Value Base Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Value Base Ltd. reported 7 stock positions worth $163.2 million. Its top holding was Valens Semiconductor (VLN) at 32.9% of the portfolio, followed by Cognyte Software (CGNT, 30.3%) and Teads (TEAD, 16.9%).
- Most Recent 13F
- Q2 2026
- Location
- Tel Aviv, L3
- CIK
- 0001992355
- Portfolio Value
- $163.2M (Q4 2024)
- SEC Filing
- 0001178913-25-000407 ↗ filed Feb 11, 2025
Holdings Value
Holdings 7 stocks · $163.2M
| VLN Valens Semiconductor Ltd. | 32.88% | 20,642,949 | $53.7M | — |
| CGNT Cognyte Software Ltd. | 30.30% | 5,719,187 | $49.5M | — |
| TEAD Teads Holding Co. filed as OUTBRAIN INC | 16.89% | 3,839,221 | $27.6M | — |
| AUDC Audiocodes Ltd. | 12.05% | 2,018,976 | $19.7M | — |
| RDCM Radcom Ltd. | 6.33% | 835,734 | $10.3M | — |
| SHLT SHL Telemedicine Ltd.-ADR | 1.53% | 941,923 | $2.5M | — |
| SHARPLINK GAMING INC | 0.03% | 73,001 | $47K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $32K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DRTSW Alpha Tau Medical Ltd. -27 | *W EXP 99/99/999 | 152,761 | $32K | — |
Total filed on the 13F, all lines: $163.3M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $162.3M | CGNT, VLN, AUDC, PERI, RDCM |
| Q1 2026 | 6 | $126.7M | CGNT, VLN, AUDC, PERI, RDCM |
| Q4 2025 | 7 | $133.4M | CGNT, VLN, AUDC, PERI, RDCM |
| Q3 2025 | 6 | $141.2M | CGNT, VLN, AUDC, PERI, RDCM |
| Q2 2025 | 6 | $174.9M | VLN, CGNT, PERI, AUDC, TEAD |
| Q1 2025 | 7 | $152.9M | CGNT, VLN, AUDC, PERI, TEAD |
| Q4 2024 | 7 | $163.2M | VLN, CGNT, TEAD, AUDC, RDCM |