Scalar Gauge Management, LLC Top Holdings and 13F Report (2026) About Scalar Gauge Management, LLCInvestment ActivityScalar Gauge Management, LLC has $181.56 million in total holdings as of June 30, 2026.Scalar Gauge Management, LLC owns shares of 27 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 52.52% of the portfolio was purchased this quarter.About 27.71% of the portfolio was sold this quarter.This quarter, Scalar Gauge Management, LLC has purchased 26 new stocks and bought additional shares in 7 stocks.Scalar Gauge Management, LLC sold shares of 4 stocks and completely divested from 13 stocks this quarter.Largest Holdings Fabrinet $19,110,720Celestica Inc $16,780,238Comfort Systems USA $14,071,845Onto Innovation $13,624,200SiTime $11,928,960 Largest New Holdings this Quarter 82982T106 - SiTime $11,928,960 Holding254543101 - Diodes $10,177,920 Holding007973100 - Advanced Energy Industries $9,694,620 Holding576323109 - MasTec $7,905,140 Holding958102105 - Western Digital $7,664,640 Holding Largest Purchases this Quarter SiTime 16,000 shares (about $11.93M)Diodes 93,000 shares (about $10.18M)Advanced Energy Industries 26,000 shares (about $9.69M)MasTec 19,000 shares (about $7.91M)Western Digital 12,000 shares (about $7.66M) Largest Sales this Quarter Legence Corp 99,000 shares (about $8.44M)Silicon Motion Technology 15,000 shares (about $5.00M)Cognyte Software 315,413 shares (about $2.77M)Vertiv 2,000 shares (about $669.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScalar Gauge Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNFabrinet$19,110,720$5,058,720 â–²36.0%34,00010.5%TechnologyCelestica Inc$16,780,238$5,107,029 â–²43.8%46,0009.2%COMFIXComfort Systems USA$14,071,845$1,981,950 â–²16.4%7,1007.8%IndustrialsONTOOnto Innovation$13,624,2000.0%36,0007.5%TechnologySITMSiTime$11,928,960$11,928,960 â–²New Holding16,0006.6%TechnologyDIODDiodes$10,177,920$10,177,920 â–²New Holding93,0005.6%TechnologyTTMITTM Technologies$9,912,060$3,553,380 â–²55.9%53,0005.5%TechnologyAEISAdvanced Energy Industries$9,694,620$9,694,620 â–²New Holding26,0005.3%TechnologySIMOSilicon Motion Technology$7,999,920$4,999,950 â–¼-38.5%24,0004.4%TechnologyMTZMasTec$7,905,140$7,905,140 â–²New Holding19,0004.4%IndustrialsWDCWestern Digital$7,664,640$7,664,640 â–²New Holding12,0004.2%TechnologyVRTVertiv$7,366,040$669,640 â–¼-8.3%22,0004.1%IndustrialsQnity Electronics Inc$5,389,230$5,389,230 â–²New Holding33,0003.0%COMMON STOCKFORMFormFactor$5,277,690$5,277,690 â–²New Holding33,0002.9%TechnologyAVPTAvePoint$5,268,700$3,138,800 â–²147.4%470,0002.9%TechnologyMUMicron Technology$4,617,160$4,617,160 â–²New Holding4,0002.5%TechnologyLegence Corp$4,346,730$8,437,770 â–¼-66.0%51,0002.4%CL AVSHVishay Intertechnology$4,087,280$4,087,280 â–²New Holding76,0002.3%TechnologyAXTIAXT$3,604,000$3,604,000 â–²New Holding50,0002.0%TechnologyHWMHowmet Aerospace$3,495,1800.0%13,0001.9%IndustrialsSHLSShoals Technologies Group$2,475,000$2,475,000 â–²New Holding250,0001.4%IndustrialsCGNTCognyte Software$2,051,175$2,769,326 â–¼-57.4%233,6191.1%TechnologyInvestment Managers Ser Tr I$1,363,902$1,363,902 â–²New Holding60,0000.8%Tradr 1.5x ShortBLZEBackblaze$1,189,500$1,189,500 â–²New Holding75,0000.7%TechnologyOSPNOnespan$1,099,798$645,750 â–²142.2%76,6410.6%TechnologyCCCSCCC Intelligent Solutions$774,000$206,400 â–²36.4%150,0000.4%TechnologyDirexion Shares ETF Trust$288,125$288,125 â–²New Holding1250.2%PUTBLBlackLine$0$5,666,291 â–¼-100.0%00.0%TechnologyAAOIApplied Optoelectronics$0$5,016,272 â–¼-100.0%00.0%TechnologyTERTeradyne$0$4,150,440 â–¼-100.0%00.0%TechnologyCAMTCamtek$0$3,562,835 â–¼-100.0%00.0%TechnologyNFLXNetflix$0$3,172,950 â–¼-100.0%00.0%Communication ServicesCOHRCoherent$0$3,096,730 â–¼-100.0%00.0%TechnologySMTCSemtech$0$3,075,600 â–¼-100.0%00.0%TechnologyBEBloom Energy$0$2,032,350 â–¼-100.0%00.0%IndustrialsPOWIPower Integrations$0$1,792,000 â–¼-100.0%00.0%TechnologyBRZEBraze$0$708,300 â–¼-100.0%00.0%TechnologyVERXVertex$0$653,950 â–¼-100.0%00.0%TechnologyWEAVWeave Communications$0$481,349 â–¼-100.0%00.0%HealthcareBraze Inc$0$19,250 â–¼-100.0%00.0%CALLShowing largest 100 holdings. 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