Herald Investment Management Ltd 13F 持仓 · 2026年Q2
Herald Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 7.37 亿美元。前几大持仓：SIMO（6.67%）、CLS（4.08%）、VICR（3.97%）。本季前 25 大持仓中：增持 1 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SIMO | Silicon Motion Technology Corp | $49.2M | 6.67% | 147,700 | 减持 |
| 2 | CLS | Celestica Inc | $30.1M | 4.08% | 82,550 | 减持 |
| 3 | VICR | Vicor Corp | $29.3M | 3.97% | 77,100 | 减持 |
| 4 | TSEM | Tower Semiconductor Ltd | $25.8M | 3.50% | 99,000 | 减持 |
| 5 | KLIC | Kulicke & Soffa Industries Inc | $23.6M | 3.20% | 176,600 | 减持 |
| 6 | FN | Fabrinet | $23.4M | 3.17% | 41,600 | 减持 |
| 7 | DOCN | DigitalOcean Holdings Inc | $23.2M | 3.14% | 147,500 | 减持 |
| 8 | MU | Micron Technology Inc | $20.8M | 2.82% | 18,100 | 减持 |
| 9 | CEVA | Ceva Inc | $17.4M | 2.36% | 369,363 | 减持 |
| 10 | PEGA | Pegasystems Inc | $16.6M | 2.25% | 554,450 | 减持 |
| 11 | RDVT | Red Violet Inc | $16.2M | 2.20% | 254,250 | 增持 |
| 12 | VRNS | Varonis Systems Inc | $16.0M | 2.17% | 380,834 | 减持 |
| 13 | GOOGL | Alphabet Inc | $15.7M | 2.14% | 44,100 | 持平 |
| 14 | ARLO | Arlo Technologies Inc | $15.3M | 2.07% | 1.1M | 减持 |
| 15 | AIP | Arteris Inc | $14.4M | 1.95% | 296,800 | 减持 |
| 16 | RDWR | RADWARE Ltd | $14.1M | 1.91% | 456,817 | 减持 |
| 17 | FROG | JFrog Ltd | $14.0M | 1.89% | 153,550 | 减持 |
| 18 | VPG | Vishay Precision Group Inc | $12.5M | 1.70% | 83,750 | 减持 |
| 19 | SMCI | Super Micro Computer Inc | $12.4M | 1.68% | 421,600 | 减持 |
| 20 | AMZN | Amazon.com Inc | $11.8M | 1.60% | 49,400 | 持平 |
| 21 | AMD | Advanced Micro Devices Inc | $10.9M | 1.48% | 18,820 | 减持 |
| 22 | VSH | Vishay Intertechnology Inc | $9.7M | 1.32% | 180,475 | 减持 |
| 23 | MSFT | Microsoft Corp | $9.6M | 1.30% | 25,800 | 持平 |
| 24 | DRS | Leonardo DRS Inc | $9.4M | 1.27% | 219,500 | 减持 |
| 25 | LASR | nLight Inc | $8.5M | 1.15% | 121,500 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR