Value Base Ltd. 13F Holdings · Q2 2026
Value Base Ltd. reported 6 securities worth $162.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CGNT (34.90%), VLN (29.92%), AUDC (15.67%). Among its top 25 positions this quarter: 2 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGNT | COGNYTE SOFTWARE LTD | $56.7M | 34.90% | 6.5M | Added |
| 2 | VLN | VALENS SEMICONDUCTOR LTD | $48.6M | 29.92% | 21.5M | Added |
| 3 | AUDC | AUDIOCODES LTD | $25.4M | 15.67% | 2.6M | Hold |
| 4 | PERI | PERION NETWORK LTD | $15.1M | 9.28% | 1.6M | Hold |
| 5 | RDCM | RADCOM LTD | $12.2M | 7.51% | 865,009 | Hold |
| 6 | TEAD | TEADS HLDG CO | $4.4M | 2.72% | 5.8M | Hold |
| 7 | DRTSW | ALPHA TAU MEDICAL LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR