本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Value Base Ltd. (CIK 1992355) reported $162.3M across 6 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGNT ($56.7M, 34.90%), VLN ($48.6M, 29.92%), AUDC ($25.4M, 15.67%), PERI ($15.1M, 9.28%), RDCM ($12.2M, 7.51%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30