Value Base as of March 31, 2025
Portfolio Holdings for Value Base
Value Base holds 8 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognyte Software Ord Shs (CGNT) | 29.2 | $45M | 5.7M | 7.80 | |
| Valens Semiconductor Ordinary Shares (VLN) | 27.5 | $42M | 21M | 2.04 | |
| Audiocodes Ord (AUDC) | 12.4 | $19M | 2.0M | 9.42 | |
| Perion Network Shs New (PERI) | 12.3 | $19M | 2.3M | 8.14 | |
| Outbrain (TEAD) | 11.0 | $17M | 4.5M | 3.73 | |
| Radcom Shs New (RDCM) | 6.2 | $9.6M | 836k | 11.43 | |
| Shl Telemedicine Sponsored Ads (SHLT) | 1.3 | $2.0M | 942k | 2.07 | |
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.0 | $36k | 153k | 0.24 |
