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SCALAR GAUGE MANAGEMENT, LLC

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13F filer, CIK 1965542, DALLAS, TX

SCALAR GAUGE MANAGEMENT, LLC reported $103,691,709 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 69.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965542-26-000007

Period
2026-03-31
Reported value
$104M
Holdings
26
Top 10 weight
69.29%
New
16
Sold out
22

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LGNnew+150,000$8.47M
FIXnew+6,100$8.41M
ONTOnew+36,000$7.38M
VRTnew+24,000$6.01M
SIMOnew+39,000$4.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SITMexited-43,000-$15.2M
BLreduced-374,646-$13.9M
AVGOexited-22,500-$7.79M
SNOWexited-32,000-$7.02M
AAOIreduced-77,699-$6.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001965542-26-000007, largest first. % of portfolio is the value over $103,672,459, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 18,500 shares; 2026Q1: 25,000 shares 25,000$13M12.58%+6,500Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,000 shares; 2025Q3: 41,000 shares; 2025Q4: 36,000 shares; 2026Q1: 32,000 shares 32,000$9.01M8.69%-4,000Timeline
LGNLEGENCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,000 shares 150,000$8.47M8.17%newTimeline
FIXCOMFORT SYS USA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100$8.41M8.11%newTimeline
ONTOONTO INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,000 shares 36,000$7.38M7.12%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,000 shares 24,000$6.01M5.8%newTimeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 352,841 shares; 2025Q1: 567,854 shares; 2025Q2: 568,804 shares; 2025Q3: 615,804 shares; 2025Q4: 527,789 shares; 2026Q1: 153,143 shares 153,143$5.67M5.47%-374,646Timeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,000 shares; 2026Q1: 59,301 shares 59,301$5.02M4.84%-77,699Timeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,032 shares; 2024Q4: 450,032 shares; 2025Q1: 460,032 shares; 2025Q2: 545,032 shares; 2025Q3: 789,099 shares; 2025Q4: 904,099 shares; 2026Q1: 549,032 shares 549,032$4.45M4.29%-355,067Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,000 shares 39,000$4.38M4.22%newTimeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,000 shares 14,000$4.15M4%newTimeline
CAMTCAMTEK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,500 shares 23,500$3.56M3.44%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,000 shares; 2025Q4: 44,000 shares; 2026Q1: 34,000 shares 34,000$3.31M3.19%-10,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 48,000 shares; 2026Q1: 33,000 shares 33,000$3.17M3.06%-15,000Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares 13,000$3.1M2.99%newTimeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000$3.08M2.97%newTimeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: not reported; 2026Q1: 13,000 shares 13,000$3M2.89%newTimeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000$2.03M1.96%newTimeline
AVPTAVEPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604,776 shares; 2025Q1: 300,784 shares; 2025Q2: 215,384 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190,000 shares 190,000$1.81M1.74%newTimeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000$1.79M1.73%newTimeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,000 shares; 2026Q1: 30,000 shares 30,000$708K0.68%-94,000Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,000 shares 110,000$660K0.64%newTimeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,970 shares; 2025Q1: 182,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares 55,000$654K0.63%newTimeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,188 shares; 2025Q4: 184,188 shares; 2026Q1: 104,188 shares 104,188$481K0.46%-80,000Timeline
OSPNONESPAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214,875 shares; 2025Q2: 170,000 shares; 2025Q3: 215,000 shares; 2025Q4: 41,641 shares; 2026Q1: 31,641 shares 31,641$333K0.32%-10,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
BRAZE INCBRAZE INC COM CL Acall100$19.2Knew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SITMSITIME CORP43,000$15.2Mshares
AVGOBROADCOM INC22,500$7.79Mshares
SNOWSNOWFLAKE INC32,000$7.02Mshares
AXONAXON ENTERPRISE INC10,500$5.96Mshares
ANETARISTA NETWORKS INC45,000$5.9Mshares
ZSZSCALER INC25,000$5.62Mshares
AAONAAON INC51,000$3.89Mshares
MUMICRON TECHNOLOGY INC13,000$3.71Mshares
MRVLMARVELL TECHNOLOGY INC39,000$3.31Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI20,000$2.88Mshares
METAMETA PLATFORMS INC4,000$2.64Mshares
MXLMAXLINEAR INC145,000$2.53Mshares
NRGNRG ENERGY INC15,000$2.39Mshares
CTASCINTAS CORP10,000$1.88Mshares
WIXWIX COM LTD14,000$1.45Mshares
OSONESTREAM INC75,000$1.38Mshares
CWANCLEARWATER ANALYTICS HLDGS I55,000$1.33Mshares
AMZNAMAZON COM INC3,000$692Kshares
Jamf Holding CorpJamf Holding Corp700$348Kcall
CELESTICA INCCELESTICA INC100$264Kcall
BLACKLINE INCBLACKLINE INC207$88Kcall
MARVELL TECHNOLOGY INCMARVELL TECHNOLOGY INC100$64.5Kcall

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965542-26-000007 base2026-05-15acceptance time not in the bulk data set