Herald Investment Management Ltd Buys Bandwidth Inc, Super Micro Computer Inc, Qumu Corp, Sells CEVA Inc, ACM Research Inc, eGain Corp

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Feb 17, 2020
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London, X0, based Investment company Herald Investment Management Ltd (Current Portfolio) buys Bandwidth Inc, Super Micro Computer Inc, Qumu Corp, Zscaler Inc, TTEC Holdings Inc, sells CEVA Inc, ACM Research Inc, eGain Corp, Advanced Micro Devices Inc, Trip.com Group during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Herald Investment Management Ltd. As of 2019Q4, Herald Investment Management Ltd owns 90 stocks with a total value of $392 million. These are the details of the buys and sells.

For the details of Herald Investment Management Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/herald+investment+management+ltd/current-portfolio/portfolio

These are the top 5 holdings of Herald Investment Management Ltd
  1. Pegasystems Inc (PEGA) - 335,300 shares, 6.80% of the total portfolio.
  2. Mellanox Technologies Ltd (MLNX) - 192,270 shares, 5.74% of the total portfolio.
  3. Radware Ltd (RDWR) - 770,000 shares, 5.06% of the total portfolio.
  4. The Descartes Systems Group Inc (DSGX) - 456,300 shares, 4.96% of the total portfolio.
  5. LivePerson Inc (LPSN) - 500,000 shares, 4.71% of the total portfolio.
New Purchase: Qumu Corp (QUMU)

Herald Investment Management Ltd initiated holding in Qumu Corp. The purchase prices were between $2.45 and $3.24, with an estimated average price of $2.74. The stock is now traded at around $1.98. The impact to a portfolio due to this purchase was 0.47%. The holding were 696,000 shares as of .

New Purchase: Zscaler Inc (ZS)

Herald Investment Management Ltd initiated holding in Zscaler Inc. The purchase prices were between $40.75 and $52.8, with an estimated average price of $46.5. The stock is now traded at around $62.11. The impact to a portfolio due to this purchase was 0.43%. The holding were 36,000 shares as of .

New Purchase: TTEC Holdings Inc (TTEC)

Herald Investment Management Ltd initiated holding in TTEC Holdings Inc. The purchase prices were between $35.92 and $48.48, with an estimated average price of $43.78. The stock is now traded at around $43.80. The impact to a portfolio due to this purchase was 0.4%. The holding were 40,000 shares as of .

New Purchase: NetApp Inc (NTAP)

Herald Investment Management Ltd initiated holding in NetApp Inc. The purchase prices were between $49.78 and $63.54, with an estimated average price of $58.53. The stock is now traded at around $54.24. The impact to a portfolio due to this purchase was 0.24%. The holding were 15,250 shares as of .

New Purchase: Arrow Electronics Inc (ARW)

Herald Investment Management Ltd initiated holding in Arrow Electronics Inc. The purchase prices were between $71.32 and $85.12, with an estimated average price of $79.72. The stock is now traded at around $79.19. The impact to a portfolio due to this purchase was 0.17%. The holding were 7,800 shares as of .

New Purchase: Trip.com Group Ltd (TCOM)

Herald Investment Management Ltd initiated holding in Trip.com Group Ltd. The purchase prices were between $28.85 and $35.75, with an estimated average price of $32.32. The stock is now traded at around $33.42. The impact to a portfolio due to this purchase was 0.14%. The holding were 16,600 shares as of .

Added: Bandwidth Inc (BAND)

Herald Investment Management Ltd added to a holding in Bandwidth Inc by 467.25%. The purchase prices were between $47.57 and $68.07, with an estimated average price of $57.81. The stock is now traded at around $75.33. The impact to a portfolio due to this purchase was 0.98%. The holding were 72,841 shares as of .

Added: Super Micro Computer Inc (SMCI)

Herald Investment Management Ltd added to a holding in Super Micro Computer Inc by 53.76%. The purchase prices were between $18.75 and $24.65, with an estimated average price of $21.22. The stock is now traded at around $28.02. The impact to a portfolio due to this purchase was 0.61%. The holding were 286,000 shares as of .

Added: Boingo Wireless Inc (WIFI)

Herald Investment Management Ltd added to a holding in Boingo Wireless Inc by 45.50%. The purchase prices were between $8.9 and $12.57, with an estimated average price of $10.88. The stock is now traded at around $13.90. The impact to a portfolio due to this purchase was 0.31%. The holding were 351,739 shares as of .

Added: SailPoint Technologies Holdings Inc (SAIL)

Herald Investment Management Ltd added to a holding in SailPoint Technologies Holdings Inc by 47.62%. The purchase prices were between $17.9 and $25.26, with an estimated average price of $22.01. The stock is now traded at around $25.16. The impact to a portfolio due to this purchase was 0.3%. The holding were 155,000 shares as of .

Added: Pluralsight Inc (PS)

Herald Investment Management Ltd added to a holding in Pluralsight Inc by 62.03%. The purchase prices were between $15.55 and $18.57, with an estimated average price of $17.02. The stock is now traded at around $18.66. The impact to a portfolio due to this purchase was 0.25%. The holding were 150,000 shares as of .

Added: NXP Semiconductors NV (NXPI)

Herald Investment Management Ltd added to a holding in NXP Semiconductors NV by 161.13%. The purchase prices were between $103.21 and $129.2, with an estimated average price of $116.4. The stock is now traded at around $137.08. The impact to a portfolio due to this purchase was 0.2%. The holding were 9,923 shares as of .

Sold Out: ACM Research Inc (ACMR)

Herald Investment Management Ltd sold out a holding in ACM Research Inc. The sale prices were between $12.59 and $19.62, with an estimated average price of $14.83.

Sold Out: eGain Corp (EGAN)

Herald Investment Management Ltd sold out a holding in eGain Corp. The sale prices were between $7.27 and $8.39, with an estimated average price of $7.74.

Sold Out: Trip.com Group Ltd (CLV)

Herald Investment Management Ltd sold out a holding in Trip.com Group Ltd. The sale prices were between $26 and $31.4, with an estimated average price of $28.97.

Sold Out: SITO Mobile Ltd (SITO)

Herald Investment Management Ltd sold out a holding in SITO Mobile Ltd. The sale prices were between $0.27 and $0.83, with an estimated average price of $0.51.



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