SCALAR GAUGE MANAGEMENT, LLC
27 holdingsFiling period: 2026-06-30Current AUM: $140.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Fabrinet | 34.0K | $19.1M | $19.1M | 13.64% | +9.0K | 2026-06-30 |
| 2 | CLS | Celestica Inc | 46.0K | $16.8M | $14.6M | 10.40% | +14.0K | 2026-06-30 |
| 3 | FIX | Comfort Systems USA Inc | 7.1K | $14.1M | $11.2M | 7.99% | +1.0K | 2026-06-30 |
| 4 | ONTO | Onto Innovation Inc | 36.0K | $13.6M | $8.8M | 6.27% | -- | 2026-06-30 |
| 5 | SITM | SiTime Corp | 16.0K | $11.9M | $8.8M | 6.28% | -- | 2026-06-30 |
| 6 | DIOD | Diodes Inc | 93.0K | $10.2M | $8.4M | 5.99% | -- | 2026-06-30 |
| 7 | TTMI | TTM Technologies Inc | 53.0K | $9.9M | $6.0M | 4.25% | +19.0K | 2026-06-30 |
| 8 | AEIS | Advanced Energy Industries Inc | 26.0K | $9.7M | $6.5M | 4.65% | -- | 2026-06-30 |
| 9 | SIMO | Silicon Motion Technology Corp | 24.0K | $8.0M | $5.7M | 4.10% | -15,000 | 2026-06-30 |
| 10 | MTZ | MasTec Inc | 19.0K | $7.9M | $4.2M | 3.02% | -- | 2026-06-30 |
| 11 | WDC | Western Digital Corp | 12.0K | $7.7M | $4.9M | 3.53% | -- | 2026-06-30 |
| 12 | VRT | Vertiv Holdings Co | 22.0K | $7.4M | $5.2M | 3.68% | -2,000 | 2026-06-30 |
| 13 | Q | Qnity Electronics Inc | 33.0K | $5.4M | $3.8M | 2.70% | -- | 2026-06-30 |
| 14 | FORM | FormFactor Inc | 33.0K | $5.3M | $3.4M | 2.39% | -- | 2026-06-30 |
| 15 | AVPT | Avepoint Inc | 470.0K | $5.3M | $6.4M | 4.56% | +280.0K | 2026-06-30 |
| 16 | MU | Micron Technology Inc | 4.0K | $4.6M | $3.7M | 2.65% | -- | 2026-06-30 |
| 17 | LGN | Legence Corp | 51.0K | $4.3M | $2.7M | 1.93% | -99,000 | 2026-06-30 |
| 18 | VSH | Vishay Intertechnology Inc | 76.0K | $4.1M | $2.4M | 1.70% | -- | 2026-06-30 |
| 19 | AXTI | AXT Inc | 50.0K | $3.6M | $2.9M | 2.06% | -- | 2026-06-30 |
| 20 | HWM | Howmet Aerospace Inc | 13.0K | $3.5M | $2.9M | 2.08% | -- | 2026-06-30 |
| 21 | SHLS | Shoals Technologies Group Inc | 250.0K | $2.5M | $1.8M | 1.26% | -- | 2026-06-30 |
| 22 | — | Cognyte Software Ltd | 233.6K | $2.1M | $2.1M | 1.46% | -315,413 | 2026-06-30 |
| 23 | NVDS | Investment Managers Ser Tr I | 60.0K | $1.4M | $1.2M | 0.85% | -- | 2026-06-30 |
| 24 | BLZE | Backblaze Inc | 75.0K | $1.2M | $974K | 0.69% | -- | 2026-06-30 |
| 25 | OSPN | OneSpan Inc | 76.6K | $1.1M | $1.4M | 0.97% | +45.0K | 2026-06-30 |
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