Scalar Gauge Management
Latest statistics and disclosures from Scalar Gauge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZUO, EME, SWI, ALKT, DELL, and represent 52.12% of Scalar Gauge Management's stock portfolio.
- Added to shares of these 10 stocks: ZUO (+$22M), DELL (+$5.7M), SWI, APPN, IAS, EME, INDA, CWAN, SMAR, ENFN.
- Started 8 new stock positions in MRVL, APPN, FN, SMAR, DELL, INDA, CWAN, IAS.
- Reduced shares in these 10 stocks: ALKT (-$13M), AZEK (-$6.2M), NICE (-$5.9M), ZETA (-$5.1M), CTAS, CLBT, EL, CXM, MTUS, .
- Sold out of its positions in Alteryx, AZEK, HUBS, EL, NICE, SSNC, CXM, MTUS, DOX.
- Scalar Gauge Management was a net buyer of stock by $19M.
- Scalar Gauge Management has $130M in assets under management (AUM), dropping by 23.21%.
- Central Index Key (CIK): 0001965542
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Portfolio Holdings for Scalar Gauge Management
Scalar Gauge Management holds 26 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Zuora Com Cl A (ZUO) | 26.4 | $34M | +179% | 3.8M | 9.12 |
|
| Emcor (EME) | 7.6 | $9.8M | +55% | 28k | 350.20 |
|
| Solarwinds Corp Com New (SWI) | 7.3 | $9.5M | +90% | 749k | 12.62 |
|
| Alkami Technology (ALKT) | 6.5 | $8.4M | -59% | 343k | 24.57 |
|
| Dell Technologies CL C (DELL) | 4.4 | $5.7M | NEW | 50k | 114.11 |
|
| Cintas Corporation (CTAS) | 3.7 | $4.8M | -41% | 7.0k | 687.03 |
|
| Enfusion Cl A (ENFN) | 3.6 | $4.7M | +145% | 504k | 9.25 |
|
| Cellebrite DI Ordinary Shares (CLBT) | 3.4 | $4.4M | -42% | 394k | 11.08 |
|
| Walkme Ord Shs (WKME) | 3.3 | $4.3M | -11% | 506k | 8.60 |
|
| Appian Corp Cl A (APPN) | 3.2 | $4.1M | NEW | 103k | 39.95 |
|
| Integral Ad Science Hldng (IAS) | 2.8 | $3.6M | NEW | 363k | 9.97 |
|
| SimilarWeb SHS (SMWB) | 2.6 | $3.4M | +69% | 379k | 9.00 |
|
| iShares MSCI India ETF Msci India Etf (INDA) | 2.5 | $3.3M | NEW | 64k | 51.59 |
|
| Clearwater Analytics Holdings Cl A (CWAN) | 2.4 | $3.1M | NEW | 175k | 17.69 |
|
| Smartsheet Com Cl A (SMAR) | 2.4 | $3.1M | NEW | 80k | 38.50 |
|
| Teradata Corporation (TDC) | 2.4 | $3.1M | +3% | 79k | 38.67 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 2.2 | $2.9M | -63% | 262k | 10.93 |
|
| Cognyte Software Ord Shs (CGNT) | 2.1 | $2.7M | +4% | 325k | 8.27 |
|
| Fabrinet SHS (FN) | 1.9 | $2.5M | NEW | 13k | 189.02 |
|
| Backblaze Com Cl A (BLZE) | 1.9 | $2.4M | +6% | 236k | 10.23 |
|
| Wal-Mart Stores (WMT) | 1.8 | $2.3M | +290% | 39k | 60.17 |
|
| John Wiley & Sons Cl A (WLY) | 1.6 | $2.1M | -26% | 55k | 38.13 |
|
| SecureWorks Corp Cl A (SCWX) | 1.4 | $1.8M | +8% | 266k | 6.72 |
|
| Marvell Technology (MRVL) | 1.3 | $1.7M | NEW | 24k | 70.88 |
|
| Global Blue Group Holding Ord Shs (GB) | 1.0 | $1.3M | +4% | 239k | 5.24 |
|
| Ttec Holdings (TTEC) | 0.6 | $726k | 70k | 10.37 |
|
Past Filings by Scalar Gauge Management
SEC 13F filings are viewable for Scalar Gauge Management going back to 2023
- Scalar Gauge Management 2024 Q1 filed May 15, 2024
- Scalar Gauge Management 2023 Q4 filed Feb. 14, 2024