Silverberg Bernstein Capital Management Llc: Significant Changes in Q2 2026 Stock Holdings
Silverberg Bernstein Capital Management Llc made notable adjustments to its portfolio during the second quarter of 2026, including substantial increases and decreases across various sectors.
As reported by insiderset.com for the period ending June 30th, 2026, Silverberg Bernstein Capital Management Llc has updated its investment strategy with observable changes in stock holdings. The firm's portfolio saw a mix of buying new positions and selling existing ones during this quarter.
The investor maintained a substantial allocation to the Technology sector at approximately 76% as of June 30th, but specific adjustments were noted within this group. Holdings like Harmonic Inc (HLIT), MACOM Tech Solutions Hldgs I (MTSI), and PDF Solutions Inc (PDFS) all experienced decreases in their portfolio weight percentages during Q2.
Significant Increase in 3D Systems Corp Del (DDD): The most prominent change was a large increase in shares of 3D Systems Corporation. Silverberg Bernstein Capital Management Llc added over 135,000 additional shares to this position, representing a portfolio weight increase from its previous allocation. This suggests strong confidence or strategic interest in the company.
Enormous Increase in UiPath Inc (PATH): Another Technology stock saw an extraordinary change: UiPath. The investor increased its stake by 38,350 shares during the quarter. This resulted in a massive portfolio weight increase of over 134%, indicating either a very recent acquisition or a significant boost to an existing position.
While Technology remains dominant, other sectors also saw activity:
- The Communication Services sector experienced changes with additions like Ribbon Communications Inc.
- New Position in Kornit Digital Ltd (KRNT): Silverberg Bernstein Capital Management Llc established a new position in Kornit Digital during Q2.
- The Basic Materials sector saw an addition with ASP Isotopes Inc.
In contrast, the firm also divested from some holdings:
- Decrease in Harmonic Inc (HLIT): The investor sold shares of Harmonic, reducing its portfolio weight by approximately 1.37%.
- Decrease in MACOM Tech Solutions Hldgs I (MTSI): Shares of MACOM Tech Solutions decreased, lowering its allocation by about 2.88%.
- Decrease in PDF Solutions Inc (PDFS): The position in PDF Solutions also saw a reduction of roughly 1.49% during the quarter.
The overall portfolio allocation shows that Technology remains the core sector, followed by Communication Services and Healthcare. Other sectors like Real Estate, Financial Services, Energy, Basic Materials, and Utilities contribute to diversification but hold smaller allocations based on the provided data.