SCALAR GAUGE MANAGEMENT, LLC
CIK 1965542 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- FN12.58%
- CLS8.69%
- LGN8.17%
- FIX8.11%
- ONTO7.12%
- VRT5.80%
- BL5.47%
- AAOI4.84%
- CGNT4.29%
- SIMO4.22%
Share classes counted separately69.29%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BLWeight decreased · -13.88 pp19.35% → 5.47%Shares -374.65K (-70.98%)
- FNWeight increased · +6.99 pp5.59% → 12.58%Shares +6.50K (+35.14%)
- BRZEWeight decreased · -2.14 pp2.82% → 0.68%Shares -94.00K (-75.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FNFABRINETSHS View history and evidence | $13.04M | 12.58% | 25.00K shares | 5.59% → 12.58%+6.99 pp +6.50K (+35.14%) | Added | ↗▾ |
| 02 | CLSCELESTICA INC View history and evidence | $9.01M | 8.69% | 32.00K shares | 7.06% → 8.69%+1.63 pp -4.00K (-11.11%) | Reduced | ↗▾ |
| 03 | LGNLEGENCE CORP-CL ACL A View history and evidence | $8.47M | 8.17% | 150.00K shares | Prior unavailable +150.00K | New | ↗▾ |
| 04 | FIXCOMFORT SYSTEMS USA INC View history and evidence | $8.41M | 8.11% | 6.10K shares | Prior unavailable +6.10K | New | ↗▾ |
| 05 | ONTOONTO INNOVATION INC View history and evidence | $7.38M | 7.12% | 36.00K shares | Prior unavailable +36.00K | New | ↗▾ |
| 06 | VRTVERTIV HOLDINGS CO-ACOM CL A View history and evidence | $6.01M | 5.80% | 24.00K shares | Prior unavailable +24.00K | New | ↗▾ |
| 07 | BLBLACKLINE INC View history and evidence | $5.67M | 5.47% | 153.14K shares | 19.35% → 5.47%-13.88 pp -374.65K (-70.98%) | Reduced | ↗▾ |
| 08 | AAOIAPPLIED OPTOELECTRONICS INC View history and evidence | $5.02M | 4.84% | 59.30K shares | 3.17% → 4.84%+1.67 pp -77.70K (-56.71%) | Reduced | ↗▾ |
| 09 | CGNTCOGNYTE SOFTWARE LTDORD SHS View history and evidence | $4.45M | 4.29% | 549.03K shares | 5.64% → 4.29%-1.35 pp -355.07K (-39.27%) | Reduced | ↗▾ |
| 10 | SIMOSILICON MOTION TECHNOL-ADRSPONSORED ADR View history and evidence | $4.38M | 4.22% | 39.00K shares | Prior unavailable +39.00K | New | ↗▾ |
Options overlay 1
$19.25K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
BRZEBRAZE INC-ACALL View history and evidence | Call | 100 | $19.25K | +100 | ▾ |
1 / 1 options · preview only
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SITM SITIME CORP | Non-derivative | -43,000 | -$15.19M | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Non-derivative | -22,500 | -$7.79M | SEC filing ↗ | SEC filing ↗ |
| SNOW SNOWFLAKE INC | Non-derivative | -32,000 | -$7.02M | SEC filing ↗ | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965542 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 103691709
}Take these holdings further.
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