13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001965542-25-000009
Total Value
$196.5M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Blackline Inc | BL | 615,804 | $32.7M | 16.64% |
| 2 | Broadcom Inc | AVGO | 42,000 | $13.9M | 7.05% |
| 3 | Comfort Sys USA Inc | 199908104 | 16,000 | $13.2M | 6.72% |
| 4 | Fabrinet | FN | 35,000 | $12.8M | 6.49% |
| 5 | Axon Enterprise Inc | AXON | 15,500 | $11.1M | 5.66% |
| 6 | Celestica Inc | CLS | 41,000 | $10.1M | 5.14% |
| 7 | PagerDuty Inc | PD | 536,504 | $8.9M | 4.51% |
| 8 | Snowflake Inc | SNOW | 37,000 | $8.3M | 4.25% |
| 9 | SITime Corp | SITM | 27,000 | $8.1M | 4.14% |
| 10 | Autozone Inc | AZO | 1,700 | $7.3M | 3.71% |
| 11 | TTM Technologies Inc | TTMI | 119,000 | $6.9M | 3.49% |
| 12 | EMCOR Group Inc | EME | 10,500 | $6.8M | 3.47% |
| 13 | Cognyte Software Ltd | CGNT | 789,099 | $6.6M | 3.37% |
| 14 | Cintas Corp | CTAS | 31,000 | $6.4M | 3.24% |
| 15 | Meta Platforms Inc | META | 8,000 | $5.9M | 2.99% |
| 16 | Guidewire Software Inc | GWRE | 23,000 | $5.3M | 2.69% |
| 17 | Netflix Inc | NFLX | 4,000 | $4.8M | 2.44% |
| 18 | SimilarWeb Ltd | SMWB | 441,742 | $4.1M | 2.09% |
| 19 | N-able Inc | NABL | 500,534 | $3.9M | 1.99% |
| 20 | OneSpan Inc | OSPN | 215,000 | $3.4M | 1.74% |
| 21 | NRG Energy Inc | NRG | 18,000 | $2.9M | 1.48% |
| 22 | Jfrog Ltd | FROG | 58,000 | $2.7M | 1.40% |
| 23 | Howmet Aerospace Inc | HWM | 13,000 | $2.6M | 1.30% |
| 24 | Cisco Systems Inc | CSCO | 30,000 | $2.1M | 1.04% |
| 25 | Cellebrite DI Ltd | CLBT | 92,210 | $1.7M | 0.87% |
| 26 | PROS Holdings Inc | 74346Y103 | 60,000 | $1.4M | 0.70% |
| 27 | Weave Communications Inc | WEAV | 174,188 | $1.2M | 0.59% |
| 28 | Motorcar Pts Amer Inc | 620071100 | 53,000 | $876,620 | 0.45% |
| 29 | F5 Inc | FFIV | 1,000 | $323,190 | 0.16% |
| 30 | PagerDuty Inc | PD | 491 | $240,140 | 0.12% |
| 31 | Blackline Inc | BL | 307 | $124,790 | 0.06% |
| 32 | SimilarWeb Ltd | SMWB | 200 | $4,000 | 0.00% |