Herald-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SPSC",
  "FARO",
  "VRNS",
  "FN",
  "FA",
  "ARW",
  "FROG",
  "AKAM",
  "SMCI",
  "MU",
  "GOOGL",
  null,
  "ALKT",
  "CLS",
  "FORM",
  "OSPN",
  "DT",
  "LASR",
  "PDFS",
  "QUIK",
  "SIMO",
  "TSEM",
  "ADTN",
  "AIP",
  "AWRE",
  "BAND",
  "APPS",
  "FC",
  "FRSH",
  "OUST",
  "OOMA",
  "RDCM",
  "RMNI",
  "RDVT",
  "SILC",
  "SPIR",
  "SMWB",
  null,
  "MPTI",
  "MLAB",
  "DRS",
  "MSFT",
  "ANET",
  "AAPL",
  "INTC",
  null,
  null,
  "TXN",
  "RBBN",
  "ARLO",
  "TTEC",
  "AVNW",
  "VICR",
  null,
  "FIVN",
  "IDN",
  "KOPN",
  "VLN",
  "PATH",
  "QLYS",
  "AMD",
  null,
  "GNSS",
  "FORR",
  "MRAM",
  "HIMX",
  "HLIT",
  "HSTM",
  "INUV",
  "LTRX",
  "KLIC",
  "AMZN",
  "KD",
  "VERX",
  "VECO",
  "VPG",
  "POWI",
  "NABL",
  "TER",
  "RDWR",
  "ZM",
  "PEGA",
  "AVPT",
  "AVDX",
  "BELFB",
  "BELFA",
  "BIGC",
  "CDNS",
  "CEVA",
  "CLMB",
  "CCOI",
  "BASE",
  "CYBR",
  "DGII",
  "DSGX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 95
Total Value: 533031849
Accession Number: 0001512022-25-000005
Form Type: 13F-HR
CIK: herald-investment-management
Manager Name: Herald-Investment-Management

Data Enrichment

94% identified

89 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $533,031.849K total value

95 positions

Manager:

SEC FilingSEC DataHachi Filing

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FARO TECHNOLOGIES INC

FARO|311642102

Shares:80.0K

Value:$2.2M

G21307106

Shares:355.0K

Value:$2.1M

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:67.0K

Value:$2.1M

162825103

Shares:9.2K

Value:$2.1M

Inuvo, Inc.

INUV|46122W204

Shares:5.8M

Value:$2.1M

Arteris, Inc.

AIP|04302A104

Shares:300.0K

Value:$2.1M

NLIGHT, INC.

LASR|65487K100

Shares:260.0K

Value:$2.0M

Valens Semiconductor Ltd.

VLN|M9607U115

Shares:950.0K

Value:$1.9M

POWER INTEGRATIONS INC

POWI|739276103

Shares:38.0K

Value:$1.9M

Zoom Communications, Inc.

ZM|98980L101

Shares:25.9K

Value:$1.9M

Spire Global, Inc.

SPIR|848560306

Shares:230.0K

Value:$1.9M

SILICOM LTD.

SILC|M84116108

Shares:125.0K

Value:$1.8M

Ouster, Inc.

OUST|68989M202

Shares:200.0K

Value:$1.8M

Arista Networks, Inc.

ANET|040413205

Shares:22.7K

Value:$1.8M

ADTRAN Holdings, Inc.

ADTN|00486H105

Shares:200.0K

Value:$1.7M

Genasys Inc.

GNSS|36872P103

Shares:750.0K

Value:$1.7M

TERADYNE, INC

TER|880770102

Shares:20.6K

Value:$1.7M

Himax Technologies, Inc.

HIMX|43289P106

Shares:230.0K

Value:$1.7M

UiPath, Inc.

PATH|90364P105

Shares:161.3K

Value:$1.7M

Digital Turbine, Inc.

APPS|25400W102

Shares:600.0K

Value:$1.6M

Instrument	Shares		Other Manager	Value
FARO TECHNOLOGIES INC(FAROcusip311642102)	80.0K	QoQ NEW(+80.0K) YoY NEW(+80.0K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
(cusipG21307106)✕	355.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	QoQ -2.29% (-$49.7K) YoY +44.76% (+$653.2K)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	67.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	QoQ -9.28% (-$215.1K) YoY +44.28% (+$645.1K)
(cusip162825103)✕	9.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	QoQ +22.07% (+$379.1K) YoY +39.08% (+$589.2K)
Inuvo, Inc.(INUVcusip46122W204)	5.8M	QoQ 0.00% (-0) YoY -5.21% (-317.9K)	All Managers (Combined)	$2.1M	QoQ -42.31% (-$1.5M) YoY -0.76% (-$16.1K)
Arteris, Inc.(AIPcusip04302A104)	300.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1M	QoQ -32.08% (-$978.0K) YoY -5.47% (-$120.0K)
NLIGHT, INC.(LASRcusip65487K100)	260.0K	QoQ 0.00% (-0) YoY +4.00% (-10.0K)	All Managers (Combined)	$2.0M	QoQ -25.92% (-$707.2K) YoY -37.69% (-$1.2M)
Valens Semiconductor Ltd.(VLNcusipM9607U115)	950.0K	QoQ 0.00% (-0) YoY -4.90% (-49.0K)	All Managers (Combined)	$1.9M	QoQ -20.93% (-$513.0K) YoY -17.09% (-$399.6K)
POWER INTEGRATIONS INC(POWIcusip739276103)	38.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.9M	QoQ -18.15% (-$425.2K) YoY -29.41% (-$799.1K)
Zoom Communications, Inc.(ZMcusip98980L101)	25.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.9M	QoQ -9.58% (-$202.6K) YoY +12.93% (+$218.9K)
Spire Global, Inc.(SPIRcusip848560306)	230.0K	QoQ +6.48% (-14.0K) YoY +53.33% (+80.0K)	All Managers (Combined)	$1.9M	QoQ -38.77% (-$1.2M) YoY +3.37% (+$60.7K)
SILICOM LTD.(SILCcusipM84116108)	125.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.8M	QoQ -9.07% (-$182.5K) YoY -1.48% (-$27.5K)
Ouster, Inc.(OUSTcusip68989M202)	200.0K	QoQ NEW(+200.0K) YoY NEW(+200.0K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
Arista Networks, Inc.(ANETcusip040413205)	22.7K	QoQ -63.06% (-38.8K) YoY NEW(+22.7K)	All Managers (Combined)	$1.8M	QoQ -74.13% (-$5.0M) YoY NEW(+$1.8M)
ADTRAN Holdings, Inc.(ADTNcusip00486H105)	200.0K	QoQ -33.33% (-100.0K) YoY -50.00% (-200.0K)	All Managers (Combined)	$1.7M	QoQ -30.29% (-$757.0K) YoY -19.79% (-$430.0K)
Genasys Inc.(GNSScusip36872P103)	750.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7M	QoQ -12.69% (-$247.5K) YoY -3.81% (-$67.5K)
TERADYNE, INC(TERcusip880770102)	20.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7M	QoQ -34.37% (-$891.8K) YoY -26.70% (-$620.1K)
Himax Technologies, Inc.(HIMXcusip43289P106)	230.0K	QoQ NEW(+230.0K) YoY NEW(+230.0K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
UiPath, Inc.(PATHcusip90364P105)	161.3K	QoQ +85.37% (+74.3K) YoY +85.37% (-74.3K)	All Managers (Combined)	$1.7M	QoQ +50.31% (+$555.5K) YoY -15.78% (-$311.0K)
Digital Turbine, Inc.(APPScusip25400W102)	600.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	QoQ +61.30% (+$618.0K) YoY +3.83% (+$60.0K)