Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCALAR GAUGE MANAGEMENT, LLC (CIK 1965542) reported $181.6M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FN ($19.1M, 10.53%), CLS ($16.8M, 9.24%), FIX ($14.1M, 7.75%), ONTO ($13.6M, 7.50%), SITM ($11.9M, 6.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FN | Fabrinet | $19.1M | 10.53% | 34,000 | Added |
| 2 | CLS | Celestica Inc | $16.8M | 9.24% | 46,000 | Added |
| 3 | FIX | Comfort Systems USA Inc | $14.1M | 7.75% | 7,100 | Added |
| 4 | ONTO | Onto Innovation Inc | $13.6M | 7.50% | 36,000 | Hold |
| 5 | SITM | SiTime Corp | $11.9M | 6.57% | 16,000 | New |
| 6 | DIOD | Diodes Inc | $10.2M | 5.61% | 93,000 | New |
| 7 | TTMI | TTM Technologies Inc | $9.9M | 5.46% | 53,000 | Added |
| 8 | AEIS | Advanced Energy Industries Inc | $9.7M | 5.34% | 26,000 | New |
| 9 | SIMO | Silicon Motion Technology Corp | $8.0M | 4.41% | 24,000 | Trimmed |
| 10 | MTZ | MasTec Inc | $7.9M | 4.35% | 19,000 | New |
| 11 | WDC | Western Digital Corp | $7.7M | 4.22% | 12,000 | New |
| 12 | VRT | Vertiv Holdings Co | $7.4M | 4.06% | 22,000 | Trimmed |
| 13 | Q | Qnity Electronics Inc | $5.4M | 2.97% | 33,000 | New |
| 14 | FORM | FormFactor Inc | $5.3M | 2.91% | 33,000 | New |
| 15 | AVPT | Avepoint Inc | $5.3M | 2.90% | 470,000 | Added |
| 16 | MU | Micron Technology Inc | $4.6M | 2.54% | 4,000 | New |
| 17 | LGN | Legence Corp | $4.3M | 2.39% | 51,000 | Trimmed |
| 18 | VSH | Vishay Intertechnology Inc | $4.1M | 2.25% | 76,000 | New |
| 19 | AXTI | AXT Inc | $3.6M | 1.98% | 50,000 | New |
| 20 | HWM | Howmet Aerospace Inc | $3.5M | 1.93% | 13,000 | Hold |
| 21 | SHLS | Shoals Technologies Group Inc | $2.5M | 1.36% | 250,000 | New |
| 22 | CGNT | Cognyte Software Ltd | $2.1M | 1.13% | 233,619 | Trimmed |
| 23 | NVDS | Investment Managers Ser Tr I | $1.4M | 0.75% | 60,000 | New |
| 24 | BLZE | Backblaze Inc | $1.2M | 0.66% | 75,000 | New |
| 25 | OSPN | OneSpan Inc | $1.1M | 0.61% | 76,641 | Added |
Source: SEC Form 13F filings · as of 2026-06-30