Divisar Capital Management LLC
26 holdingsFiling period: 2026-03-31Current AUM: $458.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ONTO | ONTO INNOVATION INC | 193.3K | $39.6M | $50.0M | 10.91% | -19,150 | 2026-03-31 |
| 2 | UCTT | ULTRA CLEAN HLDGS INC | 420.0K | $26.1M | $35.0M | 7.64% | -529,279 | 2026-03-31 |
| 3 | PII | POLARIS INC | 477.9K | $26.0M | $32.1M | 7.00% | +73.3K | 2026-03-31 |
| 4 | BC | BRUNSWICK CORP | 349.8K | $25.4M | $27.6M | 6.03% | +41.0K | 2026-03-31 |
| 5 | LITE | LUMENTUM HLDGS INC | 35.2K | $24.8M | $25.1M | 5.49% | -51,806 | 2026-03-31 |
| 6 | — | ORION S.A. | 3.57M | $23.2M | $23.2M | 5.06% | +824.9K | 2026-03-31 |
| 7 | ADTN | ADTRAN HOLDINGS INC | 1.77M | $22.3M | $15.1M | 3.29% | -1,216,863 | 2026-03-31 |
| 8 | KLIC | KULICKE & SOFFA INDS INC | 316.9K | $20.8M | $28.3M | 6.17% | -164,134 | 2026-03-31 |
| 9 | PDFS | PDF SOLUTIONS INC | 623.4K | $20.4M | $28.7M | 6.27% | -136,451 | 2026-03-31 |
| 10 | MKSI | MKS INC. | 85.5K | $19.6M | $25.4M | 5.55% | +8.0K | 2026-03-31 |
| 11 | CALX | CALIX INC | 340.2K | $16.7M | $12.2M | 2.67% | +40.2K | 2026-03-31 |
| 12 | RXO | RXO INC | 1.05M | $15.4M | $21.3M | 4.65% | +497.5K | 2026-03-31 |
| 13 | BOX | BOX INC | 638.0K | $15.1M | $20.1M | 4.40% | +450.0K | 2026-03-31 |
| 14 | VERX | VERTEX INC | 1.20M | $14.2M | $15.4M | 3.37% | +945.7K | 2026-03-31 |
| 15 | MCFT | MASTERCRAFT BOAT HLDGS INC | 692.3K | $14.2M | $16.6M | 3.62% | -34,600 | 2026-03-31 |
| 16 | TTMI | TTM TECHNOLOGIES INC | 126.6K | $12.3M | $14.6M | 3.19% | -10,700 | 2026-03-31 |
| 17 | CMRC | COMMERCE COM INC | 3.93M | $10.5M | $12.3M | 2.68% | +150.0K | 2026-03-31 |
| 18 | WEAV | WEAVE COMMUNICATIONS INC | 1.84M | $8.5M | $12.0M | 2.63% | +1.26M | 2026-03-31 |
| 19 | ZUMZ | ZUMIEZ INC | 289.1K | $6.4M | $5.7M | 1.24% | +30.0K | 2026-03-31 |
| 20 | DIN | DINE BRANDS GLOBAL INC | 242.3K | $6.4M | $8.7M | 1.90% | -- | 2026-03-31 |
| 21 | ANF | ABERCROMBIE & FITCH CO | 64.3K | $5.9M | $6.4M | 1.40% | +8.5K | 2026-03-31 |
| 22 | LASR | NLIGHT INC | 88.3K | $5.0M | $6.1M | 1.33% | -200,124 | 2026-03-31 |
| 23 | THRM | GENTHERM INC | 159.0K | $4.4M | $6.5M | 1.41% | -- | 2026-03-31 |
| 24 | VIAV | VIAVI SOLUTIONS INC | 131.4K | $4.4M | $4.9M | 1.06% | -59,452 | 2026-03-31 |
| 25 | — | FABRINET | 7.6K | $3.9M | $3.9M | 0.86% | -- | 2026-03-31 |
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