§ 13F · FUND PROFILE
Value Base Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $141M (13F)Positions · 9Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CGNT | COGNYTE SOFTWARE LTD | 3.66M | $30M | 23.3% | +9% |
| 2 | AUDC | AUDIOCODES LTD | 2.63M | $22M | 17.4% | +30% |
| 3 | CGNT | COGNYTE SOFTWARE LTD | 2.58M | $21M | 16.5% | — |
| 4 | PERI | PERION NETWORK LTD | 1.55M | $15M | 12.2% | ±0% |
| 5 | VLN | VALENS SEMICONDUCTOR LTD | 11.27M | $13M | 10.0% | ±0% |
| 6 | VLN | VALENS SEMICONDUCTOR LTD | 10.21M | $12M | 9.1% | — |
| 7 | RDCM | RADCOM LTD | 865K | $11M | 8.3% | ±0% |
| 8 | TEAD | TEADS HLDG CO | 5.75M | $4M | 3.0% | ±0% |
| 9 | DRTSW | ALPHA TAU MEDICAL LTD | 153K | $153K | 0.1% | ±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 $141 million in assets. The fund runs a focused portfolio of just 9 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed