§ 13F · FUND PROFILE
SCALAR GAUGE MANAGEMENT, LLC.
AUM · $182M (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$76M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FN | Fabrinet | 34K | $19M | 10.5% | +36% |
| 2 | CLS | Celestica Inc | 46K | $17M | 9.2% | +44% |
| 3 | FIX | Comfort Systems USA Inc | 7K | $14M | 7.8% | +16% |
| 4 | ONTO | Onto Innovation Inc | 36K | $14M | 7.5% | ±0% |
| 5 | SITM | SiTime Corp | 16K | $12M | 6.6% | NEW |
| 6 | DIOD | Diodes Inc | 93K | $10M | 5.6% | NEW |
| 7 | TTMI | TTM Technologies Inc | 53K | $10M | 5.5% | +56% |
| 8 | AEIS | Advanced Energy Industries Inc | 26K | $10M | 5.3% | NEW |
| 9 | SIMO | Silicon Motion Technology Corp | 24K | $8M | 4.4% | −38% |
| 10 | MTZ | MasTec Inc | 19K | $8M | 4.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCALAR SIGNAL
AC read
SCALAR GAUGE MANAGEMENT, LLC is a Other fund managing $182 million in assets. The fund runs a focused portfolio of just 27 positions.
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