Filed: 2/17/2026ACC: 0001965542-26-000005
📋 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 $151.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$151.56M
Total AUM (reported)
2.69M
Total Shares
Allocation by class
COM$104.64M69.0%
CL A$12.36M8.2%
SHS$9.88M6.5%
ORD SHS$8.50M5.6%
COM SHS$5.90M3.9%
COM CL A$4.25M2.8%
ORDINARY SHARES$2.88M1.9%
Portfolio Concentration
Top 3$55.01M36.3%
4–10$49.21M32.5%
11–25$44.02M29.0%
Rest$3.32M2.2%
Top 3 weight
36.3%
Top 10 weight
68.8%
Voting Authority Distribution
Total shares with voting rights: 2.69M
Sole
Full voting authority
2.69M
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
SOLEShares527.79K
TypeSH
Market value$29.18M
19.25%
Sole
527.79K
Shared
0.00
None
0.00
SITime Corp
SOLEShares43K
TypeSH
Market value$15.19M
10.02%
Sole
43K
Shared
0.00
None
0.00
Celestica Inc
SOLEShares36K
TypeSH
Market value$10.64M
7.02%
Sole
36K
Shared
0.00
None
0.00
Cognyte Software Ltd
SOLEShares904.10K
TypeSH
Market value$8.50M
5.61%
Sole
904.10K
Shared
0.00
None
0.00
Fabrinet
SOLEShares18.50K
TypeSH
Market value$8.42M
5.56%
Sole
18.50K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares22.50K
TypeSH
Market value$7.79M
5.14%
Sole
22.50K
Shared
0.00
None
0.00
Snowflake Inc
SOLEShares32K
TypeSH
Market value$7.02M
4.63%
Sole
32K
Shared
0.00
None
0.00
Axon Enterprise Inc
SOLEShares10.50K
TypeSH
Market value$5.96M
3.93%
Sole
10.50K
Shared
0.00
None
0.00
Arista Networks Inc
SOLEShares45K
TypeSH
Market value$5.90M
3.89%
Sole
45K
Shared
0.00
None
0.00
Zscaler Inc
SOLEShares25K
TypeSH
Market value$5.62M
3.71%
Sole
25K
Shared
0.00
None
0.00
Applied Optoelectronics Inc
SOLEShares137K
TypeSH
Market value$4.78M
3.15%
Sole
137K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares48K
TypeSH
Market value$4.50M
2.97%
Sole
48K
Shared
0.00
None
0.00
Braze Inc
SOLEShares124K
TypeSH
Market value$4.25M
2.81%
Sole
124K
Shared
0.00
None
0.00
AAON Inc
SOLEShares51K
TypeSH
Market value$3.89M
2.57%
Sole
51K
Shared
0.00
None
0.00
Micron Technology Inc
SOLEShares13K
TypeSH
Market value$3.71M
2.45%
Sole
13K
Shared
0.00
None
0.00
Marvell Technology Group Ltd
SOLEShares39K
TypeSH
Market value$3.31M
2.19%
Sole
39K
Shared
0.00
None
0.00
TTM Technologies Inc
SOLEShares44K
TypeSH
Market value$3.04M
2.00%
Sole
44K
Shared
0.00
None
0.00
Credo Technology Group Holding Ltd
SOLEShares20K
TypeSH
Market value$2.88M
1.90%
Sole
20K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares4K
TypeSH
Market value$2.64M
1.74%
Sole
4K
Shared
0.00
None
0.00
MaxLinear Inc
SOLEShares145K
TypeSH
Market value$2.53M
1.67%
Sole
145K
Shared
0.00
None
0.00
NRG Energy Inc
SOLEShares15K
TypeSH
Market value$2.39M
1.58%
Sole
15K
Shared
0.00
None
0.00
Cintas Corp
SOLEShares10K
TypeSH
Market value$1.88M
1.24%
Sole
10K
Shared
0.00
None
0.00
Wix Com Ltd
SOLEShares14K
TypeSH
Market value$1.45M
0.96%
Sole
14K
Shared
0.00
None
0.00
Weave Communications Inc
SOLEShares184.19K
TypeSH
Market value$1.40M
0.92%
Sole
184.19K
Shared
0.00
None
0.00
Onestream Inc
SOLEShares75K
TypeSH
Market value$1.38M
0.91%
Sole
75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Blackline IncSOLE | COM | 527.79K | SH | $29.18M 19.25% | 527.79K | 0.00 | 0.00 |
SITime CorpSOLE | COM | 43K | SH | $15.19M 10.02% | 43K | 0.00 | 0.00 |
Celestica IncSOLE | COM | 36K | SH | $10.64M 7.02% | 36K | 0.00 | 0.00 |
Cognyte Software LtdSOLE | ORD SHS | 904.10K | SH | $8.50M 5.61% | 904.10K | 0.00 | 0.00 |
FabrinetSOLE | SHS | 18.50K | SH | $8.42M 5.56% | 18.50K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 22.50K | SH | $7.79M 5.14% | 22.50K | 0.00 | 0.00 |
Snowflake IncSOLE | CL A | 32K | SH | $7.02M 4.63% | 32K | 0.00 | 0.00 |
Axon Enterprise IncSOLE | COM | 10.50K | SH | $5.96M 3.93% | 10.50K | 0.00 | 0.00 |
Arista Networks IncSOLE | COM SHS | 45K | SH | $5.90M 3.89% | 45K | 0.00 | 0.00 |
Zscaler IncSOLE | COM | 25K | SH | $5.62M 3.71% | 25K | 0.00 | 0.00 |
Applied Optoelectronics IncSOLE | COM | 137K | SH | $4.78M 3.15% | 137K | 0.00 | 0.00 |
Netflix IncSOLE | COM | 48K | SH | $4.50M 2.97% | 48K | 0.00 | 0.00 |
Braze IncSOLE | COM CL A | 124K | SH | $4.25M 2.81% | 124K | 0.00 | 0.00 |
AAON IncSOLE | COM | 51K | SH | $3.89M 2.57% | 51K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 13K | SH | $3.71M 2.45% | 13K | 0.00 | 0.00 |
Marvell Technology Group LtdSOLE | COM | 39K | SH | $3.31M 2.19% | 39K | 0.00 | 0.00 |
TTM Technologies IncSOLE | COM | 44K | SH | $3.04M 2.00% | 44K | 0.00 | 0.00 |
Credo Technology Group Holding LtdSOLE | ORDINARY SHARES | 20K | SH | $2.88M 1.90% | 20K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL A | 4K | SH | $2.64M 1.74% | 4K | 0.00 | 0.00 |
MaxLinear IncSOLE | COM | 145K | SH | $2.53M 1.67% | 145K | 0.00 | 0.00 |
NRG Energy IncSOLE | COM NEW | 15K | SH | $2.39M 1.58% | 15K | 0.00 | 0.00 |
Cintas CorpSOLE | COM | 10K | SH | $1.88M 1.24% | 10K | 0.00 | 0.00 |
Wix Com LtdSOLE | SHS | 14K | SH | $1.45M 0.96% | 14K | 0.00 | 0.00 |
Weave Communications IncSOLE | COM | 184.19K | SH | $1.40M 0.92% | 184.19K | 0.00 | 0.00 |
Onestream IncSOLE | CL A | 75K | SH | $1.38M 0.91% | 75K | 0.00 | 0.00 |
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