The Analysis of Divisar Capital Management LLC's Holdings


Currently, Divisar Capital Management LLC holds 25 types of securities in its portfolio with a total value $367.6M. In the most recent quarter, they have increased their positions in ONTO (+61.0K shares, valued at $7.9M), TTMI (+66.0K shares, valued at $3.8M), PDFS (+72.7K shares, valued at $1.9M); decreased their positions in VMEO (-7.6M shares, valued at $59.1M), LITE (-184.9K shares, valued at $30.1M), LASR (-548.1K shares, valued at $16.2M); initiated new positions in TTMI (+66.0K shares, valued at $3.8M), VIAV (+100.0K shares, valued at $1.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
LITE LUMENTUM HLDGS INC203.9K shares-47.55%2025-09-302025-11-14history
ADTN ADTRAN HOLDINGS INC3.2M shares-24.03%2025-09-302025-11-14history
UCTT ULTRA CLEAN HLDGS INC1.1M shares-25.72%2025-09-302025-11-14history
PII POLARIS INC447.9K shares-24.23%2025-09-302025-11-14history
KLIC KULICKE & SOFFA INDS INC630.8K shares-34.78%2025-09-302025-11-14history
CMRC COMMERCE.COM INC.4.6M shares1.11%2025-09-302025-11-14history
ONTO ONTO INNOVATION INC175.1K shares53.47%2025-09-302025-11-14history
BC BRUNSWICK CORP318.0K shares-16.70%2025-09-302025-11-14history
Sponsored
OEC ORION S.A.2.5M shares10.92%2025-09-302025-11-14history
MCFT MASTERCRAFT BOAT HLDGS INC860.5K shares-26.99%2025-09-302025-11-14history
PDFS PDF SOLUTIONS INC684.1K shares11.89%2025-09-302025-11-14history
LASR NLIGHT INC575.4K shares-48.78%2025-09-302025-11-14history
CALX CALIX INC244.1K shares-30.55%2025-09-302025-11-14history
ZUMZ ZUMIEZ INC695.7K shares-19.28%2025-09-302025-11-14history
VMEO VIMEO INC1.2M shares-86.02%2025-09-302025-11-14history
RXO RXO INC535.9K shares-20.71%2025-09-302025-11-14history
Sponsored
MKSI MKS INC.62.0K shares19.23%2025-09-302025-11-14history
ANF ABERCROMBIE & FITCH CO81.4K shares-31.78%2025-09-302025-11-14history
BOX BOX INC161.7K shares22.77%2025-09-302025-11-14history
COHU COHU INC239.9K shares-27.28%2025-09-302025-11-14history
TTMI TTM TECHNOLOGIES INC66.0K sharesnew addition2025-09-302025-11-14history
NVRI ENVIRI CORP289.8K shares0.00%2025-09-302025-11-14history
SFIX STITCH FIX INC781.6K shares-67.58%2025-09-302025-11-14history
FN FABRINET8.4K shares-16.64%2025-09-302025-11-14history
Sponsored
VIAV VIAVI SOLUTIONS INC100.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available