Silverberg Bernstein Capital Management LLC 13F 持仓 · 2026年Q2
Silverberg Bernstein Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 2.61 亿美元。前几大持仓：MTSI（17.44%）、PDFS（12.63%）、HLIT（8.19%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MTSI | MACOM TECH SOLUTIONS HLDGS I | $45.5M | 17.44% | 119,700 | 减持 |
| 2 | PDFS | PDF SOLUTIONS INC | $33.0M | 12.63% | 465,823 | 减持 |
| 3 | HLIT | HARMONIC INC | $21.4M | 8.19% | 1.3M | 减持 |
| 4 | ADI | ANALOG DEVICES INC | $14.3M | 5.48% | 36,009 | 增持 |
| 5 | TXN | TEXAS INSTRS INC | $14.1M | 5.41% | 47,392 | 减持 |
| 6 | DDD | 3D SYS CORP DEL | $8.4M | 3.23% | 2.8M | 增持 |
| 7 | PTC | PTC INC | $8.2M | 3.15% | 72,366 | 减持 |
| 8 | NVEC | NVE CORP | $7.2M | 2.77% | 69,220 | 减持 |
| 9 | TDAY | USA TODAY CO INC | $6.8M | 2.60% | 793,028 | 减持 |
| 10 | CEVA | CEVA INC | $6.6M | 2.51% | 138,957 | 减持 |
| 11 | DMRC | DIGIMARC CORP | $6.6M | 2.51% | 798,422 | 新建仓 |
| 12 | KRNT | KORNIT DIGITAL LTD | $6.3M | 2.43% | 389,666 | 增持 |
| 13 | GSIT | GSI TECHNOLOGY INC | $6.1M | 2.32% | 783,306 | 减持 |
| 14 | KOPN | KOPIN CORP | $5.8M | 2.23% | 1.3M | 减持 |
| 15 | APYX | APYX MEDICAL CORPORATION | $4.7M | 1.79% | 1.0M | 减持 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $4.4M | 1.67% | 15,534 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.39% | 14,267 | 增持 |
| 18 | LNTH | LANTHEUS HLDGS INC | $3.6M | 1.37% | 32,179 | 持平 |
| 19 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $3.5M | 1.35% | 104,363 | 减持 |
| 20 | MDWD | MEDIWOUND LTD | $3.4M | 1.28% | 228,137 | 增持 |
| 21 | TACT | TRANSACT TECHNOLOGIES INC | $3.3M | 1.27% | 569,445 | 减持 |
| 22 | BRT | BRT APARTMENTS CORP | $2.4M | 0.93% | 157,558 | 增持 |
| 23 | NTNX | NUTANIX INC | $2.4M | 0.92% | 47,055 | 增持 |
| 24 | GE | GE AEROSPACE | $2.4M | 0.91% | 6,388 | 增持 |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | $2.3M | 0.88% | 62,480 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR