Value Base Ltd.
- SEC CIK
- 0001992355
- Latest filing
- Jul 29, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 7
- −1 vs. Q4 2025
- Portfolio value
- $126.9M
- −$6.60M (−4.9%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CGNTCognyte Software Ltd. | ORD SHS | 6,238,883 | $50.5M | 39.8% | +519,696+9.1% | Added | History |
| VLNValens Semiconductor Ltd. | ORDINARY SHARES | 21,480,159 | $24.3M | 19.1% | +6,8480.0% | Added | History |
| AUDCAudiocodes Ltd | ORD | 2,628,864 | $22.1M | 17.4% | +609,888+30.2% | Added | History |
| PERIPerion Network Ltd. | SHS NEW | 1,551,423 | $15.5M | 12.2% | 00.0% | Unchanged | History |
| RDCMRadcom Ltd | SHS NEW | 865,009 | $10.5M | 8.3% | 00.0% | Unchanged | History |
| TEADTeads Holding Co. | COM | 5,752,107 | $3.79M | 3.0% | 00.0% | Unchanged | History |
| DRTSWAlpha Tau Medical Ltd. | *W EXP 03/07/202 | 152,761 | $152.8K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.