Divisar Capital Management LLC - Portfolio Stock Holdings

Divisar Capital Management LLC disclosed 30 stock positions in a recent SEC 13F filing. $417,342,156 of stock holdings were filed, with the largest holdings including ONTO, MKSI, and PII. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $812,831,802 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.