SEC 13F Intelligence

Herald Investment Management Ltd / SMCI

Herald Investment Management Ltd’s Super Micro Computer Inc Position

Does Herald Investment Management Ltd own Super Micro Computer Inc (SMCI)? Yes — 699.5K shares worth $16M (+2.22% of its 13F portfolio) as of Q1 2026, down from 709.5K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
699.5K
% of Portfolio
+2.22%
Quarters Held
7
currently held

Position History SMCI

Reported value by quarter
Q3 ’24: $36MQ3 ’24Q4 ’24: $23MQ4 ’24Q1 ’25: $26MQ1 ’25Q2 ’25: $37MQ2 ’25Q3 ’25: $34MQ3 ’25Q4 ’25: $21MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026699.5K$16M+2.22%
Q4 2025709.5K$21M+2.71%
Q3 2025719.5K$34M+4.59%
Q2 2025754.5K$37M+5.48%
Q1 2025754.5K$26M+4.85%
Q4 2024754.5K$23M+3.77%
Q3 202486.5K$36M+6.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Herald Investment Management Ltd’s full portfolio or all institutional holders of SMCI.