Scalar Gauge Management, LLC Top Holdings and 13F Report (2026) About Scalar Gauge Management, LLCInvestment ActivityScalar Gauge Management, LLC has $103.69 million in total holdings as of March 31, 2026.Scalar Gauge Management, LLC owns shares of 26 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 59.69% of the portfolio was purchased this quarter.About 102.10% of the portfolio was sold this quarter.This quarter, Scalar Gauge Management, LLC has purchased 32 new stocks and bought additional shares in 1 stock.Scalar Gauge Management, LLC sold shares of 9 stocks and completely divested from 22 stocks this quarter.Largest Holdings Fabrinet $13,038,000Celestica Inc $9,013,304Legence Corp $8,469,000Comfort Systems USA $8,411,839Onto Innovation $7,382,520 Largest New Holdings this Quarter 52476L109 - Legence Corp $8,469,000 Holding199908104 - Comfort Systems USA $8,411,839 Holding683344105 - Onto Innovation $7,382,520 Holding92537N108 - Vertiv $6,013,920 Holding82706C108 - Silicon Motion Technology $4,379,310 Holding Largest Purchases this Quarter Legence Corp 150,000 shares (about $8.47M)Comfort Systems USA 6,100 shares (about $8.41M)Onto Innovation 36,000 shares (about $7.38M)Vertiv 24,000 shares (about $6.01M)Silicon Motion Technology 39,000 shares (about $4.38M) Largest Sales this Quarter BlackLine 374,646 shares (about $13.86M)Applied Optoelectronics 77,699 shares (about $6.57M)Cognyte Software 355,067 shares (about $2.88M)Braze 94,000 shares (about $2.22M)Netflix 15,000 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScalar Gauge Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNFabrinet$13,038,000$3,389,880 â–²35.1%25,00012.6%Computer and TechnologyCelestica Inc$9,013,304$1,126,663 â–¼-11.1%32,0008.7%COMLegence Corp$8,469,000$8,469,000 â–²New Holding150,0008.2%CL AFIXComfort Systems USA$8,411,839$8,411,839 â–²New Holding6,1008.1%ConstructionONTOOnto Innovation$7,382,520$7,382,520 â–²New Holding36,0007.1%Computer and TechnologyVRTVertiv$6,013,920$6,013,920 â–²New Holding24,0005.8%Computer and TechnologyBLBlackLine$5,666,291$13,861,902 â–¼-71.0%153,1435.5%Computer and TechnologyAAOIApplied Optoelectronics$5,016,272$6,572,559 â–¼-56.7%59,3014.8%Computer and TechnologyCGNTCognyte Software$4,447,159$2,876,043 â–¼-39.3%549,0324.3%Computer and TechnologySIMOSilicon Motion Technology$4,379,310$4,379,310 â–²New Holding39,0004.2%Computer and TechnologyTERTeradyne$4,150,440$4,150,440 â–²New Holding14,0004.0%Computer and TechnologyCAMTCamtek$3,562,835$3,562,835 â–²New Holding23,5003.4%Computer and TechnologyTTMITTM Technologies$3,312,280$974,200 â–¼-22.7%34,0003.2%Computer and TechnologyNFLXNetflix$3,172,950$1,442,250 â–¼-31.3%33,0003.1%Consumer DiscretionaryCOHRCoherent$3,096,730$3,096,730 â–²New Holding13,0003.0%Business ServicesSMTCSemtech$3,075,600$3,075,600 â–²New Holding40,0003.0%Computer and TechnologyHWMHowmet Aerospace$2,995,980$2,995,980 â–²New Holding13,0002.9%AerospaceBEBloom Energy$2,032,350$2,032,350 â–²New Holding15,0002.0%EnergyAVPTAvePoint$1,806,900$1,806,900 â–²New Holding190,0001.7%Computer and TechnologyPOWIPower Integrations$1,792,000$1,792,000 â–²New Holding35,0001.7%Computer and TechnologyBRZEBraze$708,300$2,219,340 â–¼-75.8%30,0000.7%Computer and TechnologyCCCSCCC Intelligent Solutions$660,000$660,000 â–²New Holding110,0000.6%Computer and TechnologyVERXVertex$653,950$653,950 â–²New Holding55,0000.6%Computer and TechnologyWEAVWeave Communications$481,349$369,600 â–¼-43.4%104,1880.5%Computer and TechnologyOSPNOnespan$333,180$105,300 â–¼-24.0%31,6410.3%Computer and TechnologyBraze Inc$19,250$19,250 â–²New Holding1000.0%CALLSITMSiTime$0$15,187,170 â–¼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$7,787,250 â–¼-100.0%00.0%Computer and TechnologySNOWSnowflake$0$7,019,520 â–¼-100.0%00.0%Computer and TechnologyAXONAxon Enterprise$0$5,963,265 â–¼-100.0%00.0%AerospaceArista Networks Inc$0$5,896,350 â–¼-100.0%00.0%COM SHSZSZscaler$0$5,623,000 â–¼-100.0%00.0%Computer and TechnologyAAONAAON$0$3,888,750 â–¼-100.0%00.0%ConstructionMUMicron Technology$0$3,710,330 â–¼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$3,314,220 â–¼-100.0%00.0%Computer and TechnologyCRDOCredo Technology Group$0$2,877,800 â–¼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$2,640,360 â–¼-100.0%00.0%Computer and TechnologyMaxLinear Inc$0$2,527,350 â–¼-100.0%00.0%COMNRGNRG Energy$0$2,388,600 â–¼-100.0%00.0%UtilitiesCTASCintas$0$1,880,700 â–¼-100.0%00.0%Business ServicesWIXWix.com$0$1,454,460 â–¼-100.0%00.0%Computer and TechnologyOnestream Inc$0$1,378,500 â–¼-100.0%00.0%CL ACWANClearwater Analytics$0$1,326,600 â–¼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$692,460 â–¼-100.0%00.0%Retail/WholesaleJamf Holding Corp$0$347,500 â–¼-100.0%00.0%CALLCelestica Inc$0$264,000 â–¼-100.0%00.0%CALLBlackline Inc$0$87,975 â–¼-100.0%00.0%CALLMarvell Technology Group Ltd$0$64,500 â–¼-100.0%00.0%CALLShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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