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SCALAR GAUGE MANAGEMENT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $181,563,773
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Fabrinet · SHS · G3323L100 · shares: $19,110,720
- Celestica Inc · COM · 15101Q207 · shares: $16,780,238
- Comfort Systems USA Inc · COM · 199908104 · shares: $14,071,845
- Onto Innovation Inc · COM · 683344105 · shares: $13,624,200
- SiTime Corp · COM · 82982T106 · shares: $11,928,960
- Diodes Inc · COM · 254543101 · shares: $10,177,920
- TTM Technologies Inc · COM · 87305R109 · shares: $9,912,060
- Advanced Energy Industries Inc · COM · 007973100 · shares: $9,694,620
- Silicon Motion Technology Corp · SPONSORED ADR · 82706C108 · shares: $7,999,920
- MasTec Inc · COM · 576323109 · shares: $7,905,140
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Fabrinet | SHS | G3323L100 | — | 34,000 shares | $19,110,720 |
| Celestica Inc | COM | 15101Q207 | — | 46,000 shares | $16,780,238 |
| Comfort Systems USA Inc | COM | 199908104 | — | 7,100 shares | $14,071,845 |
| Onto Innovation Inc | COM | 683344105 | — | 36,000 shares | $13,624,200 |
| SiTime Corp | COM | 82982T106 | — | 16,000 shares | $11,928,960 |
| Diodes Inc | COM | 254543101 | — | 93,000 shares | $10,177,920 |
| TTM Technologies Inc | COM | 87305R109 | — | 53,000 shares | $9,912,060 |
| Advanced Energy Industries Inc | COM | 007973100 | — | 26,000 shares | $9,694,620 |
| Silicon Motion Technology Corp | SPONSORED ADR | 82706C108 | — | 24,000 shares | $7,999,920 |
| MasTec Inc | COM | 576323109 | — | 19,000 shares | $7,905,140 |
| Western Digital Corp | COM | 958102105 | — | 12,000 shares | $7,664,640 |
| Vertiv Holdings Co | COM CL A | 92537N108 | — | 22,000 shares | $7,366,040 |
| Qnity Electronics Inc | COMMON STOCK | 74743L100 | — | 33,000 shares | $5,389,230 |
| FormFactor Inc | COM | 346375108 | — | 33,000 shares | $5,277,690 |
| Avepoint Inc | COM CL A | 053604104 | — | 470,000 shares | $5,268,700 |
| Micron Technology Inc | COM | 595112103 | — | 4,000 shares | $4,617,160 |
| Legence Corp | CL A | 52476L109 | — | 51,000 shares | $4,346,730 |
| Vishay Intertechnology Inc | COM | 928298108 | — | 76,000 shares | $4,087,280 |
| AXT Inc | COM | 00246W103 | — | 50,000 shares | $3,604,000 |
| Howmet Aerospace Inc | COM | 443201108 | — | 13,000 shares | $3,495,180 |
| Shoals Technologies Group Inc | CL A | 82489W107 | — | 250,000 shares | $2,475,000 |
| Cognyte Software Ltd | ORD SHS | M25133105 | — | 233,619 shares | $2,051,175 |
| Investment Managers Ser Tr I | Tradr 1.5x Short | 46144X115 | — | 60,000 shares | $1,363,902 |
| Backblaze Inc | COM CL A | 05637B105 | — | 75,000 shares | $1,189,500 |
| OneSpan Inc | COM | 68287N100 | — | 76,641 shares | $1,099,798 |
| CCC Intelligent Solutions Holdings Inc | COM | 12510Q100 | — | 150,000 shares | $774,000 |
| Direxion Shares ETF Trust | PUT | 25459W958 | PUT | 125 shares | $288,125 |