Silverberg Bernstein Capital Management LLC Portfolio Holdings

Silverberg Bernstein Capital Management LLC

  • $146 Billion
  • Q2 2025

Silverberg Bernstein Capital Management LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 67 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 $15.8B, Ptc Inc. with a value of $11.1B, Harmonic Inc with a value of $10.6B, Texas Instruments Inc with a value of $10B, and Pdf Solutions Inc with a value of $8.95B.

Examining the 13F form we can see an increase of $38.4B in the current position value, from $107B to 146B.

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 $146 Billion
Technology: $102 Billion
Healthcare: $11.2 Billion
Industrials: $7.22 Billion
Energy: $6.13 Billion
Communication Services: $5.16 Billion
Financial Services: $5.06 Billion
Basic Materials: $2.6 Billion
Real Estate: $1.71 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.92B
$15.8 Billion 10.81% of portfolio
110,042
Q2 2025 Added 48.68%
$23.1B
$11.1 Billion 7.61% of portfolio
64,388
Q2 2025 Added 27.99%
$981M
$10.6 Billion 7.28% of portfolio
1,121,298
Q2 2025 Added 34.48%
$177B
$10 Billion 6.86% of portfolio
48,192
Q2 2025 Added 46.8%
$877M
$8.95 Billion 6.14% of portfolio
418,783
Q2 2025 Added 27.55%
$260M
$8.21 Billion 5.63% of portfolio
621,132
Q2 2025 Added 23.73%
$124B
$7.34 Billion 5.04% of portfolio
30,854
Q2 2025 Added 82.88%
$1.08B
$4.79 Billion 3.29% of portfolio
240,757
Q2 2025 Added 41.52%
$253B
$4.26 Billion 2.92% of portfolio
14,450
Q2 2025 Added 26.75%
$387M
$4.17 Billion 2.86% of portfolio
56,587
Q2 2025 Added 37.57%
$224M
$3.14 Billion 2.15% of portfolio
2,040,660
Q2 2025 Added 32.98%
$17.2B
$2.9 Billion 1.99% of portfolio
37,893
Q2 2025 Added 61.56%
Mediwound LTD
-
$2.86 Billion 1.96% of portfolio
-
Q2 2025 Added 41.94%
$541M
$2.66 Billion 1.82% of portfolio
121,023
Q2 2025 Added 35.59%
$531M
$2.45 Billion 1.68% of portfolio
684,493
Q2 2025 Added 27.74%
$3.81T
$2.37 Billion 1.62% of portfolio
4,762
Q2 2025 Reduced 59.1%
$5.06B
$2.22 Billion 1.53% of portfolio
27,179
Q2 2025 Added 28.63%
$78.8M
$2.02 Billion 1.38% of portfolio
896,736
Q2 2025 Added 38.69%
$35.3M
$1.99 Billion 1.37% of portfolio
544,259
Q2 2025 Added 31.16%
$36.3B
$1.89 Billion 1.3% of portfolio
23,211
Q4 2023 New
$52.6B
$1.88 Billion 1.29% of portfolio
25,291
Q2 2025 Added 2.07%
$68B
$1.81 Billion 1.24% of portfolio
58,480
Q2 2025 Added 1.74%
$426B
$1.75 Billion 1.2% of portfolio
11,467
Q2 2025 Added 27.41%
$205M
$1.62 Billion 1.11% of portfolio
1,059,709
Q2 2025 Added 43.69%
$284B
$1.62 Billion 1.11% of portfolio
6,296
Q2 2025 Added 213.7%
$668M
$1.57 Billion 1.08% of portfolio
392,579
Q2 2025 Added 33.72%
$276M
$1.55 Billion 1.06% of portfolio
98,813
Q2 2025 Added 25.1%
$61.8B
$1.44 Billion 0.99% of portfolio
48,931
Q2 2025 Added 13.48%
$18.1B
$1.43 Billion 0.98% of portfolio
85,317
Q2 2025 Added 18.23%
$420M
$1.43 Billion 0.98% of portfolio
99,476
Q2 2025 Added 4.12%
$61.7B
$1.41 Billion 0.97% of portfolio
17,550
Q2 2025 Added 25.81%
$634M
$1.41 Billion 0.96% of portfolio
152,100
Q2 2025 Added 41.09%
$2.65B
$1.26 Billion 0.87% of portfolio
86,200
Q2 2025 Added 36.39%
$304M
$1.25 Billion 0.86% of portfolio
146,172
Q2 2025 Added 38.06%
$171B
$1.05 Billion 0.72% of portfolio
2,000
Q2 2025 Reduced 84.5%
3 D Sys Corp Del
-
$1.05 Billion 0.72% of portfolio
-
Q2 2025 Added 9.08%
$104B
$809 Million 0.55% of portfolio
1,850
Q4 2023 New
$127M
$794 Million 0.54% of portfolio
579,248
Q2 2025 Added 28.34%
$3.38T
$718 Million 0.49% of portfolio
3,500
Q1 2024 Reduced 3.42%
$45.8B
$652 Million 0.45% of portfolio
12,390
Q1 2025 Added 184.83%
$236B
$574 Million 0.39% of portfolio
1,800
Q2 2025 New
$673M
$557 Million 0.38% of portfolio
52,147
Q2 2025 Added 8.65%
$1.07T
$553 Million 0.38% of portfolio
3,140
Q2 2025 New
Ge Vernova Inc
-
$561 Million 0.38% of portfolio
-
Q2 2025 Added 6.96%
$20B
$453 Million 0.31% of portfolio
17,091
Q2 2025 Added 3.09%
$850B
$393 Million 0.27% of portfolio
1,354
Q2 2025 Added 7.97%
$465B
$380 Million 0.26% of portfolio
3,525
Q2 2025 New
$50.8B
$380 Million 0.26% of portfolio
7,376
Q2 2025 Added 8.33%
$2.02B
$362 Million 0.25% of portfolio
8,110
Q2 2025 Reduced 48.67%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $146 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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