HERALD INVESTMENT MANAGEMENT Ltd MRAM EVERSPIN

Ownership history in HERALD INVESTMENT MANAGEMENT Ltd  ·  37 quarters on record

AI Ownership Summary

HERALD INVESTMENT MANAGEMENT Ltd reported EVERSPIN (MRAM) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.99% in 2025 Q3. The latest visible filing shows MRAM at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HERALD INVESTMENT MANAGEMENT Ltd's position in EVERSPIN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRAM was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HERALD INVESTMENT MANAGEMENT Ltd held MRAM — position size vs. price
% of Fund (quarterly)    MRAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 600,000 -200,000 -25.0% 0.73% $5.2M 2026-05-13 $41.46
2025 Q4 UNCHANGED 800,000 0% 0.97% $7.4M 2026-02-13 $11.03
2025 Q3 ADDED 800,000 +125,000 +18.5% 0.99% $7.4M 2025-11-07 $9.01
2025 Q2 ADDED 675,000 +75,000 +12.5% 0.63% $4.2M 2025-07-22 $6.68
2025 Q1 UNCHANGED 600,000 0% 0.57% $3.1M 2025-05-12 $6.10
2024 Q4 ADDED 600,000 +100,000 +20.0% 0.63% $3.8M 2025-02-13 $5.72
2024 Q3 ADDED 500,000 +25,183 +5.3% 0.51% $2.9M 2024-11-13 $5.87
2024 Q2 ADDED 474,817 +139,817 +41.7% 0.46% $2.8M 2024-08-09 $5.22
2024 Q1 ADDED 335,000 +60,000 +21.8% 0.43% $2.7M 2024-05-13 $6.17
2023 Q4 UNCHANGED 275,000 0% 0.47% $2.5M 2024-02-14 $8.77
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HERALD INVESTMENT MANAGEMENT Ltd and MRAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HERALD INVESTMENT MANAGEMENT Ltd reported owning MRAM?

HERALD INVESTMENT MANAGEMENT Ltd reported MRAM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRAM position in HERALD INVESTMENT MANAGEMENT Ltd's portfolio?

The largest reported portfolio weight for MRAM was 0.99% in 2025 Q3.

What is the latest reported MRAM position on this page?

The most recent filing on this page is 2026 Q1, when HERALD INVESTMENT MANAGEMENT Ltd reported 600,000 shares, equal to 0.73% of portfolio, with an estimated market value of $5.2M.

What does the chart on this MRAM ownership page compare?

The chart compares HERALD INVESTMENT MANAGEMENT Ltd's quarterly MRAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HERALD INVESTMENT MANAGEMENT Ltd time their MRAM position?

Based on 13F filing dates vs. subsequent MRAM price moves, HERALD INVESTMENT MANAGEMENT Ltd correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on MRAM relative to SPY over the holding period was +1.6%.

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