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SCALAR GAUGE MANAGEMENT, LLC

Q1 2026 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    26

  • Value ($000)

    $103,692

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001965542
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

Fabrinet

SHS
G3323L100
$13.04M
13 %

25,000

C
CLS

Celestica Inc

COM
15101Q207
$9.01M
9 %

32,000

---

Legence Corp

CL A
52476L109
$8.47M
8 %

150,000

F
FIX

Comfort Systems USA Inc

COM
199908104
$8.41M
8 %

6,100

O
ONTO

Onto Innovation Inc

COM
683344105
$7.38M
7 %

36,000

V
VRT

Vertiv Holdings Co

COM CL A
92537N108
$6.01M
6 %

24,000

B
BL

Blackline Inc

COM
09239B109
$5.67M
6 %

153,143

A
AAOI

Applied Optoelectronics Inc

COM
03823U102
$5.02M
5 %

59,301

---

Cognyte Software Ltd

ORD SHS
M25133105
$4.45M
4 %

549,032

S
SIMO

Silicon Motion Technology Corp

SPONSORED ADR
82706C108
$4.38M
4 %

39,000

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