Filed: 10/31/2025ACC: 0001965542-25-000009
📋 What this filing means
SCALAR GAUGE MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $196.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$196.51M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
COM$147.15M74.9%
SHS$16.87M8.6%
CL A$14.22M7.2%
ORD SHS$9.37M4.8%
COMMON STOCK$3.90M2.0%
COM NEW$2.92M1.5%
ORDINARY SHARES$1.71M0.9%
Portfolio Concentration
Top 3$59.76M30.4%
4–10$66.62M33.9%
11–25$66.02M33.6%
Rest$4.11M2.1%
Top 3 weight
30.4%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Sole
Full voting authority
4.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
Blackline Inc
SOLEShares615.80K
TypeSH
Market value$32.70M
16.64%
Sole
615.80K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares42K
TypeSH
Market value$13.86M
7.05%
Sole
42K
Shared
0.00
None
0.00
Comfort Sys USA Inc
SOLEShares16K
TypeSH
Market value$13.20M
6.72%
Sole
16K
Shared
0.00
None
0.00
Fabrinet
SOLEShares35K
TypeSH
Market value$12.76M
6.49%
Sole
35K
Shared
0.00
None
0.00
Axon Enterprise Inc
SOLEShares15.50K
TypeSH
Market value$11.12M
5.66%
Sole
15.50K
Shared
0.00
None
0.00
Celestica Inc
SOLEShares41K
TypeSH
Market value$10.10M
5.14%
Sole
41K
Shared
0.00
None
0.00
PagerDuty Inc
SOLEShares536.50K
TypeSH
Market value$8.86M
4.51%
Sole
536.50K
Shared
0.00
None
0.00
Snowflake Inc
SOLEShares37K
TypeSH
Market value$8.35M
4.25%
Sole
37K
Shared
0.00
None
0.00
SITime Corp
SOLEShares27K
TypeSH
Market value$8.14M
4.14%
Sole
27K
Shared
0.00
None
0.00
Autozone Inc
SOLEShares1.70K
TypeSH
Market value$7.29M
3.71%
Sole
1.70K
Shared
0.00
None
0.00
TTM Technologies Inc
SOLEShares119K
TypeSH
Market value$6.85M
3.49%
Sole
119K
Shared
0.00
None
0.00
EMCOR Group Inc
SOLEShares10.50K
TypeSH
Market value$6.82M
3.47%
Sole
10.50K
Shared
0.00
None
0.00
Cognyte Software Ltd
SOLEShares789.10K
TypeSH
Market value$6.63M
3.37%
Sole
789.10K
Shared
0.00
None
0.00
Cintas Corp
SOLEShares31K
TypeSH
Market value$6.36M
3.24%
Sole
31K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares8K
TypeSH
Market value$5.88M
2.99%
Sole
8K
Shared
0.00
None
0.00
Guidewire Software Inc
SOLEShares23K
TypeSH
Market value$5.29M
2.69%
Sole
23K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares4K
TypeSH
Market value$4.80M
2.44%
Sole
4K
Shared
0.00
None
0.00
SimilarWeb Ltd
SOLEShares441.74K
TypeSH
Market value$4.11M
2.09%
Sole
441.74K
Shared
0.00
None
0.00
N-able Inc
SOLEShares500.53K
TypeSH
Market value$3.90M
1.99%
Sole
500.53K
Shared
0.00
None
0.00
OneSpan Inc
SOLEShares215K
TypeSH
Market value$3.42M
1.74%
Sole
215K
Shared
0.00
None
0.00
NRG Energy Inc
SOLEShares18K
TypeSH
Market value$2.92M
1.48%
Sole
18K
Shared
0.00
None
0.00
Jfrog Ltd
SOLEShares58K
TypeSH
Market value$2.75M
1.40%
Sole
58K
Shared
0.00
None
0.00
Howmet Aerospace Inc
SOLEShares13K
TypeSH
Market value$2.55M
1.30%
Sole
13K
Shared
0.00
None
0.00
Cisco Systems Inc
SOLEShares30K
TypeSH
Market value$2.05M
1.04%
Sole
30K
Shared
0.00
None
0.00
Cellebrite DI Ltd
SOLEShares92.21K
TypeSH
Market value$1.71M
0.87%
Sole
92.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Blackline IncSOLE | COM | 615.80K | SH | $32.70M 16.64% | 615.80K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 42K | SH | $13.86M 7.05% | 42K | 0.00 | 0.00 |
Comfort Sys USA IncSOLE | COM | 16K | SH | $13.20M 6.72% | 16K | 0.00 | 0.00 |
FabrinetSOLE | SHS | 35K | SH | $12.76M 6.49% | 35K | 0.00 | 0.00 |
Axon Enterprise IncSOLE | COM | 15.50K | SH | $11.12M 5.66% | 15.50K | 0.00 | 0.00 |
Celestica IncSOLE | COM | 41K | SH | $10.10M 5.14% | 41K | 0.00 | 0.00 |
PagerDuty IncSOLE | COM | 536.50K | SH | $8.86M 4.51% | 536.50K | 0.00 | 0.00 |
Snowflake IncSOLE | CL A | 37K | SH | $8.35M 4.25% | 37K | 0.00 | 0.00 |
SITime CorpSOLE | COM | 27K | SH | $8.14M 4.14% | 27K | 0.00 | 0.00 |
Autozone IncSOLE | COM | 1.70K | SH | $7.29M 3.71% | 1.70K | 0.00 | 0.00 |
TTM Technologies IncSOLE | COM | 119K | SH | $6.85M 3.49% | 119K | 0.00 | 0.00 |
EMCOR Group IncSOLE | COM | 10.50K | SH | $6.82M 3.47% | 10.50K | 0.00 | 0.00 |
Cognyte Software LtdSOLE | ORD SHS | 789.10K | SH | $6.63M 3.37% | 789.10K | 0.00 | 0.00 |
Cintas CorpSOLE | COM | 31K | SH | $6.36M 3.24% | 31K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL A | 8K | SH | $5.88M 2.99% | 8K | 0.00 | 0.00 |
Guidewire Software IncSOLE | COM | 23K | SH | $5.29M 2.69% | 23K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 4K | SH | $4.80M 2.44% | 4K | 0.00 | 0.00 |
SimilarWeb LtdSOLE | SHS | 441.74K | SH | $4.11M 2.09% | 441.74K | 0.00 | 0.00 |
N-able IncSOLE | COMMON STOCK | 500.53K | SH | $3.90M 1.99% | 500.53K | 0.00 | 0.00 |
OneSpan IncSOLE | COM | 215K | SH | $3.42M 1.74% | 215K | 0.00 | 0.00 |
NRG Energy IncSOLE | COM NEW | 18K | SH | $2.92M 1.48% | 18K | 0.00 | 0.00 |
Jfrog LtdSOLE | ORD SHS | 58K | SH | $2.75M 1.40% | 58K | 0.00 | 0.00 |
Howmet Aerospace IncSOLE | COM | 13K | SH | $2.55M 1.30% | 13K | 0.00 | 0.00 |
Cisco Systems IncSOLE | COM | 30K | SH | $2.05M 1.04% | 30K | 0.00 | 0.00 |
Cellebrite DI LtdSOLE | ORDINARY SHARES | 92.21K | SH | $1.71M 0.87% | 92.21K | 0.00 | 0.00 |
Page 1 of 2