Scalar Gauge Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$103.7M
Q ending 2026-03-31
Prior quarter
$151.6M
Q ending 2025-12-31
Change
-31.6% QoQ · -36.8% YoY
Positions
26
reported holdings
Largest positions
All 26 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Fabrinet | Shares | $13.0M | 25K | |
| Celestica Inc | CLS | Shares | $9.0M | 32K |
| Legence Corp | LGN | Shares | $8.5M | 150K |
| Comfort Systems Usa Inc | FIX | Shares | $8.4M | 6K |
| Onto Innovation Inc | ONTO | Shares | $7.4M | 36K |
| Vertiv Holdings Co | VRT | Shares | $6.0M | 24K |
| Blackline Inc | BL | Shares | $5.7M | 153K |
| Applied Optoelectronics Inc | AAOI | Shares | $5.0M | 59K |
| Cognyte Software Ltd | Shares | $4.4M | 549K | |
| Silicon Motion Technology Corp | SIMO | Shares | $4.4M | 39K |
| Teradyne Inc | TER | Shares | $4.2M | 14K |
| Camtek Ltd | Shares | $3.6M | 24K | |
| Ttm Technologies Inc | TTMI | Shares | $3.3M | 34K |
| Netflix Inc | NFLX | Shares | $3.2M | 33K |
| Coherent Corp | COHR | Shares | $3.1M | 13K |
| Semtech Corp | SMTC | Shares | $3.1M | 40K |
| Howmet Aerospace Inc | HWM | Shares | $3.0M | 13K |
| Bloom Energy Corp | BE | Shares | $2.0M | 15K |
| Avepoint Inc | AVPT | Shares | $1.8M | 190K |
| Power Integrations Inc | POWI | Shares | $1.8M | 35K |
| Braze Inc | BRZE | Shares | $708K | 30K |
| Ccc Intelligent Solutions Holdings | CCC | Shares | $660K | 110K |
| Vertex Inc | VERX | Shares | $654K | 55K |
| Weave Communications Inc | WEAV | Shares | $481K | 104K |
| Onespan Inc | OSPN | Shares | $333K | 32K |
| Braze Inc | Call | $19K | 100 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.