Divisar Capital Management LLC 13F 持仓 · 2026年Q2
Divisar Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 4.34 亿美元。前几大持仓：ONTO（9.96%）、PII（8.34%）、MKSI（6.41%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ONTO | ONTO INNOVATION INC | $43.2M | 9.96% | 114,253 | 减持 |
| 2 | PII | POLARIS INC | $36.2M | 8.34% | 529,090 | 增持 |
| 3 | MKSI | MKS INC. | $27.8M | 6.41% | 62,501 | 减持 |
| 4 | BC | BRUNSWICK CORP | $24.2M | 5.57% | 287,137 | 减持 |
| 5 | KLIC | KULICKE & SOFFA INDS INC | $24.2M | 5.57% | 180,828 | 减持 |
| 6 | OEC | ORION S.A. | $22.4M | 5.17% | 3.4M | 减持 |
| 7 | LITE | LUMENTUM HLDGS INC | $22.4M | 5.16% | 26,123 | 减持 |
| 8 | UCTT | ULTRA CLEAN HLDGS INC | $22.2M | 5.11% | 155,653 | 减持 |
| 9 | PDFS | PDF SOLUTIONS INC | $21.8M | 5.02% | 307,879 | 减持 |
| 10 | BOX | BOX INC | $19.9M | 4.57% | 748,049 | 增持 |
| 11 | VERX | VERTEX INC | $18.8M | 4.34% | 1.6M | 增持 |
| 12 | RXO | RXO INC | $18.3M | 4.21% | 662,525 | 减持 |
| 13 | MCFT | MASTERCRAFT BOAT HLDGS INC | $17.4M | 4.00% | 672,276 | 减持 |
| 14 | TTMI | TTM TECHNOLOGIES INC | $17.3M | 3.99% | 92,639 | 减持 |
| 15 | CALX | CALIX INC | $14.7M | 3.40% | 395,163 | 增持 |
| 16 | WEAV | WEAVE COMMUNICATIONS INC | $12.1M | 2.79% | 2.0M | 增持 |
| 17 | ADTN | ADTRAN HOLDINGS INC | $11.8M | 2.73% | 851,526 | 减持 |
| 18 | CMRC | COMMERCE COM INC | $9.3M | 2.14% | 3.1M | 减持 |
| 19 | THRM | GENTHERM INC | $7.8M | 1.80% | 228,972 | 增持 |
| 20 | DIN | DINE BRANDS GLOBAL INC | $5.9M | 1.37% | 165,637 | 减持 |
| 21 | CALY | CALLAWAY GOLF CO | $5.6M | 1.29% | 298,282 | 新建仓 |
| 22 | OXM | OXFORD INDS INC | $5.4M | 1.24% | 154,388 | 增持 |
| 23 | ZUMZ | ZUMIEZ INC | $5.1M | 1.19% | 289,102 | 持平 |
| 24 | LASR | NLIGHT INC | $5.0M | 1.15% | 71,446 | 减持 |
| 25 | VIAV | VIAVI SOLUTIONS INC | $4.6M | 1.06% | 96,353 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR