Divisar Capital Management LLC: 13F holdings
CIK 16457212026Q2
| Positions | 28 |
|---|
| Reported value | $434.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 28 (+2 vs prior quarter) |
|---|
| Reported value | $434.0m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ONTO ONTO INNOVATION INC | 114,253 | $43.2m | 10.0% |
| PII POLARIS INC | 529,090 | $36.2m | 8.3% |
| MKSI MKS INC. | 62,501 | $27.8m | 6.4% |
| BC BRUNSWICK CORP | 287,137 | $24.2m | 5.6% |
| KLIC KULICKE & SOFFA INDS INC | 180,828 | $24.2m | 5.6% |
| ORION S.A. | 3,384,750 | $22.4m | 5.2% |
| LITE LUMENTUM HLDGS INC | 26,123 | $22.4m | 5.2% |
| UCTT ULTRA CLEAN HLDGS INC | 155,653 | $22.2m | 5.1% |
| PDFS PDF SOLUTIONS INC | 307,879 | $21.8m | 5.0% |
| BOX BOX INC | 748,049 | $19.9m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1645721")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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