Institutional Fund
Silverberg Bernstein Capital Management LLC
Armonk, NYCIK 20078805 filings on record
Portfolio Value
$181.55M
Q1 2026
Holdings
68
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.8%
from $173.17M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Macom Tech Solutions Hldgs I15.1%
- Pdf Solutions Inc8.5%
- Harmonic Inc6.6%
- Analog Devices Inc6.2%
- Ptc Inc5.7%
- Texas Instrs Inc5.1%
- Other52.8%
Portfolio Holdings
68 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Macom Tech Solutions Hldgs I | 123.3K | $27.37M | 15.1% | −1.3K | Reduced |
| 2 | Pdf Solutions Inc | 472.9K | $15.47M | 8.5% | −1.0K | Reduced |
| 3 | Harmonic Inc | 1.33M | $11.92M | 6.6% | +27.8K | Added |
| 4 | Analog Devices Inc | 35.5K | $11.30M | 6.2% | +567 | Added |
| 5 | Ptc Inc | 72.6K | $10.34M | 5.7% | 0 | Held |
| 6 | Texas Instrs Inc | 47.5K | $9.22M | 5.1% | 0 | Held |
| 7 | Gannett Co Inc | 797.3K | $5.62M | 3.1% | +25.7K | Added |
| 8 | Kornit Digital Ltd | 359.7K | $5.27M | 2.9% | +28.5K | Added |
| 9 | 3-D Sys Corp Del | 2.65M | $4.99M | 2.7% | +81.3K | Added |
| 10 | Nve Corp | 69.8K | $4.57M | 2.5% | −704 | Reduced |
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