| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 COGNYTE SOFTWARE LTDCGNT | 34.9% | 39.83% | $56.7M | 6.5M | $50.5M | 6.2M | +213,999+3.43% | Add | |
| VVALENS SEMICONDUCTOR LTDVLN | 29.92% | 19.13% | $48.6M | 21.5M | $24.3M | 21.5M | +11,763+0.05% | Add | |
 AUDIOCODES LTDAUDC | 15.67% | 17.43% | $25.4M | 2.6M | $22.1M | 2.6M | 00.00% | Unchanged | |
 PERION NETWORK LTD FPERI | 9.28% | 12.22% | $15.1M | 1.6M | $15.5M | 1.6M | 00.00% | Unchanged | |
| RRADCOM LTDRDCM | 7.51% | 8.29% | $12.2M | 865,009 | $10.5M | 865,009 | 00.00% | Unchanged | |
| TTEADS HLDG CO COMTEAD | 2.72% | 2.99% | $4.4M | 5.8M | $3.8M | 5.8M | 00.00% | Unchanged |
