account_balance
Investment manager · 13F filer · SEC CIK 1645721
Divisar Capital Management LLC
Reported value$434Mas of Jun 30, 2026
Positions28 2 new, 0 sold out
Top 10 weight60.9%ONTO alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ONTOOnto Innovation Inc
10.0%Trimmed −41%
PIIPolaris Inc
8.3%Added +11%
MKSIMKS Inc.
6.4%Trimmed −27%
BCBrunswick Corp
5.6%Trimmed −18%
KLICKulicke & Soffa Inds Inc
5.6%Trimmed −43%
OECOrion S.a.
5.2%Trimmed −5%
LITELumentum Hldgs Inc
5.2%Trimmed −26%
UCTTUltra Clean Hldgs Inc
5.1%Trimmed −63%
PDFSPDF Solutions Inc
5.0%Trimmed −51%
BOXBox Inc
4.6%Added +17%
VERXVertex Inc
4.3%Added +37%
RXORxo Inc
4.2%Trimmed −37%
ONTOOnto Innovation Inc
10.0%Trimmed −41%
PIIPolaris Inc
8.3%Added +11%
MKSI6.4%BC5.6%KLIC5.6%OEC5.2%LITE5.2%UCTT5.1%PDFS5.0%BOX4.6%VERX4.3%RXO4.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ONTO Onto Innovation Inc 10.0% Trimmed −41%PII Polaris Inc 8.3% Added +11%MKSI MKS Inc. 6.4% Trimmed −27%BC Brunswick Corp 5.6% Trimmed −18%KLIC Kulicke & Soffa Inds Inc 5.6% Trimmed −43%OEC Orion S.a. 5.2% Trimmed −5%LITE Lumentum Hldgs Inc 5.2% Trimmed −26%UCTT Ultra Clean Hldgs Inc 5.1% Trimmed −63%PDFS PDF Solutions Inc 5.0% Trimmed −51%BOX Box Inc 4.6% Added +17%VERX Vertex Inc 4.3% Added +37%RXO Rxo Inc 4.2% Trimmed −37%
What changed