StockDriftsStockDriftsTop 50 Silverberg Bernstein Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 17.44% | 119.7K | $45.5M | -2.88%(-3.55K) | $103.18(+198.10%) | 2026-06-30 | |
| PDFS | PDF SOLUTIONS INC | 12.63% | 465.8K | $33.0M | -1.49%(-7.06K) | $28.55(+72.93%) | 2026-06-30 | |
| HLIT | HARMONIC INC | 8.19% | 1.31M | $21.4M | -1.37%(-18.20K) | $10.73(+8.72%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 5.48% | 36.0K | $14.3M | +1.41%(+500) | $211.62(+84.77%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 5.41% | 47.4K | $14.1M | -0.21%(-100) | $177.92(+60.00%) | 2026-06-30 | |
| DDD | 3D SYS CORP DEL | 3.23% | 2.79M | $8.4M | +5.09%(+135.01K) | $3.62(+2.43%) | 2026-06-30 | |
| PTC | PTC INC | 3.15% | 72.4K | $8.2M | -0.28%(-200) | $163.05(-7.29%) | 2026-06-30 | |
| NVEC | NVE CORP | 2.77% | 69.2K | $7.2M | -0.79%(-553) | $74.98(+61.84%) | 2026-06-30 | |
| TDAY | USA TODAY CO INC | 2.6% | 793.0K | $6.8M | -0.54%(-4.27K) | $2.93(+126.60%) | 2026-06-30 | |
| CEVA | CEVA INC | 2.51% | 139.0K | $6.6M | -1.18%(-1.66K) | $22.83(+37.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +34.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.94% |
Silverberg Bernstein Capital Management LLC reports $261.09M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are MTSI (17.4%), PDFS (12.6%) and HLIT (8.2%). The top 20 holdings account for 80.51% of reported assets. Its disclosed equity book has returned +34.48% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Silverberg Bernstein Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007880). View Silverberg Bernstein Capital Management LLC’s 13F filings on SEC