Divisar Capital Management LLC Portfolio Holdings

Divisar Capital Management LLC

  • $431 Million
  • Q2 2025

Divisar Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $431 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Adtran Inc with a value of $37.9M, Lumentum Holdings Inc. with a value of $37M, Vimeo, Inc. with a value of $35.8M, Kulicke & Soffa Industries Inc with a value of $33.5M, and Ultra Clean Holdings, Inc. with a value of $32M.

Examining the 13F form we can see an increase of $52M in the current position value, from $379M to 431M.

Divisar Capital Management LLC is based out at San Francisco, CA

Below you can find more details about Divisar Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $431 Million
Technology: $295 Million
Consumer Cyclical: $97.3 Million
Basic Materials: $23.2 Million
Energy: $2.84 Million
Industrials: $2.09 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $431 Million
  • Prior Value $379 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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