 Digital Turbine Inc COM 25400W102 1566000 600000 SH SOLE 0 600000 0 0 Dynatrace Inc COM 268150109 2319978 50000 SH SOLE 0 50000 0 0 Electrovaya Inc COM 28617B606 905000 250000 SH SOLE 0 250000 0 0 EMCORE Corp COM 290846401 690000 2000000 SH SOLE 0 2000000 0 0 Everspin Technologies Inc COM 30041T104 2653200 335000 SH SOLE 0 335000 0 0 Fabrinet COM G3323L100 35132483 186050 SH SOLE 0 186050 0 0 First Advantage Corp COM 31846B108 4863000 300000 SH SOLE 0 300000 0 0 Five9 Inc COM 338307101 3785974 61000 SH SOLE 0 61000 0 0 FormFactor Inc COM 346375108 5393308 118300 SH SOLE 0 118300 0 0 Franklin Covey Co COM 353469109 6264000 160000 SH SOLE 0 160000 0 0 Freshworks Inc COM 358054104 1637473 90000 SH SOLE 0 90000 0 0 Genasys Inc COM 36872P103 1770000 750000 SH SOLE 0 750000 0 0 Harmonic Inc COM 413160102 10065000 750000 SH SOLE 0 750000 0 0 HealthStream Inc COM 42222N103 5316000 200000 SH SOLE 0 200000 0 0 Integral Ad Science Holding Corp COM 45828L108 1992000 200000 SH SOLE 0 200000 0 0 Intel Corp COM 458140100 838499 19000 SH SOLE 0 19000 0 0 Intellicheck Inc COM 45817G201 3470000 1000000 SH SOLE 0 1000000 0 0 Inuvo Inc COM 46122W204 2102036 6092857 SH SOLE 0 6092857 0 0 Issuer Direct Corp COM 46520M204 1161000 90000 SH SOLE 0 90000 0 0 Jamf Holding Corp COM 47074L105 2748000 150000 SH SOLE 0 150000 0 0 JFrog Ltd COM M6191J100 8401800 190000 SH SOLE 0 190000 0 0 Kulicke & Soffa Industries Inc COM 501242101 8954508 178100 SH SOLE 0 178100 0 0 Kyndryl Holdings Inc COM 50155Q100 1456650 67000 SH SOLE 0 67000 0 0 Lantronix Inc COM 516548203 3026000 850000 SH SOLE 0 850000 0 0 Leonardo DRS Inc COM 52661A108 7717500 350000 SH SOLE 0 350000 0 0 Micron Technology Inc COM 595112103 4240344 36000 SH SOLE 0 36000 0 0 Microsoft Corp COM 594918104 11349548 27000 SH SOLE 0 27000 0 0 N-Able Inc COM 62878D100 5390193 413000 SH SOLE 0 413000 0 0 nLight Inc COM 65487K100 3242500 250000 SH SOLE 0 250000 0 0 One Stop Systems Inc COM 68247W109 1559539 484329 SH SOLE 0 484329 0 0 Onespan Inc COM 68287N100 2320000 200000 SH SOLE 0 200000 0 0 Ooma Inc COM 683416101 2207400 260000 SH SOLE 0 260000 0 0 Pegasystems Inc COM 705573103 22453763 347500 SH SOLE 0 347500 0 0 Power Integrations Inc COM 739276103 2716620 38000 SH SOLE 0 38000 0 0 Qualys Inc COM 74758T303 12329880 74000 SH SOLE 0 74000 0 0 Quantum Corp COM 747906501 595100 1000000 SH SOLE 0 1000000 0 0 QuickLogic Corp COM 74837P405 7271006 454154 SH SOLE 0 454154 0 0 RADCOM Ltd COM M81865111 3049750 275000 SH SOLE 0 275000 0 0 RADWARE Ltd COM M81873107 14984000 800000 SH SOLE 0 800000 0 0 Red Violet Inc COM 75704L104 3910000 200000 SH SOLE 0 200000 0 0 Ribbon Communications Inc COM 762544104 4530781 1415869 SH SOLE 0 1415869 0 0 Rimini Street Inc COM 76674Q107 2771000 850000 SH SOLE 0 850000 0 0 SecureWorks Corp COM 81374A105 1640000 250000 SH SOLE 0 250000 0 0 Silicom Ltd COM M84116108 1856250 125000 SH SOLE 0 125000 0 0 Silicon Motion Technology Corp ADR 82706C108 29598523 384906 SH SOLE 0 384906 0 0 SolarEdge Technologies Inc COM 83417M104 312040 4400 SH SOLE 0 4400 0 0 Spire Global Inc COM 848560306 1800000 150000 SH SOLE 0 150000 0 0 SPS Commerce Inc COM 78463M107 11983400 65000 SH SOLE 0 65000 0 0 Streamline Health Solutions Inc COM 86323X106 449023 935464 SH SOLE 0 935464 0 0 Super Micro Computer Inc COM 86800U104 86123697 85300 SH SOLE 0 85300 0 0 TTEC Holdings Inc COM 89854H102 1451800 140000 SH SOLE 0 140000 0 0 Taiwan Semiconductor Manufacturing Co Ltd ADR 874039100 1291349 9500 SH SOLE 0 9500 0 0 Teradyne Inc COM 880770102 2322274 20600 SH SOLE 0 20600 0 0 Texas Instruments Inc COM 882508104 713639 4100 SH SOLE 0 4100 0 0 Thryv Holdings Inc COM 886029206 2986559 134651 SH SOLE 0 134651 0 0 Tower Semiconductor Ltd COM M87915274 6618455 198000 SH SOLE 0 198000 0 0 UiPath Inc COM 90364P105 1970572 87000 SH SOLE 0 87000 0 0 Valens Semiconductor Ltd COM M9607U115 2337573 998963 SH SOLE 0 998963 0 0 Varonis Systems Inc COM 922280102 22551642 478500 SH SOLE 0 478500 0 0 Veeco Instruments Inc COM 922417100 4215600 120000 SH SOLE 0 120000 0 0 Vertex Inc COM 92538J106 3807600 120000 SH SOLE 0 120000 0 0 ViaSat Inc COM 92552V100 1807000 100000 SH SOLE 0 100000 0 0 Vicor Corp COM 925815102 6870600 180000 SH SOLE 0 180000 0 0 Vishay Precision Group Inc COM 92835K103 3529000 100000 SH SOLE 0 100000 0 0 Yelp Inc COM 985817105 3150400 80000 SH SOLE 0 80000 0 0 Zoom Video Communications Inc COM 98980L101 1692262 25910 SH SOLE 0 25910 0 0