Divisar Capital Management LLC — 13F holdings

Divisar Capital Management LLC reported 28 holdings worth $434M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ONTO ONTO INNOVATION INC — $43.2M (10.0%)
2. PII POLARIS INC — $36.2M (8.3%)
3. MKSI MKS INC. — $27.8M (6.4%)
4. BC BRUNSWICK CORP — $24.2M (5.6%)
5. KLIC KULICKE & SOFFA INDS INC — $24.2M (5.6%)
6. OEC ORION S.A. — $22.4M (5.2%)
7. LITE LUMENTUM HLDGS INC — $22.4M (5.2%)
8. UCTT ULTRA CLEAN HLDGS INC — $22.2M (5.1%)
9. PDFS PDF SOLUTIONS INC — $21.8M (5.0%)
10. BOX BOX INC — $19.9M (4.6%)