Scalar Gauge Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Scalar Gauge Management, LLC disclosed 25 US equity positions worth $103.7m in its Q1 2026 13F filing. The largest position was FN at 12.6% of the reported book, followed by CLS and LGN.
What did Scalar Gauge Management, LLC own in Q1 2026? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FN Fabrinet | Technology | 12.6% | $13.0m | 25,000 | – | |
| 2 | CLS Celestica Inc | Technology | 8.7% | $9.0m | 32,000 | – | |
| 3 | LGN Legence Corp | Industrials | 8.2% | $8.5m | 150,000 | – | |
| 4 | FIX Comfort Systems USA Inc | Industrials | 8.1% | $8.4m | 6,100 | – | |
| 5 | ONTO Onto Innovation Inc | Technology | 7.1% | $7.4m | 36,000 | – | |
| 6 | VRT Vertiv Holdings Co | Industrials | 5.8% | $6.0m | 24,000 | – | |
| 7 | BL Blackline Inc | Technology | 5.5% | $5.7m | 153,143 | – | |
| 8 | AAOI Applied Optoelectronics Inc | Technology | 4.8% | $5.0m | 59,301 | – | |
| 9 | CGNT Cognyte Software Ltd | Technology | 4.3% | $4.4m | 549,032 | – | |
| 10 | SIMO Silicon Motion Technology Corp | Technology | 4.2% | $4.4m | 39,000 | – | |
| 11 | TER Teradyne Inc | Technology | 4.0% | $4.2m | 14,000 | – | |
| 12 | CAMT Camtek Ltd | Technology | 3.4% | $3.6m | 23,500 | – | |
| 13 | TTMI TTM Technologies Inc | Technology | 3.2% | $3.3m | 34,000 | – | |
| 14 | NFLX Netflix Inc | Communication Services | 3.1% | $3.2m | 33,000 | – | |
| 15 | COHR Coherent Corp | Technology | 3.0% | $3.1m | 13,000 | – | |
| 16 | SMTC Semtech Corp | Technology | 3.0% | $3.1m | 40,000 | – | |
| 17 | HWM Howmet Aerospace Inc | Industrials | 2.9% | $3.0m | 13,000 | – | |
| 18 | BE Bloom Energy Corp | Industrials | 2.0% | $2.0m | 15,000 | – | |
| 19 | AVPT Avepoint Inc | Technology | 1.7% | $1.8m | 190,000 | – | |
| 20 | POWI Power Integrations Inc | Technology | 1.7% | $1.8m | 35,000 | – | |
| 21 | BRZE Braze Inc | Technology | 0.7% | $708.3k | 30,000 | – | |
| 22 | CCC CCC Intelligent Solutions Holdings Inc | Technology | 0.6% | $660.0k | 110,000 | – | |
| 23 | VERX Vertex Inc | Technology | 0.6% | $654.0k | 55,000 | – | |
| 24 | WEAV Weave Communications Inc | Healthcare | 0.5% | $481.3k | 104,188 | – | |
| 25 | OSPN OneSpan Inc | Technology | 0.3% | $333.2k | 31,641 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.