Value Base Ltd.
Follow13F filer, CIK 1992355, Tel Aviv, Israel
Value Base Ltd. reported $133,472,176 across 8 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-26-000326
- Period
- 2025-12-31
- Reported value
- $133M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ZIMnew | +62,000 | $1.32M |
| VLNadded | +812,482 | $1.15M |
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
None.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001178913-26-000326, largest first. % of portfolio is the value over $133,472,176, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| CGNTCOGNYTE SOFTWARE LTD | 5,719,187 | $53.8M | 40.28% | 0 | Timeline | ||
| VLNVALENS SEMICONDUCTOR LTD | 21,473,311 | $30.5M | 22.85% | +812,482 | Timeline | ||
| AUDCAUDIOCODES LTD | 2,018,976 | $17.6M | 13.21% | 0 | Timeline | ||
| PERIPERION NETWORK LTD | 1,551,423 | $14.9M | 11.14% | 0 | Timeline | ||
| RDCMRADCOM LTD | 865,009 | $11.3M | 8.48% | 0 | Timeline | ||
| TEADTEADS HLDG CO | 5,752,107 | $4.05M | 3.03% | 0 | Timeline | ||
| ZIMZIM INTEGRATED SHIPPING SERV | 62,000 | $1.32M | 0.99% | new | Timeline | ||
| DRTSWALPHA TAU MEDICAL LTD | 152,761 | $51.9K | 0.04% | 0 | Timeline |
How Q4 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 0001178913-26-000326 | base | 2026-02-09 | acceptance time not in the bulk data set |