Holdings of SCALAR GAUGE MANAGEMENT, LLC
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 76 % of the equity sleeve
Sector breakdown
- Industrials 26.4 %
- Technology 9.8 %
- Communication 4.3 %
- Unattributed 59.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.1 %
- KY 5.9 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 20 | 69.2M $ | 94.05 % |
| 2 | KY | 1 | 4.4M $ | 5.95 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Legence Corp | 150,000 | 8.5M $ | |
| 2 | Comfort Systems USA Inc | 6,100 | 8.4M $ | |
| 3 | Onto Innovation Inc | 36,000 | 7.4M $ | |
| 4 | Vertiv Holdings Co | 24,000 | 6M $ | |
| 5 | BlackLine Inc | 153,143 | 5.7M $ | |
| 6 | Applied Optoelectronics Inc | 59,301 | 5M $ | |
| 7 | Silicon Motion Technology Corp | 39,000 | 4.4M $ | |
| 8 | Teradyne Inc | 14,000 | 4.2M $ | |
| 9 | TTM Technologies Inc | 34,000 | 3.3M $ | |
| 10 | Netflix Inc | 33,000 | 3.2M $ | |
| 11 | Coherent Corp | 13,000 | 3.1M $ | |
| 12 | Semtech Corp | 40,000 | 3.1M $ | |
| 13 | Howmet Aerospace Inc | 13,000 | 3M $ | |
| 14 | Bloom Energy Corp | 15,000 | 2M $ | |
| 15 | AvePoint Inc | 190,000 | 1.8M $ | |
| 16 | Power Integrations Inc | 35,000 | 1.8M $ | |
| 17 | Braze Inc | 30,000 | 708.3K $ | |
| 18 | CCC Intelligent Solutions Holdings Inc | 110,000 | 660K $ | |
| 19 | Vertex Inc | 55,000 | 654K $ | |
| 20 | Weave Communications Inc | 104,188 | 481.3K $ | |
| 21 | OneSpan Inc | 31,641 | 333.2K $ |