Scalar Gauge Management as of March 31, 2026
Portfolio Holdings for Scalar Gauge Management
Scalar Gauge Management holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 12.6 | $13M | 25k | 521.52 | |
| Celestica (CLS) | 8.7 | $9.0M | 32k | 281.67 | |
| Legence Corp Cl A (LGN) | 8.2 | $8.5M | 150k | 56.46 | |
| Comfort Systems USA (FIX) | 8.1 | $8.4M | 6.1k | 1378.99 | |
| Onto Innovation (ONTO) | 7.1 | $7.4M | 36k | 205.07 | |
| Vertiv Holdings Com Cl A (VRT) | 5.8 | $6.0M | 24k | 250.58 | |
| Blackline (BL) | 5.5 | $5.7M | 153k | 37.00 | |
| Applied Optoelectronics (AAOI) | 4.8 | $5.0M | 59k | 84.59 | |
| Cognyte Software Ord Shs (CGNT) | 4.3 | $4.4M | 549k | 8.10 | |
| Silicon Motion Technology Corp Sponsored Adr (SIMO) | 4.2 | $4.4M | 39k | 112.29 | |
| Teradyne (TER) | 4.0 | $4.2M | 14k | 296.46 | |
| Camtek Ord (CAMT) | 3.4 | $3.6M | 24k | 151.61 | |
| TTM Technologies (TTMI) | 3.2 | $3.3M | 34k | 97.42 | |
| Netflix (NFLX) | 3.1 | $3.2M | 33k | 96.15 | |
| Coherent Corp (COHR) | 3.0 | $3.1M | 13k | 238.21 | |
| Semtech Corporation (SMTC) | 3.0 | $3.1M | 40k | 76.89 | |
| Howmet Aerospace (HWM) | 2.9 | $3.0M | 13k | 230.46 | |
| Bloom Energy Corp Com Cl A (BE) | 2.0 | $2.0M | 15k | 135.49 | |
| Avepoint Com Cl A (AVPT) | 1.7 | $1.8M | 190k | 9.51 | |
| Power Integrations (POWI) | 1.7 | $1.8M | 35k | 51.20 | |
| Braze Com Cl A (BRZE) | 0.7 | $708k | 30k | 23.61 | |
| Ccc Intelligent Solutions Holdings (CCC) | 0.6 | $660k | 110k | 6.00 | |
| Vertex Cl A (VERX) | 0.6 | $654k | 55k | 11.89 | |
| Weave Communications (WEAV) | 0.5 | $481k | 104k | 4.62 | |
| Onespan (OSPN) | 0.3 | $333k | 32k | 10.53 | |
| Braze Call Call Option | 0.0 | $19k | 100.00 | 192.50 |
