Scalar Gauge Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Scalar Gauge Management, LLC disclosed 29 US equity positions worth $196.1m in its Q3 2025 13F filing. The largest position was BL at 16.7% of the reported book, followed by AVGO and FIX. Against the Q2 2025 filing, it opened 15 new positions, added to 8 and reduced 4 among the top 29 holdings.
What did Scalar Gauge Management, LLC own in Q3 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BL Blackline Inc | Technology | 16.7% | $32.7m | 615,804 | 8% | added |
| 2 | AVGO Broadcom Inc | Technology | 7.1% | $13.9m | 42,000 | 24% | added |
| 3 | FIX Comfort Sys USA Inc | Industrials | 6.7% | $13.2m | 16,000 | – | new |
| 4 | FN Fabrinet | Technology | 6.5% | $12.8m | 35,000 | – | new |
| 5 | AXON Axon Enterprise Inc | Industrials | 5.7% | $11.1m | 15,500 | 82% | added |
| 6 | CLS Celestica Inc | Technology | 5.1% | $10.1m | 41,000 | -51% | reduced |
| 7 | PD PagerDuty Inc | Technology | 4.5% | $8.9m | 536,504 | -45% | reduced |
| 8 | SNOW Snowflake Inc | Technology | 4.3% | $8.3m | 37,000 | 106% | added |
| 9 | SITM SITime Corp | Technology | 4.1% | $8.1m | 27,000 | – | new |
| 10 | AZO Autozone Inc | Consumer Cyclical | 3.7% | $7.3m | 1,700 | 0% | held |
| 11 | TTMI TTM Technologies Inc | Technology | 3.5% | $6.9m | 119,000 | – | new |
| 12 | EME EMCOR Group Inc | Industrials | 3.5% | $6.8m | 10,500 | – | new |
| 13 | CGNT Cognyte Software Ltd | Technology | 3.4% | $6.6m | 789,099 | 45% | added |
| 14 | CTAS Cintas Corp | Industrials | 3.2% | $6.4m | 31,000 | 210% | added |
| 15 | META Meta Platforms Inc | Communication Services | 3.0% | $5.9m | 8,000 | 0% | held |
| 16 | GWRE Guidewire Software Inc | Technology | 2.7% | $5.3m | 23,000 | – | new |
| 17 | NFLX Netflix Inc | Communication Services | 2.4% | $4.8m | 4,000 | – | new |
| 18 | SMWB SimilarWeb Ltd | Technology | 2.1% | $4.1m | 441,742 | -60% | reduced |
| 19 | NABL N-able Inc | Technology | 2.0% | $3.9m | 500,534 | 12% | added |
| 20 | OSPN OneSpan Inc | Technology | 1.7% | $3.4m | 215,000 | 26% | added |
| 21 | NRG NRG Energy Inc | Utilities | 1.5% | $2.9m | 18,000 | – | new |
| 22 | FROG Jfrog Ltd | Technology | 1.4% | $2.7m | 58,000 | – | new |
| 23 | HWM Howmet Aerospace Inc | Industrials | 1.3% | $2.6m | 13,000 | – | new |
| 24 | CSCO Cisco Systems Inc | Technology | 1.0% | $2.1m | 30,000 | – | new |
| 25 | CLBT Cellebrite DI Ltd | Technology | 0.9% | $1.7m | 92,210 | -30% | reduced |
| 26 | PRO PROS Holdings Inc | 0.7% | $1.4m | 60,000 | – | new | |
| 27 | WEAV Weave Communications Inc | Healthcare | 0.6% | $1.2m | 174,188 | – | new |
| 28 | MPAA Motorcar Pts Amer Inc | 0.4% | $876.6k | 53,000 | – | new | |
| 29 | FFIV F5 Inc | Technology | 0.2% | $323.2k | 1,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.