Holdings of Divisar Capital Management LLC
24 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 66.2 % of the equity sleeve
Sector breakdown
- Technology 12.2 %
- Unattributed 87.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 24 | 365.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Onto Innovation Inc | 193,253 | 39.6M $ | |
| 2 | Ultra Clean Holdings Inc | 420,049 | 26.1M $ | |
| 3 | Polaris Inc | 477,877 | 26M $ | |
| 4 | Brunswick Corp/DE | 349,770 | 25.4M $ | |
| 5 | Lumentum Holdings Inc | 35,223 | 24.8M $ | |
| 6 | ADTRAN Holdings Inc | 1,769,439 | 22.3M $ | |
| 7 | Kulicke & Soffa Industries Inc | 316,887 | 20.8M $ | |
| 8 | PDF Solutions Inc | 623,364 | 20.4M $ | |
| 9 | MKS Inc | 85,501 | 19.6M $ | |
| 10 | Calix Inc | 340,163 | 16.7M $ | |
| 11 | RXO Inc | 1,052,525 | 15.4M $ | |
| 12 | Box Inc | 638,049 | 15.1M $ | |
| 13 | Vertex Inc | 1,195,712 | 14.2M $ | |
| 14 | MasterCraft Boat Holdings Inc | 692,276 | 14.2M $ | |
| 15 | TTM Technologies Inc | 126,639 | 12.3M $ | |
| 16 | Commerce.com Inc | 3,926,896 | 10.5M $ | |
| 17 | Weave Communications Inc | 1,840,100 | 8.5M $ | |
| 18 | Zumiez Inc | 289,102 | 6.4M $ | |
| 19 | Dine Brands Global Inc | 242,267 | 6.4M $ | |
| 20 | Abercrombie & Fitch Co | 64,308 | 5.9M $ | |
| 21 | nLight Inc | 88,314 | 5M $ | |
| 22 | Gentherm Inc | 158,972 | 4.4M $ | |
| 23 | Viavi Solutions Inc | 131,353 | 4.4M $ | |
| 24 | Oxford Industries Inc | 21,096 | 812.4K $ |