SCALAR GAUGE MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1965542 · latest 13F-HR filed 2026-05-15
SCALAR GAUGE MANAGEMENT, LLC manages $103.7M in 13F-reported U.S. long-equity assets across 26 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FN (12.57%), CLS (8.69%), LGN (8.17%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 18, added to 3, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$103.7M
Long-equity book
26
Distinct positions
2026-03-31
Filed 2026-05-15
+15 / −18 / ↑3 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Fabrinet$4.6M +54.8%
- TTM Technologies Inc$276.3K +9.1%
- Applied Optoelectronics Inc$240.5K +5.0%
Top Trims
- Blackline Inc-$23.5M -80.6%
- Cognyte Software Ltd-$4.1M -47.7%
- Braze Inc-$3.5M -83.3%
- Celestica Inc-$1.6M -15.3%
- Netflix Inc-$1.3M -29.5%
New Positions
- Legence Corp$8.5M
- Comfort Systems USA Inc$8.4M
- Onto Innovation Inc$7.4M
- Vertiv Holdings Co$6.0M
- Silicon Motion Technology Corp$4.4M
Exited Positions
- SITime Corp$15.2M
- Broadcom Inc$7.8M
- Snowflake Inc$7.0M
- Axon Enterprise Inc$6.0M
- Arista Networks Inc$5.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Fabrinet | FN | G3323L100 | $13.0M | 12.57% | 25,000 | SH |
| 2 | Celestica Inc | CLS | 15101Q207 | $9.0M | 8.69% | 32,000 | SH |
| 3 | Legence Corp | LGN | 52476L109 | $8.5M | 8.17% | 150,000 | SH |
| 4 | Comfort Systems USA Inc | FIX | 199908104 | $8.4M | 8.11% | 6,100 | SH |
| 5 | Onto Innovation Inc | ONTO | 683344105 | $7.4M | 7.12% | 36,000 | SH |
| 6 | Vertiv Holdings Co | VRT | 92537N108 | $6.0M | 5.80% | 24,000 | SH |
| 7 | Blackline Inc | BL | 09239B109 | $5.7M | 5.46% | 153,143 | SH |
| 8 | Applied Optoelectronics Inc | AAOI | 03823U102 | $5.0M | 4.84% | 59,301 | SH |
| 9 | Cognyte Software Ltd | CGNT | M25133105 | $4.4M | 4.29% | 549,032 | SH |
| 10 | Silicon Motion Technology Corp | SIMO | 82706C108 | $4.4M | 4.22% | 39,000 | SH |
| 11 | Teradyne Inc | TER | 880770102 | $4.2M | 4.00% | 14,000 | SH |
| 12 | Camtek Ltd | CAMT | M20791105 | $3.6M | 3.44% | 23,500 | SH |
| 13 | TTM Technologies Inc | TTMI | 87305R109 | $3.3M | 3.19% | 34,000 | SH |
| 14 | Netflix Inc | NFLX | 64110L106 | $3.2M | 3.06% | 33,000 | SH |
| 15 | Coherent Corp | COHR | 19247G107 | $3.1M | 2.99% | 13,000 | SH |
| 16 | Semtech Corp | SMTC | 816850101 | $3.1M | 2.97% | 40,000 | SH |
| 17 | Howmet Aerospace Inc | HWM | 443201108 | $3.0M | 2.89% | 13,000 | SH |
| 18 | Bloom Energy Corp | BE | 093712107 | $2.0M | 1.96% | 15,000 | SH |
| 19 | Avepoint Inc | AVPT | 053604104 | $1.8M | 1.74% | 190,000 | SH |
| 20 | Power Integrations Inc | POWI | 739276103 | $1.8M | 1.73% | 35,000 | SH |
| 21 | Braze Inc | BRZE | 10576N102 | $708.3K | 0.68% | 30,000 | SH |
| 22 | CCC Intelligent Solutions Holdings Inc | CCC | 12510Q100 | $660.0K | 0.64% | 110,000 | SH |
| 23 | Vertex Inc | VERX | 92538J106 | $654.0K | 0.63% | 55,000 | SH |
| 24 | Weave Communications Inc | WEAV | 94724R108 | $481.3K | 0.46% | 104,188 | SH |
| 25 | OneSpan Inc | OSPN | 68287N100 | $333.2K | 0.32% | 31,641 | SH |
| 26 | Braze Inc Call | BRZE | 10576N902 | $19.2K | 0.02% | 100 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $103.7M | 26 | 0001965542-26-000007 |
| 2025-12-31 | 2026-02-17 | $151.6M | 32 | 0001965542-26-000005 |
| 2025-09-30 | 2025-10-31 | $196.5M | 32 | 0001965542-25-000009 |