Value Base as of June 30, 2026
Portfolio Holdings for Value Base
Value Base holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognyte Software Ord Shs (CGNT) | 34.9 | $57M | 6.5M | 8.78 | |
| Valens Semiconductor Ordinary Shares (VLN) | 29.9 | $49M | 22M | 2.26 | |
| Audiocodes Ord (AUDC) | 15.7 | $25M | 2.6M | 9.68 | |
| Perion Network Shs New (PERI) | 9.3 | $15M | 1.6M | 9.71 | |
| Radcom Shs New (RDCM) | 7.5 | $12M | 865k | 14.10 | |
| Outbrain (TEAD) | 2.7 | $4.4M | 5.8M | 0.77 |
