StockDriftsStockDriftsTop 26 Divisar Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | 10.1% | 193.3K | $39.6M | -9.02%(-19.15K) | $118.44(+129.46%) | 2026-03-31 | |
| UCTT | ULTRA CLEAN HLDGS INC | 6.66% | 420.0K | $26.1M | -55.75%(-529.28K) | $33.75(+154.64%) | 2026-03-31 | |
| PII | POLARIS INC | 6.64% | 477.9K | $26.0M | +18.12%(+73.32K) | $53.07(+21.83%) | 2026-03-31 | |
| BC | BRUNSWICK CORP | 6.49% | 349.8K | $25.4M | +13.28%(+41.00K) | $72.82(+6.49%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 6.31% | 35.2K | $24.8M | -59.53%(-51.81K) | $58.66(+1554.92%) | 2026-03-31 | |
| OEC | ORION S.A. | 5.91% | 3.57M | $23.2M | +30.08%(+824.91K) | $12.69(-45.47%) | 2026-03-31 | |
| ADTN | ADTRAN HOLDINGS INC | 5.67% | 1.77M | $22.3M | -40.75%(-1.22M) | $8.23(+81.06%) | 2026-03-31 | |
| KLIC | KULICKE & SOFFA INDS INC | 5.31% | 316.9K | $20.8M | -34.12%(-164.13K) | $39.42(+158.85%) | 2026-03-31 | |
| PDFS | PDF SOLUTIONS INC | 5.2% | 623.4K | $20.4M | -17.96%(-136.45K) | $27.30(+63.73%) | 2026-03-31 | |
| MKSI | MKS INC. | 5.01% | 85.5K | $19.6M | +10.32%(+8.00K) | $112.01(+170.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.63% | +71.19% |
| Top 20 Holdings Unweighted | +12.06% | +40.72% |
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