Institutional Fund
Divisar Capital Management LLC
San Francisco, CACIK 16457215 filings on record
Portfolio Value
$392.41M
Q1 2026
Holdings
26
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+10.2%
from $355.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Onto Innovation Inc10.1%
- Ultra Clean Hldgs Inc6.7%
- Polaris Inc6.6%
- Brunswick Corp6.5%
- Lumentum Hldgs Inc6.3%
- Orion S.A.5.9%
- Other57.9%
Portfolio Holdings
26 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Onto Innovation Inc | 193.3K | $39.63M | 10.1% | −19.1K | Reduced |
| 2 | Ultra Clean Hldgs Inc | 420.0K | $26.12M | 6.7% | −529.3K | Reduced |
| 3 | Polaris Inc | 477.9K | $26.04M | 6.6% | +73.3K | Added |
| 4 | Brunswick Corp | 349.8K | $25.45M | 6.5% | +41.0K | Added |
| 5 | Lumentum Hldgs Inc | 35.2K | $24.75M | 6.3% | −51.8K | Reduced |
| 6 | Orion S.A. | 3.57M | $23.19M | 5.9% | +824.9K | Added |
| 7 | Adtran Holdings Inc | 1.77M | $22.26M | 5.7% | −1.22M | Reduced |
| 8 | Kulicke & Soffa Inds Inc | 316.9K | $20.83M | 5.3% | −164.1K | Reduced |
| 9 | Pdf Solutions Inc | 623.4K | $20.39M | 5.2% | −136.5K | Reduced |
| 10 | Mks Inc. | 85.5K | $19.65M | 5.0% | +8.0K | Added |
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