Divisar Capital Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ONTO INNOVATION INC. | $33.53M | 9.4% |
| LUMENTUM HLDGS INC | $32.08M | 9.0% |
| ADTRAN Holdings, Inc. | $25.95M | 7.3% |
| Polaris Inc. | $25.59M | 7.2% |
| Ultra Clean Holdings Inc | $24.05M | 6.8% |
| BRUNSWICK CORP | $22.92M | 6.4% |
| KULICKE & SOFFA INDUSTRIES INC | $21.92M | 6.2% |
| PDF Solutions, Inc. | $21.68M | 6.1% |
| CALIX, INC | $15.88M | 4.5% |
| Commerce.com, Inc. | $15.56M | 4.4% |
| ORION S.A. | $14.48M | 4.1% |
| MasterCraft Boat Holdings, Inc. | $13.75M | 3.9% |
| MKS Inc | $12.38M | 3.5% |
| NLIGHT, INC. | $10.82M | 3.0% |
| TTM Technologies Inc | $9.48M | 2.7% |
| Abercrombie & Fitch Co | $7.02M | 2.0% |
| RXO, Inc. | $7.02M | 2.0% |
| Zumiez Inc | $6.75M | 1.9% |
| Gentherm Inc | $5.78M | 1.6% |
| Box Inc | $5.62M | 1.6% |
| COHU INC | $5.05M | 1.4% |
| Vertex, Inc. | $4.99M | 1.4% |
| Weave Communications, Inc. | $4.41M | 1.2% |
| Fabrinet | $3.45M | 1.0% |
| VIAVI SOLUTIONS INC. | $3.40M | 1.0% |
| Stitch Fix, Inc. | $2.40M | 0.7% |