Divisar Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BOX INC(BOX) | 0 | 638,049 | +638,049 | 0 | 15,083,478 | 3.84% | +15,083,478 |
| VERTEX INC(VERX) | 0 | 1,195,712 | +1,195,712 | 0 | 14,217,016 | 3.62% | +14,217,016 |
| ORION S.A. | 0 | 3,567,263 | +3,567,263 | 0 | 23,187,210 | 5.91% | +23,187,210 |
| RXO INC(RXO) | 0 | 1,052,525 | +1,052,525 | 0 | 15,387,916 | 3.92% | +15,387,916 |
| MKS INC.(MKSI) | 0 | 85,501 | +85,501 | 0 | 19,648,985 | 5.01% | +19,648,985 |
| DINE BRANDS GLOBAL INC | 0 | 242,267 | +242,267 | 0 | 6,357,086 | 1.62% | +6,357,086 |
| ONTO INNOVATION INC(ONTO) | 0 | 193,253 | +193,253 | 0 | 39,630,393 | 10.10% | +39,630,393 |
| WEAVE COMMUNICATIONS INC | 0 | 1,840,100 | +1,840,100 | 0 | 8,501,262 | 2.17% | +8,501,262 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 126,639 | +126,639 | 0 | 12,337,171 | 3.14% | +12,337,171 |
| BRUNSWICK CORP(BC) | 0 | 349,770 | +349,770 | 0 | 25,449,265 | 6.49% | +25,449,265 |
| ULTRA CLEAN HLDGS INC(UCTT) | 0 | 420,049 | +420,049 | 0 | 26,118,647 | 6.66% | +26,118,647 |
| VIAVI SOLUTIONS INC(VIAV) | 0 | 131,353 | +131,353 | 0 | 4,371,428 | 1.11% | +4,371,428 |
| OXFORD INDS INC | 0 | 21,096 | +21,096 | 0 | 812,407 | 0.21% | +812,407 |
| CALIX INC(CALX) | 0 | 340,163 | +340,163 | 0 | 16,664,585 | 4.25% | +16,664,585 |
| FABRINET(FN) | 0 | 7,570 | +7,570 | 0 | 3,947,906 | 1.01% | +3,947,906 |
| POLARIS INC(PII) | 0 | 477,877 | +477,877 | 0 | 26,044,297 | 6.64% | +26,044,297 |
| MASTERCRAFT BOAT HLDGS INC | 0 | 692,276 | +692,276 | 0 | 14,198,581 | 3.62% | +14,198,581 |
| ZUMIEZ INC | 0 | 289,102 | +289,102 | 0 | 6,406,500 | 1.63% | +6,406,500 |
| KULICKE & SOFFA INDS INC(KLIC) | 0 | 316,887 | +316,887 | 0 | 20,825,814 | 5.31% | +20,825,814 |
| ABERCROMBIE & FITCH CO | 0 | 64,308 | +64,308 | 0 | 5,875,822 | 1.50% | +5,875,822 |
| PDF SOLUTIONS INC(PDFS) | 0 | 623,364 | +623,364 | 0 | 20,390,236 | 5.20% | +20,390,236 |
| GENTHERM INC(THRM) | 0 | 158,972 | +158,972 | 0 | 4,416,242 | 1.13% | +4,416,242 |
| STITCH FIX INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ADTRAN HOLDINGS INC(ADTN) | 0 | 1,769,439 | +1,769,439 | 0 | 22,259,543 | 5.67% | +22,259,543 |
| COHU INC(COHU) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| COMMERCE COM INC | 0 | 3,926,896 | +3,926,896 | 0 | 10,484,812 | 2.67% | +10,484,812 |
| NLIGHT INC(LASR) | 0 | 88,314 | +88,314 | 0 | 5,035,664 | 1.28% | +5,035,664 |
| LUMENTUM HLDGS INC(LITE) | 0 | 35,223 | +35,223 | 0 | 24,753,315 | 6.31% | +24,753,315 |