Divisar Capital Management LLC
SAN FRANCISCO CA · SEC CIK 0001645721
$4.34亿2026Q2 申报市值
28持仓数
60.9%前十大占比 · 第一大 10.0%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CALY 新建仓+$560.47万
VERX 加仓+$511.07万
OXM 加仓+$464.79万
PII 加仓+$350.50万
BOX 加仓+$291.94万
2026Q2 卖出最多 按季末市值估算
UCTT 减仓-$3,770.02万
ONTO 减仓-$2,989.76万
PDFS 减仓-$2,233.32万
KLIC 减仓-$1,819.93万
ADTN 减仓-$1,275.90万
2026Q2 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 | $4,323.90万 | 9.96% | 114,253 | -79,000 | -40.9% | -$2,989.76万 | 减仓 |
| PII | POLARIS INC | $3,621.09万 | 8.34% | 529,090 | 51,213 | 10.7% | $350.50万 | 加仓 |
| MKSI | MKS INC. | $2,780.04万 | 6.41% | 62,501 | -23,000 | -26.9% | -$1,023.04万 | 减仓 |
| BC | BRUNSWICK CORP | $2,418.84万 | 5.57% | 287,137 | -62,633 | -17.9% | -$527.62万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $2,418.76万 | 5.57% | 180,828 | -136,059 | -42.9% | -$1,819.93万 | 减仓 |
| OEC | ORION S.A. | $2,244.09万 | 5.17% | 3,384,750 | -182,513 | -5.1% | -$121.01万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2,241.51万 | 5.16% | 26,123 | -9,100 | -25.8% | -$780.83万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,219.46万 | 5.11% | 155,653 | -264,396 | -62.9% | -$3,770.02万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $2,179.48万 | 5.02% | 307,879 | -315,485 | -50.6% | -$2,233.32万 | 减仓 |
| BOX | BOX INC | $1,985.32万 | 4.57% | 748,049 | 110,000 | 17.2% | $291.94万 | 加仓 |
| VERX | VERTEX INC | $1,883.75万 | 4.34% | 1,640,895 | 445,183 | 37.2% | $511.07万 | 加仓 |
| RXO | RXO INC | $1,827.91万 | 4.21% | 662,525 | -390,000 | -37.1% | -$1,076.01万 | 减仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $1,735.82万 | 4.00% | 672,276 | -20,000 | -2.9% | -$51.64万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,732.53万 | 3.99% | 92,639 | -34,000 | -26.8% | -$635.87万 | 减仓 |
| CALX | CALIX INC | $1,474.75万 | 3.40% | 395,163 | 55,000 | 16.2% | $205.26万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $1,212.14万 | 2.79% | 2,023,606 | 183,506 | 10.0% | $109.92万 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $1,183.62万 | 2.73% | 851,526 | -917,913 | -51.9% | -$1,275.90万 | 减仓 |
| CMRC | COMMERCE COM INC | $930.28万 | 2.14% | 3,142,845 | -784,051 | -20.0% | -$232.08万 | 减仓 |
| THRM | GENTHERM INC | $781.02万 | 1.80% | 228,972 | 70,000 | 44.0% | $238.77万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $594.64万 | 1.37% | 165,637 | -76,630 | -31.6% | -$275.10万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $560.47万 | 1.29% | 298,282 | 298,282 | — | $560.47万 | 新建仓 |
| OXM | OXFORD INDS INC | $538.35万 | 1.24% | 154,388 | 133,292 | 631.8% | $464.79万 | 加仓 |
| ZUMZ | ZUMIEZ INC | $514.60万 | 1.19% | 289,102 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $497.41万 | 1.15% | 71,446 | -16,868 | -19.1% | -$117.44万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $460.09万 | 1.06% | 96,353 | -35,000 | -26.6% | -$167.13万 | 减仓 |
| FN | FABRINET | $425.49万 | 0.98% | 7,570 | 0 | 0.0% | — | 不变 |
| ANF | ABERCROMBIE & FITCH CO | $398.82万 | 0.92% | 44,308 | -20,000 | -31.1% | -$180.02万 | 减仓 |
| EVER | EVERQUOTE INC | $214.11万 | 0.49% | 90,000 | 90,000 | — | $214.11万 | 新建仓 |