HIM
Herald Investment Management Portfolio holdings
AUM
$674M
1-Year Est. Return
37.03%
1 Year Est. Return
+37.03%
AUM
$674M
AUM Growth
+$141M
(+26%)
Holding
96
Top Buys
| 1 | +$2.35M | |
| 2 | +$2.19M | |
| 3 | +$1.86M | |
| 4 |
CEVA Inc
CEVA
|
+$1.65M |
| 5 |
FIVE9
FIVN
|
+$1.36M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$5.07M | |
| 3 | +$4.39M | |
| 4 |
Radware
RDWR
|
+$1.47M |
| 5 |
Akamai
AKAM
|
+$1.22M |
Sector Composition
| 1 | Technology | 85.04% |
| 2 | Industrials | 8.16% |
| 3 | Communication Services | 3.74% |
| 4 | Consumer Discretionary | 1.51% |
| 5 | Healthcare | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPS Commerce
SPSC
$4.13B
| $6.46M | 0.96% |
47,500
|
|
||
27
First Advantage
FA
$2.44B
| $5.78M | 0.86% |
347,873
+47,873
|
|
||
28
Alkami Technology
ALKT
$2.31B
| $5.43M | 0.8% |
180,000
+30,000
|
|
||
29
Intellicheck
IDN
$91.8M
| $5.35M | 0.79% |
1,000,000
|
|
||
30
HealthStream
HSTM
$787M
| $5.25M | 0.78% |
190,000
|
|
||
31
nLIGHT
LASR
$1.5B
| $5.11M | 0.76% |
260,000
|
|
||
|
AVDX
32
DELISTED
AvidXchange
AVDX
| $4.89M | 0.73% |
500,000
|
|
||
|
BASE
33
DELISTED
Couchbase
BASE
| $4.88M | 0.72% |
200,000
|
|
||
34
Ouster
OUST
$1.71B
| $4.85M | 0.72% |
200,000
|
|
||
35
Climb Global Solutions
CLMB
$584M
| $4.82M | 0.71% |
45,000
+5,000
|
|
||
36
Similarweb
SMWB
$721M
| $4.71M | 0.7% |
600,000
+300,000
|
|
||
37
Spire Global
SPIR
$370M
| $4.6M | 0.68% |
386,249
+156,249
|
|
||
38
QuickLogic
QUIK
$110M
| $4.47M | 0.66% |
730,379
|
|
||
39
Micron Technology
MU
$227B
| $4.43M | 0.66% |
36,000
|
|
||
40
Advanced Micro Devices
AMD
$378B
| $4.39M | 0.65% |
30,920
|
|
||
|
ELVA
41
Electrovaya
ELVA
$266M
| $4.31M | 0.64% |
1,265,000
+85,000
|
|
||
42
PDF Solutions
PDFS
$1.08B
| $4.27M | 0.63% |
200,000
|
|
||
43
Everspin Technologies
MRAM
$224M
| $4.24M | 0.63% |
675,000
+75,000
|
|
||
44
Vishay Precision Group
VPG
$456M
| $4.21M | 0.62% |
150,000
|
|
||
45
Apple
AAPL
$3.74T
| $4.18M | 0.62% |
20,400
-4,600
|
|
||
46
FormFactor
FORM
$3.24B
| $4.06M | 0.6% |
118,300
|
|
||
47
Veeco
VECO
$1.76B
| $4.06M | 0.6% |
200,000
|
|
||
48
Franklin Covey
FC
$223M
| $3.99M | 0.59% |
175,000
|
|
||
49
Vertex
VERX
$3.88B
| $3.89M | 0.58% |
110,000
|
|
||
50
Aviat Networks
AVNW
$298M
| $3.72M | 0.55% |
155,000
|
|