Value Base Ltd. 13F holdings
Value Base Ltd. reported 6 positions with a total reported value of $162.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-29. Top holdings by reported value: CGNT COGNYTE SOFTWARE LTD (34.9%), VLN VALENS SEMICONDUCTOR LTD (29.9%), AUDC AUDIOCODES LTD (15.7%), PERI PERION NETWORK LTD (9.3%), RDCM RADCOM LTD (7.5%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
6 largest of 6 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CGNT COGNYTE SOFTWARE LTD | 6,452,882 | $56.7M | 34.9% |
| VLN VALENS SEMICONDUCTOR LTD | 21,491,922 | $48.6M | 29.9% |
| AUDC AUDIOCODES LTD | 2,628,864 | $25.4M | 15.7% |
| PERI PERION NETWORK LTD | 1,551,423 | $15.1M | 9.3% |
| RDCM RADCOM LTD | 865,009 | $12.2M | 7.5% |
| TEAD TEADS HLDG CO | 5,752,107 | $4.4M | 2.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| DRTS ALPHA TAU MEDICAL LTD | 152,761 | $152.8K | 0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CGNT COGNYTE SOFTWARE LTD | 6,238,883 | 6,452,882 | +3.4% | $56.7M |
| VLN VALENS SEMICONDUCTOR LTD | 21,480,159 | 21,491,922 | +0.1% | $48.6M |
Decreases
No position was decreased.
CIK 1992355 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
