Herald Investment Management Ltd Buys Vicor Corp, FireEye Inc, TTEC Holdings Inc, Sells Mellanox Technologies, Alteryx Inc, Adesto Technologies Corp

Author's Avatar
Aug 07, 2020
Article's Main Image
London, X0, based Investment company Herald Investment Management Ltd (Current Portfolio) buys Vicor Corp, FireEye Inc, TTEC Holdings Inc, CalAmp Corp, Ribbon Communications Inc, sells Mellanox Technologies, Alteryx Inc, Adesto Technologies Corp, Inphi Corp, Zscaler Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Herald Investment Management Ltd. As of 2020Q2, Herald Investment Management Ltd owns 95 stocks with a total value of $428 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, 7.92% of the total portfolio.
  2. Five9 Inc (FIVN) - 224,000 shares, 5.79% of the total portfolio. Shares reduced by 5.08%
  3. The Descartes Systems Group Inc (DSGX) - 429,800 shares, 5.31% of the total portfolio. Shares reduced by 5.81%
  4. LivePerson Inc (LPSN) - 500,000 shares, 4.84% of the total portfolio.
  5. Radware Ltd (RDWR) - 770,000 shares, 4.24% of the total portfolio.
New Purchase: FireEye Inc (FEYE)

Herald Investment Management Ltd initiated holding in FireEye Inc. The purchase prices were between $9.32 and $13.9, with an estimated average price of $11.57. The stock is now traded at around $15.61. The impact to a portfolio due to this purchase was 0.85%. The holding were 300,000 shares as of .

New Purchase: CalAmp Corp (CAMP)

Herald Investment Management Ltd initiated holding in CalAmp Corp. The purchase prices were between $3.99 and $9, with an estimated average price of $6.67. The stock is now traded at around $8.20. The impact to a portfolio due to this purchase was 0.47%. The holding were 250,000 shares as of .

New Purchase: Arista Networks Inc (ANET)

Herald Investment Management Ltd initiated holding in Arista Networks Inc. The purchase prices were between $192.77 and $235.17, with an estimated average price of $216.21. The stock is now traded at around $230.07. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,600 shares as of .

New Purchase: Sonim Technologies Inc (SONM)

Herald Investment Management Ltd initiated holding in Sonim Technologies Inc. The purchase prices were between $0.7 and $1.06, with an estimated average price of $0.89. The stock is now traded at around $1.04. The impact to a portfolio due to this purchase was 0.21%. The holding were 1,130,000 shares as of .

New Purchase: Ping Identity Holding Corp (PING)

Herald Investment Management Ltd initiated holding in Ping Identity Holding Corp. The purchase prices were between $17.4 and $34.09, with an estimated average price of $26.32. The stock is now traded at around $36.72. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,000 shares as of .

Added: Vicor Corp (VICR)

Herald Investment Management Ltd added to a holding in Vicor Corp by 134.62%. The purchase prices were between $37.9 and $72.25, with an estimated average price of $55.83. The stock is now traded at around $82.16. The impact to a portfolio due to this purchase was 1.18%. The holding were 122,000 shares as of .

Added: TTEC Holdings Inc (TTEC)

Herald Investment Management Ltd added to a holding in TTEC Holdings Inc by 115.00%. The purchase prices were between $32.63 and $46.66, with an estimated average price of $39.82. The stock is now traded at around $57.21. The impact to a portfolio due to this purchase was 0.5%. The holding were 86,000 shares as of .

Added: Ribbon Communications Inc (RBBN)

Herald Investment Management Ltd added to a holding in Ribbon Communications Inc by 78.36%. The purchase prices were between $2.77 and $4.56, with an estimated average price of $3.62. The stock is now traded at around $4.49. The impact to a portfolio due to this purchase was 0.44%. The holding were 1,088,000 shares as of .

Added: Ooma Inc (OOMA)

Herald Investment Management Ltd added to a holding in Ooma Inc by 56.53%. The purchase prices were between $10.35 and $16.48, with an estimated average price of $12.51. The stock is now traded at around $16.12. The impact to a portfolio due to this purchase was 0.31%. The holding were 225,400 shares as of .

Added: Match Group Inc (MTCH)

Herald Investment Management Ltd added to a holding in Match Group Inc by 115.84%. The purchase prices were between $51.95 and $100.12, with an estimated average price of $76.44. The stock is now traded at around $115.33. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,849 shares as of .

Sold Out: Mellanox Technologies Ltd (MLNX)

Herald Investment Management Ltd sold out a holding in Mellanox Technologies Ltd. The sale prices were between $118.77 and $124.89, with an estimated average price of $122.88.

Sold Out: Adesto Technologies Corp (IOTS)

Herald Investment Management Ltd sold out a holding in Adesto Technologies Corp. The sale prices were between $10.35 and $12.55, with an estimated average price of $11.84.

Sold Out: Zscaler Inc (ZS)

Herald Investment Management Ltd sold out a holding in Zscaler Inc. The sale prices were between $60.86 and $113.05, with an estimated average price of $82.37.

Sold Out: NXP Semiconductors NV (NXPI)

Herald Investment Management Ltd sold out a holding in NXP Semiconductors NV. The sale prices were between $74.73 and $119.92, with an estimated average price of $99.55.



Here is the complete portfolio of Herald Investment Management Ltd. Also check out:

1. Herald Investment Management Ltd's Undervalued Stocks
2. Herald Investment Management Ltd's Top Growth Companies, and
3. Herald Investment Management Ltd's High Yield stocks
4. Stocks that Herald Investment Management Ltd keeps buying