SCALAR GAUGE MANAGEMENT, LLC

DALLAS, TX · CIK 1965542 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySCALAR GAUGE MANAGEMENT, LLC (US)

Others nearbyDallas, TX

$181.3m reported value +74.9% vs Q1 2026

26positions

66.9%in top 10

13 new 7 added 4 reduced 12 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($288.1k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FABRINET SHS FN	FN	34,000	$19.1m10.54%	10.54%	Added +9.0k	+9,000 36.0%
2	CELESTICA INC COM CLS	CLS	46,000	$16.8m9.26%	9.26%	Added +14.0k	+14,000 43.8%
3	COMFORT SYS USA INC COM FIX	FIX	7,100	$14.1m7.76%	7.76%	Added +1.0k	+1,000 16.4%
4	ONTO INNOVATION INC COM ONTO	ONTO	36,000	$13.6m7.52%	7.52%	Unchanged
5	SITIME CORP COM SITM	SITM	16,000	$11.9m6.58%	6.58%	New
6	DIODES INC COM DIOD	DIOD	93,000	$10.2m5.61%	5.61%	New
7	TTM TECHNOLOGIES INC COM TTMI	TTMI	53,000	$9.9m5.47%	5.47%	Added +19.0k	+19,000 55.9%
8	ADVANCED ENERGY INDS COM AEIS	AEIS	26,000	$9.7m5.35%	5.35%	New
9	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	24,000	$8.0m4.41%	4.41%	Reduced -15.0k	-15,000 -38.5%
10	MASTEC INC COM MTZ	MTZ	19,000	$7.9m4.36%	4.36%	New
11	WESTERN DIGITAL CORP COM WDC	WDC	12,000	$7.7m4.23%	4.23%	New
12	VERTIV HOLDINGS CO COM CL A VRT	VRT	22,000	$7.4m4.06%	4.06%	Reduced -2.0k	-2,000 -8.3%
13	QNITY ELECTRONICS INC COMMON STOCK Q	Q	33,000	$5.4m2.97%	2.97%	New
14	FORMFACTOR INC COM FORM	FORM	33,000	$5.3m2.91%	2.91%	New
15	AVEPOINT INC COM CL A AVPT	AVPT	470,000	$5.3m2.91%	2.91%	Added +280.0k	+280,000 147.4%
16	MICRON TECHNOLOGY INC COM MU	MU	4,000	$4.6m2.55%	2.55%	New
17	LEGENCE CORP CL A LGN	LGN	51,000	$4.3m2.40%	2.40%	Reduced -99.0k	-99,000 -66.0%
18	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	76,000	$4.1m2.25%	2.25%	New
19	AXT INC COM AXTI	AXTI	50,000	$3.6m1.99%	1.99%	New
20	HOWMET AEROSPACE INC COM HWM	HWM	13,000	$3.5m1.93%	1.93%	Unchanged
21	SHOALS TECHNOLOGIES GROUP IN CL A SHLS	SHLS	250,000	$2.5m1.37%	1.37%	New
22	COGNYTE SOFTWARE LTD ORD SHS CGNT	CGNT	233,619	$2.1m1.13%	1.13%	Reduced -315.4k	-315,413 -57.5%
23	INVESTMENT MANAGERS SER TR I TRADR 1.5X SHORT NVDS	NVDS	60,000	$1.4m0.75%	0.75%	New
24	BACKBLAZE INC COM CL A BLZE	BLZE	75,000	$1.2m0.66%	0.66%	New
25	ONESPAN INC COM OSPN	OSPN	76,641	$1.1m0.61%	0.61%	Added +45.0k	+45,000 142.2%
26	CCC INTELLIGENT SOLUTIONS HL COM CCC	CCC	150,000	$774.0k0.43%	0.43%	Added +40.0k	+40,000 36.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BLACKLINE INC BL	BL	153,143	$5.7m153.1k shares
APPLIED OPTOELECTRONICS INC AAOI	AAOI	59,301	$5.0m59.3k shares
TERADYNE INC TER	TER	14,000	$4.2m14.0k shares
CAMTEK LTD CAMT	CAMT	23,500	$3.6m23.5k shares
NETFLIX INC NFLX	NFLX	33,000	$3.2m33.0k shares
COHERENT CORP COHR	COHR	13,000	$3.1m13.0k shares
SEMTECH CORP SMTC	SMTC	40,000	$3.1m40.0k shares
BLOOM ENERGY CORP BE	BE	15,000	$2.0m15.0k shares
POWER INTEGRATIONS INC POWI	POWI	35,000	$1.8m35.0k shares
BRAZE INC BRZE	BRZE	30,000	$708.3k30.0k shares
VERTEX INC VERX	VERX	55,000	$654.0k55.0k shares
WEAVE COMMUNICATIONS INC WEAV	WEAV	104,188	$481.3k104.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
DIREXION SHS ETF TR SOXL · Put	SOXL	Put	125	$288.1k125 shares	New