Tel Aviv, L3CIK 19923554 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cognyte Software Ltd | 5.72M | $53.76M | 40.3% | 0 | Held |
| 2 | Valens Semiconductor Ltd | 21.47M | $30.49M | 22.8% | +812.5K | Added |
| 3 | Audiocodes Ltd | 2.02M | $17.63M | 13.2% | 0 | Held |
| 4 | Perion Network Ltd |
| 1.55M |
| $14.86M |
| 11.1% |
| 0 |
| Held |
| 5 | Radcom Ltd | 865.0K | $11.31M | 8.5% | 0 | Held |
| 6 | Teads Hldg Co | 5.75M | $4.05M | 3.0% | 0 | Held |
| 7 | Zim Integrated Shipping Serv | 62.0K | $1.32M | 1.0% | +62.0K | New |
| 8 | Alpha Tau Medical Ltd | 152.8K | $51.9K | 0.0% | 0 | Held |