Divisar Capital Management LLC

CIK

1645721

City

SAN FRANCISCO

State / Country

Stock

Top Portfolio Positions

26 positions · $392,405,568 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,825,813	316,887	-34.1%	Shares	Sole	2026-05-15
2025-12-31	$21,915,316	481,021	-23.7%	Shares	Sole	2026-02-17
2025-09-30	$25,637,053	630,833	-34.8%	Shares	Sole	2025-11-14
2025-06-30	$33,468,199	967,289	+9.6%	Shares	Sole	2025-08-14
2025-03-31	$29,097,891	882,289	+24.6%	Shares	Sole	2025-05-15
2024-12-31	$33,042,558	708,156	-21.8%	Shares	Sole	2025-02-14
2024-09-30	$40,886,922	905,981	+11.5%	Shares	Sole	2024-11-14
2024-06-30	$39,956,889	812,297	-3.0%	Shares	Sole	2024-08-14
2024-03-31	$42,144,083	837,688	+9.5%	Shares	Sole	2024-05-15
2023-12-31	$41,874,534	765,251	+2.4%	Shares	Sole	2024-02-14
2023-09-30	$36,342,074	747,318	+10.3%	Shares	Sole	2023-11-14
2023-06-30	$40,266,555	677,318	+15.3%	Shares	Sole	2023-08-14
2023-03-31	$30,945,785	587,318	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$25,552,094	577,318	+3.2%	Shares	Sole	2023-02-14
2022-09-30	$21,564,162	559,672	+22.3%	Shares	Sole	2022-11-14
2022-06-30	$19,587,330	457,541	+7.0%	Shares	Sole	2022-08-15
2022-03-31	$23,950,846	427,541	+1.3%	Shares	Sole	2022-05-13
2021-12-31	$25,559,382	422,190	+12.1%	Shares	Sole	2022-02-14
2021-09-30	$21,952,094	376,666	+4.6%	Shares	Sole	2021-11-15
2021-06-30	$22,047,483	360,253	-36.9%	Shares	Sole	2021-08-13
2021-03-31	$28,043,872	571,042	-18.7%	Shares	Sole	2021-05-17
2020-12-31	$22,333,960	702,105	-18.6%	Shares	Sole	2021-02-12
2020-09-30	$19,327,168	862,820	+11.2%	Shares	Sole	2020-11-16
2020-06-30	$16,160,143	775,811	+16.5%	Shares	Sole	2020-08-14
2020-03-31	$13,895,475	665,811	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.