SCALAR GAUGE MANAGEMENT, LLC

Position in AXTI — Axt Inc

CIK 1965542 DALLAS, TX

Position in AXTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,604,000

New position

Shares Held

50,000

first reported quarter

Ownership

0.076%

of shares outstanding

% of Portfolio

2.00%

of 13F equity value

Holder Rank

#74

of 255 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SCALAR GAUGE MANAGEMENT, LLC holds $27,895,120 across 4 Semiconductor Equipment & Materials names. AXTI ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	36,000	$13,624,200
2	Q	Qnity Electronics, Inc.	33,000	$5,389,230
3	FORM	Formfactor Inc	33,000	$5,277,690
4	AXTI	Axt Inc This page	50,000	$3,604,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,604,000	50,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.