SCALAR GAUGE MANAGEMENT, LLC FN — Fabrinet

Ownership history in SCALAR GAUGE MANAGEMENT, LLC  ·  4 quarters on record

AI Ownership Summary

SCALAR GAUGE MANAGEMENT, LLC reported Fabrinet (FN) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 12.57% in 2026 Q1. The latest visible filing shows FN at 12.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SCALAR GAUGE MANAGEMENT, LLC's position in Fabrinet, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FN was reported at 12.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.57% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FN stock page SCALAR GAUGE MANAGEMENT, LLC fund profile SCALAR GAUGE MANAGEMENT, LLC full holdings
How SCALAR GAUGE MANAGEMENT, LLC held FN — position size vs. price
% of Fund (quarterly)    FN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 25,000 +6,500 +35.1% 12.57% $13.0M 2026-05-15 $722.04
2025 Q4 REDUCED 47.1% +14.6% ❌ 18,500 -16,500 -47.1% 5.56% $8.4M 2026-02-17 $496.78
2025 Q3 ADDED — — — 35,000 +22,000 +169.2% 6.49% $12.8M 2025-10-31 $440.57
2024 Q1 INITIATED — — — 13,000 — — 1.89% $2.5M 2024-05-15 $236.69

🏢 Other funds also holding FN

As of 2026 Q1 — sorted by position size

Toronado Partners, LLC 3Y 7Y 12.81% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 10.58% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 7.27% Andar Capital Management HK Ltd 3Y 6.69% Analog Century Management LP 3Y 4.27% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 4.12% Whale Rock Capital Management LLC 3Y 7Y 4.12% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 3.23% Montanaro Asset Management Ltd 3Y 3.12% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 3.07%

FAQ About SCALAR GAUGE MANAGEMENT, LLC and FN

These are the practical questions this page is built to answer before you even open the full history table.

How long has SCALAR GAUGE MANAGEMENT, LLC reported owning FN?

SCALAR GAUGE MANAGEMENT, LLC reported FN across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FN position in SCALAR GAUGE MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for FN was 12.57% in 2026 Q1.

What is the latest reported FN position on this page?

The most recent filing on this page is 2026 Q1, when SCALAR GAUGE MANAGEMENT, LLC reported 25,000 shares, equal to 12.57% of portfolio, with an estimated market value of $13.0M.

What does the chart on this FN ownership page compare?

The chart compares SCALAR GAUGE MANAGEMENT, LLC's quarterly FN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SCALAR GAUGE MANAGEMENT, LLC time their FN position?

Based on 13F filing dates vs. subsequent FN price moves, SCALAR GAUGE MANAGEMENT, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FN relative to SPY over the holding period was +113.9%.

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