Institutional Manager · CIK 0001965542
SCALAR GAUGE MANAGEMENT, LLC
DALLAS, TX · File #028-23926
Latest AUM
$151.6M
Positions
32
Top-10 Concentration
68.8%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202532 pos · $151.6M
- 13F HOLDINGS REPORTQ/E Sep 202532 pos · $196.5M
- 13F HOLDINGS REPORTQ/E Jun 202530 pos · $175.5M
- 13F HOLDINGS REPORTQ/E Mar 202528 pos · $164.0M
- 13F HOLDINGS REPORTQ/E Dec 202428 pos · $216.6M
- 13F HOLDINGS REPORTQ/E Sep 202425 pos · $188.4M
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $171.9M
- 13F HOLDINGS REPORTQ/E Mar 202426 pos · $129.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |