Silverberg Bernstein Capital Management LLC
•CIK: 2007880•Filing: Q4 2025
**Silverberg Bernstein Capital Management LLC** manages $173M across a diverse portfolio of 66 positions. The firm maintains significant exposure to technology and industrial sectors, with its top holdings including MTSI at $21.3M and PDFS at $13.5M. Further notable allocations include HLIT ($12.9M), PTC ($12.6M), and ADI ($9.5M). This concentration suggests a tactical, high-conviction approach within select market segments.
Total AUM
$173.2M
QoQ Performance
+5.1%
Positions
65
Top 10 Concentration
56.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MTSI
PDFS
HLIT
PTC
ADI
MTSI12.3%
PDFS7.8%
HLIT7.4%
PTC7.3%
ADI5.5%
TXN4.8%
GSIT2.8%
KRNT2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.3%
Technology10.4%
Healthcare2.0%
Industrial1.1%
Financial0.8%
Energy0.2%
Materials0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑38 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023