SCALAR GAUGE MANAGEMENT, LLC
26 holdingsFiling period: 2026-03-31Current AUM: $121.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Fabrinet | 25.0K | $13.0M | $13.0M | 10.74% | +6.5K | 2026-03-31 |
| 2 | CLS | Celestica Inc | 32.0K | $9.0M | $10.6M | 8.73% | -4,000 | 2026-03-31 |
| 3 | LGN | Legence Corp | 150.0K | $8.5M | $9.6M | 7.90% | -- | 2026-03-31 |
| 4 | FIX | Comfort Systems USA Inc | 6.1K | $8.4M | $10.6M | 8.69% | -- | 2026-03-31 |
| 5 | ONTO | Onto Innovation Inc | 36.0K | $7.4M | $9.3M | 7.67% | -- | 2026-03-31 |
| 6 | VRT | Vertiv Holdings Co | 24.0K | $6.0M | $5.8M | 4.77% | -- | 2026-03-31 |
| 7 | BL | Blackline Inc | 153.1K | $5.7M | $4.8M | 3.96% | -374,646 | 2026-03-31 |
| 8 | AAOI | Applied Optoelectronics Inc | 59.3K | $5.0M | $5.6M | 4.61% | -77,699 | 2026-03-31 |
| 9 | — | Cognyte Software Ltd | 549.0K | $4.4M | $4.4M | 3.66% | -355,067 | 2026-03-31 |
| 10 | SIMO | Silicon Motion Technology Corp | 39.0K | $4.4M | $9.9M | 8.14% | -- | 2026-03-31 |
| 11 | TER | Teradyne Inc | 14.0K | $4.2M | $5.1M | 4.24% | -- | 2026-03-31 |
| 12 | — | Camtek Ltd | 23.5K | $3.6M | $3.6M | 2.93% | -- | 2026-03-31 |
| 13 | TTMI | TTM Technologies Inc | 34.0K | $3.3M | $3.9M | 3.23% | -10,000 | 2026-03-31 |
| 14 | NFLX | Netflix Inc | 33.0K | $3.2M | $2.4M | 1.95% | -15,000 | 2026-03-31 |
| 15 | COHR | Coherent Corp | 13.0K | $3.1M | $3.4M | 2.81% | -- | 2026-03-31 |
| 16 | SMTC | Semtech Corp | 40.0K | $3.1M | $4.7M | 3.88% | -- | 2026-03-31 |
| 17 | HWM | Howmet Aerospace Inc | 13.0K | $3.0M | $3.7M | 3.02% | -- | 2026-03-31 |
| 18 | BE | Bloom Energy Corp | 15.0K | $2.0M | $3.1M | 2.54% | -- | 2026-03-31 |
| 19 | AVPT | Avepoint Inc | 190.0K | $1.8M | $2.5M | 2.04% | -- | 2026-03-31 |
| 20 | POWI | Power Integrations Inc | 35.0K | $1.8M | $2.1M | 1.75% | -- | 2026-03-31 |
| 21 | BRZE | Braze Inc | 30.0K | $708K | $747K | 0.62% | -94,000 | 2026-03-31 |
| 22 | CCC | CCC Intelligent Solutions Holdings Inc | 110.0K | $660K | $670K | 0.55% | -- | 2026-03-31 |
| 23 | VERX | Vertex Inc | 55.0K | $653K | $709K | 0.58% | -- | 2026-03-31 |
| 24 | WEAV | Weave Communications Inc | 104.2K | $481K | $681K | 0.56% | -80,000 | 2026-03-31 |
| 25 | OSPN | OneSpan Inc | 31.6K | $333K | $490K | 0.40% | -10,000 | 2026-03-31 |
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