Divisar Capital Management LLC
CIK: 0001645721SEC EDGAR →
Portfolio Value
$356K
Holdings
26
As of
Q4 2025
New Positions
2
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ONTO INNOVATION INC | 212,403 | $34K | 9.42% |
| 2 | LUMENTUM HLDGS INC | 87,029 | $32K | 9.01% |
| 3 | ADTRAN HOLDINGS INC | 2,986,302 | $26K | 7.29% |
| 4 | POLARIS INC | 404,553 | $26K | 7.19% |
| 5 | ULTRA CLEAN HLDGS INC | 949,328 | $24K | 6.76% |
| 6 | BRUNSWICK CORP | 308,770 | $23K | 6.44% |
| 7 | KULICKE & SOFFA INDS INC | 481,021 | $22K | 6.16% |
| 8 | PDF SOLUTIONS INC | 759,815 | $22K | 6.09% |
| 9 | CALIX INC | 299,963 | $16K | 4.46% |
| 10 | COMMERCE.COM INC. | 3,776,896 | $16K | 4.37% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 17 | $250K | 70.3% |
| Consumer Cyclical | 5 | $72K | 20.1% |
| Basic Materials | 1 | $14K | 4.1% |
| Unknown | 2 | $13K | 3.5% |
| Industrials | 1 | $7K | 2.0% |