Scalar Gauge Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Scalar Gauge Management, LLC disclosed 26 US equity positions worth $181.3m in its Q2 2026 13F filing. The largest position was FN at 10.5% of the reported book, followed by CLS and FIX. Against the Q1 2026 filing, it opened 13 new positions, added to 7 and reduced 4 among the top 26 holdings.
What did Scalar Gauge Management, LLC own in Q2 2026? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FN Fabrinet | Technology | 10.5% | $19.1m | 34,000 | 36% | added |
| 2 | CLS Celestica Inc | Technology | 9.3% | $16.8m | 46,000 | 44% | added |
| 3 | FIX Comfort Systems USA Inc | Industrials | 7.8% | $14.1m | 7,100 | 16% | added |
| 4 | ONTO Onto Innovation Inc | Technology | 7.5% | $13.6m | 36,000 | 0% | held |
| 5 | SITM SiTime Corp | Technology | 6.6% | $11.9m | 16,000 | – | new |
| 6 | DIOD Diodes Inc | Technology | 5.6% | $10.2m | 93,000 | – | new |
| 7 | TTMI TTM Technologies Inc | Technology | 5.5% | $9.9m | 53,000 | 56% | added |
| 8 | AEIS Advanced Energy Industries Inc | Industrials | 5.3% | $9.7m | 26,000 | – | new |
| 9 | SIMO Silicon Motion Technology Corp | Technology | 4.4% | $8.0m | 24,000 | -38% | reduced |
| 10 | MTZ MasTec Inc | Industrials | 4.4% | $7.9m | 19,000 | – | new |
| 11 | WDC Western Digital Corp | Technology | 4.2% | $7.7m | 12,000 | – | new |
| 12 | VRT Vertiv Holdings Co | Industrials | 4.1% | $7.4m | 22,000 | -8% | reduced |
| 13 | Q Qnity Electronics Inc | Technology | 3.0% | $5.4m | 33,000 | – | new |
| 14 | FORM FormFactor Inc | Technology | 2.9% | $5.3m | 33,000 | – | new |
| 15 | AVPT Avepoint Inc | Technology | 2.9% | $5.3m | 470,000 | 147% | added |
| 16 | MU Micron Technology Inc | Technology | 2.5% | $4.6m | 4,000 | – | new |
| 17 | LGN Legence Corp | Industrials | 2.4% | $4.3m | 51,000 | -66% | reduced |
| 18 | VSH Vishay Intertechnology Inc | Technology | 2.3% | $4.1m | 76,000 | – | new |
| 19 | AXTI AXT Inc | Technology | 2.0% | $3.6m | 50,000 | – | new |
| 20 | HWM Howmet Aerospace Inc | Industrials | 1.9% | $3.5m | 13,000 | 0% | held |
| 21 | SHLS Shoals Technologies Group Inc | Technology | 1.4% | $2.5m | 250,000 | – | new |
| 22 | CGNT Cognyte Software Ltd | Technology | 1.1% | $2.1m | 233,619 | -57% | reduced |
| 23 | NVDS Investment Managers Ser Tr I | 0.8% | $1.4m | 60,000 | – | new | |
| 24 | BLZE Backblaze Inc | Technology | 0.7% | $1.2m | 75,000 | – | new |
| 25 | OSPN OneSpan Inc | Technology | 0.6% | $1.1m | 76,641 | 142% | added |
| 26 | CCC CCC Intelligent Solutions Holdings Inc | Technology | 0.4% | $774.0k | 150,000 | 36% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.