§ 13F · FUND PROFILE
Silverberg Bernstein Capital Management LLC.
AUM · $261M (13F)Positions · 70Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MTSI | MACOM TECH SOLUTIONS HLDGS I | 120K | $46M | 17.4% | −3% |
| 2 | PDFS | PDF SOLUTIONS INC | 466K | $33M | 12.6% | −1% |
| 3 | HLIT | HARMONIC INC | 1.31M | $21M | 8.2% | −1% |
| 4 | ADI | ANALOG DEVICES INC | 36K | $14M | 5.5% | +1% |
| 5 | TXN | TEXAS INSTRS INC | 47K | $14M | 5.4% | ±0% |
| 6 | DDD | 3D SYS CORP DEL | 2.79M | $8M | 3.2% | +5% |
| 7 | PTC | PTC INC | 72K | $8M | 3.1% | ±0% |
| 8 | NVEC | NVE CORP | 69K | $7M | 2.8% | −1% |
| 9 | TDAY | USA TODAY CO INC | 793K | $7M | 2.6% | −1% |
| 10 | DMRC | DIGIMARC CORP | 798K | $7M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SILVERBERG SIGNAL
AC read
Silverberg Bernstein Capital Management LLC is a Other fund managing $261 million in assets. The fund runs a portfolio of 70 positions.
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