Herald Investment Management Ltd

报告期 2026-03-31 · CIK 0001512022

持仓数

前50大市值合计

$613.3M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4

23Q1 调仓2022-12-31 → 2023-03-31 · 共 23 项建仓 4增持 12减持 3清仓 4

方向

标的

Δ市值

现股数(环比)

减持

— Super Micro Computer Inc

+$7.7M

400,100 -6%

清仓

— Credo Technology Group Holding Ltd

-$3.7M

0 -100%

建仓

— Jamf Holding Corp

+$2.4M

125,000

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

AKTSQ Akoustis Technologies Inc

增持

KLIC Kulicke & Soffa Industries Inc

+$2.0M

165,895 +8%

增持

HLIT Harmonic Inc

+$1.8M

575,000 +15%

减持

SPSC SPS Commerce Inc

+$1.6M

95,000 -5%

建仓

— SecureWorks Corp

+$1.4M

169,000

减持

DSGX Descartes Systems Group Inc/The

+$1.4M

285,000 -8%

清仓

UCTT Ultra Clean Holdings Inc

-$1.2M

0 -100%

建仓

CLMB Climb Global Solutions Inc

+$1.0M

19,669

建仓

AIP Arteris Inc

+$1.0M

237,182

增持

MU Micron Technology Inc

+$923.2K

36,000 +44%

增持

RBBN Ribbon Communications Inc

+$893.1K

1,415,869 +0%

增持

QUIK QuickLogic Corp

+$730.1K

407,279 +23%

增持

IDN Intellicheck Inc

+$510.0K

750,000 +8%

清仓

— Pixelworks Inc

-$475.0K

0 -100%

增持

BAND Bandwidth Inc

-$463.8K

180,000 +29%

增持

LTRX Lantronix Inc

+$452.0K

850,000 +12%

增持

— Quantum Corp

+$309.0K

1,000,000 +34%

增持

— JFrog Ltd

+$248.5K

175,000 +17%

增持

— American Software Inc/GA

-$78.4K

220,000 +13%

清仓

— CYREN Ltd

-$17.0K

0 -100%