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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
Q3 		$33M Sell
116,000
-3,700
-3% -$1.04M 15.63% 1
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Raiffeisen Bank International
Raiffeisen Bank International Vienna, Austria $8.69B AUM 38.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Silverberg Bernstein Capital Management's MTSI Position: Q3 2026 in Review

Silverberg Bernstein Capital Management reduced its MACOM Technology Solutions (MTSI) stake by 3.1% in Q3 2026, selling an estimated $1.04M and leaving 116,000 shares worth $33M. The position accounts for 15.63% of the portfolio, ranked #1.

Silverberg Bernstein Capital Management first reported a position in MTSI in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.5M in Q2 2026. 172 funds tracked by Wall St. Rank hold MTSI as of Q3 2026.

  • Silverberg Bernstein Capital Management held 116,000 shares of MACOM Technology Solutions worth $33M as of Q3 2026.
  • Silverberg Bernstein Capital Management sold 3,700 MACOM Technology Solutions shares in Q3 2026, an estimated $1.04M.
  • MACOM Technology Solutions made up 15.63% of Silverberg Bernstein Capital Management's portfolio in Q3 2026, its #1 holding.
  • Silverberg Bernstein Capital Management first reported a position in MACOM Technology Solutions in Q4 2023 and has held it in 12 quarters since.
  • Silverberg Bernstein Capital Management's MACOM Technology Solutions position peaked at $45.5M in Q2 2026.
  • 172 funds tracked by Wall St. Rank held MACOM Technology Solutions as of Q3 2026.

Based on Silverberg Bernstein Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.