SCALAR GAUGE MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    dallas, TX
  • Num holdings

    32

  • Value ($000)

    $151,563

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BL

Blackline Inc

COM
$29.18M
19 %

527,789

SITM

SITime Corp

COM
$15.19M
10 %

43,000

CLS

Celestica Inc

COM
$10.64M
7 %

36,000

---

Cognyte Software Ltd

ORD SHS
$8.5M
6 %

904,099

---

Fabrinet

SHS
$8.42M
6 %

18,500

AVGO

Broadcom Inc

COM
$7.79M
5 %

22,500

SNOW

Snowflake Inc

CL A
$7.02M
5 %

32,000

AXON

Axon Enterprise Inc

COM
$5.96M
4 %

10,500

ANET

Arista Networks Inc

COM SHS
$5.9M
4 %

45,000

ZS

Zscaler Inc

COM
$5.62M
4 %

25,000

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