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HERALD INVESTMENT MANAGEMENT LTD Information

10-11 CHARTERHOUSE SQUARE, LONDON, , EC1M 6EE, (207) 553-6308

Report Date: 03/31/2019

Position Statistics

Total Positions 95
New Positions 9
Increased Positions 11
Decreased Positions 2
Positions with Activity 13
Sold Out Positions 0
Total Mkt Value (in $ millions) 364

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 0.97%
Basic Materials
Industrials 5.08%
Consumer Cyclicals 0.91%
Consumer Non-Cyclicals
Financials 0.38%
Healthcare
Technology 88.02%
Telecommunication Services 4.63%
Utilities

95 Positions as of 03/31/2019

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
FUSION CONNECT INC COM 16 16 New 700,000
SITO MOBILE LTD COM NEW 109 New 125,000
ASURE SOFTWARE INC COM 140 New 20,759
ALPHA & OMEGA SEMICONDUCTOR LT SHS 162 162 New 18,798
NVIDIA CORP COM 210 New 1,450
SUPPORT COM INC COM NEW 229 New 143,339
GRIDSUM HLDG INC SPONSORED ADR 280 New 100,000
WESTERN DIGITAL CORP COM 307 New 8,440
AEHR TEST SYSTEMS COM 322 New 200,000
LEIDOS HLDGS INC COM 324 New 4,112
NLIGHT INC COM 462 New 25,000
58 COM INC SPON ADR REP A 470 New 8,000
DIGIMARC CORP NEW COM 506 New 10,000
CTRIP COM INTL LTD SPONSORED ADS 556 556 New 16,600
NEOPHOTONICS CORP COM 566 New 140,000
MARCHEX INC CL B 596 596 New 137,291
ALIBABA GROUP HLDG LTD SPONSORED ADS 601 New 3,800
AXT INC COM 612 New 150,000
ONE STOP SYS INC COM 625 329 111.11 380,000
VERITONE INC COM 674 New 90,000