Q2 2025 Holdings
Filed 2025-07-31 | 9 holdings | $175.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $54.3M | 20,653,400 | 31.0% |
| Cognyte Software LTD(CGNT) | ORD SHS | M25133105 | $52.8M | 5,719,187 | 30.2% |
| Perion Network LTD(PERI) | SHS NEW | M78673114 | $22.9M | 2,258,736 | 13.1% |
| Audiocodes LTD(AUDC) | ORD | M15342104 | $19.8M | 2,018,976 | 11.3% |
| Teads Hldg Co(TEAD) | COM | 69002R103 | $13.3M | 5,352,107 | 7.6% |
| Radcom LTD(RDCM) | SHS NEW | M81865111 | $11.8M | 865,009 | 6.7% |
| Alpha TAU Medical LTD | *W EXP 99/99/999 | M0740A116 | $36.7K | 152,761 | 0.0% |