13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001965542-24-000004
Total Value
$171.9M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Zuora Inc | 98983V106 | 5,091,272 | $50.6M | 29.42% |
| 2 | N-able Inc | NABL | 699,276 | $10.6M | 6.20% |
| 3 | Solarwinds Corp | 83417Q204 | 834,060 | $10.1M | 5.85% |
| 4 | EMCOR Group Inc | EME | 24,500 | $8.9M | 5.20% |
| 5 | Walkme Ltd | M97628107 | 565,574 | $7.9M | 4.60% |
| 6 | Clearwater Analytics Holdings Inc | CWAN | 419,000 | $7.8M | 4.51% |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 44,000 | $7.6M | 4.45% |
| 8 | Five9 Inc | FIVN | 158,500 | $7.0M | 4.07% |
| 9 | Cellebrite DI Ltd | CLBT | 453,554 | $5.4M | 3.15% |
| 10 | Dell Technologies Inc | DELL | 39,000 | $5.4M | 3.13% |
| 11 | Enfusion Inc | 292812104 | 613,513 | $5.2M | 3.04% |
| 12 | SimilarWeb Ltd | SMWB | 593,923 | $4.6M | 2.69% |
| 13 | iShares MSCI India ETF | 46429B598 | 64,000 | $3.6M | 2.08% |
| 14 | Cintas Corp | CTAS | 5,000 | $3.5M | 2.04% |
| 15 | Alkami Technology Inc | ALKT | 118,822 | $3.4M | 1.97% |
| 16 | Cognyte Software Ltd | CGNT | 425,032 | $3.2M | 1.89% |
| 17 | Appian Corp | APPN | 103,000 | $3.2M | 1.85% |
| 18 | Teradata Corp | TDC | 79,000 | $2.7M | 1.59% |
| 19 | Walmart Inc | WMT | 39,000 | $2.6M | 1.54% |
| 20 | Smartsheet Inc | 83200N103 | 55,000 | $2.4M | 1.41% |
| 21 | John Wiley & Sons Inc | 968223206 | 55,016 | $2.2M | 1.30% |
| 22 | SecureWorks Corp | 81374A105 | 316,137 | $2.2M | 1.29% |
| 23 | Blackline Inc | BL | 45,000 | $2.2M | 1.27% |
| 24 | Rapid7 Inc | RPD | 45,000 | $1.9M | 1.13% |
| 25 | Marvell Technology Group Ltd | MRVL | 24,000 | $1.7M | 0.98% |
| 26 | Azek Company Inc | 05478C105 | 39,000 | $1.6M | 0.96% |
| 27 | Backblaze Inc | BLZE | 250,887 | $1.5M | 0.90% |
| 28 | Doubleverify Holdings Inc | DV | 75,000 | $1.5M | 0.85% |
| 29 | Global Blue Group Holding Ltd | H33700107 | 238,883 | $1.2M | 0.67% |