Divisar Capital Management
$417M 13F equity value
30 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Divisar Capital Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | 144,186 | $44M | 10.6% |
| MKSI | MKS INC. | 149,001 | $40M | 9.5% |
| PII | POLARIS INC | 644,090 | $34M | 8.0% |
| LITE | LUMENTUM HLDGS INC | 23,123 | $22M | 5.4% |
| PDFS | PDF SOLUTIONS INC | 417,101 | $21M | 5.1% |
| BOX | BOX INC | 634,484 | $21M | 5.1% |
| OEC | ORION S.A. | 3,384,750 | $19M | 4.6% |
| KLIC | KULICKE & SOFFA INDS INC | 188,828 | $18M | 4.3% |
| VERX | VERTEX INC | 1,480,484 | $17M | 4.2% |
| RXO | RXO INC | 823,402 | $17M | 4.0% |
Track Divisar Capital Management's 13F portfolio: $417M in reported holdings, 30 positions. Top holdings and quarterly changes on SentiSense.
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