Divisar Capital Management LLC

**Divisar Capital Management LLC** manages $356M across a concentrated portfolio of 26 positions. The fund exhibits significant conviction in technology and growth names, evidenced by top holdings including ONTO at $33.5M and LITE at $32.1M. Key allocations also feature ADTN ($26.0M), PII ($25.6M), and UCTT ($24.0M). This structure suggests a focused, high-conviction approach targeting sector leaders.

📌 Top Holdings