Scalar Gauge Management, LLC holds a focused book of 25 stocks worth $103.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Legence Corp-CL A and trimmed Celestica Inc. Their largest long position is Fabrinet at 13% of the equity book. They also disclosed $19K in call options (bullish), shown separately below and excluded from the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1965542/holdings"
Use Arkolith to show SCALAR GAUGE MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Scalar Gauge Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 43 / 25 | $521.5B |
| FMR LLC | 43 / 25 | $256.6B |
| GEODE CAPITAL MANAGEMENT, LLC | 43 / 25 | $156.5B |
| JPMORGAN CHASE & CO | 43 / 25 | $114.3B |
| MORGAN STANLEY | 43 / 25 | $110.8B |
| BANK OF AMERICA CORP /DE/ | 43 / 25 | $66.2B |
| GOLDMAN SACHS GROUP INC | 43 / 25 | $53.2B |
| UBS Group AG | 43 / 25 | $32.0B |
Ranked by how many of Scalar Gauge Management, LLC's top 25 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fabrinet SHS | $13.0M | 25.0K | 12.6% | ▲+35% Added · +7K sh | |
| 2 | Celestica Inc COM | $9.0M | 32.0K | 8.7% | ▼−11% Reduced · −4K sh | |
| 3 | Legence Corp CL A | $8.5M | 150.0K | 8.2% | ▲New New position | |
| 4 | Comfort Systems USA Inc COM | $8.4M | 6.1K | 8.1% | ▲New New position | |
| 5 | Onto Innovation Inc COM | $7.4M | 36.0K | 7.1% | ▲New New position | |
| 6 | Vertiv Holdings Co COM CL A | $6.0M | 24.0K | 5.8% | ▲New New position | |
| 7 | Blackline Inc COM | $5.7M | 153.1K | 5.5% | ▼−71% Reduced · −375K sh | |
| 8 | Applied Optoelectronics Inc COM | $5.0M | 59.3K | 4.8% | ▼−57% Reduced · −78K sh | |
| 9 | Cognyte Software Ltd ORD SHS | $4.4M | 549.0K | 4.3% | ▼−39% Reduced · −355K sh | |
| 10 | Silicon Motion Technology Corp SPONSORED ADR | $4.4M | 39.0K | 4.2% | ▲New New position | |
| 11 | Teradyne Inc COM | $4.2M | 14.0K | 4.0% | ▲New New position | |
| 12 | Camtek Ltd ORD | $3.6M | 23.5K | 3.4% | ▲New New position | |
| 13 | TTM Technologies Inc COM | $3.3M | 34.0K | 3.2% | ▼−23% Reduced · −10K sh | |
| 14 | Netflix Inc COM | $3.2M | 33.0K | 3.1% | ▼−31% Reduced · −15K sh | |
| 15 | Coherent Corp COM | $3.1M | 13.0K | 3.0% | ▲New New position | |
| 16 | Semtech Corp COM | $3.1M | 40.0K | 3.0% | ▲New New position | |
| 17 | Howmet Aerospace Inc COM | $3.0M | 13.0K | 2.9% | ▲New New position | |
| 18 | Bloom Energy Corp COM CL A | $2.0M | 15.0K | 2.0% | ▲New New position | |
| 19 | Avepoint Inc COM CL A | $1.8M | 190.0K | 1.7% | ▲New New position | |
| 20 | Power Integrations Inc COM | $1.8M | 35.0K | 1.7% | ▲New New position | |
| 21 | Braze Inc COM CL A | $708K | 30.0K | 0.7% | ▼−76% Reduced · −94K sh | |
| 22 | CCC Intelligent Solutions Holdings Inc COM | $660K | 110.0K | 0.6% | ▲New New position | |
| 23 | Vertex Inc CL A | $654K | 55.0K | 0.6% | ▲New New position | |
| 24 | Weave Communications Inc COM | $481K | 104.2K | 0.5% | ▼−43% Reduced · −80K sh | |
| 25 | OneSpan Inc COM | $333K | 31.6K | 0.3% | ▼−24% Reduced · −10K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | Braze Inc | $19K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.