SCALAR GAUGE MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    32

  • Value ($000)

    $196,513

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001965542
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BL
BL

Blackline Inc

COM
$32.70 M
17 %

615,804

AVGO
AVGO

Broadcom Inc

COM
$13.86 M
7 %

42,000

FIX
FIX

Comfort Sys USA Inc

COM
$13.20 M
7 %

16,000

---

Fabrinet

SHS
$12.76 M
7 %

35,000

AXON
AXON

Axon Enterprise Inc

COM
$11.12 M
6 %

15,500

CLS
CLS

Celestica Inc

COM
$10.10 M
5 %

41,000

PD
PD

PagerDuty Inc

COM
$8.86 M
5 %

536,504

SNOW
SNOW

Snowflake Inc

CL A
$8.35 M
4 %

37,000

SITM
SITM

SITime Corp

COM
$8.14 M
4 %

27,000

AZO
AZO

Autozone Inc

COM
$7.29 M
4 %

1,700

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