Value Base Ltd.
Net buyer this quarter
$162M
6
+$1.75M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CGNT | $56.7M | 34.90% | 8.83% | +3.4% | Q4 2024 |
 VLN | $48.6M | 29.92% | 20.86% | +0.1% | Q4 2024 |
 AUDC | $25.4M | 15.67% | 9.70% | Not reported | Q4 2024 |
 PERI | $15.1M | 9.28% | 3.98% | Not reported | Q1 2025 |
 RDCM | $12.2M | 7.51% | 5.21% | Not reported | Q4 2024 |
 TEAD | $4.41M | 2.72% | 5.87% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| CGNT | $50.5M | 39.83% | 8.54% | +9.1% | Q4 2024 |
| VLN | $24.3M | 19.13% | 20.84% | 0.0% | Q4 2024 |
| AUDC | $22.1M | 17.43% | 9.70% | +30.2% | Q4 2024 |
| PERI | $15.5M | 12.22% | 3.98% | Not reported | Q1 2025 |
| RDCM | $10.5M | 8.29% | 5.21% | Not reported | Q4 2024 |
| TEAD | $3.79M | 2.99% | 5.93% | Not reported | Q4 2024 |
 DRTSW | $153K | 0.12% | Not reported | Not reported | Q4 2024 |
| Q4 2025 | |||||
| CGNT | $53.8M | 40.28% | 7.94% | Not reported | Q4 2024 |
| VLN | $30.5M | 22.85% | 20.84% | +3.9% | Q4 2024 |
| AUDC | $17.6M | 13.21% | 7.45% | Not reported | Q4 2024 |
| PERI | $14.9M | 11.14% | 3.98% | Not reported | Q1 2025 |
| RDCM | $11.3M | 8.48% | 5.21% | Not reported | Q4 2024 |
| TEAD | $4.05M | 3.03% | 5.99% | Not reported | Q4 2024 |
 ZIM | $1.32M | 0.99% | 0.05% | New | Q4 2025 |
| DRTSW | $51.9K | 0.04% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| CGNT | $48M | 34.02% | 7.94% | Not reported | Q4 2024 |
| VLN | $37M | 26.19% | 20.34% | 0.0% | Q4 2024 |
| AUDC | $19.2M | 13.61% | 6.80% | Not reported | Q4 2024 |
| PERI | $14.9M | 10.55% | 3.46% | -31.3% | Q1 2025 |
| RDCM | $12.5M | 8.88% | 5.44% | Not reported | Q4 2024 |
| TEAD | $9.49M | 6.72% | 6.03% | +7.5% | Q4 2024 |
| DRTSW | $52.7K | 0.04% | Not reported | Not reported | Q4 2024 |