SCALAR GAUGE MANAGEMENT, LLC
Top Portfolio Positions
25 positions ·
$103,672,912 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FN |
Fabrinet
Technology
|
25,000 | $13,038,000 | 12.58% | |
| CLS |
Celestica Inc
Technology
|
32,000 | $9,013,760 | 8.69% | |
| LGN |
Legence Corp.
Industrials
|
150,000 | $8,469,000 | 8.17% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
6,100 | $8,411,839 | 8.11% | |
| ONTO |
Onto Innovation Inc.
Technology
|
36,000 | $7,382,520 | 7.12% | |
| VRT |
Vertiv Holdings Co
Industrials
|
24,000 | $6,013,920 | 5.80% | |
| BL |
Blackline, Inc.
Technology
|
153,143 | $5,666,291 | 5.47% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
59,301 | $5,016,271 | 4.84% | |
| CGNT |
Cognyte Software Ltd.
Technology
|
549,032 | $4,447,159 | 4.29% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
39,000 | $4,379,310 | 4.22% |
Portfolio Trend
10 quarters · across all stocks
Holdings in VERX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $653,950 | 55,000 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $6,391,215 | 182,554 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $11,788,749 | 220,970 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||