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SCALAR GAUGE MANAGEMENT, LLC

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13F filer, CIK 1965542, DALLAS, TX

SCALAR GAUGE MANAGEMENT, LLC reported $151,563,436 across 32 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 69.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965542-26-000005

Period
2025-12-31
Reported value
$152M
Holdings
32
Top 10 weight
69.11%
New
16
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ANETnew+45,000$5.9M
SITMadded+16,000$5.65M
ZSnew+25,000$5.62M
AAOInew+137,000$4.78M
BRZEnew+124,000$4.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FIXexited-16,000-$13.2M
PDexited-536,504-$8.86M
FNreduced-16,500-$7.51M
AZOexited-1,700-$7.29M
EMEexited-10,500-$6.82M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001965542-26-000005, largest first. % of portfolio is the value over $150,799,461, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,000 shares; 2024Q4: 352,841 shares; 2025Q1: 567,854 shares; 2025Q2: 568,804 shares; 2025Q3: 615,804 shares; 2025Q4: 527,789 shares 527,789$29.2M19.35%-88,015Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,000 shares; 2025Q4: 43,000 shares 43,000$15.2M10.07%+16,000Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,000 shares; 2025Q3: 41,000 shares; 2025Q4: 36,000 shares 36,000$10.6M7.06%-5,000Timeline
CGNTCOGNYTE SOFTWARE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,032 shares; 2024Q4: 450,032 shares; 2025Q1: 460,032 shares; 2025Q2: 545,032 shares; 2025Q3: 789,099 shares; 2025Q4: 904,099 shares 904,099$8.5M5.64%+115,000Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 18,500 shares 18,500$8.42M5.59%-16,500Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,000 shares; 2025Q3: 42,000 shares; 2025Q4: 22,500 shares 22,500$7.79M5.16%-19,500Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 37,000 shares; 2025Q4: 32,000 shares 32,000$7.02M4.65%-5,000Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 27,400 shares; 2025Q1: not reported; 2025Q2: 8,500 shares; 2025Q3: 15,500 shares; 2025Q4: 10,500 shares 10,500$5.96M3.95%-5,000Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares 45,000$5.9M3.91%newTimeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares 25,000$5.62M3.73%newTimeline
AAOIAPPLIED OPTOELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,000 shares 137,000$4.78M3.17%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 48,000 shares 48,000$4.5M2.98%+44,000Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,000 shares 124,000$4.25M2.82%newTimeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,000 shares 51,000$3.89M2.58%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000$3.71M2.46%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,000 shares 39,000$3.31M2.2%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,000 shares; 2025Q4: 44,000 shares 44,000$3.04M2.01%-75,000Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares 20,000$2.88M1.91%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 4,000 shares 4,000$2.64M1.75%-4,000Timeline
MXLMAXLINEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,000 shares 145,000$2.53M1.68%newTimeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,000 shares; 2024Q4: 108,800 shares; 2025Q1: 59,600 shares; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 15,000 shares 15,000$2.39M1.58%-3,000Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 23,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 31,000 shares; 2025Q4: 10,000 shares 10,000$1.88M1.25%-21,000Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares 14,000$1.45M0.96%newTimeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,188 shares; 2025Q4: 184,188 shares 184,188$1.4M0.93%+10,000Timeline
OSONESTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,947 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,000 shares 75,000$1.38M0.91%newTimeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 566,985 shares; 2024Q4: 586,998 shares; 2025Q1: 663,595 shares; 2025Q2: 524,244 shares; 2025Q3: not reported; 2025Q4: 55,000 shares 55,000$1.33M0.88%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000$692K0.46%newTimeline
OSPNONESPAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 214,875 shares; 2025Q2: 170,000 shares; 2025Q3: 215,000 shares; 2025Q4: 41,641 shares 41,641$535K0.35%-173,359Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
Jamf Holding CorpJamf Holding Corp CALLcall700$348Knew
CELESTICA INCCELESTICA INC CALLcall100$264Knew
BLACKLINE INCBLACKLINE INC COMcall207$88K-100
MARVELL TECHNOLOGY INCMARVELL TECHNOLOGY INC CALLcall100$64.5Knew

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FIXCOMFORT SYS USA INC16,000$13.2Mshares
PDPAGERDUTY INC536,504$8.86Mshares
AZOAUTOZONE INC1,700$7.29Mshares
EMEEMCOR GROUP INC10,500$6.82Mshares
GWREGUIDEWIRE SOFTWARE INC23,000$5.29Mshares
SMWBSIMILARWEB LTD441,742$4.11Mshares
NABLN-ABLE INC500,534$3.9Mshares
FROGJFROG LTD58,000$2.75Mshares
HWMHOWMET AEROSPACE INC13,000$2.55Mshares
CSCOCISCO SYS INC30,000$2.05Mshares
CLBTCELLEBRITE DI LTD92,210$1.71Mshares
PROPROS Holdings Inc60,000$1.37Mshares
MPAAMOTORCAR PTS AMER INC53,000$877Kshares
FFIVF5 INC1,000$323Kshares
PAGERDUTY INCPAGERDUTY INC491$240Kcall
SIMILARWEB LTDSIMILARWEB LTD200$4Kcall

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965542-26-000005 base2026-02-17acceptance time not in the bulk data set