SCALAR GAUGE MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CGNT | 549K | $4.45M |
 | AVPT | 190K | $1.81M |
 | BL | 153K | $5.67M |
 | LGN | 150K | $8.47M |
 | WEAV | 104K | $481.35K |
 | AAOI | 59K | $5.02M |
 | VERX | 55K | $653.95K |
 | SMTC | 40K | $3.08M |
 | SIMO | 39K | $4.38M |
 | ONTO | 36K | $7.38M |
 | POWI | 35K | $1.79M |
 | TTMI | 34K | $3.31M |
 | NFLX | 33K | $3.17M |
 | CLS | 32K | $9.01M |
 | OSPN | 32K | $333.18K |
 | BRZE | 30K | $708.30K |
 | FN | 25K | $13.04M |
 | VRT | 24K | $6.01M |
 | CAMT | 24K | $3.56M |
 | BE | 15K | $2.03M |
Cognyte Software Ltd.
CGNT
Shares Held
549K
Value
$4.45M
AvePoint, Inc.
AVPT
Shares Held
190K
Value
$1.81M
BlackLine, Inc.
BL
Shares Held
153K
Value
$5.67M
Legence Corp. Class A Common stock
LGN
Shares Held
150K
Value
$8.47M
Weave Communications, Inc.
WEAV
Shares Held
104K
Value
$481.35K
Applied Optoelectronics, Inc.
AAOI
Shares Held
59K
Value
$5.02M
Vertex, Inc.
VERX
Shares Held
55K
Value
$653.95K
Semtech Corporation
SMTC
Shares Held
40K
Value
$3.08M
Silicon Motion Technology Corporation
SIMO
Shares Held
39K
Value
$4.38M
Onto Innovation Inc.
ONTO
Shares Held
36K
Value
$7.38M
Power Integrations, Inc.
POWI
Shares Held
35K
Value
$1.79M
TTM Technologies, Inc.
TTMI
Shares Held
34K
Value
$3.31M
Netflix, Inc.
NFLX
Shares Held
33K
Value
$3.17M
Celestica Inc.
CLS
Shares Held
32K
Value
$9.01M
OneSpan Inc.
OSPN
Shares Held
32K
Value
$333.18K
Braze, Inc.
BRZE
Shares Held
30K
Value
$708.30K
Fabrinet
FN
Shares Held
25K
Value
$13.04M
Vertiv Holdings Co
VRT
Shares Held
24K
Value
$6.01M
Camtek Ltd.
CAMT
Shares Held
24K
Value
$3.56M
Bloom Energy Corporation
BE
Shares Held
15K
Value
$2.03M