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 TTMI
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,337,171 | 126,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,476,391 | 137,339 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,801,830 | 66,004 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $1,348,777 | 90,522 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,537,361 | 440,522 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,801,964 | 615,522 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,953,285 | 893,330 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,248,340 | 1,177,416 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,982,539 | 1,313,106 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $16,047,837 | 1,353,106 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $13,791,202 | 1,333,772 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||