Valens Semiconductor
VLN
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: Cross Industry Business, which includes solutions for the non-automotive verticals, including audio-video, industrial, machine vision and medical markets, that 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: 256
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
605% more call options, than puts
Call options by funds: $275K | Put options by funds: $39K
14% more capital invested
Capital invested by funds: $74.7M [Q1] → $85M (+$10.3M) [Q2]
4.26% less ownership
Funds ownership: 34.65% [Q1] → 30.39% (-4.26%) [Q2]
15% less funds holding
Funds holding: 48 [Q1] → 41 (-7) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Financial journalist opinion
