Filed: 2/17/2026ACC: 0001645721-26-000006
📋 What this filing means
DIVISAR CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $355.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$355.95M
Total AUM (reported)
17.16M
Total Shares
Allocation by class
COM$309.88M87.1%
CL A$17.64M5.0%
COM SER 1$15.56M4.4%
COMMON STOCK$7.02M2.0%
SHS$3.45M1.0%
COM CL A$2.40M0.7%
Portfolio Concentration
Top 3$91.56M25.7%
4–10$147.59M41.5%
11–25$114.40M32.1%
Rest$2.40M0.7%
Top 3 weight
25.7%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 17.16M
Sole
Full voting authority
17.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
ONTO INNOVATION INC
SOLEShares212.40K
TypeSH
Market value$33.53M
9.42%
Sole
212.40K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares87.03K
TypeSH
Market value$32.08M
9.01%
Sole
87.03K
Shared
0.00
None
0.00
ADTRAN HOLDINGS INC
SOLEShares2.99M
TypeSH
Market value$25.95M
7.29%
Sole
2.99M
Shared
0.00
None
0.00
POLARIS INC
SOLEShares404.55K
TypeSH
Market value$25.59M
7.19%
Sole
404.55K
Shared
0.00
None
0.00
ULTRA CLEAN HLDGS INC
SOLEShares949.33K
TypeSH
Market value$24.05M
6.76%
Sole
949.33K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares308.77K
TypeSH
Market value$22.92M
6.44%
Sole
308.77K
Shared
0.00
None
0.00
KULICKE & SOFFA INDS INC
SOLEShares481.02K
TypeSH
Market value$21.92M
6.16%
Sole
481.02K
Shared
0.00
None
0.00
PDF SOLUTIONS INC
SOLEShares759.82K
TypeSH
Market value$21.68M
6.09%
Sole
759.82K
Shared
0.00
None
0.00
CALIX INC
SOLEShares299.96K
TypeSH
Market value$15.88M
4.46%
Sole
299.96K
Shared
0.00
None
0.00
COMMERCE.COM INC.
SOLEShares3.78M
TypeSH
Market value$15.56M
4.37%
Sole
3.78M
Shared
0.00
None
0.00
ORION S.A.
SOLEShares2.74M
TypeSH
Market value$14.48M
4.07%
Sole
2.74M
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares726.88K
TypeSH
Market value$13.75M
3.86%
Sole
726.88K
Shared
0.00
None
0.00
MKS INC.
SOLEShares77.50K
TypeSH
Market value$12.38M
3.48%
Sole
77.50K
Shared
0.00
None
0.00
NLIGHT INC
SOLEShares288.44K
TypeSH
Market value$10.82M
3.04%
Sole
288.44K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares137.34K
TypeSH
Market value$9.48M
2.66%
Sole
137.34K
Shared
0.00
None
0.00
ABERCROMBIE & FITCH CO
SOLEShares55.81K
TypeSH
Market value$7.02M
1.97%
Sole
55.81K
Shared
0.00
None
0.00
RXO INC
SOLEShares555.01K
TypeSH
Market value$7.02M
1.97%
Sole
555.01K
Shared
0.00
None
0.00
ZUMIEZ INC
SOLEShares259.10K
TypeSH
Market value$6.75M
1.90%
Sole
259.10K
Shared
0.00
None
0.00
GENTHERM INC
SOLEShares158.97K
TypeSH
Market value$5.78M
1.62%
Sole
158.97K
Shared
0.00
None
0.00
BOX INC
SOLEShares188.05K
TypeSH
Market value$5.62M
1.58%
Sole
188.05K
Shared
0.00
None
0.00
COHU INC
SOLEShares217.16K
TypeSH
Market value$5.05M
1.42%
Sole
217.16K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares250K
TypeSH
Market value$4.99M
1.40%
Sole
250K
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares580.50K
TypeSH
Market value$4.41M
1.24%
Sole
580.50K
Shared
0.00
None
0.00
FABRINET
SOLEShares7.57K
TypeSH
Market value$3.45M
0.97%
Sole
7.57K
Shared
0.00
None
0.00
VIAVI SOLUTIONS INC
SOLEShares190.81K
TypeSH
Market value$3.40M
0.96%
Sole
190.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ONTO INNOVATION INCSOLE | COM | 212.40K | SH | $33.53M 9.42% | 212.40K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 87.03K | SH | $32.08M 9.01% | 87.03K | 0.00 | 0.00 |
ADTRAN HOLDINGS INCSOLE | COM | 2.99M | SH | $25.95M 7.29% | 2.99M | 0.00 | 0.00 |
POLARIS INCSOLE | COM | 404.55K | SH | $25.59M 7.19% | 404.55K | 0.00 | 0.00 |
ULTRA CLEAN HLDGS INCSOLE | COM | 949.33K | SH | $24.05M 6.76% | 949.33K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 308.77K | SH | $22.92M 6.44% | 308.77K | 0.00 | 0.00 |
KULICKE & SOFFA INDS INCSOLE | COM | 481.02K | SH | $21.92M 6.16% | 481.02K | 0.00 | 0.00 |
PDF SOLUTIONS INCSOLE | COM | 759.82K | SH | $21.68M 6.09% | 759.82K | 0.00 | 0.00 |
CALIX INCSOLE | COM | 299.96K | SH | $15.88M 4.46% | 299.96K | 0.00 | 0.00 |
COMMERCE.COM INC.SOLE | COM SER 1 | 3.78M | SH | $15.56M 4.37% | 3.78M | 0.00 | 0.00 |
ORION S.A.SOLE | COM | 2.74M | SH | $14.48M 4.07% | 2.74M | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 726.88K | SH | $13.75M 3.86% | 726.88K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 77.50K | SH | $12.38M 3.48% | 77.50K | 0.00 | 0.00 |
NLIGHT INCSOLE | COM | 288.44K | SH | $10.82M 3.04% | 288.44K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 137.34K | SH | $9.48M 2.66% | 137.34K | 0.00 | 0.00 |
ABERCROMBIE & FITCH COSOLE | CL A | 55.81K | SH | $7.02M 1.97% | 55.81K | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 555.01K | SH | $7.02M 1.97% | 555.01K | 0.00 | 0.00 |
ZUMIEZ INCSOLE | COM | 259.10K | SH | $6.75M 1.90% | 259.10K | 0.00 | 0.00 |
GENTHERM INCSOLE | COM | 158.97K | SH | $5.78M 1.62% | 158.97K | 0.00 | 0.00 |
BOX INCSOLE | CL A | 188.05K | SH | $5.62M 1.58% | 188.05K | 0.00 | 0.00 |
COHU INCSOLE | COM | 217.16K | SH | $5.05M 1.42% | 217.16K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 250K | SH | $4.99M 1.40% | 250K | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 580.50K | SH | $4.41M 1.24% | 580.50K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 7.57K | SH | $3.45M 0.97% | 7.57K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 190.81K | SH | $3.40M 0.96% | 190.81K | 0.00 | 0.00 |
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