Divisar Capital Management LLC Top Holdings and 13F Report (2025) About Divisar Capital Management LLCInvestment ActivityDivisar Capital Management LLC has $432.31 million in total holdings as of June 30, 2025.Divisar Capital Management LLC owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 16.81% of the portfolio was purchased this quarter.About 13.63% of the portfolio was sold this quarter.This quarter, Divisar Capital Management LLC has purchased 29 new stocks and bought additional shares in 14 stocks.Divisar Capital Management LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings ADTRAN $37,937,377Lumentum $36,957,997Vimeo $35,834,901Kulicke and Soffa Industries $33,468,199Ultra Clean $31,982,457 Largest New Holdings this Quarter 55306N104 - MKS $5,166,720 Holding Largest Purchases this Quarter Bigcommerce 1,907,864 shares (about $9.54M)Onto Innovation 91,000 shares (about $9.18M)Ultra Clean 383,099 shares (about $8.65M)Vimeo 1,822,715 shares (about $7.36M)ADTRAN 800,499 shares (about $7.18M) Largest Sales this Quarter nLight 380,516 shares (about $7.49M)Calix 109,320 shares (about $5.81M)RXO 240,000 shares (about $3.77M)Enviri 370,000 shares (about $3.21M)Fabrinet 6,299 shares (about $1.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDivisar Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADTNADTRAN$37,937,377$7,180,476 ▲23.3%4,229,3628.8%Business ServicesLITELumentum$36,957,997$543,743 ▼-1.4%388,7868.5%Computer and TechnologyVMEOVimeo$35,834,901$7,363,769 ▲25.9%8,870,0258.3%Business ServicesKLICKulicke and Soffa Industries$33,468,199$2,941,000 ▲9.6%967,2897.7%Computer and TechnologyUCTTUltra Clean$31,982,457$8,646,544 ▲37.1%1,417,0347.4%Computer and TechnologyPIIPolaris$24,028,418$4,531,093 ▲23.2%591,1055.6%Auto/Tires/TrucksOECOrion$23,175,074$6,828,749 ▲41.8%2,209,2545.4%Basic MaterialsBIGCBigcommerce$22,801,625$9,539,320 ▲71.9%4,560,3255.3%ServicesLASRnLight$22,111,976$7,488,555 ▼-25.3%1,123,5765.1%Computer and TechnologyMCFTMastercraft Boat$21,899,131$66,795 ▲0.3%1,178,6405.1%Consumer DiscretionaryBCBrunswick$21,088,312$1,992,231 ▲10.4%381,7584.9%Consumer DiscretionaryCALXCalix$18,693,360$5,814,731 ▼-23.7%351,4454.3%Computer and TechnologyPDFSPDF Solutions$13,071,454$1,372,104 ▲11.7%611,3873.0%Computer and TechnologyONTOOnto Innovation$11,514,902$9,184,630 ▲394.1%114,0882.7%Computer and TechnologyOLOOLO$11,437,666$5,671,356 ▲98.4%1,285,1312.6%Computer and TechnologyZUMZZumiez$11,428,516$1,326,000 ▲13.1%861,8792.6%Retail/WholesaleRXORXO$10,625,808$3,772,800 ▼-26.2%675,9422.5%TransportationANFAbercrombie & Fitch$9,888,313$856,255 ▲9.5%119,3522.3%Retail/WholesaleSFIXStitch Fix$8,919,057$832,296 ▼-8.5%2,410,5562.1%Retail/WholesaleCOHUCohu$6,347,161$1,154,400 ▼-15.4%329,8941.5%Computer and TechnologyMKSIMKS$5,166,720$5,166,720 ▲New Holding52,0001.2%Computer and TechnologyBOXBOX$4,501,658$1,366,800 ▼-23.3%131,7431.0%Computer and TechnologyFNFabrinet$2,958,882$1,856,189 ▼-38.5%10,0410.7%Computer and TechnologyCIVICivitas Resources$2,836,8170.0%103,0820.7%EnergyNVRIEnviri$2,515,820$3,211,600 ▼-56.1%289,8410.6%Business ServicesSEQUANS COMMUNICATIONS S A$1,119,649$371,303 ▼-24.9%761,6660.3%SPONSORED ADSFAROFARO Technologies$0$25,697,026 ▼-100.0%00.0%Computer and TechnologyMARKFORGED HOLDING CORPORATI$0$3,964,372 ▼-100.0%00.0%COM NEWFNKOFunko$0$1,760,962 ▼-100.0%00.0%Consumer DiscretionaryTLYSTilly's$0$1,107,238 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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