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  Name: HERALD INVESTMENT MANAGEMENT LTD
  City: LONDON
  State: X0
  Zip: EC1M 6EE
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $523,521,000
  Total Value Change : $53,120,000
  Securities Held Change : -3
   
All Securities Held : 98
  New Positions : 1
  Closed Positions : 4
  Increased Positions : 9
  Unchanged Positions : 78
  Decreased Positions : 10

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Holdings Found : 9     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CCOI)1 Year Chart         CCOI Cogent Communications Group... 8 - $63.07 $13,993,000 184,000 2.67% 3,459,000 13,605 0.387    Internet Service Prov...
   (KLIC)1 Year Chart         KLIC Kulicke & Soffa Industries Inc 12 - $48.02 $11,812,000 216,100 2.26% 3,745,000 50,205 0.349    Semiconductor Equipme...
   (ARLO)1 Year Chart         ARLO Arlo Technologies, Inc. 13 - $13.89 $10,377,000 1,090,992 1.98% -845,000 562 1.38    N/A
   (CYBR)1 Year Chart         CYBR Cyber-Ark Software Ltd 14 - $237.47 $9,703,000 44,300 1.85% 2,994,000 3,300 0.114    N/A
   (FORM)1 Year Chart         FORM Formfactor Inc 27 - $44.32 $4,933,000 118,300 0.94% 1,349,000 15,700 0.153    Semiconductor- Broad...
   (AVNW)1 Year Chart         AVNW Aviat Networks Inc 35 - $31.17 $4,083,000 125,000 0.78% 656,000 15,000 1.12    Communication Equipment
   (AMSWA)1 Year Chart         AMSWA American Software Inc 36 - $10.02 $3,899,000 345,000 0.74% 807,000 75,000 1.125    Application Software
   (DT)1 Year Chart         DT Dynatrace, Inc. 55 - $0.00 $2,461,000 45,000 0.47% 1,265,000 19,400 0.015    N/A
   (IDN)1 Year Chart         IDN Intelli Check-Mobilisa 70 - $3.07 $1,710,000 900,000 0.33% -177,000 50,000 4.894    Business Software & S...

      9 Records Found
  1    
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