Value Base Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$126.9M
Q ending 2026-03-31
Prior quarter
$133.5M
Q ending 2025-12-31
Change
-4.9% QoQ · -17.0% YoY
Positions
7
reported holdings
Largest positions
All 7 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Cognyte Software Ltd | Shares | $50.5M | 6.2M | |
| Valens Semiconductor Ltd | Shares | $24.3M | 21.5M | |
| Audiocodes Ltd | Shares | $22.1M | 2.6M | |
| Perion Network Ltd | Shares | $15.5M | 1.6M | |
| Radcom Ltd | Shares | $10.5M | 865K | |
| Teads Hldg Co | TEAD | Shares | $3.8M | 5.8M |
| Alpha Tau Medical Ltd | Shares | $153K | 153K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.