StockDriftsStockDriftsTop 50 Silverberg Bernstein Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 15.08% | 123.3K | $27.4M | -1.02%(-1.27K) | $103.18(+194.21%) | 2026-03-31 | |
| PDFS | PDF SOLUTIONS INC | 8.52% | 472.9K | $15.5M | -0.21%(-1.00K) | $28.55(+62.32%) | 2026-03-31 | |
| HLIT | HARMONIC INC | 6.57% | 1.33M | $11.9M | +2.14%(+27.82K) | $10.73(+10.77%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 6.22% | 35.5K | $11.3M | +1.62%(+567) | $209.67(+93.05%) | 2026-03-31 | |
| PTC | PTC INC | 5.7% | 72.6K | $10.3M | +0.00%(+0) | $163.05(-15.64%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 5.08% | 47.5K | $9.2M | +0.00%(+0) | $177.92(+57.93%) | 2026-03-31 | |
| TDAY | USA TODAY CO INC | 3.1% | 797.3K | $5.6M | +3.34%(+25.73K) | $2.93(+145.34%) | 2026-03-31 | |
| KRNT | KORNIT DIGITAL LTD | 2.9% | 359.7K | $5.3M | +8.59%(+28.47K) | $18.07(-10.23%) | 2026-03-31 | |
| DDD | 3D SYS CORP DEL | 2.75% | 2.65M | $5.0M | +3.16%(+81.28K) | $3.66(-28.92%) | 2026-03-31 | |
| NVEC | NVE CORP | 2.52% | 69.8K | $4.6M | -1.00%(-704) | $74.98(+13.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.88% | +55.60% |
| Top 20 Holdings Unweighted | +11.00% | +36.78% |
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