Valens Semiconductor (VLN)

• Market cap: $356M
• 1 day: -3.18%
• 5 days: 9.84%
• 1 month: 63.41%
• 3 months: 84.07%
• 6 months: 13.56%
• Year to date: 19.22%
• 1 year: 58.02%
• 5 years: -54.73%
• 10 years: -54.73%

About: Valens Semiconductor Ltd is a provider of semiconductor products, pushing the boundaries of connectivity by enabling long-reach, high-speed video, and data transmission for the audio-video and automotive industries. It operates in two segments: Audio-Video, which includes the company's HDBaseT solutions for the Audio-Video market deliver superior, plug-and-play convergence and distribution of different interfaces, through a single long-distance category cable; and Automotive segment products enable safe and resilient high-speed in-vehicle connectivity for car architectures, realizing the vision of connected and autonomous cars. The company's geographical revenue is derived from Hungary.

Employees: 241

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

0.56% less ownership

Funds ownership: 20.45% [Q2] → 19.89% (-0.56%) [Q3]

19% less funds holding

Funds holding: 48 [Q2] → 39 (-9) [Q3]

33% less capital invested

Capital invested by funds: $68.6M [Q2] → $46M (-$22.7M) [Q3]

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11