Value Base Ltd.
- SEC CIK
- 0001992355
- Latest filing
- Jul 29, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 29, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 6
- −1 vs. Q1 2026
- Portfolio value
- $162.3M
- +$35.5M (+28.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CGNTCognyte Software Ltd. | ORD SHS | 6,452,882 | $56.7M | 34.9% | +213,999+3.4% | Added | History |
| VLNValens Semiconductor Ltd. | ORDINARY SHARES | 21,491,922 | $48.6M | 29.9% | +11,763+0.1% | Added | History |
| AUDCAudiocodes Ltd | ORD | 2,628,864 | $25.4M | 15.7% | 00.0% | Unchanged | History |
| PERIPerion Network Ltd. | SHS NEW | 1,551,423 | $15.1M | 9.3% | 00.0% | Unchanged | History |
| RDCMRadcom Ltd | SHS NEW | 865,009 | $12.2M | 7.5% | 00.0% | Unchanged | History |
| TEADTeads Holding Co. | COM | 5,752,107 | $4.41M | 2.7% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.