13F HOLDINGS REPORT
Value Base Ltd.
Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001178913-25-002555
Total Value
$175.0M
Positions
9
Other Managers
1
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COGNYTE SOFTWARE LTD | CGNT | 3,135,389 | $29.0M | 16.56% |
| 2 | VALENS SEMICONDUCTOR LTD | VLN-WT | 10,456,195 | $27.5M | 15.72% |
| 3 | VALENS SEMICONDUCTOR LTD | VLN-WT | 10,197,205 | $26.8M | 15.33% |
| 4 | COGNYTE SOFTWARE LTD | CGNT | 2,583,798 | $23.9M | 13.64% |
| 5 | PERION NETWORK LTD | PERI | 2,258,736 | $22.9M | 13.10% |
| 6 | AUDIOCODES LTD | AUDC | 2,018,976 | $19.8M | 11.33% |
| 7 | TEADS HLDG CO | TEAD | 5,352,107 | $13.3M | 7.59% |
| 8 | RADCOM LTD | RDCM | 865,009 | $11.8M | 6.72% |
| 9 | ALPHA TAU MEDICAL LTD | DRTSW | 152,761 | $36,678 | 0.02% |