Divisar Capital Management LLC
Net seller this quarter
$434M
28
-$143M
60.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ONTO | $43.2M | 9.96% | 0.23% | -40.9% | Q2 2022 |
 PII | $36.2M | 8.34% | 0.93% | +10.7% | Q4 2024 |
 MKSI | $27.8M | 6.41% | 0.09% | -26.9% | Q2 2025 |
 BC | $24.2M | 5.57% | 0.44% | -17.9% | Q4 2020 |
 KLIC | $24.2M | 5.57% | 0.35% | -42.9% | Q3 2019 |
 OEC | $22.4M | 5.17% | 5.99% | -5.1% | Q1 2021 |
 LITE | $22.4M | 5.16% | 0.03% | -25.8% | Q4 2018 |
 UCTT | $22.2M | 5.11% | 0.34% | -62.9% | Q4 2016 |
 PDFS | $21.8M | 5.02% | 0.74% | -50.6% | Q4 2016 |
 BOX | $19.9M | 4.57% | 0.54% | +17.2% | Q1 2020 |
 VERX | $18.8M | 4.34% | 6.23% | +37.2% | Q4 2025 |
 RXO | $18.3M | 4.21% | 0.40% | -37.1% | Q1 2023 |
 MCFT | $17.4M | 4.00% | 2.75% | -2.9% | Q4 2018 |
 TTMI | $17.3M | 3.99% | 0.09% | -26.9% | Q2 2019 |
 CALX | $14.7M | 3.40% | 0.63% | +16.2% | Q1 2017 |
 WEAV | $12.1M | 2.79% | 2.53% | +10.0% | Q4 2025 |
 ADTN | $11.8M | 2.73% | 1.05% | -51.9% | Q2 2023 |
 CMRC | $9.3M | 2.14% | 3.81% | -20.0% | Q2 2024 |
 THRM | $7.81M | 1.80% | 0.75% | +44.0% | Q4 2025 |
 DIN | $5.95M | 1.37% | 1.31% | -31.6% | Q1 2026 |
 CALY | $5.6M | 1.29% | 0.17% | New | Q2 2026 |
 OXM | $5.38M | 1.24% | 1.03% | +631.8% | Q1 2026 |
 ZUMZ | $5.15M | 1.19% | 1.71% | Not reported | Q4 2017 |
 LASR | $4.97M | 1.15% | 0.12% | -19.1% | Q4 2022 |
 VIAV | $4.6M | 1.06% | 0.04% | -26.7% | Q3 2025 |
 FN | $4.25M | 0.98% | 0.02% | Not reported | Q2 2017 |
 ANF | $3.99M | 0.92% | 0.10% | -31.1% | Q2 2019 |
 EVER | $2.14M | 0.49% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| ONTO | $39.6M | 10.10% | 0.39% | -9.0% | Q2 2022 |
| UCTT | $26.1M | 6.66% | 0.94% | -55.8% | Q4 2016 |
| PII | $26M | 6.64% | 0.84% | +18.1% | Q4 2024 |
| BC | $25.4M | 6.49% | 0.54% | +13.3% | Q4 2020 |
| LITE | $24.8M | 6.31% | 0.05% | -59.5% | Q4 2018 |
| OEC | $23.2M | 5.91% | 6.33% | +30.1% | Q1 2021 |
| ADTN | $22.3M | 5.67% | 2.20% | -40.8% | Q2 2023 |
| KLIC | $20.8M | 5.31% | 0.61% | -34.1% | Q3 2019 |
| PDFS | $20.4M | 5.20% | 1.56% | -18.0% | Q4 2016 |
| MKSI | $19.6M | 5.01% | 0.13% | +10.3% | Q2 2025 |
| CALX | $16.7M | 4.25% | 0.53% | +13.4% | Q1 2017 |
| RXO | $15.4M | 3.92% | 0.64% | +89.6% | Q1 2023 |
| BOX | $15.1M | 3.84% | 0.46% | +239.3% | Q1 2020 |
| VERX | $14.2M | 3.62% | 4.54% | +378.3% | Q4 2025 |
| MCFT | $14.2M | 3.62% | 4.25% | -4.8% | Q4 2018 |
| TTMI | $12.3M | 3.14% | 0.12% | -7.8% | Q2 2019 |
| CMRC | $10.5M | 2.67% | 4.78% | +4.0% | Q2 2024 |
| WEAV | $8.5M | 2.17% | 2.32% | +217.0% | Q4 2025 |
| ZUMZ | $6.41M | 1.63% | 1.70% | +11.6% | Q4 2017 |
| DIN | $6.36M | 1.62% | 1.87% | New | Q1 2026 |
| ANF | $5.88M | 1.50% | 0.14% | +15.2% | Q2 2019 |
| LASR | $5.04M | 1.28% | 0.16% | -69.4% | Q4 2022 |
| THRM | $4.42M | 1.13% | 0.52% | Not reported | Q4 2025 |
| VIAV | $4.37M | 1.11% | 0.06% | -31.2% | Q3 2025 |
| FN | $3.95M | 1.01% | 0.02% | Not reported | Q2 2017 |
| OXM | $812K | 0.21% | 0.14% | New | Q1 2026 |
| Q4 2025 | |||||
| ONTO | $33.5M | 9.42% | 0.43% | +21.3% | Q2 2022 |
| LITE | $32.1M | 9.01% | 0.12% | -57.3% | Q4 2018 |
| ADTN | $26M | 7.29% | 3.74% | -7.1% | Q2 2023 |
| PII | $25.6M | 7.19% | 0.72% | -9.7% | Q4 2024 |
| UCTT | $24M | 6.76% | 2.09% | -9.8% | Q4 2016 |
| BC | $22.9M | 6.44% | 0.48% | -2.9% | Q4 2020 |
| KLIC | $21.9M | 6.16% | 0.92% | -23.8% | Q3 2019 |
| PDFS | $21.7M | 6.09% | 1.92% | +11.1% | Q4 2016 |
| CALX | $15.9M | 4.46% | 0.45% | +22.9% | Q1 2017 |
| CMRC | $15.6M | 4.37% | 4.63% | -18.1% | Q2 2024 |
| OEC | $14.5M | 4.07% | 4.88% | +11.9% | Q1 2021 |
| MCFT | $13.7M | 3.86% | 4.46% | -15.5% | Q4 2018 |
| MKSI | $12.4M | 3.48% | 0.12% | +25.0% | Q2 2025 |
| LASR | $10.8M | 3.04% | 0.56% | -49.9% | Q4 2022 |
| TTMI | $9.48M | 2.66% | 0.13% | +108.1% | Q2 2019 |
| ANF | $7.02M | 1.97% | 0.12% | -31.5% | Q2 2019 |
| RXO | $7.02M | 1.97% | 0.34% | +3.6% | Q1 2023 |
| ZUMZ | $6.75M | 1.90% | 1.53% | -62.8% | Q4 2017 |
| THRM | $5.78M | 1.62% | 0.52% | New | Q4 2025 |
| BOX | $5.62M | 1.58% | 0.13% | +16.3% | Q1 2020 |
 COHU | $5.05M | 1.42% | 0.44% | -9.5% | Q3 2022 |
| VERX | $4.99M | 1.40% | 0.95% | New | Q4 2025 |
| WEAV | $4.41M | 1.24% | 0.74% | New | Q4 2025 |
| FN | $3.45M | 0.97% | 0.02% | -9.6% | Q2 2017 |
| VIAV | $3.4M | 0.96% | 0.08% | +90.8% | Q3 2025 |
 SFIX | $2.4M | 0.67% | 1.69% | -41.5% | Q1 2023 |
| Q3 2025 | |||||
| LITE | $33.2M | 9.03% | 0.29% | -47.6% | Q4 2018 |
| ADTN | $30.1M | 8.20% | 4.02% | -24.0% | Q2 2023 |
| UCTT | $28.7M | 7.80% | 2.32% | -25.7% | Q4 2016 |
| PII | $26M | 7.08% | 0.80% | -24.2% | Q4 2024 |
| KLIC | $25.6M | 6.97% | 1.21% | -34.8% | Q3 2019 |
| CMRC | $23M | 6.26% | 5.71% | +1.1% | Q2 2024 |
| ONTO | $22.6M | 6.16% | 0.36% | +53.5% | Q2 2022 |
| BC | $20.1M | 5.47% | 0.49% | -16.7% | Q4 2020 |
| OEC | $18.6M | 5.05% | 4.36% | +10.9% | Q1 2021 |
| MCFT | $18.5M | 5.02% | 5.28% | -27.0% | Q4 2018 |
| PDFS | $17.7M | 4.81% | 1.73% | +11.9% | Q4 2016 |
| LASR | $17.1M | 4.64% | 1.13% | -48.8% | Q4 2022 |
| CALX | $15M | 4.08% | 0.37% | -30.6% | Q1 2017 |
| ZUMZ | $13.6M | 3.71% | 4.06% | -19.3% | Q4 2017 |
| VMEO | $9.61M | 2.61% | Not reported | -86.0% | Q2 2023 |
| RXO | $8.24M | 2.24% | 0.33% | -20.7% | Q1 2023 |
| MKSI | $7.67M | 2.09% | 0.09% | +19.2% | Q2 2025 |
| ANF | $6.97M | 1.90% | 0.17% | -31.8% | Q2 2019 |
| BOX | $5.22M | 1.42% | 0.11% | +22.8% | Q1 2020 |
| COHU | $4.88M | 1.33% | 0.48% | -27.3% | Q3 2022 |
| TTMI | $3.8M | 1.03% | 0.06% | Not reported | Q2 2019 |
 NVRI | $3.68M | 1.00% | Not reported | Not reported | Q2 2022 |
| SFIX | $3.4M | 0.92% | 2.89% | -67.6% | Q1 2023 |
| FN | $3.05M | 0.83% | 0.02% | -16.6% | Q2 2017 |
| VIAV | $1.27M | 0.35% | 0.04% | New | Q3 2025 |