13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001965542-26-000005
Total Value
$151.6M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Blackline Inc | BL | 527,789 | $29.2M | 19.25% |
| 2 | SITime Corp | SITM | 43,000 | $15.2M | 10.02% |
| 3 | Celestica Inc | CLS | 36,000 | $10.6M | 7.02% |
| 4 | Cognyte Software Ltd | CGNT | 904,099 | $8.5M | 5.61% |
| 5 | Fabrinet | FN | 18,500 | $8.4M | 5.56% |
| 6 | Broadcom Inc | AVGO | 22,500 | $7.8M | 5.14% |
| 7 | Snowflake Inc | SNOW | 32,000 | $7.0M | 4.63% |
| 8 | Axon Enterprise Inc | AXON | 10,500 | $6.0M | 3.93% |
| 9 | Arista Networks Inc | ANET | 45,000 | $5.9M | 3.89% |
| 10 | Zscaler Inc | ZS | 25,000 | $5.6M | 3.71% |
| 11 | Applied Optoelectronics Inc | AAOI | 137,000 | $4.8M | 3.15% |
| 12 | Netflix Inc | NFLX | 48,000 | $4.5M | 2.97% |
| 13 | Braze Inc | BRZE | 124,000 | $4.3M | 2.81% |
| 14 | AAON Inc | AAON | 51,000 | $3.9M | 2.57% |
| 15 | Micron Technology Inc | MU | 13,000 | $3.7M | 2.45% |
| 16 | Marvell Technology Group Ltd | MRVL | 39,000 | $3.3M | 2.19% |
| 17 | TTM Technologies Inc | TTMI | 44,000 | $3.0M | 2.00% |
| 18 | Credo Technology Group Holding Ltd | CRDO | 20,000 | $2.9M | 1.90% |
| 19 | Meta Platforms Inc | META | 4,000 | $2.6M | 1.74% |
| 20 | MaxLinear Inc | MXL | 145,000 | $2.5M | 1.67% |
| 21 | NRG Energy Inc | NRG | 15,000 | $2.4M | 1.58% |
| 22 | Cintas Corp | CTAS | 10,000 | $1.9M | 1.24% |
| 23 | Wix Com Ltd | WIX | 14,000 | $1.5M | 0.96% |
| 24 | Weave Communications Inc | WEAV | 184,188 | $1.4M | 0.92% |
| 25 | Onestream Inc | OS | 75,000 | $1.4M | 0.91% |
| 26 | Clearwater Analytics Holdings Inc | CWAN | 55,000 | $1.3M | 0.88% |
| 27 | Amazon Com Inc | AMZN | 3,000 | $692,460 | 0.46% |
| 28 | OneSpan Inc | OSPN | 41,641 | $534,670 | 0.35% |
| 29 | Jamf Holding Corp | 47074L905 | 700 | $347,500 | 0.23% |
| 30 | Celestica Inc | CLS | 100 | $264,000 | 0.17% |
| 31 | Blackline Inc | BL | 207 | $87,975 | 0.06% |
| 32 | Marvell Technology Group Ltd | MRVL | 100 | $64,500 | 0.04% |