§ 13F · FUND PROFILE
SCALAR GAUGE MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175.5T (13F)Positions · 30Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$42.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BL | Blackline Inc | 528K | $29.2T | 19.3% | −14% |
| 2 | SITM | SITime Corp | 43K | $15.2T | 10.0% | +59% |
| 3 | CLS | Celestica Inc | 36K | $10.6T | 7.0% | −12% |
| 4 | CGNT | Cognyte Software Ltd | 904K | $8.5T | 5.6% | +15% |
| 5 | FN | Fabrinet | 19K | $8.4T | 5.6% | −47% |
| 6 | AVGO | Broadcom Inc | 23K | $7.8T | 5.1% | −46% |
| 7 | SNOW | Snowflake Inc | 32K | $7.0T | 4.6% | −14% |
| 8 | AXON | Axon Enterprise Inc | 11K | $6.0T | 3.9% | −32% |
| 9 | ANET | Arista Networks Inc | 45K | $5.9T | 3.9% | NEW |
| 10 | ZS | Zscaler Inc | 25K | $5.6T | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCALAR SIGNAL
AC read
SCALAR GAUGE MANAGEMENT, LLC is a Other fund managing $175529.7 trillion in assets. The fund runs a portfolio of 30 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed