§ 13F · FUND PROFILE
SCALAR GAUGE MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $197M (13F)Positions · 32Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FN | Fabrinet | 25K | $13M | 12.6% | +35% |
| 2 | CLS | Celestica Inc | 32K | $9M | 8.7% | −11% |
| 3 | LGN | Legence Corp | 150K | $8M | 8.2% | NEW |
| 4 | FIX | Comfort Systems USA Inc | 6K | $8M | 8.1% | NEW |
| 5 | ONTO | Onto Innovation Inc | 36K | $7M | 7.1% | NEW |
| 6 | VRT | Vertiv Holdings Co | 24K | $6M | 5.8% | NEW |
| 7 | BL | Blackline Inc | 153K | $6M | 5.5% | −71% |
| 8 | AAOI | Applied Optoelectronics Inc | 59K | $5M | 4.8% | −57% |
| 9 | CGNT | Cognyte Software Ltd | 549K | $4M | 4.3% | −39% |
| 10 | SIMO | Silicon Motion Technology Corp | 39K | $4M | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCALAR SIGNAL
AC read
SCALAR GAUGE MANAGEMENT, LLC is a Other fund managing $197 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed