SCALAR GAUGE MANAGEMENT, LLC: 13F holdings
CIK 19655422026Q2
| Positions | 27 |
|---|---|
| Reported value | $181.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| Fabrinet | 34,000 | $19.1m | 10.5% |
| CLS Celestica Inc | 46,000 | $16.8m | 9.2% |
| FIX Comfort Systems USA Inc | 7,100 | $14.1m | 7.8% |
| ONTO Onto Innovation Inc | 36,000 | $13.6m | 7.5% |
| SITM SiTime Corp | 16,000 | $11.9m | 6.6% |
| DIOD Diodes Inc | 93,000 | $10.2m | 5.6% |
| TTMI TTM Technologies Inc | 53,000 | $9.9m | 5.5% |
| AEIS Advanced Energy Industries Inc | 26,000 | $9.7m | 5.3% |
| SIMO Silicon Motion Technology Corp | 24,000 | $8.0m | 4.4% |
| MTZ MasTec Inc | 19,000 | $7.9m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965542")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.