SCALAR GAUGE MANAGEMENT, LLC 13F Holdings
CIK 0001965542 · DALLAS, TX
As of Sep 30, 2025, SCALAR GAUGE MANAGEMENT, LLC reported 32 positions worth
CIK 0001965542 · DALLAS, TX
As of Sep 30, 2025, SCALAR GAUGE MANAGEMENT, LLC reported 32 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BLACKLINE INC | BL | Technology | 615,804 | $32.7M | 16.64% |
| BROADCOM INC | AVGO | Technology | 42,000 | 3.9M | 7.05% |
| COMFORT SYSTEMS USA INC | FIX | Industrials | 16,000 | 3.2M | 6.72% |
| FABRINET | FN | Technology | 35,000 | 2.8M | 6.49% |
| AXON ENTERPRISE INC | AXON | Industrials | 15,500 | 1.1M | 5.66% |
| CELESTICA INC | CLS | Technology | 41,000 | 0.1M | 5.14% |
| PAGERDUTY INC | PD | Technology | 536,504 | $8.9M | 4.51% |
| SNOWFLAKE INC | SNOW | Technology | 37,000 | $8.3M | 4.25% |
| SITIME CORP | SITM | Technology | 27,000 | $8.1M | 4.14% |
| AUTOZONE INC | AZO | Consumer Cyclical | 1,700 | $7.3M | 3.71% |
| TTM TECHNOLOGIES INC | TTMI | Technology | 119,000 | $6.9M | 3.49% |
| EMCOR GROUP INC | EME | Industrials | 10,500 | $6.8M | 3.47% |
| COGNYTE SOFTWARE LTD | CGNT | Technology | 789,099 | $6.6M | 3.37% |
| CINTAS CORP | CTAS | Industrials | 31,000 | $6.4M | 3.24% |
| META PLATFORMS INC | META | Communication Services | 8,000 | $5.9M | 2.99% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 23,000 | $5.3M | 2.69% |
| NETFLIX INC | NFLX | Communication Services | 4,000 | $4.8M | 2.44% |
| SIMILARWEB LTD | — | — | 441,742 | $4.1M | 2.09% |
| N-ABLE INC | NABL | Technology | 500,534 | $3.9M | 1.99% |
| ONESPAN INC | OSPN | Technology | 215,000 | $3.4M | 1.74% |
| NRG ENERGY INC | NRG | Utilities | 18,000 | $2.9M | 1.48% |
| JFROG LTD | FROG | Technology | 58,000 | $2.7M | 1.40% |
| HOWMET AEROSPACE INC | HWM | Industrials | 13,000 | $2.6M | 1.30% |
| CISCO SYSTEMS INC | CSCO | Technology | 30,000 | $2.1M | 1.04% |
| CELLEBRITE DI LTD | CLBT | Technology | 92,210 | .7M | 0.87% |