Divisar Capital Management LLC
CIK 1645721
13F filing for Q2 2026・No. 4,275
- Holdings
- US$433.98M
- Quarter change
- +US$41.58M
- Entries
- 28
- Net bought (estimate)
- −US$23.54M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 14
- Added 10
- Corporate actions 0
- Unchanged 2
Largest holdings
28 stocks worth US$433.98M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ONTOONTO INNOVATION INCCOM | AddedSplit 1:2 | 114,253 | US$43.24M | 9.96% |
| PIIPOLARIS INCCOM | Added | 529,090 | US$36.21M | 8.34% |
| MKSIMKS INC.COM | Cut | 62,501 | US$27.8M | 6.41% |
| BCBRUNSWICK CORPCOM | Cut | 287,137 | US$24.19M | 5.57% |
| KLICKULICKE & SOFFA INDS INCCOM | AddedSplit 1:2 | 180,828 | US$24.19M | 5.57% |
| ORION S.A.COM | Cut | 3,384,750 | US$22.44M | 5.17% |
| LITELUMENTUM HLDGS INCCOM | Cut | 26,123 | US$22.42M | 5.16% |
| UCTTULTRA CLEAN HLDGS INCCOM | AddedSplit 1:3 | 155,653 | US$22.19M | 5.11% |
| PDFSPDF SOLUTIONS INCCOM | CutSplit 1:2 | 307,879 | US$21.79M | 5.02% |
| BOXBOX INCCL A | Added | 748,049 | US$19.85M | 4.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.