Value Base Ltd.
Top Portfolio Positions
6 positions ·
$126,724,138 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CGNT |
Cognyte Software Ltd.
Technology
|
6,238,883 | $50,534,951 | 39.88% | |
| VLN |
Valens Semiconductor Ltd.
Technology
|
21,480,159 | $24,272,579 | 19.15% | |
| AUDC |
Audiocodes Ltd
Technology
|
2,628,864 | $22,108,746 | 17.45% | |
| PERI |
Perion Network Ltd.
Communication Services
|
1,551,423 | $15,498,715 | 12.23% | |
| RDCM |
Radcom Ltd
Communication Services
|
865,009 | $10,518,509 | 8.30% | |
| TEAD |
Teads Holding Co.
Communication Services
|
5,752,107 | $3,790,638 | 2.99% |
Portfolio Trend
Holdings in AUDC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,108,746 | 2,628,864 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $17,625,660 | 2,018,976 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $19,220,651 | 2,018,976 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $19,826,344 | 2,018,976 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $19,018,753 | 2,018,976 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $19,664,826 | 2,018,976 | Shares | Defined | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||