Scalar Gauge Management

Scalar Gauge Management as of Dec. 31, 2023

Portfolio Holdings for Scalar Gauge Management

Scalar Gauge Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alkami Technology (ALKT) 19.6 $21M 853k 24.25
Zuora Com Cl A (ZUO) 12.0 $13M 1.3M 9.40
Cintas Corporation (CTAS) 6.9 $7.2M 12k 602.66
Zeta Global Holdings Corp Cl A (ZETA) 6.1 $6.4M 727k 8.82
Azek Company Cl A (AZEK) 5.9 $6.2M 162k 38.25
Walkme Ord Shs (WKME) 5.8 $6.1M 570k 10.67
Cellebrite DI Ordinary Shares (CLBT) 5.6 $5.9M 683k 8.66
Nice Sponsored Adr (NICE) 5.6 $5.9M 29k 199.51
Solarwinds Corp Com New (SWI) 4.7 $4.9M 394k 12.49
Emcor (EME) 3.7 $3.9M 18k 215.43
Teradata Corporation (TDC) 3.1 $3.3M 76k 43.51
John Wiley & Sons Cl A (WLY) 2.2 $2.4M 74k 31.74
Cognyte Software Ord Shs (CGNT) 1.9 $2.0M 311k 6.43
Enfusion Cl A (ENFN) 1.9 $2.0M 206k 9.70
Estee Lauder Companies Cl A (EL) 1.8 $1.9M 13k 146.25
SecureWorks Corp Cl A (SCWX) 1.7 $1.8M 246k 7.38
Sprinklr Cl A (CXM) 1.7 $1.7M 145k 12.04
Backblaze Com Cl A (BLZE) 1.6 $1.7M 221k 7.59
Wal-Mart Stores (WMT) 1.5 $1.6M 10k 157.65
Timkensteel (MTUS) 1.4 $1.5M 65k 23.45
Ttec Holdings (TTEC) 1.4 $1.5M 70k 21.67
SimilarWeb SHS (SMWB) 1.1 $1.2M 223k 5.33
Global Blue Group Holding Ord Shs (GB) 1.0 $1.1M 229k 4.73
Ss&c Technologies Holding (SSNC) 0.8 $794k 13k 61.11
Amdocs SHS (DOX) 0.4 $440k 5.0k 87.89
Alteryx Com Cl A 0.4 $377k 8.0k 47.16
Hubspot (HUBS) 0.3 $290k 500.00 580.54