Scalar Gauge Management, LLC
Net buyer this quarter
$182M
25
+$29.8M
66.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FN | $19.1M | 10.53% | 0.09% | +36.0% | Q1 2024 |
 CLS | $16.8M | 9.24% | 0.04% | +43.8% | Q2 2025 |
 FIX | $14.1M | 7.75% | 0.02% | +16.4% | Q3 2025 |
 ONTO | $13.6M | 7.50% | 0.07% | Not reported | Q1 2026 |
 SITM | $11.9M | 6.57% | 0.06% | Not reported | Q3 2025 |
 DIOD | $10.2M | 5.61% | 0.20% | New | Q2 2026 |
 TTMI | $9.91M | 5.46% | 0.05% | +55.9% | Q3 2025 |
 AEIS | $9.69M | 5.34% | 0.07% | New | Q2 2026 |
 SIMO | $8M | 4.41% | 0.02% | -38.5% | Q1 2026 |
 MTZ | $7.91M | 4.35% | 0.02% | New | Q2 2026 |
 WDC | $7.66M | 4.22% | 0.00% | New | Q2 2026 |
 VRT | $7.37M | 4.06% | 0.01% | -8.3% | Q1 2026 |
 Q | $5.39M | 2.97% | 0.02% | New | Q2 2026 |
 FORM | $5.28M | 2.91% | 0.04% | New | Q2 2026 |
 AVPT | $5.27M | 2.90% | 0.22% | +147.4% | Q4 2024 |
 MU | $4.62M | 2.54% | 0.00% | Not reported | Q4 2025 |
 LGN | $4.35M | 2.39% | Not reported | -66.0% | Q1 2026 |
 VSH | $4.09M | 2.25% | 0.06% | New | Q2 2026 |
 AXTI | $3.6M | 1.98% | 0.08% | New | Q2 2026 |
 HWM | $3.5M | 1.93% | 0.00% | Not reported | Q3 2025 |
 SHLS | $2.48M | 1.36% | Not reported | New | Q2 2026 |
 CGNT | $2.05M | 1.13% | 0.32% | -57.5% | Q1 2024 |
 BLZE | $1.19M | 0.66% | 0.13% | Not reported | Q1 2024 |
 OSPN | $1.1M | 0.61% | 0.21% | +142.2% | Q1 2025 |
 CCC | $774K | 0.43% | 0.03% | +36.4% | Q1 2026 |
| Q1 2026 | |||||
| FN | $13M | 12.57% | 0.07% | +35.1% | Q1 2024 |
| CLS | $9.01M | 8.69% | 0.03% | -11.1% | Q2 2025 |
| LGN | $8.47M | 8.17% | Not reported | New | Q1 2026 |
| FIX | $8.41M | 8.11% | 0.02% | Not reported | Q3 2025 |
| ONTO | $7.38M | 7.12% | 0.07% | New | Q1 2026 |
| VRT | $6.01M | 5.80% | 0.01% | New | Q1 2026 |
 BL | $5.67M | 5.46% | 0.26% | -71.0% | Q3 2024 |
 AAOI | $5.02M | 4.84% | 0.08% | -56.7% | Q4 2025 |
| CGNT | $4.45M | 4.29% | 0.75% | -39.3% | Q1 2024 |
| SIMO | $4.38M | 4.22% | 0.03% | New | Q1 2026 |
 TER | $4.15M | 4.00% | 0.01% | New | Q1 2026 |
 CAMT | $3.56M | 3.44% | 0.05% | New | Q1 2026 |
| TTMI | $3.31M | 3.19% | 0.03% | -22.7% | Q3 2025 |
 NFLX | $3.17M | 3.06% | 0.00% | -31.3% | Q3 2025 |
 COHR | $3.1M | 2.99% | 0.01% | New | Q1 2026 |
 SMTC | $3.08M | 2.97% | 0.04% | New | Q1 2026 |
| HWM | $3M | 2.89% | 0.00% | Not reported | Q3 2025 |
 BE | $2.03M | 1.96% | 0.01% | New | Q1 2026 |
| AVPT | $1.81M | 1.74% | 0.09% | Not reported | Q4 2024 |
 POWI | $1.79M | 1.73% | 0.06% | New | Q1 2026 |
 BRZE | $708K | 0.68% | 0.03% | -75.8% | Q4 2025 |
| CCC | $660K | 0.64% | 0.02% | New | Q1 2026 |
 VERX | $654K | 0.63% | 0.21% | Not reported | Q4 2024 |
 WEAV | $481K | 0.46% | 0.13% | -43.4% | Q3 2025 |
| OSPN | $333K | 0.32% | 0.09% | -24.0% | Q1 2025 |
| Q4 2025 | |||||
| BL | $29.2M | 19.25% | 0.88% | -14.3% | Q3 2024 |
| SITM | $15.2M | 10.02% | 0.16% | +59.3% | Q3 2025 |
| CLS | $10.6M | 7.02% | 0.03% | -12.2% | Q2 2025 |
| CGNT | $8.5M | 5.61% | 1.25% | +14.6% | Q1 2024 |
| FN | $8.42M | 5.56% | 0.05% | -47.1% | Q1 2024 |
 AVGO | $7.79M | 5.14% | 0.00% | -46.4% | Q2 2025 |
 SNOW | $7.02M | 4.63% | 0.01% | -13.5% | Q2 2025 |
 AXON | $5.96M | 3.93% | 0.01% | -32.3% | Q3 2024 |
 ANET | $5.9M | 3.89% | 0.00% | New | Q4 2025 |
 ZS | $5.62M | 3.71% | 0.02% | New | Q4 2025 |
| AAOI | $4.78M | 3.15% | 0.18% | New | Q4 2025 |
| NFLX | $4.5M | 2.97% | 0.00% | +20.0% | Q3 2025 |
| BRZE | $4.25M | 2.81% | 0.58% | New | Q4 2025 |
 AAON | $3.89M | 2.57% | 0.06% | New | Q4 2025 |
| MU | $3.71M | 2.45% | 0.00% | New | Q4 2025 |
 MRVL | $3.31M | 2.19% | 0.00% | Not reported | Q1 2024 |
| TTMI | $3.04M | 2.00% | 0.04% | -63.0% | Q3 2025 |
 CRDO | $2.88M | 1.90% | 0.01% | New | Q4 2025 |
 META | $2.64M | 1.74% | Not reported | -50.0% | Q2 2025 |
 MXL | $2.53M | 1.67% | 0.17% | New | Q4 2025 |
 NRG | $2.39M | 1.58% | 0.01% | -16.7% | Q3 2024 |
 CTAS | $1.88M | 1.24% | 0.00% | -67.7% | Q1 2024 |
 WIX | $1.45M | 0.96% | 0.03% | New | Q4 2025 |
| WEAV | $1.4M | 0.92% | 0.24% | +5.7% | Q3 2025 |
| CWAN | $1.33M | 0.88% | Not reported | Not reported | Q1 2024 |
 AMZN | $692K | 0.46% | 0.00% | New | Q4 2025 |
| OSPN | $535K | 0.35% | 0.11% | -80.6% | Q1 2025 |
| Q3 2025 | |||||
| BL | $32.7M | 16.64% | 1.03% | +8.3% | Q3 2024 |
| AVGO | $13.9M | 7.05% | 0.00% | +23.5% | Q2 2025 |
| FIX | $13.2M | 6.72% | 0.05% | New | Q3 2025 |
| FN | $12.8M | 6.49% | 0.10% | Not reported | Q1 2024 |
| AXON | $11.1M | 5.66% | 0.02% | +82.4% | Q3 2024 |
| CLS | $10.1M | 5.14% | 0.04% | -51.2% | Q2 2025 |
 PD | $8.86M | 4.51% | 0.58% | -45.1% | Q4 2024 |
| SNOW | $8.35M | 4.25% | 0.01% | +105.6% | Q2 2025 |
| SITM | $8.14M | 4.14% | 0.10% | New | Q3 2025 |
 AZO | $7.29M | 3.71% | 0.01% | Not reported | Q2 2025 |
| TTMI | $6.85M | 3.49% | 0.12% | New | Q3 2025 |
 EME | $6.82M | 3.47% | 0.02% | Not reported | Q1 2024 |
| CGNT | $6.63M | 3.37% | 1.10% | +44.8% | Q1 2024 |
| CTAS | $6.36M | 3.24% | 0.01% | +210.0% | Q1 2024 |
| META | $5.88M | 2.99% | Not reported | Not reported | Q2 2025 |
 GWRE | $5.29M | 2.69% | 0.03% | Not reported | Q4 2024 |
| NFLX | $4.8M | 2.44% | 0.00% | New | Q3 2025 |
 SMWB | $4.11M | 2.09% | 0.53% | -60.4% | Q1 2024 |
 NABL | $3.9M | 1.99% | 0.27% | +12.3% | Q3 2024 |
| OSPN | $3.42M | 1.74% | 0.57% | +26.5% | Q1 2025 |
| NRG | $2.92M | 1.48% | 0.01% | Not reported | Q3 2024 |
 FROG | $2.75M | 1.40% | 0.05% | New | Q3 2025 |
| HWM | $2.55M | 1.30% | 0.00% | New | Q3 2025 |
 CSCO | $2.05M | 1.04% | 0.00% | New | Q3 2025 |
 CLBT | $1.71M | 0.87% | 0.04% | -30.3% | Q1 2024 |
| PRO | $1.37M | 0.70% | 0.12% | New | Q3 2025 |
| WEAV | $1.16M | 0.59% | 0.22% | New | Q3 2025 |
 MPAA | $877K | 0.45% | 0.27% | New | Q3 2025 |
 FFIV | $323K | 0.16% | 0.00% | New | Q3 2025 |