Back to SCALAR GAUGE MANAGEMENT, LLC
Q2 2026 13F filing
Updated 28 days ago27 disclosed positions worth $181.6M
Portfolio value
$181.6M
Total holdings
27
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FN Fabrinet | $19.1M | 34.0K | 10.53% | — |
| 2 | C CLS Celestica Inc | $16.8M | 46.0K | 9.24% | — |
| 3 | F FIX Comfort Systems USA Inc | $14.1M | 7.1K | 7.75% | — |
| 4 | O ONTO Onto Innovation Inc | $13.6M | 36.0K | 7.50% | — |
| 5 | S SITM SiTime Corp | $11.9M | 16.0K | 6.57% | — |
| 6 | D DIOD Diodes Inc | $10.2M | 93.0K | 5.61% | — |
| 7 | T TTMI TTM Technologies Inc | $9.9M | 53.0K | 5.46% | — |
| 8 | A AEIS Advanced Energy Industries Inc | $9.7M | 26.0K | 5.34% | — |
| 9 | S SIMO Silicon Motion Technology Corp | $8M | 24.0K | 4.41% | — |
| 10 | M MTZ MasTec Inc | $7.9M | 19.0K | 4.35% | — |
| 11 | W WDC Western Digital Corp | $7.7M | 12.0K | 4.22% | — |
| 12 | V VRT Vertiv Holdings Co | $7.4M | 22.0K | 4.06% | — |
| 13 | Q Q Qnity Electronics Inc | $5.4M | 33.0K | 2.97% | — |
| 14 | F FORM FormFactor Inc | $5.3M | 33.0K | 2.91% | — |
| 15 | A AVPT Avepoint Inc | $5.3M | 470.0K | 2.90% | — |
| 16 | M MU Micron Technology Inc | $4.6M | 4.0K | 2.54% | — |
| 17 | L LGN Legence Corp | $4.3M | 51.0K | 2.39% | — |
| 18 | V VSH Vishay Intertechnology Inc | $4.1M | 76.0K | 2.25% | — |
| 19 | A AXTI AXT Inc | $3.6M | 50.0K | 1.99% | — |
| 20 | H HWM Howmet Aerospace Inc | $3.5M | 13.0K | 1.93% | — |
| 21 | S SHLS Shoals Technologies Group Inc | $2.5M | 250.0K | 1.36% | — |
| 22 | C CGNT Cognyte Software Ltd | $2.1M | 233.6K | 1.13% | — |
| 23 | ? N/A Investment Managers Ser Tr I | $1.4M | 60.0K | 0.75% | — |
| 24 | B BLZE Backblaze Inc | $1.2M | 75.0K | 0.66% | — |
| 25 | O OSPN OneSpan Inc | $1.1M | 76.6K | 0.61% | — |
| 26 | C CCC CCC Intelligent Solutions Holdings Inc | $774K | 150.0K | 0.43% | — |
| 27 | ? N/A Direxion Shares ETF Trust | $288K | 125 | 0.16% | — |