SCALAR GAUGE MANAGEMENT, LLC
CIK: 0001965542Latest portfolio: $151.6M · Q4 2025
Holdings
32
Total Value
$151.6M
New Positions
28
Closed Positions
0
Top Holdings
View All 32 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BLBlackline Inc | 527,789 | $29.2M | 19.25% | NEW | |
| 2 | SITMSITime Corp | 43,000 | $15.2M | 10.02% | NEW | |
| 3 | CLSCelestica Inc | 36,000 | $10.6M | 7.02% | NEW | |
| 4 | CGNTCognyte Software Ltd | 904,099 | $8.5M | 5.61% | NEW | |
| 5 | FNFabrinet | 18,500 | $8.4M | 5.56% | NEW | |
| 6 | AVGOBroadcom Inc | 22,500 | $7.8M | 5.14% | NEW | |
| 7 | SNOWSnowflake Inc | 32,000 | $7.0M | 4.63% | NEW | |
| 8 | AXONAxon Enterprise Inc | 10,500 | $6.0M | 3.93% | NEW | |
| 9 | ANETArista Networks Inc | 45,000 | $5.9M | 3.89% | NEW | |
| 10 | ZSZscaler Inc | 25,000 | $5.6M | 3.71% | NEW | |
| 11 | AAOIApplied Optoelectronics Inc | 137,000 | $4.8M | 3.15% | NEW | |
| 12 | NFLXNetflix Inc | 48,000 | $4.5M | 2.97% | NEW | |
| 13 | BRZEBraze Inc | 124,000 | $4.3M | 2.80% | NEW | |
| 14 | AAONAAON Inc | 51,000 | $3.9M | 2.57% | NEW | |
| 15 | MUMicron Technology Inc | 13,000 | $3.7M | 2.45% | NEW | |
| 16 | MRVLMarvell Technology Group Ltd | 39,000 | $3.3M | 2.19% | NEW | |
| 17 | TTMITTM Technologies Inc | 44,000 | $3.0M | 2.00% | NEW | |
| 18 | CRDOCredo Technology Group Holding Ltd | 20,000 | $2.9M | 1.90% | NEW | |
| 19 | METAMeta Platforms Inc | 4,000 | $2.6M | 1.74% | NEW | |
| 20 | MXLMaxLinear Inc | 145,000 | $2.5M | 1.67% | NEW | |
| 21 | NRANRG Energy Inc | 15,000 | $2.4M | 1.58% | NEW | |
| 22 | CITCintas Corp | 10,000 | $1.9M | 1.24% | NEW | |
| 23 | WIXWix Com Ltd | 14,000 | $1.5M | 0.96% | NEW | |
| 24 | WEAVWeave Communications Inc | 184,188 | $1.4M | 0.92% | NEW | |
| 25 | OSOnestream Inc | 75,000 | $1.4M | 0.91% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($2.9181151871064387e+83T)
Unknown0.0% ($23.9T)
Industrials0.0% ($59.6B)
Communication Services0.0% ($45.0B)
Consumer Cyclical0.0% ($692K)
Filing History
Fund Information
SCALAR GAUGE MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $151.6M across 32 holdings. The largest position is Blackline Inc (BL), representing 19.3% of the portfolio. Compared to the previous quarter, the fund opened 32 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.