Value Base as of Dec. 31, 2025
Portfolio Holdings for Value Base
Value Base holds 8 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognyte Software Ord Shs (CGNT) | 40.3 | $54M | 5.7M | 9.40 | |
| Valens Semiconductor Ordinary Shares (VLN) | 22.8 | $31M | 22M | 1.42 | |
| Audiocodes Ord (AUDC) | 13.2 | $18M | 2.0M | 8.73 | |
| Perion Network Shs New (PERI) | 11.1 | $15M | 1.6M | 9.58 | |
| Radcom Shs New (RDCM) | 8.5 | $11M | 865k | 13.08 | |
| Outbrain (TEAD) | 3.0 | $4.0M | 5.8M | 0.70 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 1.0 | $1.3M | 62k | 21.23 | |
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.0 | $52k | 153k | 0.34 |
