Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Value Base Ltd. (CIK 1992355) reported $126.9M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CGNT ($50.5M, 39.83%), VLN.WS ($24.3M, 19.13%), AUDC ($22.1M, 17.43%), PERI ($15.5M, 12.22%), RDCM ($10.5M, 8.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGNT | COGNYTE SOFTWARE LTD | $50.5M | 39.83% | 6.2M | Added |
| 2 | VLN.WS | VALENS SEMICONDUCTOR LTD | $24.3M | 19.13% | 21.5M | Added |
| 3 | AUDC | AUDIOCODES LTD | $22.1M | 17.43% | 2.6M | Added |
| 4 | PERI | PERION NETWORK LTD | $15.5M | 12.22% | 1.6M | Hold |
| 5 | RDCM | RADCOM LTD | $10.5M | 8.29% | 865,009 | Hold |
| 6 | TEAD | TEADS HLDG CO | $3.8M | 2.99% | 5.8M | Hold |
| 7 | DRTSW | ALPHA TAU MEDICAL LTD | $152,761 | 0.12% | 152,761 | Hold |
| 8 | ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31