SCALAR GAUGE MANAGEMENT, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$151.6B
Holdings
32
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLBlackline Inc | 527,789 | $29.2B | 19.25% | |
| 2 | SITMSITime Corp | 43,000 | $15.2B | 10.02% | |
| 3 | CLSCelestica Inc | 36,000 | $10.6B | 7.02% | |
| 4 | CGNTCognyte Software Ltd | 904,099 | $8.5B | 5.61% | |
| 5 | FNFabrinet | 18,500 | $8.4B | 5.56% | |
| 6 | AVGOBroadcom Inc | 22,500 | $7.8B | 5.14% | |
| 7 | SNOWSnowflake Inc | 32,000 | $7.0B | 4.63% | |
| 8 | AXONAxon Enterprise Inc | 10,500 | $6.0B | 3.93% | |
| 9 | ANETArista Networks Inc | 45,000 | $5.9B | 3.89% | |
| 10 | ZSZscaler Inc | 25,000 | $5.6B | 3.71% | |
| 11 | AAOIApplied Optoelectronics Inc | 137,000 | $4.8B | 3.15% | |
| 12 | NFLXNetflix Inc | 48,000 | $4.5B | 2.97% | |
| 13 | BRZEBraze Inc | 124,000 | $4.3B | 2.80% | |
| 14 | AAONAAON Inc | 51,000 | $3.9B | 2.57% | |
| 15 | MUMicron Technology Inc | 13,000 | $3.7B | 2.45% | |
| 16 | MRVLMarvell Technology Group Ltd | 39,000 | $3.3B | 2.19% | |
| 17 | TTMITTM Technologies Inc | 44,000 | $3.0B | 2.00% | |
| 18 | CRDOCredo Technology Group Holding Ltd | 20,000 | $2.9B | 1.90% | |
| 19 | METAMeta Platforms Inc | 4,000 | $2.6B | 1.74% | |
| 20 | MXLMaxLinear Inc | 145,000 | $2.5B | 1.67% | |
| 21 | NRANRG Energy Inc | 15,000 | $2.4B | 1.58% | |
| 22 | CITCintas Corp | 10,000 | $1.9B | 1.24% | |
| 23 | WIXWix Com Ltd | 14,000 | $1.5B | 0.96% | |
| 24 | WEAVWeave Communications Inc | 184,188 | $1.4B | 0.92% | |
| 25 | OSOnestream Inc | 75,000 | $1.4B | 0.91% | |
| 26 | CWANClearwater Analytics Holdings Inc | 55,000 | $1.3B | 0.87% | |
| 27 | AMZNAmazon Com Inc | 3,000 | $692.0M | 0.46% | |
| 28 | OSPNOneSpan Inc | 41,641 | $534.0M | 0.35% | |
| 29 | —Jamf Holding Corp | 700 | $347.0M | 0.23% | Call |
| 30 | CLSCelestica Inc | 100 | $264.0M | 0.17% | Call |
| 31 | BLBlackline Inc | 207 | $87.0M | 0.06% | Call |
| 32 | MRVLMarvell Technology Group Ltd | 100 | $64.0M | 0.04% | Call |