Value Base Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Value Base Ltd. reported 6 stock positions worth $162.3 million. Its top holding was Cognyte Software (CGNT) at 34.9% of the portfolio, followed by Valens Semiconductor (VLN, 29.9%) and Audiocodes (AUDC, 15.7%). Compared with Q1 2026, it added to 2. The biggest buy was Valens Semiconductor (VLN, shares +0%).

Most Recent 13F
Q2 2026
Location
Tel Aviv, L3
CIK
0001992355
Portfolio Value
$162.3M (Q2 2026)
SEC Filing
0001178913-26-003668 ↗ filed Jul 29, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $163.2M Q4 2024 Q1 2025: $152.9M Q1 2025 Q2 2025: $174.9M Q2 2025 Q3 2025: $141.2M Q3 2025 Q4 2025: $133.4M Q4 2025 Q1 2026: $126.7M Q1 2026 Q2 2026: $162.3M $162.3M Q2 2026

Holdings 6 stocks · $162.3M
CGNT Cognyte Software Ltd. 34.90% 6,452,882 $56.7M Add +3.4%
VLN Valens Semiconductor Ltd. 29.92% 21,491,922 $48.6M Add +0.1%
AUDC Audiocodes Ltd. 15.67% 2,628,864 $25.4M No change
PERI Perion Network Ltd. 9.28% 1,551,423 $15.1M No change
RDCM Radcom Ltd. 7.51% 865,009 $12.2M No change
TEAD Teads Holding Co. 2.72% 5,752,107 $4.4M No change

Portfolio Sells Q1 2026 → Q2 2026
None this quarter.

Portfolio Buys Q1 2026 → Q2 2026
VLN Valens Semiconductor Ltd. Add +0.1% 29.92% +10.76
CGNT Cognyte Software Ltd. Add +3.4% 34.90% −4.98

Notes & Other Activity Q1 2026 → Q2 2026
DRTSW Alpha Tau Medical Ltd. -27 *W EXP 99/99/999 Sold out 152,761 $153Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$162.3MCGNT, VLN, AUDC, PERI, RDCM
Q1 2026 6$126.7MCGNT, VLN, AUDC, PERI, RDCM
Q4 2025 7$133.4MCGNT, VLN, AUDC, PERI, RDCM
Q3 2025 6$141.2MCGNT, VLN, AUDC, PERI, RDCM
Q2 2025 6$174.9MVLN, CGNT, PERI, AUDC, TEAD
Q1 2025 7$152.9MCGNT, VLN, AUDC, PERI, TEAD
Q4 2024 7$163.2MVLN, CGNT, TEAD, AUDC, RDCM