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Herald Investment Management Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Herald Investment Management Ltd
报告期 2026-03-31 · CIK 0001512022
持仓数
97
前50大市值合计
$613.3M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
CLS
Celestica Inc
COM
$58.9M
209,500
9.6%
—
Fabrinet
COM
$52.2M
100,100
8.5%
SIMO
Silicon Motion Technology Corp
ADR
$41.3M
367,700
6.7%
VICR
Vicor Corp
COM
$35.4M
220,000
5.8%
PEGA
Pegasystems Inc
COM
$29.2M
686,600
4.8%
—
Tower Semiconductor Ltd
COM
$29.1M
166,000
4.7%
ARLO
Arlo Technologies Inc
COM
$19.6M
1,377,000
3.2%
DOCN
DigitalOcean Holdings Inc
COM
$18.6M
217,000
3.0%
—
RADWARE Ltd
COM
$17.1M
650,000
2.8%
KLIC
Kulicke & Soffa Industries Inc
COM
$16.0M
244,100
2.6%
SMCI
Super Micro Computer Inc
COM
$15.9M
699,500
2.6%
DRS
Leonardo DRS Inc
COM
$12.7M
285,000
2.1%
GOOGL
Alphabet Inc
COM
$12.7M
44,100
2.1%
LASR
nLight Inc
COM
$10.5M
185,000
1.7%
DSGX
Descartes Systems Group Inc/The
COM
$10.4M
145,000
1.7%
AMZN
Amazon.com Inc
COM
$10.3M
49,400
1.7%
VRNS
Varonis Systems Inc
COM
$10.0M
463,500
1.6%
CEVA
Ceva Inc
COM
$9.7M
520,000
1.6%
MSFT
Microsoft Corp
COM
$9.5M
25,800
1.6%
—
JFrog Ltd
COM
$9.4M
200,000
1.5%
ELVA
Electrovaya Inc
COM
$9.0M
1,150,000
1.5%
POWI
Power Integrations Inc
COM
$9.0M
175,000
1.5%
ALKT
Alkami Technology Inc
COM
$7.8M
500,000
1.3%
VIAV
Viavi Solutions Inc
COM
$7.5M
225,000
1.2%
VPG
Vishay Precision Group Inc
COM
$7.4M
170,000
1.2%
AVPT
AvePoint Inc
COM
$7.4M
775,000
1.2%
FORM
FormFactor Inc
COM
$7.3M
75,300
1.2%
MU
Micron Technology Inc
COM
$7.3M
21,500
1.2%
HLIT
Harmonic Inc
COM
$7.0M
785,000
1.1%
VECO
Veeco Instruments Inc
COM
$6.8M
200,000
1.1%
AIP
Arteris Inc
COM
$6.6M
400,000
1.1%
RDVT
Red Violet Inc
COM
$6.6M
190,208
1.1%
PDFS
PDF Solutions Inc
COM
$6.5M
200,000
1.1%
BELFB
Bel Fuse Inc
COM
$5.9M
30,000
1.0%
CLMB
Climb Global Solutions Inc
COM
$5.9M
296,836
1.0%
QUIK
QuickLogic Corp
COM
$5.7M
612,547
0.9%
SLAB
Silicon Laboratories Inc
COM
$5.7M
27,500
0.9%
IDN
Intellicheck Inc
COM
$5.7M
819,816
0.9%
AAPL
Apple Inc
COM
$5.7M
22,300
0.9%
PLUS
ePlus Inc
COM
$5.6M
75,000
0.9%
FIVN
Five9 Inc
COM
$5.5M
362,000
0.9%
VSH
Vishay Intertechnology Inc
COM
$5.4M
300,000
0.9%
MRAM
Everspin Technologies Inc
COM
$5.2M
600,000
0.9%
QLYS
Qualys Inc
COM
$4.8M
55,000
0.8%
DGII
Digi International Inc
COM
$4.8M
100,000
0.8%
CTS
CTS Corp
COM
$4.8M
100,000
0.8%
CCOI
Cogent Communications Holdings Inc
COM
$4.6M
242,600
0.7%
TER
Teradyne Inc
COM
$4.4M
15,000
0.7%
MLAB
Mesa Laboratories Inc
COM
$4.4M
50,000
0.7%
KOPN
Kopin Corp
COM
$4.3M
1,900,000
0.7%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
40%
前 6 大占比
CLS
9.6%
Fabrinet
8.5%
SIMO
6.7%
VICR
5.8%
PEGA
4.8%
Tower Semiconductor Ltd
4.7%
其他
59.9%
