Value Base as of Sept. 30, 2025
Portfolio Holdings for Value Base
Value Base holds 7 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognyte Software Ord Shs (CGNT) | 34.0 | $48M | 5.7M | 8.40 | |
| Valens Semiconductor Ordinary Shares (VLN) | 26.2 | $37M | 21M | 1.79 | |
| Audiocodes Ord (AUDC) | 13.6 | $19M | 2.0M | 9.52 | |
| Perion Network Shs New (PERI) | 10.5 | $15M | 1.6M | 9.60 | |
| Radcom Shs New (RDCM) | 8.9 | $13M | 865k | 14.49 | |
| Outbrain (TEAD) | 6.7 | $9.5M | 5.8M | 1.65 | |
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.0 | $53k | 153k | 0.34 |
