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SCALAR GAUGE MANAGEMENT, LLC 13F holdings

Filed 2026-08-14 · SCALAR GAUGE MANAGEMENT, LLC · 27 positions · $181.6M

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TickerCompanySharesValue% of portfolio
FNFabrinet34.0K$19.1M10.5%
CLSCelestica Inc46.0K$16.8M9.2%
FIXComfort Systems USA Inc7.1K$14.1M7.8%
ONTOOnto Innovation Inc36.0K$13.6M7.5%
SITMSiTime Corp16.0K$11.9M6.6%
DIODDiodes Inc93.0K$10.2M5.6%
TTMITTM Technologies Inc53.0K$9.9M5.5%
AEISAdvanced Energy Industries Inc26.0K$9.7M5.3%
SIMOSilicon Motion Technology Corp24.0K$8.0M4.4%
MTZMasTec Inc19.0K$7.9M4.4%
WDCWestern Digital Corp12.0K$7.7M4.2%
VRTVertiv Holdings Co22.0K$7.4M4.1%
QQnity Electronics Inc33.0K$5.4M3.0%
FORMFormFactor Inc33.0K$5.3M2.9%
AVPTAvepoint Inc470.0K$5.3M2.9%
MUMicron Technology Inc4.0K$4.6M2.5%
LGNLegence Corp51.0K$4.3M2.4%
VSHVishay Intertechnology Inc76.0K$4.1M2.3%
AXTIAXT Inc50.0K$3.6M2.0%
HWMHowmet Aerospace Inc13.0K$3.5M1.9%
SHLSShoals Technologies Group Inc250.0K$2.5M1.4%
—Cognyte Software Ltd233.6K$2.1M1.1%
—Investment Managers Ser Tr I60.0K$1.4M0.8%
BLZEBackblaze Inc75.0K$1.2M0.7%
OSPNOneSpan Inc76.6K$1.1M0.6%
CCCCCC Intelligent Solutions Holdings Inc150.0K$774,0000.4%
—Direxion Shares ETF Trust125$288,1250.2%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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