Stock Taper 
SCALAR GAUGE MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 4K | $4.62M |
 Comfort Systems USA, Inc. | FIX | 7.1K | $14.07M |
 Western Digital Corporation | WDC | 12K | $7.66M |
 Howmet Aerospace Inc. | HWM | 13K | $3.5M |
 SiTime Corporation | SITM | 16K | $11.93M |
 MasTec, Inc. | MTZ | 19K | $7.91M |
 Vertiv Holdings Co | VRT | 22K | $7.37M |
 Silicon Motion Technology Corporation | SIMO | 24K | $8M |
 Advanced Energy Industries, Inc. | AEIS | 26K | $9.69M |
 Qnity Electronics, Inc. | Q | 33K | $5.39M |
 FormFactor, Inc. | FORM | 33K | $5.28M |
 Fabrinet | FN | 34K | $19.11M |
 Onto Innovation Inc. | ONTO | 36K | $13.62M |
 Celestica Inc. | CLS | 46K | $16.78M |
 AXT, Inc. | AXTI | 50K | $3.6M |
 Legence Corp. Class A Common stock | LGN | 51K | $4.35M |
 TTM Technologies, Inc. | TTMI | 53K | $9.91M |
 Vishay Intertechnology, Inc. | VSH | 76K | $4.09M |
 OneSpan Inc. | OSPN | 76.64K | $1.1M |
 Diodes Incorporated | DIOD | 93K | $10.18M |