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DIVISAR CAPITAL MANAGEMENT LLC
DIVISAR CAPITAL MANAGEMENT LLC
Latest filing: 2026-06-30
DIVISAR CAPITAL MANAGEMENT LLC runs DIVISAR CAPITAL MANAGEMENT LLC and currently holds 28 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $433.98M. Their top holdings are ONTO, PII, MKSI, BC, KLIC. The top five represent 35.9% of reported portfolio weight. DIVISAR CAPITAL MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, DIVISAR CAPITAL MANAGEMENT LLC initiated 1 new position. They added to 7 existing positions. They trimmed 16 positions. Their current best-performing preview position is UCTT with returns of +129.32%.
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28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ONTO ONTO INNOVATION INC | 9.96% | $118.78 | $293.18 | +146.83% | Trimmed -40.88% |
 PII POLARIS INC | 8.34% | $48.03 | $64.36 | +34.00% | Added +10.72% |
 MKSI MKS INC. | 6.41% | $125.38 | $279.11 | +122.61% | Trimmed -26.90% |
 BC BRUNSWICK CORP | 5.57% | $70.53 | $80.84 | +14.62% | Trimmed -17.91% |
 KLIC KULICKE & SOFFA INDS INC | 5.57% | $37.74 | $85.75 | +127.21% | Trimmed -42.94% |
 OEC ORION S.A. | 5.17% | $11.96 | $6.13 | -48.75% | Trimmed -5.12% |
 LITE LUMENTUM HLDGS INC | 5.17% | $53.73 | $866.71 | +1,513.08% | Trimmed -25.84% |
 UCTT ULTRA CLEAN HLDGS INC | 5.11% | $30.68 | $76.43 | +149.12% | Trimmed -62.94% |
 PDFS PDF SOLUTIONS INC | 5.02% | $27.57 | $45.65 | +65.58% | Trimmed -50.61% |
 BOX BOX INC | 4.57% | $24.83 | $32.91 | +32.54% | Added +17.24% |
Showing 1-10 of 28