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CIK 0001992355 • 6 13F filings • May 8, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHA TAU MEDICAL LTD | *W EXP 99/99/999 | $52K | 0.0%Prev: 0.0% | 152,761 SH | Decreased |
| AUDIOCODES LTD | ORD | $17.6M | 13.2%Prev: 13.6% | 2,018,976 SH | Decreased |
| COGNYTE SOFTWARE LTD | ORD SHS | $53.8M | 40.3%Prev: 34.0% | 5,719,187 SH | Increased |
| PERION NETWORK LTD | SHS NEW | $14.9M | 11.1%Prev: 10.5% | 1,551,423 SH | Decreased |
| RADCOM LTD | SHS NEW | $11.3M | 8.5%Prev: 8.9% | 865,009 SH | Decreased |
| TEADS HLDG CO | COM | $4.0M | 3.0%Prev: 6.7% | 5,752,107 SH | Decreased |
| VALENS SEMICONDUCTOR LTD | ORDINARY SHARES | $30.5M | 22.8%Prev: 26.2% | 21,473,311 SH | Decreased+812,482 SH |
| ZIM INTEGRATED SHIPPING SERV | SHS | $1.3M | 1.0% | 62,000 SH | New |
| 13F-HR |
| 0001178913-26-003668 |
| $162.3M |
| View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001178913-25-002555 | $175.0M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001178913-26-002415 | $126.9M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001178913-25-001658 | $152.9M | View |