HIM
Herald Investment Management Portfolio holdings
AUM
$751M
1-Year Est. Return
57.8%
1 Year Est. Return
+57.8%
AUM
$751M
AUM Growth
+$76.5M
(+11%)
Holding
99
Top Buys
| 1 | +$5.46M | |
| 2 | +$4.3M | |
| 3 | +$3.99M | |
| 4 |
Silicon Laboratories
SLAB
|
+$3.61M |
| 5 |
Simulations Plus
SLP
|
+$3.02M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$13.7M | |
| 3 | +$4.88M | |
| 4 |
FARO
Faro Technologies
FARO
|
+$3.51M |
| 5 |
Fabrinet
FN
|
+$3.29M |
Sector Composition
| 1 | Technology | 85.38% |
| 2 | Industrials | 7.77% |
| 3 | Communication Services | 3.7% |
| 4 | Consumer Discretionary | 1.36% |
| 5 | Healthcare | 1.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Everspin Technologies
MRAM
$188M
| $7.42M | 0.99% |
800,000
+125,000
|
|
||
27
nLIGHT
LASR
$1.72B
| $7.41M | 0.99% |
250,000
-10,000
|
|
||
28
FIVE9
FIVN
$1.55B
| $6.83M | 0.91% |
282,000
+20,000
|
|
||
29
Climb Global Solutions
CLMB
$472M
| $6.74M | 0.9% |
50,000
+5,000
|
|
||
30
Veeco
VECO
$1.74B
| $6.09M | 0.81% |
200,000
|
|
||
31
Micron Technology
MU
$269B
| $6.02M | 0.8% |
36,000
|
|
||
32
SPS Commerce
SPSC
$3.11B
| $5.73M | 0.76% |
55,000
+7,500
|
|
||
33
First Advantage
FA
$2.39B
| $5.62M | 0.75% |
365,000
+17,127
|
|
||
34
Similarweb
SMWB
$668M
| $5.58M | 0.74% |
600,000
|
|
||
35
HealthStream
HSTM
$750M
| $5.37M | 0.71% |
190,000
|
|
||
36
Apple
AAPL
$4.23T
| $5.19M | 0.69% |
20,400
|
|
||
37
PDF Solutions
PDFS
$1.1B
| $5.16M | 0.69% |
200,000
|
|
||
38
Intellicheck
IDN
$126M
| $5.16M | 0.69% |
1,000,000
|
|
||
39
Ouster
OUST
$1.37B
| $5.13M | 0.68% |
190,000
-10,000
|
|
||
40
Advanced Micro Devices
AMD
$355B
| $5M | 0.67% |
30,920
|
|
||
|
AVDX
41
DELISTED
AvidXchange
AVDX
| $4.97M | 0.66% |
500,000
|
|
||
42
Vertex
VERX
$3.08B
| $4.96M | 0.66% |
200,000
+90,000
|
|
||
43
Kopin
KOPN
$411M
| $4.86M | 0.65% |
2,000,000
+465,000
|
|
||
44
Vishay Precision Group
VPG
$467M
| $4.8M | 0.64% |
150,000
|
|
||
45
QuickLogic
QUIK
$102M
| $4.42M | 0.59% |
730,379
|
|
||
46
FormFactor
FORM
$4.33B
| $4.31M | 0.57% |
118,300
|
|
||
47
Workiva
WK
$5.14B
| $4.3M | 0.57% |
+50,000
|
|
||
48
Radcom
RDCM
$210M
| $4.27M | 0.57% |
300,000
+25,000
|
|
||
49
Spire Global
SPIR
$262M
| $4.24M | 0.56% |
386,249
|
|
||
|
BELFB
50
Bel Fuse Inc Class B
BELFB
$2.03B
| $4.23M | 0.56% |
30,000
|
|