Value Base Ltd.
Follow13F filer, CIK 1992355, Tel Aviv, Israel
Value Base Ltd. reported $174,981,620 across 7 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-25-002555
- Period
- 2025-06-30
- Reported value
- $175M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TEADadded | +842,548 | $2.09M |
| RDCMadded | +29,275 | $398K |
| VLNadded | +7,379 | $19.4K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SHL TELEMEDICINE LTD SPONSO…exited | -941,923 | -$1.95M |
| PERIreduced | -50,730 | -$515K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001178913-25-002555, largest first. % of portfolio is the value over $174,981,619, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VLNVALENS SEMICONDUCTOR LTD | 20,653,400 | $54.3M | 31.04% | +7,379 | Timeline | ||
| CGNTCOGNYTE SOFTWARE LTD | 5,719,187 | $52.8M | 30.2% | 0 | Timeline | ||
| PERIPERION NETWORK LTD | 2,258,736 | $22.9M | 13.1% | -50,730 | Timeline | ||
| AUDCAUDIOCODES LTD | 2,018,976 | $19.8M | 11.33% | 0 | Timeline | ||
| TEADTEADS HLDG CO | 5,352,107 | $13.3M | 7.59% | +842,548 | Timeline | ||
| RDCMRADCOM LTD | 865,009 | $11.8M | 6.72% | +29,275 | Timeline | ||
| DRTSWALPHA TAU MEDICAL LTD | 152,761 | $36.7K | 0.02% | 0 | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SHL TELEMEDICINE LTD SPONSO…SHL TELEMEDICINE LTD SPONSORED ADS | 941,923 | $1.95M | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001178913-25-002555 | base | 2025-07-31 | acceptance time not in the bulk data set |