§ 13F · FUND PROFILE
Divisar Capital Management LLC.
AUM · $434M (13F)Positions · 28Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ONTO | ONTO INNOVATION INC | 114K | $43M | 10.0% | −41% |
| 2 | PII | POLARIS INC | 529K | $36M | 8.3% | +11% |
| 3 | MKSI | MKS INC. | 63K | $28M | 6.4% | −27% |
| 4 | BC | BRUNSWICK CORP | 287K | $24M | 5.6% | −18% |
| 5 | KLIC | KULICKE & SOFFA INDS INC | 181K | $24M | 5.6% | −43% |
| 6 | OEC | ORION S.A. | 3.38M | $22M | 5.2% | −5% |
| 7 | LITE | LUMENTUM HLDGS INC | 26K | $22M | 5.2% | −26% |
| 8 | UCTT | ULTRA CLEAN HLDGS INC | 156K | $22M | 5.1% | −63% |
| 9 | PDFS | PDF SOLUTIONS INC | 308K | $22M | 5.0% | −51% |
| 10 | BOX | BOX INC | 748K | $20M | 4.6% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVISAR SIGNAL
AC read
Divisar Capital Management LLC is a Other fund managing $434 million in assets. The fund runs a focused portfolio of just 28 positions.
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