SCALAR GAUGE MANAGEMENT, LLC
Filing Date
Global Rank
#6,831
/ 8,795
▲ 813
· as of Jun 2026
Top Industry
Electronic Components
25.5%
Period ended 3 months ago
Filed Aug 14, 2026 · 54d
11 quarters · since Dec 2023
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.6%
−2.0 pts
Top 5
42.0%
−2.7 pts
Top 10
67.4%
−1.9 pts
HHI
583
Diversified−42
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 73.9% | $133,032,752 |
| Industrials | 26.1% | $46,879,555 |
| Unclassified | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVPT | AvePoint, Inc. | +280,000 | 470,000 | $5,268,700 | |
| OSPN | OneSpan Inc. | +45,000 | 76,641 | $1,099,798 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | +40,000 | 150,000 | $774,000 | |
| TTMI | Ttm Technologies Inc | +19,000 | 53,000 | $9,912,060 | |
| CLS | Celestica Inc | +14,000 | 46,000 | $16,780,800 | |
| FN | Fabrinet | +9,000 | 34,000 | $19,110,720 | |
| FIX | Comfort Systems USA Inc | +1,000 | 7,100 | $14,071,845 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SITM | SITIME Corp | 16,000 | $11,928,960 | |
| DIOD | Diodes Inc /Del/ | 93,000 | $10,177,920 | |
| AEIS | Advanced Energy Industries Inc | 26,000 | $9,694,620 | |
| MTZ | Mastec Inc | 19,000 | $7,905,140 | |
| WDC | Western Digital Corp | 12,000 | $7,664,640 | |
| Q | Qnity Electronics, Inc. | 33,000 | $5,389,230 | |
| FORM | Formfactor Inc | 33,000 | $5,277,690 | |
| MU | Micron Technology Inc | 4,000 | $4,617,160 | |
| VSH | Vishay Intertechnology Inc | 76,000 | $4,087,280 | |
| AXTI | Axt Inc | 50,000 | $3,604,000 | |
| SHLS | Shoals Technologies Group, Inc. | 250,000 | $2,475,000 | |
| BLZE | Backblaze, Inc. | 75,000 | $1,189,500 | |
| AAOX | Tradr 2X Long AAOI Daily ETF | 60,000 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BL | Blackline, Inc. | 153,143 | $5,666,291 | |
| AAOI | Applied Optoelectronics, Inc. | 59,301 | $5,016,271 | |
| TER | Teradyne, Inc | 14,000 | $4,150,440 | |
| CAMT | Camtek Ltd | 23,500 | $3,562,835 | |
| NFLX | Netflix Inc | 33,000 | $3,172,950 | |
| COHR | Coherent Corp. | 13,000 | $3,096,730 | |
| SMTC | Semtech Corp | 40,000 | $3,075,600 | |
| BE | Bloom Energy Corp | 15,000 | $2,032,350 | |
| POWI | Power Integrations Inc | 35,000 | $1,792,000 | |
| BRZE | Braze, Inc. | 30,000 | $708,300 | |
| VERX | Vertex, Inc. | 55,000 | $653,950 | |
| WEAV | Weave Communications, Inc. | 104,188 | $481,348 | |
| No positions match the current search. | ||||
26 tracked positions ·
$179,912,307 total
· filing declares
27 positions · $181,563,773
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FN |
Fabrinet
Technology
|
Added | 34,000 | $19,110,720 | 10.62% | |
| CLS |
Celestica Inc
Technology
|
Added | 46,000 | $16,780,800 | 9.33% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 7,100 | $14,071,845 | 7.82% | |
| ONTO |
Onto Innovation Inc.
Technology
|
Held | 36,000 | $13,624,200 | 7.57% | |
| SITM |
SITIME Corp
Technology
|
NEW | 16,000 | $11,928,960 | 6.63% | |
| DIOD |
Diodes Inc /Del/
Technology
|
NEW | 93,000 | $10,177,920 | 5.66% | |
| TTMI |
Ttm Technologies Inc
Technology
|
Added | 53,000 | $9,912,060 | 5.51% | |
| AEIS |
Advanced Energy Industries Inc
Industrials
|
NEW | 26,000 | $9,694,620 | 5.39% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
Reduced | 24,000 | $7,999,920 | 4.45% | |
| MTZ |
Mastec Inc
Industrials
|
NEW | 19,000 | $7,905,140 | 4.39% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 12,000 | $7,664,640 | 4.26% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 22,000 | $7,366,040 | 4.09% | |
| Q |
Qnity Electronics, Inc.
Technology
|
NEW | 33,000 | $5,389,230 | 3.00% | |
| FORM |
Formfactor Inc
Technology
|
NEW | 33,000 | $5,277,690 | 2.93% | |
| AVPT |
AvePoint, Inc.
Technology
|
Added | 470,000 | $5,268,700 | 2.93% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 4,000 | $4,617,160 | 2.57% | |
| LGN |
Legence Corp.
Industrials
|
Reduced | 51,000 | $4,346,730 | 2.42% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
NEW | 76,000 | $4,087,280 | 2.27% | |
| AXTI |
Axt Inc
Technology
|
NEW | 50,000 | $3,604,000 | 2.00% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Held | 13,000 | $3,495,180 | 1.94% | |
| SHLS |
Shoals Technologies Group, Inc.
Technology
|
NEW | 250,000 | $2,475,000 | 1.38% | |
| CGNT |
Cognyte Software Ltd.
Technology
|
Reduced | 233,619 | $2,051,174 | 1.14% | |
| BLZE |
Backblaze, Inc.
Technology
|
NEW | 75,000 | $1,189,500 | 0.66% | |
| OSPN |
OneSpan Inc.
Technology
|
Added | 76,641 | $1,099,798 | 0.61% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Added | 150,000 | $774,000 | 0.43% | |
| AAOX |
Tradr 2X Long AAOI Daily ETF
|
NEW | 60,000 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.