Divisar Capital Management LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$392.4M
Holdings
26
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ONTO
ONTO INNOVATION INC
Held since at least Q1 2024
10.1%
02
$UCTT
ULTRA CLEAN HLDGS INC
Held since at least Q1 2024
6.7%
03
$PII
POLARIS INC
Held since at least Q1 2024
6.6%
04
$BC
BRUNSWICK CORP
Held since at least Q1 2024
6.5%
05
$LITE
LUMENTUM HLDGS INC
Held since at least Q1 2024
6.3%
06
$OEC
ORION S.A.
Held since at least Q1 2024
5.9%
07
$ADTN
ADTRAN HOLDINGS INC
Held since at least Q1 2024
5.7%
08
$KLIC
KULICKE & SOFFA INDS INC
Held since at least Q1 2024
5.3%
09
$PDFS
PDF SOLUTIONS INC
Held since at least Q1 2024
5.2%
10
$MKSI
MKS INC.
Held since at least Q1 2024
5.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.