Investor
Value Base Ltd.
CIK 0001992355 · filed 2026-05-06 · SEC filing
13F book
$126.9M
Positions
7
0 new · 1 sold
Largest name
39.8%
Cognyte Software Ltd. · CGNT
Est. mark
−$14.6M
Price effect on 7 names still held. Flow $8.03M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cognyte Software Ltd. | CGNT | 6.24M | $50.5M | 39.8% | −$7.43M | Added−$3.23M |
| Valens Semiconductor Ltd | — | 21.5M | $24.3M | 19.1% | −$6.23M | Added−$6.22M |
| Audiocodes Ltd | AUDC | 2.63M | $22.1M | 17.4% | −$646.1K | Added$4.48M |
| Perion Network Ltd. | PERI | 1.55M | $15.5M | 12.2% | $636.1K | Held |
| Radcom Ltd | RDCM | 865K | $10.5M | 8.3% | −$795.8K | Held |
| Teads Hldg Co | — | 5.75M | $3.79M | 3.0% | −$260.6K | Held |
| Alpha Tau Medical Ltd | — | 152.8K | $152.8K | 0.1% | $100.8K | Held |
Positions as of Q1 2026. 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.