Divisar Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$392.4M
Q ending 2026-03-31
Prior quarter
$355.9M
Q ending 2025-12-31
Change
+10.2% QoQ · +2.0% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Onto Innovation Inc | ONTO | Shares | $39.6M | 193K |
| Ultra Clean Hldgs Inc | UCTT | Shares | $26.1M | 420K |
| Polaris Inc | PII | Shares | $26.0M | 478K |
| Brunswick Corp | BC | Shares | $25.4M | 350K |
| Lumentum Hldgs Inc | LITE | Shares | $24.8M | 35K |
| Orion S.A. | Shares | $23.2M | 3.6M | |
| Adtran Holdings Inc | ADTN | Shares | $22.3M | 1.8M |
| Kulicke & Soffa Inds Inc | KLIC | Shares | $20.8M | 317K |
| Pdf Solutions Inc | PDFS | Shares | $20.4M | 623K |
| Mks Inc. | MKSI | Shares | $19.6M | 86K |
| Calix Inc | CALX | Shares | $16.7M | 340K |
| Rxo Inc | RXO | Shares | $15.4M | 1.1M |
| Box Inc | BOX | Shares | $15.1M | 638K |
| Vertex Inc | VERX | Shares | $14.2M | 1.2M |
| Mastercraft Boat Hldgs Inc | MCFT | Shares | $14.2M | 692K |
| Ttm Technologies Inc | TTMI | Shares | $12.3M | 127K |
| Commerce Com Inc | CMRC | Shares | $10.5M | 3.9M |
| Weave Communications Inc | WEAV | Shares | $8.5M | 1.8M |
| Zumiez Inc | ZUMZ | Shares | $6.4M | 289K |
| Dine Brands Global Inc | DIN | Shares | $6.4M | 242K |
| Abercrombie & Fitch Co | ANF | Shares | $5.9M | 64K |
| Nlight Inc | LASR | Shares | $5.0M | 88K |
| Gentherm Inc | THRM | Shares | $4.4M | 159K |
| Viavi Solutions Inc | VIAV | Shares | $4.4M | 131K |
| Fabrinet | Shares | $3.9M | 8K | |
| Oxford Inds Inc | OXM | Shares | $812K | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.