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
6 quarters · across all stocks
Holdings in TEAD
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,790,638 | 5,752,107 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $4,049,483 | 5,752,107 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $9,490,976 | 5,752,107 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $13,273,225 | 5,352,107 | Shares | Defined | 2025-07-31 | |
| 2025-04-07 | $15,254,263 | 4,752,107 | Shares | Sole | 2025-04-09 | |
| 2025-03-31 | $16,820,655 | 4,509,559 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $27,565,606 | 3,839,221 | Shares | Defined | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||