Value Base Ltd.
Follow13F filer, CIK 1992355, Tel Aviv, Israel
Value Base Ltd. reported $126,874,603 across 7 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001178913-26-002415
- Period
- 2026-03-31
- Reported value
- $127M
- Holdings
- 7
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AUDCadded | +609,888 | $5.13M |
| CGNTadded | +519,696 | $4.21M |
| VLNadded | +6,848 | $7.74K |
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 |
|---|---|---|
| ZIMexited | -62,000 | -$1.32M |
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, Q1 2026
Share positions as resolved from 13F-HR 0001178913-26-002415, largest first. % of portfolio is the value over $126,874,603, 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 | 6,238,883 | $50.5M | 39.83% | +519,696 | Timeline | ||
| VLNVALENS SEMICONDUCTOR LTD | 21,480,159 | $24.3M | 19.13% | +6,848 | Timeline | ||
| AUDCAUDIOCODES LTD | 2,628,864 | $22.1M | 17.43% | +609,888 | Timeline | ||
| PERIPERION NETWORK LTD | 1,551,423 | $15.5M | 12.22% | 0 | Timeline | ||
| RDCMRADCOM LTD | 865,009 | $10.5M | 8.29% | 0 | Timeline | ||
| TEADTEADS HLDG CO | 5,752,107 | $3.79M | 2.99% | 0 | Timeline | ||
| DRTSWALPHA TAU MEDICAL LTD | 152,761 | $153K | 0.12% | 0 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ZIMZIM INTEGRATED SHIPPING SERV | 62,000 | $1.32M | shares |
How Q1 2026 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 0001178913-26-002415 | base | 2026-05-06 | acceptance time not in the bulk data set |