§ 13F · FUND PROFILE
Value Base Ltd..
AUM · $162M (13F)Positions · 8Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CGNT | COGNYTE SOFTWARE LTD | 3.87M | $34M | 20.9% | +3% |
| 2 | VLN | VALENS SEMICONDUCTOR LTD | 11.28M | $25M | 15.7% | ±0% |
| 3 | AUDC | AUDIOCODES LTD | 2.63M | $25M | 15.7% | ±0% |
| 4 | VLN | VALENS SEMICONDUCTOR LTD | 10.21M | $23M | 14.2% | — |
| 5 | CGNT | COGNYTE SOFTWARE LTD | 2.58M | $23M | 14.0% | — |
| 6 | PERI | PERION NETWORK LTD | 1.55M | $15M | 9.3% | ±0% |
| 7 | RDCM | RADCOM LTD | 865K | $12M | 7.5% | ±0% |
| 8 | TEAD | TEADS HLDG CO | 5.75M | $4M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALUE SIGNAL
AC read
Value Base Ltd. is a Other fund managing $162 million in assets. The fund runs a focused portfolio of just 8 positions.
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