Value Base Ltd.
Top Portfolio Positions
6 positions ·
$152,737,411 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 | 33.09% | |
| AUDC |
Audiocodes Ltd
Technology
|
5,722,000 | $48,122,019 | 31.51% | |
| VLN |
Valens Semiconductor Ltd.
Technology
|
21,480,159 | $24,272,579 | 15.89% | |
| PERI |
Perion Network Ltd.
Communication Services
|
1,551,423 | $15,498,715 | 10.15% | |
| RDCM |
Radcom Ltd
Communication Services
|
865,009 | $10,518,509 | 6.89% | |
| TEAD |
Teads Holding Co.
Communication Services
|
5,752,107 | $3,790,638 | 2.48% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CGNT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,534,951 | 6,238,883 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $53,760,357 | 5,719,187 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $48,041,170 | 5,719,187 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $52,845,287 | 5,719,187 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $44,609,658 | 5,719,187 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $49,470,966 | 5,719,187 | Shares | Defined | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||