Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Divisar Capital Management LLC (CIK 1645721) reported $392.4M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ONTO ($39.6M, 10.10%), UCTT ($26.1M, 6.66%), PII ($26.0M, 6.64%), BC ($25.4M, 6.49%), LITE ($24.8M, 6.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ONTO | ONTO INNOVATION INC | $39.6M | 10.10% | 193,253 | Trimmed |
| 2 | UCTT | ULTRA CLEAN HLDGS INC | $26.1M | 6.66% | 420,049 | Trimmed |
| 3 | PII | POLARIS INC | $26.0M | 6.64% | 477,877 | Added |
| 4 | BC | BRUNSWICK CORP | $25.4M | 6.49% | 349,770 | Added |
| 5 | LITE | LUMENTUM HLDGS INC | $24.8M | 6.31% | 35,223 | Trimmed |
| 6 | OEC | ORION S.A. | $23.2M | 5.91% | 3.6M | Added |
| 7 | ADTN | ADTRAN HOLDINGS INC | $22.3M | 5.67% | 1.8M | Trimmed |
| 8 | KLIC | KULICKE & SOFFA INDS INC | $20.8M | 5.31% | 316,887 | Trimmed |
| 9 | PDFS | PDF SOLUTIONS INC | $20.4M | 5.20% | 623,364 | Trimmed |
| 10 | MKSI | MKS INC. | $19.6M | 5.01% | 85,501 | Added |
| 11 | CALX | CALIX INC | $16.7M | 4.25% | 340,163 | Added |
| 12 | RXO | RXO INC | $15.4M | 3.92% | 1.1M | Added |
| 13 | BOX | BOX INC | $15.1M | 3.84% | 638,049 | Added |
| 14 | VERX | VERTEX INC | $14.2M | 3.62% | 1.2M | Added |
| 15 | MCFT | MASTERCRAFT BOAT HLDGS INC | $14.2M | 3.62% | 692,276 | Trimmed |
| 16 | TTMI | TTM TECHNOLOGIES INC | $12.3M | 3.14% | 126,639 | Trimmed |
| 17 | BIGC | COMMERCE COM INC | $10.5M | 2.67% | 3.9M | Added |
| 18 | WEAV | WEAVE COMMUNICATIONS INC | $8.5M | 2.17% | 1.8M | Added |
| 19 | ZUMZ | ZUMIEZ INC | $6.4M | 1.63% | 289,102 | Added |
| 20 | DIN | DINE BRANDS GLOBAL INC | $6.4M | 1.62% | 242,267 | New |
| 21 | ANF | ABERCROMBIE & FITCH CO | $5.9M | 1.50% | 64,308 | Added |
| 22 | LASR | NLIGHT INC | $5.0M | 1.28% | 88,314 | Trimmed |
| 23 | THRM | GENTHERM INC | $4.4M | 1.13% | 158,972 | Hold |
| 24 | VIAV | VIAVI SOLUTIONS INC | $4.4M | 1.11% | 131,353 | Trimmed |
| 25 | FN | FABRINET | $3.9M | 1.01% | 7,570 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31