Divisar Capital Management LLC
Top Portfolio Positions
26 positions ·
$392,405,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ONTO |
Onto Innovation Inc.
Technology
|
193,253 | $39,630,392 | 10.10% | |
| UCTT |
Ultra Clean Holdings, Inc.
Technology
|
420,049 | $26,118,646 | 6.66% | |
| PII |
Polaris Inc.
Consumer Cyclical
|
477,877 | $26,044,296 | 6.64% | |
| BC |
Brunswick Corp
Consumer Cyclical
|
349,770 | $25,449,265 | 6.49% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
35,223 | $24,753,315 | 6.31% | |
| OEC |
Orion S.A.
Basic Materials
|
3,567,263 | $23,187,209 | 5.91% | |
| ADTN |
ADTRAN Holdings, Inc.
Technology
|
1,769,439 | $22,259,542 | 5.67% | |
| KLIC |
Kulicke & Soffa Industries Inc
Technology
|
316,887 | $20,825,813 | 5.31% | |
| PDFS |
Pdf Solutions Inc
Technology
|
623,364 | $20,390,236 | 5.20% | |
| MKSI |
Mks Inc
Technology
|
85,501 | $19,648,984 | 5.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BOX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,083,478 | 638,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,624,545 | 188,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,219,446 | 161,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,501,658 | 131,743 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,299,988 | 171,743 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,485,367 | 363,461 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,587,628 | 598,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,260,508 | 728,461 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,780,415 | 698,461 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,594,210 | 608,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,665,158 | 440,527 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,355,083 | 420,527 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,265,918 | 420,527 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,067,555 | 355,527 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,332,657 | 505,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,309,059 | 410,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $12,788,317 | 440,066 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,694,963 | 217,448 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,146,994 | 217,448 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,533,796 | 177,448 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,865,406 | 647,448 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,269,090 | 845,933 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,074,196 | 925,933 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $20,760,000 | 1,000,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,040,000 | 1,000,000 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||