SCALAR GAUGE MANAGEMENT, LLC

CIK 0001965542 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SCALAR GAUGE MANAGEMENT, LLC reported 27 positions worth $181.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FN (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.6M
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.8%
Est. Net Flow (Q)
2026 Q2
10 / 27 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FNFabrinetSH$19.1M10.53%34,000
2CLSCelestica IncSH$16.8M9.24%46,000
3FIXComfort Systems USA IncSH$14.1M7.75%7,100
4ONTOOnto Innovation IncSH$13.6M7.50%36,000
5SITMSiTime CorpSH$11.9M6.57%16,000
6DIODDiodes IncSH$10.2M5.61%93,000
7TTMITTM Technologies IncSH$9.9M5.46%53,000
8AEISAdvanced Energy Industries IncSH$9.7M5.34%26,000
9SIMOSilicon Motion Technology CorpSH$8.0M4.41%24,000
10MTZMasTec IncSH$7.9M4.35%19,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SCALAR GAUGE MANAGEMENT, LLC hold as of Q2 2026?

SCALAR GAUGE MANAGEMENT, LLC reported 27 positions worth $181.6M in its Q2 2026 13F filing. Largest positions: FN (10.5%), CLS (9.2%), FIX (7.8%), ONTO (7.5%) and SITM (6.6%).

What did SCALAR GAUGE MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SCALAR GAUGE MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.