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Divisar Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $433,982,867
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ONTO INNOVATION INC · COM · 683344105 · shares: $43,239,048
- POLARIS INC · COM · 731068102 · shares: $36,210,920
- MKS INC. · COM · 55306N104 · shares: $27,800,445
- BRUNSWICK CORP · COM · 117043109 · shares: $24,188,421
- KULICKE & SOFFA INDS INC · COM · 501242101 · shares: $24,187,553
- ORION S.A. · COM · L72967109 · shares: $22,440,893
- LUMENTUM HLDGS INC · COM · 55024U109 · shares: $22,415,101
- ULTRA CLEAN HLDGS INC · COM · 90385V107 · shares: $22,194,561
- PDF SOLUTIONS INC · COM · 693282105 · shares: $21,794,754
- BOX INC · CL A · 10316T104 · shares: $19,853,220
Reported holdings
28 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ONTO INNOVATION INC | COM | 683344105 | — | 114,253 shares | $43,239,048 |
| POLARIS INC | COM | 731068102 | — | 529,090 shares | $36,210,920 |
| MKS INC. | COM | 55306N104 | — | 62,501 shares | $27,800,445 |
| BRUNSWICK CORP | COM | 117043109 | — | 287,137 shares | $24,188,421 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 180,828 shares | $24,187,553 |
| ORION S.A. | COM | L72967109 | — | 3,384,750 shares | $22,440,893 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 26,123 shares | $22,415,101 |
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | — | 155,653 shares | $22,194,561 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 307,879 shares | $21,794,754 |
| BOX INC | CL A | 10316T104 | — | 748,049 shares | $19,853,220 |
| VERTEX INC | CL A | 92538J106 | — | 1,640,895 shares | $18,837,475 |
| RXO INC | COMMON STOCK | 74982T103 | — | 662,525 shares | $18,279,065 |
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | — | 672,276 shares | $17,358,166 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 92,639 shares | $17,325,346 |
| CALIX INC | COM | 13100M509 | — | 395,163 shares | $14,747,483 |
| WEAVE COMMUNICATIONS INC | COM | 94724R108 | — | 2,023,606 shares | $12,121,400 |
| ADTRAN HOLDINGS INC | COM | 00486H105 | — | 851,526 shares | $11,836,211 |
| COMMERCE COM INC | COM SER 1 | 08975P108 | — | 3,142,845 shares | $9,302,821 |
| GENTHERM INC | COM | 37253A103 | — | 228,972 shares | $7,810,235 |
| DINE BRANDS GLOBAL INC | COM | 254423106 | — | 165,637 shares | $5,946,368 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 298,282 shares | $5,604,719 |
| OXFORD INDS INC | COM | 691497309 | — | 154,388 shares | $5,383,510 |
| ZUMIEZ INC | COM | 989817101 | — | 289,102 shares | $5,146,016 |
| NLIGHT INC | COM | 65487K100 | — | 71,446 shares | $4,974,071 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 96,353 shares | $4,600,856 |
| FABRINET | SHS | G3323L100 | — | 7,570 shares | $4,254,946 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | — | 44,308 shares | $3,988,163 |
| EVERQUOTE INC | COM CL A | 30041R108 | — | 90,000 shares | $2,141,100 |