Silverberg Bernstein Capital Management’s MACOM Technology Solutions MTSI Stock Holding History

Silverberg Bernstein Capital Management’s Portfolio MTSI Stock Details MTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.5M	Sell	119,700 -3,550	-3%	-$1.18M	17.44%	1
2026 Q1	$27.4M	Sell	123,250 -1,274	-1%	-$284K	15.08%	1
2025 Q4	$21.3M	Sell	124,524 -3,108	-2%	-$493K	12.32%	1
2025 Q3	$15.9M	Buy	127,632 +17,590	+16%	+$2.32M	9.64%	1
2025 Q2	$15.8M	Buy	110,042 +36,029	+49%	+$4.21M	10.81%	1
2025 Q1	$7.43M	Sell	74,013 -650	-0.9%	-$79.1K	6.92%	3
2024 Q4	$9.7M	Sell	74,663 -3,640	-5%	-$458K	8.54%	3
2024 Q3	$8.71M	Sell	78,303 -2,350	-3%	-$246K	7.98%	5
2024 Q2	$8.99M	Sell	80,653 -1,700	-2%	-$173K	8.71%	5
2024 Q1	$7.88M	Sell	82,353 -2,800	-3%	-$248K	7.71%	5
2023 Q4	$7.91M	Buy	+85,153	New	+$7M	7.55%	5

Other funds holding MTSI

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Silverberg Bernstein Capital Management's MTSI Position: Q2 2026 in Review

Silverberg Bernstein Capital Management reduced its MACOM Technology Solutions (MTSI) stake by 2.9% in Q2 2026, selling an estimated $1.18M and leaving 119,700 shares worth $45.5M. The position accounts for 17.44% of the portfolio, ranked #1.

Silverberg Bernstein Capital Management first reported a position in MTSI in Q4 2023 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold MTSI as of Q2 2026.

Silverberg Bernstein Capital Management held 119,700 shares of MACOM Technology Solutions worth $45.5M as of Q2 2026.
Silverberg Bernstein Capital Management sold 3,550 MACOM Technology Solutions shares in Q2 2026, an estimated $1.18M.
MACOM Technology Solutions made up 17.44% of Silverberg Bernstein Capital Management's portfolio in Q2 2026, its #1 holding.
Silverberg Bernstein Capital Management first reported a position in MACOM Technology Solutions in Q4 2023 and has held it in 11 quarters since.
181 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q2 2026.

Based on Silverberg Bernstein Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.