Value Base Ltd.
Tel Aviv, L3 · CIK 1992355 · 13F filing filed 2026-07-29
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
$162.3m
reported value
+28.0% vs Q1 2026
6positions
100.0%in top 10
0 new
2 added
0 reduced
1 sold out
vs Q1 2026
This report includes the holdings of 1 other manager that shares the investment decisions:
- Value Base Fund Management Ltd. – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| COGNYTE SOFTWARE LTD CGNT | $56.7m34.90% | Added +214.0k |
| VALENS SEMICONDUCTOR LTD VLN | $48.6m29.92% | Added +11.8k |
| AUDIOCODES LTD AUDC | $25.4m15.67% | Unchanged |
| PERION NETWORK LTD PERI | $15.1m9.28% | Unchanged |
| RADCOM LTD RDCM | $12.2m7.51% | Unchanged |
| OUTBRAIN INC TEAD | $4.4m2.72% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| ALPHA TAU MEDICAL LTD DRTSW | $152.8k152.8k shares |
Stakes above 5%
Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.
| Company | Stake |
|---|---|
| VALENS SEMICONDUCTOR LTD VLN · 13D · filed 2025-11-24 | 20.8%≈ $48.1m |
| SHL TELEMEDICINE LTD SHLT · 13D · filed 2025-12-05 | 15.2% |
| AUDIOCODES LTD AUDC · 13G · filed 2026-05-11 | 11.5%≈ $29.9m |
| RADCOM LTD RDCM · 13D · filed 2026-03-26 | 5.3%≈ $12.2m |
| OUTBRAIN INC TEAD · 13G · filed 2025-04-09 | 5.1%≈ $3.6m |