Silverberg Bernstein Capital Management LLC Portfolio Holdings

Silverberg Bernstein Capital Management LLC

  • $173 Billion
  • Q4 2025

Silverberg Bernstein Capital Management LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Macom Technology Solutions Holdings, Inc. with a value of $21.3B, Pdf Solutions Inc with a value of $13.5B, Harmonic Inc with a value of $12.9B, Ptc Inc. with a value of $12.6B, and Analog Devices Inc with a value of $9.48B.

Examining the 13F form we can see an increase of $8.38B in the current position value, from $165B to 173B.

Silverberg Bernstein Capital Management LLC is based out at Armonk, NY

Below you can find more details about Silverberg Bernstein Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
Technology: $120 Billion
Healthcare: $15.3 Billion
Industrials: $7.77 Billion
Communication Services: $6.86 Billion
Financial Services: $6.71 Billion
Energy: $6.22 Billion
Real Estate: $2.25 Billion
Basic Materials: $2 Billion
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.4B
$21.3 Billion 12.32% of portfolio
124,524
Q4 2025 Reduced 2.44%
$936M
$13.5 Billion 7.81% of portfolio
473,883
Q4 2025 Added 3.29%
$1B
$12.9 Billion 7.42% of portfolio
1,299,638
Q4 2025 Added 4.21%
$20.5B
$12.6 Billion 7.3% of portfolio
72,566
Q4 2025 Added 4.01%
$118B
$9.48 Billion 5.47% of portfolio
34,942
Q4 2025 Added 10.78%
$177B
$8.24 Billion 4.76% of portfolio
47,492
Q4 2025 Added 6.05%
$182M
$4.81 Billion 2.78% of portfolio
774,506
Q4 2025 Added 2.83%
$632M
$4.76 Billion 2.75% of portfolio
331,256
Q4 2025 Added 17.85%
$157M
$4.75 Billion 2.74% of portfolio
724,145
Q4 2025 Added 4.47%
$266B
$4.65 Billion 2.69% of portfolio
15,700
Q4 2025 Added 4.32%
$281M
$4.55 Billion 2.63% of portfolio
2,572,629
Q4 2025 Added 9.99%
$304M
$4.18 Billion 2.41% of portfolio
70,477
Q4 2025 Added 3.63%
$681M
$3.97 Billion 2.29% of portfolio
771,560
Q4 2025 Added 3.53%
$134M
$3.62 Billion 2.09% of portfolio
1,033,003
Q4 2025 Added 4.71%
$571M
$3.02 Billion 1.74% of portfolio
140,147
Q4 2025 Added 5.81%
$240M
$2.99 Billion 1.73% of portfolio
1,277,409
Q4 2025 Added 6.27%
$522B
$2.91 Billion 1.68% of portfolio
14,067
Q4 2025 Added 7.65%
$3.78T
$2.79 Billion 1.61% of portfolio
5,762
Q3 2025 Added 21.0%
$15.2B
$2.36 Billion 1.36% of portfolio
45,622
Q4 2025 Added 5.31%
$41.6M
$2.32 Billion 1.34% of portfolio
581,023
Q4 2025 Reduced 1.32%
$3.64B
$2.12 Billion 1.23% of portfolio
31,879
Q4 2025 Added 8.51%
$70.2B
$2 Billion 1.16% of portfolio
62,480
Q3 2025 Added 6.84%
$62.7B
$1.99 Billion 1.15% of portfolio
25,150
Q4 2025 Added 2.03%
$262M
$1.99 Billion 1.15% of portfolio
135,555
Q4 2025 Added 13.03%
$328B
$1.92 Billion 1.11% of portfolio
6,222
Q3 2025 Reduced 1.18%
$31.5B
$1.84 Billion 1.06% of portfolio
24,981
Q3 2025 Added 7.63%
$2.37B
$1.74 Billion 1.0% of portfolio
128,100
Q4 2025 Added 7.2%
$331M
$1.63 Billion 0.94% of portfolio
165,428
Q4 2025 Added 2.67%
$61.6B
$1.59 Billion 0.92% of portfolio
57,826
Q4 2025 Added 3.03%
$577M
$1.53 Billion 0.88% of portfolio
162,500
Q4 2025 Added 2.2%
$47.4B
$1.36 Billion 0.79% of portfolio
20,291
Q4 2025 Reduced 19.77%
$516M
$1.26 Billion 0.73% of portfolio
436,023
Q4 2025 Added 1.88%
$159B
$1.05 Billion 0.6% of portfolio
2,000
Q2 2025 Reduced 84.5%
$4.3T
$979 Million 0.57% of portfolio
3,600
Q3 2025 Added 2.86%
$1.65T
$983 Million 0.57% of portfolio
3,140
Q2 2025 New
$255B
$979 Million 0.57% of portfolio
2,645
Q3 2025 Added 46.94%
$69.4B
$920 Million 0.53% of portfolio
10,510
Q4 2025 Reduced 23.23%
$1.1B
$893 Million 0.52% of portfolio
50,547
Q4 2025 Reduced 3.07%
$420M
$834 Million 0.48% of portfolio
131,162
Q4 2025 Added 4.71%
$96.9B
$720 Million 0.42% of portfolio
1,850
Q4 2023 New
$141B
$594 Million 0.34% of portfolio
23,850
Q4 2025 Added 11.71%
$100M
$535 Million 0.31% of portfolio
648,548
Q4 2025 Added 2.42%
$53.5B
$515 Million 0.3% of portfolio
9,644
Q4 2025 Added 6.25%
$1.3B
$487 Million 0.28% of portfolio
41,380
Q4 2025 Reduced 7.18%
$881B
$436 Million 0.25% of portfolio
1,354
Q2 2025 Added 7.97%
$1.74T
$396 Million 0.23% of portfolio
1,263
Q2 2025 Reduced 56.79%
$385M
$394 Million 0.23% of portfolio
28,060
Q4 2025 Added 18.6%
$16.1B
$388 Million 0.22% of portfolio
16,579
Q3 2025 Reduced 3.0%
$65.7B
$370 Million 0.21% of portfolio
1,280
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $173 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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