HERALD INVESTMENT MANAGEMENT LTD
10-11 CHARTERHOUSE SQUARE, LONDON, , EC1M 6EE, (207) 553-6308
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 81 |
| New Positions | 7 |
| Increased Positions | 12 |
| Decreased Positions | 5 |
| Positions with Activity | 17 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
218 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | |
| Financial | |
| Healthcare | 0.97% |
| Services | 3.28% |
| Technology | 95.76% |
| Transportation | |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
81 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ADVENT SOFTWARE INC | COM | 16,101 | -325 | (1.98) | 470,500 |
| ATMI INC | COM | 14,748 | New | 600,000 | |
| WEBSENSE INC | COM | 12,360 | New | 500,000 | |
| ACTUATE CORP | COM | 10,680 | New | 1,594,100 | |
| RADWARE LTD | ORD | 10,126 | 1,498 | 17.36 | 676,000 |
| MELLANOX TECHNOLOGIES LTD | SHS | 8,872 | New | 178,400 | |
| VIASAT INC | COM | 7,334 | New | 100,000 | |
| TESSERA TECHNOLOGIES INC | COM | 7,088 | New | 334,200 | |
| SILICON MOTION TECHNOLOGY CORP | SPONSORED ADR | 6,702 | -1,117 | (14.29) | 600,000 |
| PEGASYSTEMS INC | COM | 6,191 | New | 190,500 | |
| DESCARTES SYS GROUP INC | COM | 5,957 | New | 550,000 | |
| CEVA INC | COM | 5,893 | New | 318,382 | |
| WEB COM GROUP INC | COM | 5,623 | New | 250,000 | |
| CAVIUM INC | COM | 5,579 | New | 157,500 | |
| MENTOR GRAPHICS CORP | COM | 4,943 | New | 250,000 | |
| SUPPORT COM INC | COM | 4,743 | New | 1,047,100 | |
| ALLIANCE FIBER OPTIC PRODS INC | COM NEW | 4,410 | New | 188,474 | |
| MICROS SYS INC | COM | 4,346 | New | 100,000 | |
| EPIQ SYS INC | COM | 4,023 | New | 300,000 | |
| KEYNOTE SYS INC | COM | 3,745 | New | 270,000 |
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