Scalar Gauge Management as of June 30, 2024
Portfolio Holdings for Scalar Gauge Management
Scalar Gauge Management holds 29 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zuora Com Cl A (ZUO) | 29.4 | $51M | 5.1M | 9.93 | |
| N-able Common Stock (NABL) | 6.2 | $11M | 699k | 15.23 | |
| Solarwinds Corp Com New (SWI) | 5.8 | $10M | 834k | 12.05 | |
| Emcor (EME) | 5.2 | $8.9M | 25k | 365.08 | |
| Walkme Ord Shs | 4.6 | $7.9M | 566k | 13.97 | |
| Clearwater Analytics Holdings Cl A (CWAN) | 4.5 | $7.8M | 419k | 18.52 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 4.4 | $7.6M | 44k | 173.81 | |
| Five9 (FIVN) | 4.1 | $7.0M | 159k | 44.10 | |
| Cellebrite DI Ordinary Shares (CLBT) | 3.2 | $5.4M | 454k | 11.95 | |
| Dell Technologies CL C (DELL) | 3.1 | $5.4M | 39k | 137.91 | |
| Enfusion Cl A (ENFN) | 3.0 | $5.2M | 614k | 8.52 | |
| SimilarWeb SHS (SMWB) | 2.7 | $4.6M | 594k | 7.77 | |
| iShares MSCI India ETF Msci India Etf (INDA) | 2.1 | $3.6M | 64k | 55.78 | |
| Cintas Corporation (CTAS) | 2.0 | $3.5M | 5.0k | 700.26 | |
| Alkami Technology (ALKT) | 2.0 | $3.4M | 119k | 28.48 | |
| Cognyte Software Ord Shs (CGNT) | 1.9 | $3.2M | 425k | 7.64 | |
| Appian Corp Cl A (APPN) | 1.8 | $3.2M | 103k | 30.86 | |
| Teradata Corporation (TDC) | 1.6 | $2.7M | 79k | 34.56 | |
| Wal-Mart Stores (WMT) | 1.5 | $2.6M | 39k | 67.71 | |
| Smartsheet Com Cl A (SMAR) | 1.4 | $2.4M | 55k | 44.08 | |
| John Wiley & Sons Cl A (WLY) | 1.3 | $2.2M | 55k | 40.70 | |
| SecureWorks Corp Cl A (SCWX) | 1.3 | $2.2M | 316k | 7.00 | |
| Blackline (BL) | 1.3 | $2.2M | 45k | 48.45 | |
| Rapid7 (RPD) | 1.1 | $1.9M | 45k | 43.23 | |
| Marvell Technology (MRVL) | 1.0 | $1.7M | 24k | 69.90 | |
| Azek Company Cl A (AZEK) | 1.0 | $1.6M | 39k | 42.13 | |
| Backblaze Com Cl A (BLZE) | 0.9 | $1.5M | 251k | 6.16 | |
| DV (DV) | 0.8 | $1.5M | 75k | 19.47 | |
| Global Blue Group Holding Ord Shs (GB) | 0.7 | $1.2M | 239k | 4.82 |
