Scalar Gauge Management
Latest statistics and disclosures from Scalar Gauge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BL, FIVN, AXON, MSI, CWAN, and represent 40.46% of Scalar Gauge Management's stock portfolio.
- Added to shares of these 10 stocks: BL (+$18M), VERX (+$12M), AVPT (+$10M), NCLH (+$7.7M), PD (+$6.0M), AXON, CARG, TWLO, MSI, SMWB.
- Started 9 new stock positions in AVPT, CARG, TWLO, OS, ACA, VERX, GWRE, PD, NCLH.
- Reduced shares in these 10 stocks: Zuora Inc ordinary shares (-$50M), NABL (-$5.3M), OKTA (-$5.2M), ENFN, SMAR, APPN, VRNS, AZZ, FIVN, SCWX.
- Sold out of its positions in AZZ, APPN, OKTA, SMAR, TAYD, VRNS.
- Scalar Gauge Management was a net buyer of stock by $4.1M.
- Scalar Gauge Management has $217M in assets under management (AUM), dropping by 15.02%.
- Central Index Key (CIK): 0001965542
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Portfolio Holdings for Scalar Gauge Management
Scalar Gauge Management holds 28 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Blackline (BL) | 9.9 | $21M | +442% | 353k | 60.76 |
|
| Five9 (FIVN) | 8.1 | $18M | -6% | 431k | 40.64 |
|
| Axon Enterprise (AXON) | 7.5 | $16M | +44% | 27k | 594.32 |
|
| Motorola Solutions Com New (MSI) | 7.5 | $16M | +28% | 35k | 462.23 |
|
| Clearwater Analytics Holdings Cl A (CWAN) | 7.5 | $16M | +3% | 587k | 27.52 |
|
| SimilarWeb SHS (SMWB) | 7.3 | $16M | +29% | 1.1M | 14.17 |
|
| Zuora Com Cl A | 6.8 | $15M | -76% | 1.5M | 9.92 |
|
| Vertex Cl A (VERX) | 5.4 | $12M | NEW | 221k | 53.35 |
|
| Avepoint Com Cl A (AVPT) | 4.6 | $10M | NEW | 605k | 16.51 |
|
| NRG Energy Com New (NRG) | 4.5 | $9.8M | +16% | 109k | 90.22 |
|
| Cellebrite DI Ordinary Shares (CLBT) | 3.9 | $8.5M | +21% | 384k | 22.03 |
|
| Solarwinds Corp Com New (SWI) | 3.6 | $7.9M | +15% | 555k | 14.25 |
|
| Norwegian Cruise Line HLDG L SHS (NCLH) | 3.6 | $7.7M | NEW | 300k | 25.73 |
|
| Wal-Mart Stores (WMT) | 2.9 | $6.2M | +76% | 69k | 90.35 |
|
| Pagerduty (PD) | 2.8 | $6.0M | NEW | 328k | 18.26 |
|
| Cintas Corporation (CTAS) | 1.9 | $4.2M | -14% | 23k | 182.70 |
|
| Cargurus Com Cl A (CARG) | 1.9 | $4.0M | NEW | 110k | 36.54 |
|
| Cognyte Software Ord Shs (CGNT) | 1.8 | $3.9M | +2% | 450k | 8.65 |
|
| N-able Common Stock (NABL) | 1.8 | $3.8M | -57% | 411k | 9.34 |
|
| Twilio Cl A (TWLO) | 1.7 | $3.7M | NEW | 34k | 108.08 |
|
| Alkami Technology (ALKT) | 1.2 | $2.7M | +15% | 73k | 36.68 |
|
| Global Blue Group Holding Ord Shs (GB) | 1.1 | $2.4M | +17% | 340k | 6.93 |
|
| OneStream Cl A (OS) | 0.9 | $2.0M | NEW | 71k | 28.52 |
|
| SecureWorks Corp Cl A (SCWX) | 0.9 | $1.9M | -39% | 222k | 8.46 |
|
| Arcosa (ACA) | 0.4 | $774k | NEW | 8.0k | 96.74 |
|
| Backblaze Com Cl A (BLZE) | 0.3 | $703k | -61% | 117k | 6.02 |
|
| Enfusion Cl A (ENFN) | 0.1 | $258k | -94% | 25k | 10.30 |
|
| Guidewire Software (GWRE) | 0.1 | $169k | NEW | 1.0k | 168.58 |
|
Past Filings by Scalar Gauge Management
SEC 13F filings are viewable for Scalar Gauge Management going back to 2023
- Scalar Gauge Management 2024 Q4 filed Feb. 12, 2025
- Scalar Gauge Management 2024 Q3 filed Nov. 14, 2024
- Scalar Gauge Management 2024 Q2 filed Aug. 14, 2024
- Scalar Gauge Management 2024 Q1 filed May 15, 2024
- Scalar Gauge Management 2023 Q4 filed Feb. 14, 2024