HIM
Herald Investment Management Portfolio holdings
AUM
$766M
1-Year Est. Return
54.73%
This Fund
S&P 500
1 Year Est. Return
+54.73%
AUM
$766M
AUM Growth
+$14.8M
(+2%)
Holding
101
Top Buys
| 1 | +$8.89M | |
| 2 | +$6.19M | |
| 3 | +$4.44M | |
| 4 |
Power Integrations
POWI
|
+$4.25M |
| 5 |
Braze
BRZE
|
+$3.7M |
Top Sells
| 1 | +$31.8M | |
| 2 | +$16.5M | |
| 3 | +$4.97M | |
| 4 |
Advanced Micro Devices
AMD
|
+$2.29M |
| 5 |
Inuvo
INUV
|
+$2.01M |
Sector Composition
| 1 | Technology | 86.74% |
| 2 | Industrials | 7.12% |
| 3 | Communication Services | 3.04% |
| 4 | Consumer Discretionary | 1.49% |
| 5 | Healthcare | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
nLIGHT
LASR
$4.03B
| $8.06M | 1.05% |
215,000
-35,000
|
|
||
27
Harmonic Inc
HLIT
$1.19B
| $7.76M | 1.01% |
785,000
|
|
||
28
Climb Global Solutions
CLMB
$415M
| $7.71M | 1.01% |
300,000
+100,000
|
|
||
29
Everspin Technologies
MRAM
$292M
| $7.39M | 0.97% |
800,000
|
|
||
30
Vishay Precision Group
VPG
$724M
| $7.32M | 0.96% |
190,000
+40,000
|
|
||
31
FIVE9
FIVN
$1.26B
| $7.25M | 0.95% |
362,000
+80,000
|
|
||
32
ePlus
PLUS
$2.28B
| $6.56M | 0.86% |
+75,000
|
|
||
33
Intellicheck
IDN
$176M
| $6.49M | 0.85% |
975,569
-24,431
|
|
||
34
PDF Solutions
PDFS
$1.74B
| $6.42M | 0.84% |
225,000
+25,000
|
|
||
35
SPS Commerce
SPSC
$2.12B
| $6.24M | 0.82% |
70,000
+15,000
|
|
||
36
Arteris
AIP
$1.07B
| $6.19M | 0.81% |
400,000
|
|
||
37
FormFactor
FORM
$11.1B
| $6.04M | 0.79% |
108,300
-10,000
|
|
||
38
First Advantage
FA
$2.31B
| $5.8M | 0.76% |
400,000
+35,000
|
|
||
39
Veeco
VECO
$2.89B
| $5.71M | 0.75% |
200,000
|
|
||
40
Apple
AAPL
$3.91T
| $5.55M | 0.72% |
20,400
|
|
||
|
41
Power Integrations
POWI
$3.74B
| $5.33M | 0.7% |
150,000
+112,000
|
|
||
42
Cogent Communications
CCOI
$1.18B
| $5.23M | 0.68% |
242,600
|
|
||
43
Digi International
DGII
$2.1B
| $5.19M | 0.68% |
120,000
+20,000
|
|
||
|
BELFB
44
Bel Fuse Inc Class B
BELFB
$3.28B
| $5.08M | 0.66% |
30,000
|
|
||
45
Viavi Solutions
VIAV
$10.2B
| $4.9M | 0.64% |
+275,000
|
|
||
46
Similarweb
SMWB
$235M
| $4.85M | 0.63% |
645,465
+45,465
|
|
||
47
CTS Corp
CTS
$1.58B
| $4.71M | 0.62% |
110,000
+10,000
|
|
||
48
HealthStream
HSTM
$627M
| $4.61M | 0.6% |
200,000
+10,000
|
|
||
|
49
Advanced Micro Devices
AMD
$464B
| $4.44M | 0.58% |
20,720
-10,200
|
|
||
50
Kopin
KOPN
$507M
| $4.43M | 0.58% |
1,900,000
-100,000
|
|