Holdings
Divisar Capital Management LLC
As of Jun 30, 2026, Divisar Capital Management LLC reported 27 positions worth US$412M. Largest: Onto Innovation Inc., Polaris Inc. and Mks Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Onto Innovation Inc. | 114K | US$43.2M | −79,000 | Jun 30, 2026 |
| Polaris Inc. | 529K | US$36.2M | +51,213 | Jun 30, 2026 |
| Mks Inc. | 62,501 | US$27.8M | −23,000 | Jun 30, 2026 |
| Brunswick Corporation | 287K | US$24.2M | −62,633 | Jun 30, 2026 |
| Kulicke And Soffa Industries, Inc. | 181K | US$24.2M | −136K | Jun 30, 2026 |
| Lumentum Holdings Inc. | 26,123 | US$22.4M | −9,100 | Jun 30, 2026 |
| Ultra Clean Holdings, Inc. | 156K | US$22.2M | −264K | Jun 30, 2026 |
| Pdf Solutions, Inc. | 308K | US$21.8M | −315K | Jun 30, 2026 |
| Box, Inc. | 748K | US$19.9M | +110K | Jun 30, 2026 |
| Vertex, Inc. | 1.64M | US$18.8M | +445K | Jun 30, 2026 |