As of 03/31/2026, Scalar Gauge Management LLC reported a 13F portfolio value of $103.69M, down from $151.56M for the prior reporting period. The largest reported positions included Fabrinet, Celestica Inc, Legence, Comfort Systems USA Inc, and Onto Innovation Inc.
The table below shows the Scalar Gauge Management LLC top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Scalar Gauge Management LLC latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $103.69 million
- Prior reported value: $151.56 million
- Largest reported holding: Fabrinet
- Other top holdings: Celestica Inc, Legence, Comfort Systems USA Inc, Onto Innovation Inc
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 Fabrinet |
25,000 | +6,500 | $13,038 |
| FN | 25,000 | +6,500 | $13,038 |
| Celestica Inc |
32,000 | -4,100 | $9,013 |
| CLS | 32,000 | -4,000 | $9,013 |
| Legence Corp |
150,000 | +150,000 | $8,469 |
| LGN | 150,000 | +150,000 | $8,469 |
| Comfort Systems USA Inc |
6,100 | +6,100 | $8,412 |
| FIX | 6,100 | +6,100 | $8,412 |
| Onto Innovation Inc |
36,000 | +36,000 | $7,383 |
| ONTO | 36,000 | +36,000 | $7,383 |
| Vertiv Holdings Co |
24,000 | +24,000 | $6,014 |
| VRT | 24,000 | +24,000 | $6,014 |
| Blackline Inc |
153,143 | -374,853 | $5,666 |
| BL | 153,143 | -374,646 | $5,666 |
| Applied Optoelectronics Inc |
59,301 | -77,699 | $5,016 |
| AAOI | 59,301 | -77,699 | $5,016 |
| Cognyte Software Ltd |
549,032 | -355,067 | $4,447 |
| CGNT | 549,032 | -355,067 | $4,447 |
| Silicon Motion Technology Corp |
39,000 | +39,000 | $4,379 |
| SIMO | 39,000 | +39,000 | $4,379 |
| Teradyne Inc |
14,000 | +14,000 | $4,150 |
| TER | 14,000 | +14,000 | $4,150 |
| Camtek Ltd |
23,500 | +23,500 | $3,563 |
| CAMT | 23,500 | +23,500 | $3,563 |
| TTM Technologies Inc |
34,000 | -10,000 | $3,312 |
| TTMI | 34,000 | -10,000 | $3,312 |
| Netflix Inc |
33,000 | -15,000 | $3,173 |
| NFLX | 33,000 | -15,000 | $3,173 |
| Coherent Corp |
13,000 | +13,000 | $3,097 |
| COHR | 13,000 | +13,000 | $3,097 |
| Semtech Corp |
40,000 | +40,000 | $3,076 |
| SMTC | 40,000 | +40,000 | $3,076 |
| Howmet Aerospace Inc |
13,000 | +13,000 | $2,996 |
| HWM | 13,000 | +13,000 | $2,996 |
| Bloom Energy Corp |
15,000 | +15,000 | $2,032 |
| BE | 15,000 | +15,000 | $2,032 |
| Avepoint Inc |
190,000 | +190,000 | $1,807 |
| AVPT | 190,000 | +190,000 | $1,807 |
| Power Integrations Inc |
35,000 | +35,000 | $1,792 |
| POWI | 35,000 | +35,000 | $1,792 |
 Braze Inc |
$727 | ||
| BRZE | 30,000 | -94,000 | $708 |
| Call | 100 | +100 | $19 |
| CCC Intelligent Solutions Holdings Inc |
110,000 | +110,000 | $660 |
| CCC | 110,000 | +110,000 | $660 |
| Vertex Inc |
55,000 | +55,000 | $654 |
| VERX | 55,000 | +55,000 | $654 |
| Weave Communications Inc |
104,188 | -80,000 | $481 |
| WEAV | 104,188 | -80,000 | $481 |
|
Size ($ in 1000's)
At 03/31/2026: $103,690 At 12/31/2025: $151,562 Scalar Gauge Management LLC AUM history Scalar Gauge Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Scalar Gauge Management LLC 13F filings. Link to 13F filings: SEC filings |
