Value Base as of June 30, 2025
Portfolio Holdings for Value Base
Value Base holds 7 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valens Semiconductor Ordinary Shares (VLN) | 31.0 | $54M | 21M | 2.63 | |
| Cognyte Software Ord Shs (CGNT) | 30.2 | $53M | 5.7M | 9.24 | |
| Perion Network Shs New (PERI) | 13.1 | $23M | 2.3M | 10.15 | |
| Audiocodes Ord (AUDC) | 11.3 | $20M | 2.0M | 9.82 | |
| Outbrain (TEAD) | 7.6 | $13M | 5.4M | 2.48 | |
| Radcom Shs New (RDCM) | 6.7 | $12M | 865k | 13.59 | |
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.0 | $37k | 153k | 0.24 |
