Institutional Manager · CIK 0002007880
Silverberg Bernstein Capital Management LLC
ARMONK, NY · File #028-23513
Latest AUM
$173.2M
Positions
66
Top-10 Concentration
57.2%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202566 pos · $173.2M
- 13F HOLDINGS REPORTQ/E Sep 202567 pos · $164.8M
- 13F HOLDINGS REPORTQ/E Jun 202567 pos · $145.8M
- 13F HOLDINGS REPORTQ/E Mar 202562 pos · $107.4M
- 13F HOLDINGS REPORTQ/E Dec 202454 pos · $113.6M
- 13F HOLDINGS REPORTQ/E Sep 202452 pos · $109.2M
- 13F HOLDINGS REPORTQ/E Jun 202452 pos · $103.2M
- 13F HOLDINGS REPORTQ/E Mar 202453 pos · $102.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 124,524 | $21.3M | 12.58% |
| 2 | PDF SOLUTIONS INC | PDFS | 473,883 | $13.5M | 7.97% |
| 3 | HARMONIC INC | HLIT | 1,299,638 | $12.9M | 7.58% |
| 4 | PTC INC | PTC | 72,566 | $12.6M | 7.45% |
| 5 | ANALOG DEVICES INC | ADI | 34,942 | $9.5M | 5.59% |
| 6 | TEXAS INSTRS INC | 882508104 | 47,492 | $8.2M | 4.86% |
| 7 | GSI TECHNOLOGY INC | GSIT | 774,506 | $4.8M | 2.84% |
| 8 | KORNIT DIGITAL LTD | KRNT | 331,256 | $4.8M | 2.81% |
| 9 | DIGIMARC CORP NEW | DMRC | 724,145 | $4.8M | 2.80% |
| 10 | INTERNATIONAL BUSINESS MACHS | INTR | 15,700 | $4.7M | 2.74% |
| 11 | 3-D SYS CORP DEL | 88554D205 | 2,572,629 | $4.6M | 2.68% |
| 12 | NVE CORP | NVT | 70,477 | $4.2M | 2.47% |
| 13 | USA TODAY CO INC | TDAY | 771,560 | $4.0M | 2.34% |
| 14 | APYX MEDICAL CORPORATION | APYX | 1,033,003 | $3.6M | 2.13% |
| 15 | MEDIWOUND LTD | MDWD | 183,924 | $3.4M | 2.00% |
| 16 | CEVA INC | CEVA | 140,147 | $3.0M | 1.78% |
| 17 | KOPIN CORP | KOPN | 1,277,409 | $3.0M | 1.76% |
| 18 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 95,317 | $3.0M | 1.75% |
| 19 | JOHNSON & JOHNSON | JNJ | 14,067 | $2.9M | 1.72% |
| 20 | MICROSOFT CORP | MSFT | 5,762 | $2.8M | 1.64% |