Filed: 5/15/2026ACC: 0001965542-26-000007
📋 What this filing means
SCALAR GAUGE MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $103.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$103.69M
Total AUM (reported)
1.82M
Total Shares
Allocation by class
COM$58.56M56.5%
SHS$13.04M12.6%
COM CL A$10.56M10.2%
CL A$9.12M8.8%
ORD SHS$4.45M4.3%
SPONSORED ADR$4.38M4.2%
ORD$3.56M3.4%
Portfolio Concentration
Top 3$30.52M29.4%
4–10$41.32M39.8%
11–25$31.83M30.7%
Rest$19.3K0.0%
Top 3 weight
29.4%
Top 10 weight
69.3%
Voting Authority Distribution
Total shares with voting rights: 1.82M
Sole
Full voting authority
1.82M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
Fabrinet
SOLEShares25K
TypeSH
Market value$13.04M
12.57%
Sole
25K
Shared
0.00
None
0.00
Celestica Inc
SOLEShares32K
TypeSH
Market value$9.01M
8.69%
Sole
32K
Shared
0.00
None
0.00
Legence Corp
SOLEShares150K
TypeSH
Market value$8.47M
8.17%
Sole
150K
Shared
0.00
None
0.00
Comfort Systems USA Inc
SOLEShares6.10K
TypeSH
Market value$8.41M
8.11%
Sole
6.10K
Shared
0.00
None
0.00
Onto Innovation Inc
SOLEShares36K
TypeSH
Market value$7.38M
7.12%
Sole
36K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares24K
TypeSH
Market value$6.01M
5.80%
Sole
24K
Shared
0.00
None
0.00
Blackline Inc
SOLEShares153.14K
TypeSH
Market value$5.67M
5.46%
Sole
153.14K
Shared
0.00
None
0.00
Applied Optoelectronics Inc
SOLEShares59.30K
TypeSH
Market value$5.02M
4.84%
Sole
59.30K
Shared
0.00
None
0.00
Cognyte Software Ltd
SOLEShares549.03K
TypeSH
Market value$4.45M
4.29%
Sole
549.03K
Shared
0.00
None
0.00
Silicon Motion Technology Corp
SOLEShares39K
TypeSH
Market value$4.38M
4.22%
Sole
39K
Shared
0.00
None
0.00
Teradyne Inc
SOLEShares14K
TypeSH
Market value$4.15M
4.00%
Sole
14K
Shared
0.00
None
0.00
Camtek Ltd
SOLEShares23.50K
TypeSH
Market value$3.56M
3.44%
Sole
23.50K
Shared
0.00
None
0.00
TTM Technologies Inc
SOLEShares34K
TypeSH
Market value$3.31M
3.19%
Sole
34K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares33K
TypeSH
Market value$3.17M
3.06%
Sole
33K
Shared
0.00
None
0.00
Coherent Corp
SOLEShares13K
TypeSH
Market value$3.10M
2.99%
Sole
13K
Shared
0.00
None
0.00
Semtech Corp
SOLEShares40K
TypeSH
Market value$3.08M
2.97%
Sole
40K
Shared
0.00
None
0.00
Howmet Aerospace Inc
SOLEShares13K
TypeSH
Market value$3.00M
2.89%
Sole
13K
Shared
0.00
None
0.00
Bloom Energy Corp
SOLEShares15K
TypeSH
Market value$2.03M
1.96%
Sole
15K
Shared
0.00
None
0.00
Avepoint Inc
SOLEShares190K
TypeSH
Market value$1.81M
1.74%
Sole
190K
Shared
0.00
None
0.00
Power Integrations Inc
SOLEShares35K
TypeSH
Market value$1.79M
1.73%
Sole
35K
Shared
0.00
None
0.00
Braze Inc
SOLEShares30K
TypeSH
Market value$708.3K
0.68%
Sole
30K
Shared
0.00
None
0.00
CCC Intelligent Solutions Holdings Inc
SOLEShares110K
TypeSH
Market value$660.0K
0.64%
Sole
110K
Shared
0.00
None
0.00
Vertex Inc
SOLEShares55K
TypeSH
Market value$654.0K
0.63%
Sole
55K
Shared
0.00
None
0.00
Weave Communications Inc
SOLEShares104.19K
TypeSH
Market value$481.3K
0.46%
Sole
104.19K
Shared
0.00
None
0.00
OneSpan Inc
SOLEShares31.64K
TypeSH
Market value$333.2K
0.32%
Sole
31.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FabrinetSOLE | SHS | 25K | SH | $13.04M 12.57% | 25K | 0.00 | 0.00 |
Celestica IncSOLE | COM | 32K | SH | $9.01M 8.69% | 32K | 0.00 | 0.00 |
Legence CorpSOLE | CL A | 150K | SH | $8.47M 8.17% | 150K | 0.00 | 0.00 |
Comfort Systems USA IncSOLE | COM | 6.10K | SH | $8.41M 8.11% | 6.10K | 0.00 | 0.00 |
Onto Innovation IncSOLE | COM | 36K | SH | $7.38M 7.12% | 36K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | COM CL A | 24K | SH | $6.01M 5.80% | 24K | 0.00 | 0.00 |
Blackline IncSOLE | COM | 153.14K | SH | $5.67M 5.46% | 153.14K | 0.00 | 0.00 |
Applied Optoelectronics IncSOLE | COM | 59.30K | SH | $5.02M 4.84% | 59.30K | 0.00 | 0.00 |
Cognyte Software LtdSOLE | ORD SHS | 549.03K | SH | $4.45M 4.29% | 549.03K | 0.00 | 0.00 |
Silicon Motion Technology CorpSOLE | SPONSORED ADR | 39K | SH | $4.38M 4.22% | 39K | 0.00 | 0.00 |
Teradyne IncSOLE | COM | 14K | SH | $4.15M 4.00% | 14K | 0.00 | 0.00 |
Camtek LtdSOLE | ORD | 23.50K | SH | $3.56M 3.44% | 23.50K | 0.00 | 0.00 |
TTM Technologies IncSOLE | COM | 34K | SH | $3.31M 3.19% | 34K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 33K | SH | $3.17M 3.06% | 33K | 0.00 | 0.00 |
Coherent CorpSOLE | COM | 13K | SH | $3.10M 2.99% | 13K | 0.00 | 0.00 |
Semtech CorpSOLE | COM | 40K | SH | $3.08M 2.97% | 40K | 0.00 | 0.00 |
Howmet Aerospace IncSOLE | COM | 13K | SH | $3.00M 2.89% | 13K | 0.00 | 0.00 |
Bloom Energy CorpSOLE | COM CL A | 15K | SH | $2.03M 1.96% | 15K | 0.00 | 0.00 |
Avepoint IncSOLE | COM CL A | 190K | SH | $1.81M 1.74% | 190K | 0.00 | 0.00 |
Power Integrations IncSOLE | COM | 35K | SH | $1.79M 1.73% | 35K | 0.00 | 0.00 |
Braze IncSOLE | COM CL A | 30K | SH | $708.3K 0.68% | 30K | 0.00 | 0.00 |
CCC Intelligent Solutions Holdings IncSOLE | COM | 110K | SH | $660.0K 0.64% | 110K | 0.00 | 0.00 |
Vertex IncSOLE | CL A | 55K | SH | $654.0K 0.63% | 55K | 0.00 | 0.00 |
Weave Communications IncSOLE | COM | 104.19K | SH | $481.3K 0.46% | 104.19K | 0.00 | 0.00 |
OneSpan IncSOLE | COM | 31.64K | SH | $333.2K 0.32% | 31.64K | 0.00 | 0.00 |
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