SCALAR GAUGE MANAGEMENT, LLC
DALLAS TX · SEC CIK 0001965542
$1.04亿2026Q1 申报市值
26持仓数
69.3%前十大占比 · 第一大 12.6%
14 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LGN 新建仓+$846.90万
ONTO 新建仓+$738.25万
VRT 新建仓+$601.39万
SIMO 新建仓+$437.93万
TER 新建仓+$415.04万
2026Q1 卖出最多 按季末市值估算
BL 减仓-$1,386.19万
FIX 重新持有-$1,365.20万
AVGO 清仓-$778.73万
SNOW 清仓-$701.95万
AAOI 减仓-$657.26万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FN | Fabrinet | $1,303.80万 | 12.57% | 25,000 | 6,500 | 35.1% | $338.99万 | 加仓 |
| CLS | Celestica Inc | $901.33万 | 8.69% | 32,000 | -4,000 | -11.1% | -$112.67万 | 减仓 |
| LGN | Legence Corp | $846.90万 | 8.17% | 150,000 | 150,000 | — | $846.90万 | 新建仓 |
| FIX | Comfort Systems USA Inc | $841.18万 | 8.11% | 6,100 | -9,900 | -61.9% | -$1,365.20万 | 重新持有 |
| ONTO | Onto Innovation Inc | $738.25万 | 7.12% | 36,000 | 36,000 | — | $738.25万 | 新建仓 |
| VRT | Vertiv Holdings Co | $601.39万 | 5.80% | 24,000 | 24,000 | — | $601.39万 | 新建仓 |
| BL | Blackline Inc | $566.63万 | 5.46% | 153,143 | -374,646 | -71.0% | -$1,386.19万 | 减仓 |
| AAOI | Applied Optoelectronics Inc | $501.63万 | 4.84% | 59,301 | -77,699 | -56.7% | -$657.26万 | 减仓 |
| CGNT | Cognyte Software Ltd | $444.72万 | 4.29% | 549,032 | -355,067 | -39.3% | -$287.60万 | 减仓 |
| SIMO | Silicon Motion Technology Corp | $437.93万 | 4.22% | 39,000 | 39,000 | — | $437.93万 | 新建仓 |
| TER | Teradyne Inc | $415.04万 | 4.00% | 14,000 | 14,000 | — | $415.04万 | 新建仓 |
| CAMT | Camtek Ltd | $356.28万 | 3.44% | 23,500 | 23,500 | — | $356.28万 | 新建仓 |
| TTMI | TTM Technologies Inc | $331.23万 | 3.19% | 34,000 | -10,000 | -22.7% | -$97.42万 | 减仓 |
| NFLX | Netflix Inc | $317.30万 | 3.06% | 33,000 | -15,000 | -31.2% | -$144.22万 | 减仓 |
| COHR | Coherent Corp | $309.67万 | 2.99% | 13,000 | 13,000 | — | $309.67万 | 新建仓 |
| SMTC | Semtech Corp | $307.56万 | 2.97% | 40,000 | 40,000 | — | $307.56万 | 新建仓 |
| HWM | Howmet Aerospace Inc | $299.60万 | 2.89% | 13,000 | 0 | 0.0% | — | 重新持有 |
| BE | Bloom Energy Corp | $203.24万 | 1.96% | 15,000 | 15,000 | — | $203.24万 | 新建仓 |
| AVPT | Avepoint Inc | $180.69万 | 1.74% | 190,000 | 190,000 | — | $180.69万 | 新建仓 |
| POWI | Power Integrations Inc | $179.20万 | 1.73% | 35,000 | 35,000 | — | $179.20万 | 新建仓 |
| BRZE | Braze Inc | $70.83万 | 0.68% | 30,000 | -94,000 | -75.8% | -$221.93万 | 减仓 |
| CCC | CCC Intelligent Solutions Holdings Inc | $66.00万 | 0.64% | 110,000 | 110,000 | — | $66.00万 | 新建仓 |
| VERX | Vertex Inc | $65.39万 | 0.63% | 55,000 | 55,000 | — | $65.39万 | 新建仓 |
| — | Weave Communications Inc | $48.13万 | 0.46% | 104,188 | -80,000 | -43.4% | -$36.96万 | 减仓 |
| OSPN | OneSpan Inc | $33.32万 | 0.32% | 31,641 | -10,000 | -24.0% | -$10.53万 | 减仓 |
| — | Braze Inc 看涨期权 | $1.93万 | 0.02% | 100 | 100 | — | $1.93万 | 新建仓 |
| SITM | SITime Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | Broadcom Inc | $0 | 0.00% | 0 | -22,500 | -100.0% | -$778.73万 | 清仓 |
| SNOW | Snowflake Inc | $0 | 0.00% | 0 | -32,000 | -100.0% | -$701.95万 | 清仓 |
| AXON | Axon Enterprise Inc | $0 | 0.00% | 0 | -10,500 | -100.0% | -$596.33万 | 清仓 |
| ANET | Arista Networks Inc | $0 | 0.00% | 0 | -45,000 | -100.0% | -$589.63万 | 清仓 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -25,000 | -100.0% | -$562.30万 | 清仓 |
| AAON | AAON Inc | $0 | 0.00% | 0 | -51,000 | -100.0% | -$388.88万 | 清仓 |
| MU | Micron Technology Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRVL | Marvell Technology Group Ltd | $0 | 0.00% | 0 | -39,000 | -100.0% | -$331.42万 | 清仓 |
| CRDO | Credo Technology Group Holding Ltd | $0 | 0.00% | 0 | -20,000 | -100.0% | -$287.78万 | 清仓 |
| META | Meta Platforms Inc | $0 | 0.00% | 0 | -4,000 | -100.0% | -$264.04万 | 清仓 |
| MXL | MaxLinear Inc | $0 | 0.00% | 0 | -145,000 | -100.0% | -$252.74万 | 清仓 |
| NRG | NRG Energy Inc | $0 | 0.00% | 0 | -15,000 | -100.0% | -$238.86万 | 清仓 |
| CTAS | Cintas Corp | $0 | 0.00% | 0 | -10,000 | -100.0% | -$188.07万 | 清仓 |
| WIX | Wix Com Ltd | $0 | 0.00% | 0 | -14,000 | -100.0% | -$145.45万 | 清仓 |
| — | Onestream Inc | $0 | 0.00% | 0 | -75,000 | -100.0% | -$137.85万 | 清仓 |
| — | Clearwater Analytics Holdings Inc | $0 | 0.00% | 0 | -55,000 | -100.0% | -$132.66万 | 清仓 |
| AMZN | Amazon Com Inc | $0 | 0.00% | 0 | -3,000 | -100.0% | -$69.25万 | 清仓 |
| — | Jamf Holding Corp 看涨期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$34.75万 | 清仓 |
| — | Celestica Inc 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$26.40万 | 清仓 |
| — | Blackline Inc 看涨期权 | $0 | 0.00% | 0 | -207 | -100.0% | -$8.80万 | 清仓 |
| — | Marvell Technology Group Ltd 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$6.45万 | 清仓 |