# Divisar Capital Management LLC: Form 13F holdings

An institutional investment manager in SAN FRANCISCO, CA. SEC CIK 1645721.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $434.0m
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1645721/000164572126000009/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ONTO INNOVATION INC (ONTO)](/companies/onto.md) | COM | $43.2m | 10.0% | 114,253 |  | Reduced −79,000 |
| [POLARIS INC (PII)](/companies/pii.md) | COM | $36.2m | 8.3% | 529,090 |  | Added +51,213 |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $27.8m | 6.4% | 62,501 |  | Reduced −23,000 |
| [BRUNSWICK CORP (BC)](/companies/bc.md) | COM | $24.2m | 5.6% | 287,137 |  | Reduced −62,633 |
| [KULICKE & SOFFA INDS INC (KLIC)](/companies/klic.md) | COM | $24.2m | 5.6% | 180,828 |  | Reduced −136,059 |
| ORION S.A. | COM | $22.4m | 5.2% | 3,384,750 |  | Reduced −182,513 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $22.4m | 5.2% | 26,123 |  | Reduced −9,100 |
| [ULTRA CLEAN HLDGS INC (UCTT)](/companies/uctt.md) | COM | $22.2m | 5.1% | 155,653 |  | Reduced −264,396 |
| [PDF SOLUTIONS INC (PDFS)](/companies/pdfs.md) | COM | $21.8m | 5.0% | 307,879 |  | Reduced −315,485 |
| [BOX INC (BOX)](/companies/box.md) | CL A | $19.9m | 4.6% | 748,049 |  | Added +110,000 |
| [VERTEX INC (VERX)](/companies/verx.md) | CL A | $18.8m | 4.3% | 1,640,895 |  | Added +445,183 |
| [RXO INC (RXO)](/companies/rxo.md) | COMMON STOCK | $18.3m | 4.2% | 662,525 |  | Reduced −390,000 |
| [MASTERCRAFT BOAT HLDGS INC (MCFT)](/companies/mcft.md) | COM | $17.4m | 4.0% | 672,276 |  | Reduced −20,000 |
| [TTM TECHNOLOGIES INC (TTMI)](/companies/ttmi.md) | COM | $17.3m | 4.0% | 92,639 |  | Reduced −34,000 |
| [CALIX INC (CALX)](/companies/calx.md) | COM | $14.7m | 3.4% | 395,163 |  | Added +55,000 |
| [WEAVE COMMUNICATIONS INC (WEAV)](/companies/weav.md) | COM | $12.1m | 2.8% | 2,023,606 |  | Added +183,506 |
| [ADTRAN HOLDINGS INC (ADTN)](/companies/adtn.md) | COM | $11.8m | 2.7% | 851,526 |  | Reduced −917,913 |
| [COMMERCE COM INC (CMRC)](/companies/cmrc.md) | COM SER 1 | $9.3m | 2.1% | 3,142,845 |  | Reduced −784,051 |
| [GENTHERM INC (THRM)](/companies/thrm.md) | COM | $7.8m | 1.8% | 228,972 |  | Added +70,000 |
| [DINE BRANDS GLOBAL INC (DIN)](/companies/din.md) | COM | $5.9m | 1.4% | 165,637 |  | Reduced −76,630 |
| [CALLAWAY GOLF CO (CALY)](/companies/caly.md) | COM | $5.6m | 1.3% | 298,282 |  | New +298,282 |
| [OXFORD INDS INC (OXM)](/companies/oxm.md) | COM | $5.4m | 1.2% | 154,388 |  | Added +133,292 |
| [ZUMIEZ INC (ZUMZ)](/companies/zumz.md) | COM | $5.1m | 1.2% | 289,102 |  | Unchanged |
| [NLIGHT INC (LASR)](/companies/lasr.md) | COM | $5.0m | 1.1% | 71,446 |  | Reduced −16,868 |
| [VIAVI SOLUTIONS INC (VIAV)](/companies/viav.md) | COM | $4.6m | 1.1% | 96,353 |  | Reduced −35,000 |
| FABRINET | SHS | $4.3m | 1.0% | 7,570 |  | Unchanged |
| [ABERCROMBIE & FITCH CO (ANF)](/companies/anf.md) | CL A | $4.0m | 0.9% | 44,308 |  | Reduced −20,000 |
| [EVERQUOTE INC (EVER)](/companies/ever.md) | COM CL A | $2.1m | 0.5% | 90,000 |  | New +90,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001645721-26-000009. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.