HERALD INVESTMENT MANAGEMENT Ltd
LONDON X0 · SEC CIK 0001512022
$7.37亿2026Q2 申报市值
92持仓数
35.2%前十大占比 · 第一大 6.7%
0 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RDVT 加仓+$408.20万
CINT 加仓+$154.85万
VERX 加仓+$114.70万
CMRC 加仓+$106.56万
PATH 加仓+$102.08万
2026Q2 卖出最多 按季末市值估算
SIMO 减仓-$7,325.34万
VICR 减仓-$5,422.63万
CLS 减仓-$4,628.85万
FN 减仓-$3,288.40万
TSEM 减仓-$1,744.55万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SIMO | Silicon Motion Technology Corp | $4,917.97万 | 6.67% | 147,700 | -220,000 | -59.8% | -$7,325.34万 | 减仓 |
| CLS | Celestica Inc | $3,009.94万 | 4.08% | 82,550 | -126,950 | -60.6% | -$4,628.85万 | 减仓 |
| VICR | Vicor Corp | $2,925.71万 | 3.97% | 77,100 | -142,900 | -65.0% | -$5,422.63万 | 减仓 |
| TSEM | Tower Semiconductor Ltd | $2,577.76万 | 3.50% | 99,000 | -67,000 | -40.4% | -$1,744.55万 | 减仓 |
| KLIC | Kulicke & Soffa Industries Inc | $2,361.32万 | 3.20% | 176,600 | -67,500 | -27.7% | -$902.54万 | 减仓 |
| FN | Fabrinet | $2,338.42万 | 3.17% | 41,600 | -58,500 | -58.4% | -$3,288.40万 | 减仓 |
| DOCN | DigitalOcean Holdings Inc | $2,316.19万 | 3.14% | 147,500 | -69,500 | -32.0% | -$1,091.36万 | 减仓 |
| MU | Micron Technology Inc | $2,082.88万 | 2.82% | 18,100 | -3,400 | -15.8% | -$391.26万 | 减仓 |
| CEVA | Ceva Inc | $1,741.92万 | 2.36% | 369,363 | -150,637 | -29.0% | -$710.40万 | 减仓 |
| PEGA | Pegasystems Inc | $1,660.58万 | 2.25% | 554,450 | -132,150 | -19.2% | -$395.79万 | 减仓 |
| RDVT | Red Violet Inc | $1,620.59万 | 2.20% | 254,250 | 64,042 | 33.7% | $408.20万 | 加仓 |
| VRNS | Varonis Systems Inc | $1,596.84万 | 2.17% | 380,834 | -82,666 | -17.8% | -$346.62万 | 减仓 |
| GOOGL | Alphabet Inc | $1,574.63万 | 2.14% | 44,100 | 0 | 0.0% | — | 不变 |
| ARLO | Arlo Technologies Inc | $1,529.07万 | 2.07% | 1,134,325 | -242,675 | -17.6% | -$327.13万 | 减仓 |
| AIP | Arteris Inc | $1,440.37万 | 1.95% | 296,800 | -103,200 | -25.8% | -$500.83万 | 减仓 |
| RDWR | RADWARE Ltd | $1,408.37万 | 1.91% | 456,817 | -193,183 | -29.7% | -$595.58万 | 减仓 |
| FROG | JFrog Ltd | $1,395.46万 | 1.89% | 153,550 | -46,450 | -23.2% | -$422.14万 | 减仓 |
| VPG | Vishay Precision Group Inc | $1,253.49万 | 1.70% | 83,750 | -86,250 | -50.7% | -$1,290.90万 | 减仓 |
| SMCI | Super Micro Computer Inc | $1,236.55万 | 1.68% | 421,600 | -277,900 | -39.7% | -$815.08万 | 减仓 |
| AMZN | Amazon.com Inc | $1,176.61万 | 1.60% | 49,400 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices Inc | $1,091.86万 | 1.48% | 18,820 | -1,900 | -9.2% | -$110.23万 | 减仓 |
| VSH | Vishay Intertechnology Inc | $970.41万 | 1.32% | 180,475 | -119,525 | -39.8% | -$642.69万 | 减仓 |
| MSFT | Microsoft Corp | $961.75万 | 1.30% | 25,800 | 0 | 0.0% | — | 不变 |
| DRS | Leonardo DRS Inc | $937.05万 | 1.27% | 219,500 | -65,500 | -23.0% | -$279.62万 | 减仓 |
| PDFS | PDF Solutions Inc | $846.28万 | 1.15% | 119,667 | -80,333 | -40.2% | -$568.11万 | 减仓 |
| LASR | nLight Inc | $845.40万 | 1.15% | 121,500 | -63,500 | -34.3% | -$441.83万 | 减仓 |
| POWI | Power Integrations Inc | $840.52万 | 1.14% | 100,384 | -74,616 | -42.6% | -$624.76万 | 减仓 |
| BAND | Bandwidth Inc | $784.30万 | 1.06% | 124,000 | -51,000 | -29.1% | -$322.57万 | 减仓 |
| FIVN | Five9 Inc | $755.44万 | 1.02% | 354,500 | -7,500 | -2.1% | -$15.98万 | 减仓 |
| DSGX | Descartes Systems Group Inc/The | $747.68万 | 1.01% | 108,000 | -37,000 | -25.5% | -$256.15万 | 减仓 |
| ELVA | Electrovaya Inc | $736.20万 | 1.00% | 704,500 | -445,500 | -38.7% | -$465.55万 | 减仓 |
| TER | Teradyne Inc | $724.85万 | 0.98% | 15,000 | 0 | 0.0% | — | 不变 |
| ALKT | Alkami Technology Inc | $724.40万 | 0.98% | 400,000 | -100,000 | -20.0% | -$181.10万 | 减仓 |
| OUST | Ouster Inc | $715.17万 | 0.97% | 114,500 | -35,500 | -23.7% | -$221.73万 | 减仓 |
| APPS | Digital Turbine Inc | $709.37万 | 0.96% | 550,329 | -37,500 | -6.4% | -$48.34万 | 减仓 |
| AAPL | Apple Inc | $708.27万 | 0.96% | 24,500 | 2,200 | 9.9% | $63.60万 | 加仓 |
| QLYS | Qualys Inc | $652.37万 | 0.88% | 47,500 | -7,500 | -13.6% | -$103.00万 | 减仓 |
| AVPT | AvePoint Inc | $644.86万 | 0.87% | 575,250 | -199,750 | -25.8% | -$223.92万 | 减仓 |
| VIAV | Viavi Solutions Inc | $612.13万 | 0.83% | 128,167 | -96,833 | -43.0% | -$462.47万 | 减仓 |
| FORM | FormFactor Inc | $602.21万 | 0.82% | 37,650 | -37,650 | -50.0% | -$602.21万 | 减仓 |
| BELFB | Bel Fuse Inc | $596.96万 | 0.81% | 17,950 | -12,050 | -40.2% | -$400.75万 | 减仓 |
| MRAM | Everspin Technologies Inc | $583.83万 | 0.79% | 241,750 | -358,250 | -59.7% | -$865.17万 | 减仓 |
| MPTI | M-Tron Industries Inc | $578.97万 | 0.79% | 58,500 | 3,500 | 6.4% | $34.64万 | 加仓 |
| FA | First Advantage Corp | $563.75万 | 0.76% | 312,500 | -37,500 | -10.7% | -$67.65万 | 减仓 |
| PLUS | ePlus Inc | $561.13万 | 0.76% | 67,500 | -7,500 | -10.0% | -$62.35万 | 减仓 |
| KOPN | Kopin Corp | $557.63万 | 0.76% | 1,247,500 | -652,500 | -34.3% | -$291.67万 | 减仓 |
| DGII | Digi International Inc | $556.96万 | 0.76% | 74,500 | -25,500 | -25.5% | -$190.64万 | 减仓 |
| VECO | Veeco Instruments Inc | $526.81万 | 0.71% | 69,500 | -130,500 | -65.2% | -$989.19万 | 减仓 |
| QUIK | QuickLogic Corp | $520.91万 | 0.71% | 261,500 | -351,047 | -57.3% | -$699.29万 | 减仓 |
| CLMB | Climb Global Solutions Inc | $512.66万 | 0.70% | 221,836 | -75,000 | -25.3% | -$173.33万 | 减仓 |
| CTS | CTS Corp | $472.63万 | 0.64% | 72,500 | -27,500 | -27.5% | -$179.27万 | 减仓 |
| SPIR | Spire Global Inc | $469.31万 | 0.64% | 253,000 | -87,000 | -25.6% | -$161.38万 | 减仓 |
| NOVT | Novanta Inc | $466.58万 | 0.63% | 28,780 | 0 | 0.0% | — | 不变 |
| — | RADCOM Ltd | $456.62万 | 0.62% | 325,000 | 0 | 0.0% | — | 不变 |
| — | Silicom Ltd | $452.46万 | 0.61% | 95,800 | -27,500 | -22.3% | -$129.88万 | 减仓 |
| HLIT | Harmonic Inc | $435.74万 | 0.59% | 267,000 | -518,000 | -66.0% | -$845.38万 | 减仓 |
| POWL | Powell Industries Inc | $429.40万 | 0.58% | 15,000 | 0 | 0.0% | — | 不变 |
| FC | Franklin Covey Co | $428.93万 | 0.58% | 175,000 | 0 | 0.0% | — | 不变 |
| MLAB | Mesa Laboratories Inc | $422.58万 | 0.57% | 42,500 | -7,500 | -15.0% | -$74.57万 | 减仓 |
| ALNT | Allient Inc | $411.12万 | 0.56% | 40,000 | 0 | 0.0% | — | 不变 |
| HSTM | HealthStream Inc | $408.00万 | 0.55% | 150,000 | 0 | 0.0% | — | 不变 |
| SPSC | SPS Commerce Inc | $399.91万 | 0.54% | 70,000 | 0 | 0.0% | — | 不变 |
| SMWB | SimilarWeb Ltd | $396.32万 | 0.54% | 645,465 | 0 | 0.0% | — | 不变 |
| HIMX | Himax Technologies Inc | $386.57万 | 0.52% | 252,000 | -148,000 | -37.0% | -$227.03万 | 减仓 |
| — | Simulations Plus Inc | $366.20万 | 0.50% | 200,000 | 0 | 0.0% | — | 不变 |
| VERX | Vertex Inc | $344.10万 | 0.47% | 300,000 | 100,000 | 50.0% | $114.70万 | 加仓 |
| CCOI | Cogent Communications Holdings Inc | $336.49万 | 0.46% | 242,600 | 0 | 0.0% | — | 不变 |
| CINT | CI&T Inc | $326.00万 | 0.44% | 1,000,000 | 475,000 | 90.5% | $154.85万 | 加仓 |
| ARW | Arrow Electronics Inc | $324.35万 | 0.44% | 15,200 | 0 | 0.0% | — | 不变 |
| PATH | UiPath Inc | $321.76万 | 0.44% | 296,280 | 94,000 | 46.5% | $102.08万 | 加仓 |
| ANET | Arista Networks Inc | $317.69万 | 0.43% | 18,700 | 0 | 0.0% | — | 不变 |
| CMRC | Commerce.com Inc | $313.76万 | 0.43% | 1,060,000 | 360,000 | 51.4% | $106.56万 | 加仓 |
| AVT | Avnet Inc | $293.01万 | 0.40% | 33,000 | 0 | 0.0% | — | 不变 |
| OOMA | Ooma Inc | $288.15万 | 0.39% | 150,000 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN Holdings Inc | $277.80万 | 0.38% | 200,000 | 0 | 0.0% | — | 不变 |
| SLAB | Silicon Laboratories Inc | $273.09万 | 0.37% | 12,500 | -15,000 | -54.5% | -$327.70万 | 减仓 |
| BRZE | Braze Inc | $271.00万 | 0.37% | 125,000 | 0 | 0.0% | — | 不变 |
| INTC | Intel Corp | $265.03万 | 0.36% | 19,000 | 0 | 0.0% | — | 不变 |
| ZM | Zoom Communications Inc | $223.63万 | 0.30% | 25,910 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc | $219.50万 | 0.30% | 50,000 | 0 | 0.0% | — | 不变 |
| — | Tecogen Inc/Waltham MA | $218.82万 | 0.30% | 420,000 | 0 | 0.0% | — | 不变 |
| — | Valens Semiconductor Ltd | $214.70万 | 0.29% | 950,000 | 0 | 0.0% | — | 不变 |
| FRSH | Freshworks Inc | $192.28万 | 0.26% | 190,000 | 0 | 0.0% | — | 不变 |
| RMNI | Rimini Street Inc | $148.40万 | 0.20% | 350,000 | -650,000 | -65.0% | -$275.60万 | 减仓 |
| BELFA | Bel Fuse Inc | $145.31万 | 0.20% | 5,000 | 0 | 0.0% | — | 不变 |
| — | Intellicheck Inc | $122.70万 | 0.17% | 300,000 | -519,816 | -63.4% | -$212.60万 | 减仓 |
| TXN | Texas Instruments Inc | $122.15万 | 0.17% | 4,100 | 0 | 0.0% | — | 不变 |
| — | Check Point Software Technologies Ltd | $120.78万 | 0.16% | 9,200 | 0 | 0.0% | — | 不变 |
| AVNW | Aviat Networks Inc | $117.66万 | 0.16% | 53,000 | -102,000 | -65.8% | -$226.44万 | 减仓 |
| KD | Kyndryl Holdings Inc | $90.48万 | 0.12% | 80,000 | 0 | 0.0% | — | 不变 |
| — | Freightos Ltd | $73.50万 | 0.10% | 500,000 | 0 | 0.0% | — | 不变 |
| — | Aware Inc/MA | $31.13万 | 0.04% | 234,058 | -195,942 | -45.6% | -$26.06万 | 减仓 |
| — | CSG Systems International Inc | $0 | 0.00% | 0 | -41,240 | -100.0% | -$329.75万 | 清仓 |
| — | Genasys Inc | $0 | 0.00% | 0 | -419,370 | -100.0% | -$76.33万 | 清仓 |
| NABL | N-Able Inc | $0 | 0.00% | 0 | -63,000 | -100.0% | -$29.42万 | 清仓 |
| RBBN | Ribbon Communications Inc | $0 | 0.00% | 0 | -100,000 | -100.0% | -$21.20万 | 清仓 |
| — | M-Tron Industries Inc | $0 | 0.00% | 0 | -55,000 | -100.0% | -$11.55万 | 清仓 |