13F HOLDINGS REPORT
Divisar Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001645721-25-000014
Total Value
$384.5M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VIMEO INC | 92719V100 | 7,047,310 | $37.1M | 9.64% |
| 2 | ADTRAN HOLDINGS INC | ADTN | 3,428,863 | $29.9M | 7.78% |
| 3 | KULICKE & SOFFA INDS INC | 501242101 | 882,289 | $29.1M | 7.57% |
| 4 | FARO TECHNOLOGIES INC | 311642102 | 941,283 | $25.7M | 6.68% |
| 5 | LUMENTUM HLDGS INC | LITE | 394,506 | $24.6M | 6.40% |
| 6 | ULTRA CLEAN HLDGS INC | UCTT | 1,033,935 | $22.1M | 5.76% |
| 7 | MASTERCRAFT BOAT HLDGS INC | MCFT | 1,175,045 | $20.2M | 5.26% |
| 8 | ORION S.A. | OEC | 1,558,277 | $20.1M | 5.24% |
| 9 | POLARIS INC | PII | 479,639 | $19.6M | 5.11% |
| 10 | BRUNSWICK CORP | BC-PC | 345,693 | $18.6M | 4.84% |
| 11 | RXO INC | RXO | 915,942 | $17.5M | 4.55% |
| 12 | CALIX INC | CALX | 460,765 | $16.3M | 4.25% |
| 13 | BIGCOMMERCE HLDGS INC | CMRC | 2,652,461 | $15.3M | 3.97% |
| 14 | NLIGHT INC | LASR | 1,504,092 | $11.7M | 3.04% |
| 15 | ZUMIEZ INC | ZUMZ | 761,879 | $11.3M | 2.95% |
| 16 | PDF SOLUTIONS INC | PDFS | 547,210 | $10.5M | 2.72% |
| 17 | STITCH FIX INC | SFIX | 2,635,501 | $8.6M | 2.23% |
| 18 | ABERCROMBIE & FITCH CO | ANF | 109,017 | $8.3M | 2.17% |
| 19 | COHU INC | COHU | 389,894 | $5.7M | 1.49% |
| 20 | BOX INC | BXCAP | 171,743 | $5.3M | 1.38% |
| 21 | ENVIRI CORP | NVRI | 659,841 | $4.4M | 1.14% |
| 22 | MARKFORGED HOLDING CORPORATI | 57064N201 | 847,088 | $4.0M | 1.03% |
| 23 | OLO INC | 68134L109 | 647,900 | $3.9M | 1.02% |
| 24 | CIVITAS RESOURCES INC | 17888H103 | 103,082 | $3.6M | 0.94% |
| 25 | FABRINET | FN | 16,340 | $3.2M | 0.84% |
| 26 | ONTO INNOVATION INC | ONTO | 23,088 | $2.8M | 0.73% |
| 27 | SEQUANS COMMUNICATIONS S A | SQNS | 1,014,253 | $2.1M | 0.55% |
| 28 | FUNKO INC | FNKO | 256,700 | $1.8M | 0.46% |
| 29 | TILLYS INC | 886885102 | 503,290 | $1.1M | 0.29% |