13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001965542-24-000005
Total Value
$188.4M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Zuora Inc | 98983V106 | 6,484,599 | $55.9M | 29.68% |
| 2 | Clearwater Analytics Holdings Inc | CWAN | 566,985 | $14.3M | 7.60% |
| 3 | Five9 Inc | FIVN | 462,291 | $13.3M | 7.05% |
| 4 | N-able Inc | NABL | 978,663 | $12.8M | 6.79% |
| 5 | Motorola Solutions Inc | MSI | 27,300 | $12.3M | 6.52% |
| 6 | NRG Energy Inc | NRG | 93,000 | $8.5M | 4.50% |
| 7 | SimilarWeb Ltd | SMWB | 863,923 | $7.6M | 4.05% |
| 8 | Axon Enterprise Inc | AXON | 19,000 | $7.6M | 4.03% |
| 9 | Solarwinds Corp | 83417Q204 | 479,918 | $6.3M | 3.33% |
| 10 | Cintas Corp | CTAS | 27,000 | $5.6M | 2.95% |
| 11 | Cellebrite DI Ltd | CLBT | 317,210 | $5.3M | 2.84% |
| 12 | Okta Inc | OKTA | 70,000 | $5.2M | 2.76% |
| 13 | Enfusion Inc | 292812104 | 453,513 | $4.3M | 2.29% |
| 14 | Smartsheet Inc | 83200N103 | 65,000 | $3.6M | 1.91% |
| 15 | Blackline Inc | BL | 65,000 | $3.6M | 1.90% |
| 16 | SecureWorks Corp | 81374A105 | 368,006 | $3.3M | 1.73% |
| 17 | Walmart Inc | WMT | 39,000 | $3.1M | 1.67% |
| 18 | Cognyte Software Ltd | CGNT | 440,032 | $3.0M | 1.59% |
| 19 | Appian Corp | APPN | 73,000 | $2.5M | 1.32% |
| 20 | Varonis Sys Inc | VRNS | 40,000 | $2.3M | 1.20% |
| 21 | Alkami Technology Inc | ALKT | 63,822 | $2.0M | 1.07% |
| 22 | Backblaze Inc | BLZE | 300,887 | $1.9M | 1.02% |
| 23 | AZZ Inc | AZZ | 23,000 | $1.9M | 1.01% |
| 24 | Global Blue Group Holding Ltd | H33700107 | 288,983 | $1.6M | 0.84% |
| 25 | Taylor Devices Inc | TAYD | 13,644 | $681,108 | 0.36% |