SCALAR GAUGE MANAGEMENT, LLC
CIK: 0001965542SEC EDGAR →
Portfolio Value
$151.6M
Holdings
32
As of
Q4 2025
New Positions
28
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Blackline Inc | 527,789 | $29.2M | 19.25% |
| 2 | SITime Corp | 43,000 | $15.2M | 10.02% |
| 3 | Celestica Inc | 36,000 | $10.6M | 7.02% |
| 4 | Cognyte Software Ltd | 904,099 | $8.5M | 5.61% |
| 5 | Fabrinet | 18,500 | $8.4M | 5.56% |
| 6 | Broadcom Inc | 22,500 | $7.8M | 5.14% |
| 7 | Snowflake Inc | 32,000 | $7.0M | 4.63% |
| 8 | Axon Enterprise Inc | 10,500 | $6.0M | 3.93% |
| 9 | Arista Networks Inc | 45,000 | $5.9M | 3.89% |
| 10 | Zscaler Inc | 25,000 | $5.6M | 3.71% |
Quarterly Changes
New Positions (32)
$29.2M · 528K shares
$15.2M · 43K shares
$10.6M · 36K shares
$8.5M · 904K shares
$8.4M · 19K shares
$7.8M · 23K shares
$7.0M · 32K shares
$6.0M · 11K shares
$5.9M · 45K shares
$5.6M · 25K shares
$4.8M · 137K shares
$4.5M · 48K shares
$4.3M · 124K shares
$3.9M · 51K shares
$3.7M · 13K shares
$3.3M · 39K shares
$3.0M · 44K shares
$2.9M · 20K shares
$2.6M · 4K shares
$2.5M · 145K shares
$2.4M · 15K shares
$1.9M · 10K shares
$1.5M · 14K shares
$1.4M · 184K shares
$1.4M · 75K shares
$1.3M · 55K shares
$692K · 3K shares
$534K · 42K shares
Jamf Holding Corp
$347K · 700 shares
$264K · 100 shares
$87K · 207 shares
$64K · 100 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $129.3M | 85.3% |
| Industrials | 2 | $9.9M | 6.5% |
| Communication Services | 2 | $7.1M | 4.7% |
| Unknown | 3 | $4.6M | 3.0% |
| Consumer Cyclical | 1 | $692K | 0.5% |