13F

Investor

Value Base Ltd.

CIK 0001992355 · filed 2026-02-09 · SEC filing

13F book

$133.5M

Positions

8

Largest name

40.3%

Cognyte Software Ltd. · CGNT

Est. mark

—

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Cognyte Software Ltd.CGNT5.72M$53.8M40.3%—Held
Valens Semiconductor Ltd—21.5M$30.5M22.8%—Held
Audiocodes LtdAUDC2.02M$17.6M13.2%—Held
Perion Network Ltd.PERI1.55M$14.9M11.1%—Held
Radcom LtdRDCM865K$11.3M8.5%—Held
Teads Hldg Co—5.75M$4.05M3.0%—Held
Zim Integrated Shipping Serv—62K$1.32M1.0%—Held
Alpha Tau Medical Ltd—152.8K$51.9K0.0%—Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.