Divisar Capital Management LLC
SAN FRANCISCO CA · SEC CIK 0001645721
$3.92亿2026Q1 申报市值
26持仓数
63.3%前十大占比 · 第一大 10.1%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VERX 加仓+$1,124.45万
BOX 加仓+$1,063.80万
RXO 加仓+$727.37万
DIN 新建仓+$635.71万
WEAVE COMMUNICAT 加仓+$581.94万
2026Q1 卖出最多 按季末市值估算
LITE 减仓-$3,640.72万
UCTT 减仓-$3,291.06万
ADTN 减仓-$1,530.81万
LASR 减仓-$1,141.11万
KLIC 减仓-$1,078.69万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ONTO | ONTO INNOVATION INC | $3,963.04万 | 10.10% | 193,253 | -19,150 | -9.0% | -$392.71万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,611.86万 | 6.66% | 420,049 | -529,279 | -55.8% | -$3,291.06万 | 减仓 |
| PII | POLARIS INC | $2,604.43万 | 6.64% | 477,877 | 73,324 | 18.1% | $399.62万 | 加仓 |
| BC | BRUNSWICK CORP | $2,544.93万 | 6.49% | 349,770 | 41,000 | 13.3% | $298.32万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,475.33万 | 6.31% | 35,223 | -51,806 | -59.5% | -$3,640.72万 | 减仓 |
| OEC | ORION S.A. | $2,318.72万 | 5.91% | 3,567,263 | 824,907 | 30.1% | $536.19万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $2,225.95万 | 5.67% | 1,769,439 | -1,216,863 | -40.7% | -$1,530.81万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $2,082.58万 | 5.31% | 316,887 | -164,134 | -34.1% | -$1,078.69万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $2,039.02万 | 5.20% | 623,364 | -136,451 | -18.0% | -$446.33万 | 减仓 |
| MKSI | MKS INC. | $1,964.90万 | 5.01% | 85,501 | 8,000 | 10.3% | $183.85万 | 加仓 |
| CALX | CALIX INC | $1,666.46万 | 4.25% | 340,163 | 40,200 | 13.4% | $196.94万 | 加仓 |
| RXO | RXO INC | $1,538.79万 | 3.92% | 1,052,525 | 497,516 | 89.6% | $727.37万 | 加仓 |
| BOX | BOX INC | $1,508.35万 | 3.84% | 638,049 | 450,000 | 239.3% | $1,063.80万 | 加仓 |
| VERX | VERTEX INC | $1,421.70万 | 3.62% | 1,195,712 | 945,712 | 378.3% | $1,124.45万 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $1,419.86万 | 3.62% | 692,276 | -34,600 | -4.8% | -$70.96万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,233.72万 | 3.14% | 126,639 | -10,700 | -7.8% | -$104.24万 | 减仓 |
| CMRC | COMMERCE COM INC | $1,048.48万 | 2.67% | 3,926,896 | 150,000 | 4.0% | $40.05万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $850.13万 | 2.17% | 1,840,100 | 1,259,603 | 217.0% | $581.94万 | 加仓 |
| ZUMZ | ZUMIEZ INC | $640.65万 | 1.63% | 289,102 | 30,000 | 11.6% | $66.48万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $635.71万 | 1.62% | 242,267 | 242,267 | — | $635.71万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO | $587.58万 | 1.50% | 64,308 | 8,500 | 15.2% | $77.66万 | 加仓 |
| LASR | NLIGHT INC | $503.57万 | 1.28% | 88,314 | -200,124 | -69.4% | -$1,141.11万 | 减仓 |
| THRM | GENTHERM INC | $441.62万 | 1.13% | 158,972 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $437.14万 | 1.11% | 131,353 | -59,452 | -31.2% | -$197.86万 | 减仓 |
| FN | FABRINET | $394.79万 | 1.01% | 7,570 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDS INC | $81.24万 | 0.21% | 21,096 | 21,096 | — | $81.24万 | 新建仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | -217,160 | -100.0% | -$505.33万 | 清仓 |
| SFIX | STITCH FIX INC | $0 | 0.00% | 0 | -457,585 | -100.0% | -$240.23万 | 清仓 |