MTSI β€” MACOM TECH SOLUTIONS HLDGS I

Ownership history in Silverberg Bernstein Capital Management LLC  Β·  9 quarters on record

AI Ownership Summary

Silverberg Bernstein Capital Management LLC reported MACOM TECH SOLUTIONS HLDGS I (MTSI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 12.32% in 2025 Q4. The latest visible filing shows MTSI at 12.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Silverberg Bernstein Capital Management LLC's position in MACOM TECH SOLUTIONS HLDGS I, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MTSI was reported at 12.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.32% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Silverberg Bernstein Capital Management LLC held MTSI β€” position size vs. price
% of Fund (quarterly)    MTSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 124,524 -3,108 -2.4% 12.32% $21.3M 2026-02-14 (Est.) $244.16
2025 Q3 ADDED 127,632 +17,590 +16.0% 9.64% $15.9M 2025-10-07 $127.97
2025 Q2 ADDED 110,042 +36,029 +48.7% 10.81% $15.8M 2025-07-09 $139.85
2025 Q1 REDUCED 74,013 -650 -0.9% 6.92% $7.4M 2025-04-10 $99.27
2024 Q4 REDUCED 74,663 -3,640 -4.6% 8.54% $9.7M 2025-01-14 $136.21
2024 Q3 REDUCED 78,303 -2,350 -2.9% 7.98% $8.7M 2024-10-04 $110.22
2024 Q2 REDUCED 80,653 -1,700 -2.1% 8.71% $9.0M 2024-07-12 $112.81
2024 Q1 REDUCED 82,353 -2,800 -3.3% 7.71% $7.9M 2024-04-11 $102.48
2023 Q4 INITIATED 85,153 β€” β€” 7.55% $7.9M 2024-01-17 $85.07

🏒 Other funds also holding MTSI

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.01%

FAQ About Silverberg Bernstein Capital Management LLC and MTSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Silverberg Bernstein Capital Management LLC reported owning MTSI?

Silverberg Bernstein Capital Management LLC reported MTSI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MTSI position in Silverberg Bernstein Capital Management LLC's portfolio?

The largest reported portfolio weight for MTSI was 12.32% in 2025 Q4.

What is the latest reported MTSI position on this page?

The most recent filing on this page is 2025 Q4, when Silverberg Bernstein Capital Management LLC reported 124,524 shares, equal to 12.32% of portfolio, with an estimated market value of $21.3M.

What does the chart on this MTSI ownership page compare?

The chart compares Silverberg Bernstein Capital Management LLC's quarterly MTSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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