account_balance
Investment manager · 13F filer · SEC CIK 1965542
Scalar Gauge Management, LLC
Reported value$181Mas of Jun 30, 2026
Positions26 13 new, 12 sold out
Top 10 weight66.9%FN alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FNFabrinet
10.5%Added +36%
CLSCelestica Inc
9.3%Added +44%
FIXComfort Systems USA Inc
7.8%Added +16%
ONTOOnto Innovation Inc.
7.5%
SITMSitime Corp
6.6%New
DIODDiodes Inc
5.6%New
TTMITTM Technologies Inc
5.5%Added +56%
AEISAdvanced Energy Industries Inc
5.3%New
SIMOSilicon Motion Technology CORP
4.4%Trimmed −38%
MTZMasTec Inc
4.4%New
WDCWestern Digital Corp
4.2%New
VRTVertiv Holdings Co
4.1%Trimmed −8%
FNFabrinet
10.5%Added +36%
CLSCelestica Inc
9.3%Added +44%
FIXComfort Systems USA Inc
7.8%+16%
ONTOOnto Innovation Inc.
7.5%
SITMSitime Corp
6.6%New
DIODDiodes Inc
5.6%
TTMITTM Technologies Inc
5.5%
AEISAdvanced Energy Industries Inc
5.3%
SIMOSilicon Motion Technology CORP
4.4%
MTZ4.4%WDC4.2%VRT4.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FN Fabrinet 10.5% Added +36%CLS Celestica Inc 9.3% Added +44%FIX Comfort Systems USA Inc 7.8% Added +16%ONTO Onto Innovation Inc. 7.5% HeldSITM Sitime Corp 6.6% NewDIOD Diodes Inc 5.6% NewTTMI TTM Technologies Inc 5.5% Added +56%AEIS Advanced Energy Industries Inc 5.3% NewSIMO Silicon Motion Technology CORP 4.4% Trimmed −38%MTZ MasTec Inc 4.4% NewWDC Western Digital Corp 4.2% NewVRT Vertiv Holdings Co 4.1% Trimmed −8%
What changed
Biggest moves since Mar 31, 2026
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