Scalar Gauge Management, LLC
Scalar Gauge Management, LLC reported 27 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Scalar Gauge Management, LLC reported 27 holdings worth US$182M as of Jun 30, 2026. Largest: Fabrinet, Celestica Inc. and Comfort Systems Usa, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 27
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Fabrinet | 34,000 | US$19.1M | 10.5% |
| Celestica Inc. | 46,000 | US$16.8M | 9.2% |
| Comfort Systems Usa, Inc. | 7,100 | US$14.1M | 7.8% |
| Onto Innovation Inc. | 36,000 | US$13.6M | 7.5% |
| Sitime Corporation | 16,000 | US$11.9M | 6.6% |
| Diodes Incorporated | 93,000 | US$10.2M | 5.6% |
| Ttm Technologies, Inc. | 53,000 | US$9.91M | 5.5% |
| Advanced Energy Industries, Inc. | 26,000 | US$9.69M | 5.3% |
| Mastec, Inc. | 19,000 | US$7.91M | 4.4% |
| Western Digital Corporation | 12,000 | US$7.66M | 4.2% |
| Vertiv Holdings, Llc | 22,000 | US$7.37M | 4.1% |
| Qnity Electronics, Inc. | 33,000 | US$5.39M | 3.0% |
| Formfactor, Inc. | 33,000 | US$5.28M | 2.9% |
| Avepoint, Inc. | 470K | US$5.27M | 2.9% |
| Micron Technology, Inc. | 4,000 | US$4.62M | 2.5% |
| Legence Corp. | 51,000 | US$4.35M | 2.4% |
| Vishay Intertechnology, Inc. | 76,000 | US$4.09M | 2.3% |
| Axt Inc | 50,000 | US$3.6M | 2.0% |
| Howmet Aerospace Inc. | 13,000 | US$3.5M | 1.9% |
| Shoals Technologies Group, Inc. | 250K | US$2.48M | 1.4% |
| Backblaze, Inc. | 75,000 | US$1.19M | 0.66% |
| Onespan Inc. | 76,641 | US$1.1M | 0.61% |
| Ccc Intelligent Solutions Holdings Inc. | 150K | US$774K | 0.43% |
| Bloom Energy Corporation | 0 | US$0 | 0.00% |
| Braze, Inc. | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Power Integrations, Inc. | 0 | US$0 | 0.00% |
| Semtech Corporation | 0 | US$0 | 0.00% |
| Teradyne, Inc. | 0 | US$0 | 0.00% |
| Vertex, Inc. | 0 | US$0 | 0.00% |
| Weave Communications, Inc. | 0 | US$0 | 0.00% |
| Applied Optoelectronics, Inc. | 0 | US$0 | 0.00% |
| Blackline, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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