13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001965542-25-000002
Total Value
$216.6M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Blackline Inc | BL | 352,841 | $21.4M | 9.90% |
| 2 | Five9 Inc | FIVN | 430,516 | $17.5M | 8.08% |
| 3 | Axon Enterprise Inc | AXON | 27,400 | $16.3M | 7.52% |
| 4 | Motorola Solutions Inc | MSI | 35,204 | $16.3M | 7.51% |
| 5 | Clearwater Analytics Holdings Inc | CWAN | 586,998 | $16.2M | 7.46% |
| 6 | SimilarWeb Ltd | SMWB | 1,115,778 | $15.8M | 7.30% |
| 7 | Zuora Inc | 98983V106 | 1,491,501 | $14.8M | 6.83% |
| 8 | Vertex Inc | VERX | 220,970 | $11.8M | 5.44% |
| 9 | Avepoint Inc | AVPT | 604,776 | $10.0M | 4.61% |
| 10 | NRG Energy Inc | NRG | 108,800 | $9.8M | 4.53% |
| 11 | Cellebrite DI Ltd | CLBT | 383,917 | $8.5M | 3.90% |
| 12 | Solarwinds Corp | 83417Q204 | 554,918 | $7.9M | 3.65% |
| 13 | Norwegian Cruise Line HLDG L | NCLH | 300,356 | $7.7M | 3.57% |
| 14 | Walmart Inc | WMT | 69,000 | $6.2M | 2.88% |
| 15 | PagerDuty Inc | PD | 328,200 | $6.0M | 2.77% |
| 16 | Cintas Corp | CTAS | 23,000 | $4.2M | 1.94% |
| 17 | Cargurus Inc | CARG | 110,000 | $4.0M | 1.86% |
| 18 | Cognyte Software Ltd | CGNT | 450,032 | $3.9M | 1.80% |
| 19 | N-able Inc | NABL | 411,330 | $3.8M | 1.77% |
| 20 | Twilio Inc | TWLO | 34,000 | $3.7M | 1.70% |
| 21 | Alkami Technology Inc | ALKT | 73,422 | $2.7M | 1.24% |
| 22 | Global Blue Group Holding Ltd | H33700107 | 339,651 | $2.4M | 1.09% |
| 23 | OneStream Inc | OS | 70,947 | $2.0M | 0.93% |
| 24 | SecureWorks Corp | 81374A105 | 222,338 | $1.9M | 0.87% |
| 25 | Arcosa Inc | ACA | 8,000 | $773,920 | 0.36% |
| 26 | Backblaze Inc | BLZE | 116,740 | $702,775 | 0.32% |
| 27 | Enfusion Inc | 292812104 | 25,000 | $257,500 | 0.12% |
| 28 | Guidewire Software Inc | GWRE | 1,000 | $168,580 | 0.08% |