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 SFIX
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,402,321 | 457,585 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,399,877 | 781,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,919,057 | 2,410,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,565,378 | 2,635,501 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,870,848 | 2,290,220 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,271,146 | 6,124,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,403,352 | 5,880,326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,702,882 | 7,463,213 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,793,493 | 6,104,620 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,346,589 | 4,738,142 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,394,707 | 3,738,885 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,070,572 | 1,187,979 | Shares | Sole | 2023-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||