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 | |
|---|---|---|---|---|---|---|
51
Arteris
AIP
$641M
| $4.04M | 0.54% |
400,000
+100,000
|
|
||
52
CTS Corp
CTS
$1.24B
| $3.99M | 0.53% |
+100,000
|
|
||
53
Rimini Street
RMNI
$356M
| $3.98M | 0.53% |
850,000
|
|
||
|
TGEN
54
Tecogen Inc
TGEN
$199M
| $3.9M | 0.52% |
446,078
+125,000
|
|
||
55
Digital Turbine
APPS
$524M
| $3.84M | 0.51% |
600,000
|
|
||
56
Digi International
DGII
$1.57B
| $3.65M | 0.49% |
100,000
+20,000
|
|
||
|
57
Silicon Laboratories
SLAB
$4.25B
| $3.61M | 0.48% |
+27,500
|
|
||
58
Aviat Networks
AVNW
$272M
| $3.55M | 0.47% |
155,000
|
|
||
|
HIMX
59
Himax Technologies
HIMX
$1.33B
| $3.53M | 0.47% |
400,000
+170,000
|
|
||
60
Bandwidth Inc
BAND
$433M
| $3.5M | 0.47% |
210,000
|
|
||
|
CMRC
61
Commerce.com Inc Series 1
CMRC
$371M
| $3.49M | 0.47% |
700,000
+75,000
|
|
||
62
Ribbon Communications
RBBN
$500M
| $3.47M | 0.46% |
912,869
|
|
||
63
Franklin Covey
FC
$192M
| $3.4M | 0.45% |
175,000
|
|
||
64
Mesa Laboratories
MLAB
$437M
| $3.34M | 0.45% |
50,000
+37,500
|
|
||
65
Arista Networks
ANET
$160B
| $3.31M | 0.44% |
22,700
|
|
||
66
N-able
NABL
$1.37B
| $3.22M | 0.43% |
413,000
|
|
||
67
OneSpan
OSPN
$465M
| $3.18M | 0.42% |
200,000
|
|
||
68
Ooma
OOMA
$304M
| $3.12M | 0.42% |
260,000
|
|
||
69
M-tron Industries
MPTI
$148M
| $3.04M | 0.4% |
55,000
+20,000
|
|
||
|
70
Simulations Plus
SLP
$405M
| $3.02M | 0.4% |
+200,000
|
|
||
71
Teradyne
TER
$29.4B
| $2.83M | 0.38% |
20,600
|
|
||
72
Novanta
NOVT
$4.03B
| $2.5M | 0.33% |
+25,000
|
|
||
73
Dynatrace
DT
$13.5B
| $2.42M | 0.32% |
50,000
|
|
||
74
CI&T Inc
CINT
$607M
| $2.32M | 0.31% |
450,000
|
|
||
75
Freshworks
FRSH
$3.39B
| $2.23M | 0.3% |
190,000
+100,000
|
|