Divisar Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Divisar Capital Management LLC held in its portfolio 26 assets valued at $355,948,932 (i.e. $355.95M).

The most valuable assets in the portfolio included: ONTO INNOVATION INC ($33.53M), LUMENTUM HLDGS INC ($32.08M), and ADTRAN HOLDINGS INC ($25.95M).

The chart below shows the top 10 valuable assets, and the table below shows the top 26 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Divisar Capital Management LLC Portfolio

ONTO INNOVATION INC

LUMENTUM HLDGS INC

ADTRAN HOLDINGS INC

POLARIS INC

ULTRA CLEAN HLDGS INC

BRUNSWICK CORP

KULICKE & SOFFA INDS INC

PDF SOLUTIONS INC

CALIX INC

COMMERCE.COM INC.

Divisar Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ONTO INNOVATION INC	212403	33529938	COM
LUMENTUM HLDGS INC	87029	32078019	COM
ADTRAN HOLDINGS INC	2986302	25950964	COM
POLARIS INC	404553	25587977	COM
ULTRA CLEAN HLDGS INC	949328	24046478	COM
BRUNSWICK CORP	308770	22923085	COM
KULICKE & SOFFA INDS INC	481021	21915317	COM
PDF SOLUTIONS INC	759815	21677522	COM
CALIX INC	299963	15877042	COM
COMMERCE.COM INC.	3776896	15560812	COM SER 1
ORION S.A.	2742356	14479640	COM
MASTERCRAFT BOAT HLDGS INC	726876	13745225	COM
MKS INC.	77501	12384660	COM
NLIGHT INC	288438	10819309	COM
TTM TECHNOLOGIES INC	137339	9476391	COM
ABERCROMBIE & FITCH CO	55808	7024553	CL A
RXO INC	555009	7015314	COMMON STOCK
ZUMIEZ INC	259102	6749607	COM
GENTHERM INC	158972	5781812	COM
BOX INC	188049	5624546	CL A
COHU INC	217160	5053313	COM
VERTEX INC	250000	4992500	CL A
WEAVE COMMUNICATIONS INC	580497	4405972	COM
FABRINET	7570	3446470	SHS
VIAVI SOLUTIONS INC	190805	3400145	COM
STITCH FIX INC	457585	2402321	COM CL A