13F HOLDINGS REPORT
Divisar Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001645721-26-000006
Total Value
$355.9M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ONTO INNOVATION INC | ONTO | 212,403 | $33.5M | 9.42% |
| 2 | LUMENTUM HLDGS INC | LITE | 87,029 | $32.1M | 9.01% |
| 3 | ADTRAN HOLDINGS INC | ADTN | 2,986,302 | $26.0M | 7.29% |
| 4 | POLARIS INC | PII | 404,553 | $25.6M | 7.19% |
| 5 | ULTRA CLEAN HLDGS INC | UCTT | 949,328 | $24.0M | 6.76% |
| 6 | BRUNSWICK CORP | BC-PC | 308,770 | $22.9M | 6.44% |
| 7 | KULICKE & SOFFA INDS INC | 501242101 | 481,021 | $21.9M | 6.16% |
| 8 | PDF SOLUTIONS INC | PDFS | 759,815 | $21.7M | 6.09% |
| 9 | CALIX INC | CALX | 299,963 | $15.9M | 4.46% |
| 10 | COMMERCE.COM INC. | CMRC | 3,776,896 | $15.6M | 4.37% |
| 11 | ORION S.A. | OEC | 2,742,356 | $14.5M | 4.07% |
| 12 | MASTERCRAFT BOAT HLDGS INC | MCFT | 726,876 | $13.7M | 3.86% |
| 13 | MKS INC. | MKSI | 77,501 | $12.4M | 3.48% |
| 14 | NLIGHT INC | LASR | 288,438 | $10.8M | 3.04% |
| 15 | TTM TECHNOLOGIES INC | TTMI | 137,339 | $9.5M | 2.66% |
| 16 | ABERCROMBIE & FITCH CO | ANF | 55,808 | $7.0M | 1.97% |
| 17 | RXO INC | RXO | 555,009 | $7.0M | 1.97% |
| 18 | ZUMIEZ INC | ZUMZ | 259,102 | $6.7M | 1.90% |
| 19 | GENTHERM INC | THRM | 158,972 | $5.8M | 1.62% |
| 20 | BOX INC | BXCAP | 188,049 | $5.6M | 1.58% |
| 21 | COHU INC | COHU | 217,160 | $5.1M | 1.42% |
| 22 | VERTEX INC | VERX | 250,000 | $5.0M | 1.40% |
| 23 | WEAVE COMMUNICATIONS INC | WEAV | 580,497 | $4.4M | 1.24% |
| 24 | FABRINET | FN | 7,570 | $3.4M | 0.97% |
| 25 | VIAVI SOLUTIONS INC | VIAV | 190,805 | $3.4M | 0.96% |
| 26 | STITCH FIX INC | SFIX | 457,585 | $2.4M | 0.67% |