Q1 2026 Holdings
Filed 2026-05-06 | 9 holdings | $126.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cognyte Software LTD(CGNT) | ORD SHS | M25133105 | $50.5M | 6,238,883 | 39.8% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $24.3M | 21,480,159 | 19.1% |
| Audiocodes LTD(AUDC) | ORD | M15342104 | $22.1M | 2,628,864 | 17.4% |
| Perion Network LTD(PERI) | SHS NEW | M78673114 | $15.5M | 1,551,423 | 12.2% |
| Radcom LTD(RDCM) | SHS NEW | M81865111 | $10.5M | 865,009 | 8.3% |
| Teads Hldg Co(TEAD) | COM | 69002R103 | $3.8M | 5,752,107 | 3.0% |
| Alpha TAU Medical LTD | *W EXP 99/99/999 | M0740A116 | $152.8K | 152,761 | 0.1% |