Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCALAR GAUGE MANAGEMENT, LLC (CIK 1965542) reported $103.7M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FN ($13.0M, 12.57%), CLS ($9.0M, 8.69%), ($8.5M, 8.17%), FIX ($8.4M, 8.11%), ONTO ($7.4M, 7.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FN | Fabrinet | $13.0M | 12.57% | 25,000 | Added |
| 2 | CLS | Celestica Inc | $9.0M | 8.69% | 32,000 | Trimmed |
| 3 | Legence Corp | $8.5M | 8.17% | 150,000 | New | |
| 4 | FIX | Comfort Systems USA Inc | $8.4M | 8.11% | 6,100 | New |
| 5 | ONTO | Onto Innovation Inc | $7.4M | 7.12% | 36,000 | New |
| 6 | VRT | Vertiv Holdings Co | $6.0M | 5.80% | 24,000 | New |
| 7 | BL | Blackline Inc | $5.7M | 5.46% | 153,143 | Trimmed |
| 8 | AAOI | Applied Optoelectronics Inc | $5.0M | 4.84% | 59,301 | Trimmed |
| 9 | CGNT | Cognyte Software Ltd | $4.4M | 4.29% | 549,032 | Trimmed |
| 10 | SIMO | Silicon Motion Technology Corp | $4.4M | 4.22% | 39,000 | New |
| 11 | TER | Teradyne Inc | $4.2M | 4.00% | 14,000 | New |
| 12 | CAMT | Camtek Ltd | $3.6M | 3.44% | 23,500 | New |
| 13 | TTMI | TTM Technologies Inc | $3.3M | 3.19% | 34,000 | Trimmed |
| 14 | NFLX | Netflix Inc | $3.2M | 3.06% | 33,000 | Trimmed |
| 15 | COHR | Coherent Corp | $3.1M | 2.99% | 13,000 | New |
| 16 | SMTC | Semtech Corp | $3.1M | 2.97% | 40,000 | New |
| 17 | HWM | Howmet Aerospace Inc | $3.0M | 2.89% | 13,000 | New |
| 18 | BE | Bloom Energy Corp | $2.0M | 1.96% | 15,000 | New |
| 19 | AVPT | Avepoint Inc | $1.8M | 1.74% | 190,000 | New |
| 20 | POWI | Power Integrations Inc | $1.8M | 1.73% | 35,000 | New |
| 21 | BRZE | Braze Inc | $708,300 | 0.68% | 30,000 | Trimmed |
| 22 | CCCS | CCC Intelligent Solutions Holdings Inc | $660,000 | 0.64% | 110,000 | New |
| 23 | VERX | Vertex Inc | $653,950 | 0.63% | 55,000 | New |
| 24 | WEAV | Weave Communications Inc | $481,349 | 0.46% | 104,188 | Trimmed |
| 25 | OSPN | OneSpan Inc | $333,180 | 0.32% | 31,641 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31