SCALAR GAUGE MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CGNT | 904K | $8.50M |
 | BL | 528K | $29.18M |
 | WEAV | 184K | $1.40M |
 | MXL | 145K | $2.53M |
 | AAOI | 137K | $4.78M |
 | BRZE | 124K | $4.25M |
 | OS | 75K | $1.38M |
 | CWAN | 55K | $1.33M |
 | AAON | 51K | $3.89M |
 | NFLX | 48K | $4.50M |
 | ANET | 45K | $5.90M |
 | TTMI | 44K | $3.04M |
 | SITM | 43K | $15.19M |
 | OSPN | 42K | $534.67K |
 | MRVL | 39K | $3.31M |
 | CLS | 36K | $10.64M |
 | SNOW | 32K | $7.02M |
 | ZS | 25K | $5.62M |
 | AVGO | 23K | $7.79M |
 | CRDO | 20K | $2.88M |
Cognyte Software Ltd.
CGNT
Shares Held
904K
Value
$8.50M
BlackLine, Inc.
BL
Shares Held
528K
Value
$29.18M
Weave Communications, Inc.
WEAV
Shares Held
184K
Value
$1.40M
MaxLinear, Inc.
MXL
Shares Held
145K
Value
$2.53M
Applied Optoelectronics, Inc.
AAOI
Shares Held
137K
Value
$4.78M
Braze, Inc.
BRZE
Shares Held
124K
Value
$4.25M
OneStream, Inc. Class A Common Stock
OS
Shares Held
75K
Value
$1.38M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
55K
Value
$1.33M
AAON, Inc.
AAON
Shares Held
51K
Value
$3.89M
Netflix, Inc.
NFLX
Shares Held
48K
Value
$4.50M
Arista Networks, Inc.
ANET
Shares Held
45K
Value
$5.90M
TTM Technologies, Inc.
TTMI
Shares Held
44K
Value
$3.04M
SiTime Corporation
SITM
Shares Held
43K
Value
$15.19M
OneSpan Inc.
OSPN
Shares Held
42K
Value
$534.67K
Marvell Technology, Inc.
MRVL
Shares Held
39K
Value
$3.31M
Celestica Inc.
CLS
Shares Held
36K
Value
$10.64M
Snowflake Inc.
SNOW
Shares Held
32K
Value
$7.02M
Zscaler, Inc.
ZS
Shares Held
25K
Value
$5.62M
Broadcom Inc.
AVGO
Shares Held
23K
Value
$7.79M
Credo Technology Group Holding Ltd
CRDO
Shares Held
20K
Value
$2.88M