# Value Base Ltd.: Form 13F holdings

An institutional investment manager in Tel Aviv. SEC CIK 1992355.

- Quarter ended: 2026-06-30
- Filed: 2026-07-29
- Reported value: $162.3m
- Positions: 6 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1992355/000117891326003668/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| COGNYTE SOFTWARE LTD | ORD SHS | $56.7m | 34.9% | 6,452,882 |  | Added +213,999 |
| VALENS SEMICONDUCTOR LTD | ORDINARY SHARES | $48.6m | 29.9% | 21,491,922 |  | Added +11,763 |
| AUDIOCODES LTD | ORD | $25.4m | 15.7% | 2,628,864 |  | Unchanged |
| PERION NETWORK LTD | SHS NEW | $15.1m | 9.3% | 1,551,423 |  | Unchanged |
| RADCOM LTD | SHS NEW | $12.2m | 7.5% | 865,009 |  | Unchanged |
| [TEADS HLDG CO (TEAD)](/companies/tead.md) | COM | $4.4m | 2.7% | 5,752,107 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ALPHA TAU MEDICAL LTD | \*W EXP 99/99/999 | $0 | 0.0% | 0 |  | Sold out −152,761 |

Source: SEC EDGAR, Form 13F-HR, accession 0001178913-26-003668. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.