Institutions / Scalar Gauge Management, LLC
Scalar Gauge Management, LLC
CIK 1965542 · Institution · as of Dec 31, 2025
Portfolio value
$150.80M
Positions
28
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 28 →
| Company | Value | % of portfolio |
|---|---|---|
| Blackline, Inc. | $29.18M | 19.4% |
| SITIME Corp | $15.19M | 10.1% |
| Celestica IncCLS | $10.64M | 7.1% |
| Cognyte Software Ltd | $8.50M | 5.6% |
| Fabrinet | $8.42M | 5.6% |
| Broadcom Inc. | $7.79M | 5.2% |
| Snowflake Inc. | $7.02M | 4.7% |
| Axon Enterprise Inc | $5.96M | 4.0% |
| Arista Networks, Inc.ANET | $5.90M | 3.9% |
| Zscaler, Inc. | $5.62M | 3.7% |
| Applied Optoelectronics, Inc. | $4.78M | 3.2% |
| Netflix Inc | $4.50M | 3.0% |
| Braze, Inc. | $4.25M | 2.8% |
| Aaon, Inc. | $3.89M | 2.6% |
| Micron Technology Inc | $3.71M | 2.5% |
| Marvell Technology, Inc. | $3.31M | 2.2% |
| TTM Technologies Inc | $3.04M | 2.0% |
| Credo Technology Group Holding Ltd | $2.88M | 1.9% |
| Meta Platforms Inc | $2.64M | 1.8% |
| Maxlinear, Inc | $2.53M | 1.7% |
| NRG Energy Inc | $2.39M | 1.6% |
| Cintas Corp | $1.88M | 1.2% |
| Wix.com Ltd. | $1.45M | 1.0% |
| Weave Communications, Inc. | $1.40M | 0.9% |
| Onestream, Inc. | $1.38M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.