Divisar Capital Management LLC holds a focused book of 26 stocks worth $392.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dine Brands Global Inc and trimmed Onto Innovation Inc. Their largest long position is Onto Innovation Inc at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Divisar Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 28 / 26 | $18.7B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 28 / 26 | $8.5B |
| STATE STREET CORP | 28 / 26 | $8.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | 28 / 26 | $7.6B |
| FMR LLC | 28 / 26 | $7.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 28 / 26 | $5.9B |
| JPMORGAN CHASE & CO | 28 / 26 | $3.4B |
| MORGAN STANLEY | 28 / 26 | $2.1B |
Ranked by how many of Divisar Capital Management LLC's top 26 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Onto Innovation Inc COM | $39.6M | 193.3K | 10.1% | ▼−9.0% Reduced · −19K sh | |
| 2 | Ultra Clean Hldgs Inc COM | $26.1M | 420.0K | 6.7% | ▼−56% Reduced · −529K sh | |
| 3 | Polaris Inc COM | $26.0M | 477.9K | 6.6% | ▲+18% Added · +73K sh | |
| 4 | Brunswick Corp COM | $25.4M | 349.8K | 6.5% | ▲+13% Added · +41K sh | |
| 5 | Lumentum Hldgs Inc COM | $24.8M | 35.2K | 6.3% | ▼−60% Reduced · −52K sh | |
| 6 | Orion S.A. COM | $23.2M | 3.57M | 5.9% | ▲+30% Added · +825K sh | |
| 7 | Adtran Holdings Inc COM | $22.3M | 1.77M | 5.7% | ▼−41% Reduced · −1.2M sh | |
| 8 | Kulicke & Soffa Inds Inc COM | $20.8M | 316.9K | 5.3% | ▼−34% Reduced · −164K sh | |
| 9 | PDF Solutions Inc COM | $20.4M | 623.4K | 5.2% | ▼−18% Reduced · −136K sh | |
| 10 | MKS Inc. COM | $19.6M | 85.5K | 5.0% | ▲+10% Added · +8K sh | |
| 11 | Calix Inc COM | $16.7M | 340.2K | 4.2% | ▲+13% Added · +40K sh | |
| 12 | Rxo Inc COMMON STOCK | $15.4M | 1.05M | 3.9% | ▲+90% Added · +498K sh | |
| 13 | Box Inc CL A | $15.1M | 638.0K | 3.8% | ▲+239% Added · +450K sh | |
| 14 | Vertex Inc CL A | $14.2M | 1.20M | 3.6% | ▲+378% Added · +946K sh | |
| 15 | Mastercraft Boat Hldgs Inc COM | $14.2M | 692.3K | 3.6% | ▼−4.8% Reduced · −35K sh | |
| 16 | TTM Technologies Inc COM | $12.3M | 126.6K | 3.1% | ▼−7.8% Reduced · −11K sh | |
| 17 | Commerce Com Inc COM SER 1 | $10.5M | 3.93M | 2.7% | ▲+4.0% Added · +150K sh | |
| 18 | Weave Communications Inc COM | $8.5M | 1.84M | 2.2% | ▲+217% Added · +1.3M sh | |
| 19 | Zumiez Inc COM | $6.4M | 289.1K | 1.6% | ▲+12% Added · +30K sh | |
| 20 | Dine Brands Global Inc COM | $6.4M | 242.3K | 1.6% | ▲New New position | |
| 21 | Abercrombie & Fitch Co CL A | $5.9M | 64.3K | 1.5% | ▲+15% Added · +9K sh | |
| 22 | Nlight Inc COM | $5.0M | 88.3K | 1.3% | ▼−69% Reduced · −200K sh | |
| 23 | Gentherm Inc COM | $4.4M | 159.0K | 1.1% | —Held | |
| 24 | Viavi Solutions Inc COM | $4.4M | 131.4K | 1.1% | ▼−31% Reduced · −59K sh | |
| 25 | Fabrinet SHS | $3.9M | 7.6K | 1.0% | —Held | |
| 26 | Oxford Inds Inc COM | $812K | 21.1K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1645721/holdings"
Use Arkolith to show Divisar Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.