Holders — by stockHoldings — by fund
Value Base Ltd.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001992355
$162.3M
disclosed book value
6
positions
34.9%
largest position share
Positions, as of 2026-06-30
top 6 of 6 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COGNYTE SOFTWARE LTD | 6.5M | $56.7M | 34.9% |
| 2 | VALENS SEMICONDUCTOR LTD | 21.5M | $48.6M | 29.9% |
| 3 | AUDIOCODES LTD | 2.6M | $25.4M | 15.7% |
| 4 | PERION NETWORK LTD | 1.6M | $15.1M | 9.3% |
| 5 | RADCOM LTD | 865,009 | $12.2M | 7.5% |
| 6 | TEADTEADS HLDG CO | 5.8M | $4.4M | 2.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.