Divisar Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$384.5M
Holdings
29
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VMEO*VIMEO INC | 7,047,310 | $37.1M | 9.64% | |
| 2 | ADTNADTRAN HOLDINGS INC | 3,428,863 | $29.9M | 7.78% | |
| 3 | KLICKULICKE & SOFFA INDS INC | 882,289 | $29.1M | 7.57% | |
| 4 | FAROFARO TECHNOLOGIES INC | 941,283 | $25.7M | 6.68% | |
| 5 | LITELUMENTUM HLDGS INC | 394,506 | $24.6M | 6.40% | |
| 6 | UCTTULTRA CLEAN HLDGS INC | 1,033,935 | $22.1M | 5.76% | |
| 7 | MCFTMASTERCRAFT BOAT HLDGS INC | 1,175,045 | $20.2M | 5.26% | |
| 8 | OECORION S.A. | 1,558,277 | $20.1M | 5.24% | |
| 9 | PIIPOLARIS INC | 479,639 | $19.6M | 5.11% | |
| 10 | BCBRUNSWICK CORP | 345,693 | $18.6M | 4.84% | |
| 11 | RXORXO INC | 915,942 | $17.5M | 4.55% | |
| 12 | CALXCALIX INC | 460,765 | $16.3M | 4.25% | |
| 13 | CMRCBIGCOMMERCE HLDGS INC | 2,652,461 | $15.3M | 3.97% | |
| 14 | LASRNLIGHT INC | 1,504,092 | $11.7M | 3.04% | |
| 15 | ZM3ZUMIEZ INC | 761,879 | $11.3M | 2.95% | |
| 16 | PDFSPDF SOLUTIONS INC | 547,210 | $10.5M | 2.72% | |
| 17 | SFIXSTITCH FIX INC | 2,635,501 | $8.6M | 2.23% | |
| 18 | ANFABERCROMBIE & FITCH CO | 109,017 | $8.3M | 2.16% | |
| 19 | COHUCOHU INC | 389,894 | $5.7M | 1.49% | |
| 20 | BOXBOX INC | 171,743 | $5.3M | 1.38% | |
| 21 | NVRIENVIRI CORP | 659,841 | $4.4M | 1.14% | |
| 22 | —MARKFORGED HOLDING CORPORATI | 847,088 | $4.0M | 1.03% | |
| 23 | OLOGBXOLO INC | 647,900 | $3.9M | 1.02% | |
| 24 | CIVICIVITAS RESOURCES INC | 103,082 | $3.6M | 0.94% | |
| 25 | FNFABRINET | 16,340 | $3.2M | 0.84% | |
| 26 | ONTOONTO INNOVATION INC | 23,088 | $2.8M | 0.73% | |
| 27 | SQNSSEQUANS COMMUNICATIONS S A | 1,014,253 | $2.1M | 0.55% | |
| 28 | FNKOFUNKO INC | 256,700 | $1.8M | 0.46% | |
| 29 | TLYSTILLYS INC | 503,290 | $1.1M | 0.29% |