Value Base Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Value Base Ltd. disclosed 5 stock positions valued at approximately $162.35M as of quarter-end June 30, 2026. The largest holdings include COGNYTE SOFTWARE LTD, AUDIOCODES LTD, and PERION NETWORK LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $162.35M
Holdings by Sector
Value Base Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COGNYTE SOFTWARE LTD | CGNT | Technology | 34.90% | 6,452,882 | +213,999 | +3.43% | $56,656,304 |
| AUDIOCODES LTD | AUDC | Technology | 15.67% | 2,628,864 | - | - | $25,447,404 |
| PERION NETWORK LTD | PERI | Communication Services | 9.28% | 1,551,423 | - | - | $15,064,317 |
| RADCOM LTD | RDCM | Communication Services | 7.51% | 865,009 | - | - | $12,196,627 |
| TEADS HLDG CO | OB | Communication Services | 2.72% | 5,752,107 | - | - | $4,411,291 |
Showing 5 of 5 holdings in the latest reporting period.