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 UCTT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,118,646 | 420,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,046,478 | 949,328 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,682,096 | 1,052,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $31,982,457 | 1,417,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,136,548 | 1,033,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,740,720 | 1,021,995 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,073,450 | 1,228,987 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $47,586,791 | 971,159 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $47,795,884 | 1,040,398 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $48,382,798 | 1,417,188 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $41,452,669 | 1,397,124 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,979,585 | 1,169,516 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,305,913 | 1,215,498 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $36,440,270 | 1,099,254 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,338,602 | 1,294,703 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,993,823 | 1,108,291 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,239,884 | 760,554 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,579,663 | 480,817 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,236,558 | 662,830 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $26,985,221 | 502,331 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,486,175 | 301,278 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $23,422,993 | 751,942 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $24,231,816 | 1,129,162 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $31,078,774 | 1,373,344 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $26,260,516 | 1,902,936 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||