Value Base as of March 31, 2026
Portfolio Holdings for Value Base
Value Base holds 7 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognyte Software Ord Shs (CGNT) | 39.8 | $51M | 6.2M | 8.10 | |
| Valens Semiconductor Ordinary Shares (VLN) | 19.1 | $24M | 22M | 1.13 | |
| Audiocodes Ord (AUDC) | 17.4 | $22M | 2.6M | 8.41 | |
| Perion Network Shs New (PERI) | 12.2 | $16M | 1.6M | 9.99 | |
| Radcom Shs New (RDCM) | 8.3 | $11M | 865k | 12.16 | |
| Outbrain (TEAD) | 3.0 | $3.8M | 5.8M | 0.66 | |
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.1 | $153k | 153k | 1.00 |
