13F HOLDINGS REPORT
Value Base Ltd.
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001178913-26-000326
Total Value
$133.5M
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COGNYTE SOFTWARE LTD | CGNT | 3,135,389 | $29.5M | 22.08% |
| 2 | COGNYTE SOFTWARE LTD | CGNT | 2,583,798 | $24.3M | 18.20% |
| 3 | AUDIOCODES LTD | AUDC | 2,018,976 | $17.6M | 13.21% |
| 4 | VALENS SEMICONDUCTOR LTD | VLN-WT | 11,268,790 | $16.0M | 11.99% |
| 5 | PERION NETWORK LTD | PERI | 1,551,423 | $14.9M | 11.14% |
| 6 | VALENS SEMICONDUCTOR LTD | VLN-WT | 10,204,521 | $14.5M | 10.86% |
| 7 | RADCOM LTD | RDCM | 865,009 | $11.3M | 8.48% |
| 8 | TEADS HLDG CO | TEAD | 5,752,107 | $4.0M | 3.03% |
| 9 | ZIM INTEGRATED SHIPPING SERV | ZIM | 62,000 | $1.3M | 0.99% |
| 10 | ALPHA TAU MEDICAL LTD | DRTSW | 152,761 | $51,939 | 0.04% |