Q1 2025 Holdings
Filed 2025-05-08 | 10 holdings | $152.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cognyte Software LTD(CGNT) | ORD SHS | M25133105 | $44.6M | 5,719,187 | 29.2% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $42.1M | 20,646,021 | 27.5% |
| Audiocodes LTD(AUDC) | ORD | M15342104 | $19.0M | 2,018,976 | 12.4% |
| Perion Network LTD(PERI) | SHS NEW | M78673114 | $18.8M | 2,309,466 | 12.3% |
| Outbrain Inc(TEAD) | COM | 69002R103 | $16.8M | 4,509,559 | 11.0% |
| Radcom LTD(RDCM) | SHS NEW | M81865111 | $9.6M | 835,734 | 6.2% |
| SHL Telemedicine LTD | SPONSORED ADS | 78423T200 | $2.0M | 941,923 | 1.3% |
| Alpha TAU Medical LTD | *W EXP 99/99/999 | M0740A116 | $36.3K | 152,761 | 0.0% |