Scalar Gauge Management as of Sept. 30, 2024
Portfolio Holdings for Scalar Gauge Management
Scalar Gauge Management holds 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zuora Com Cl A (ZUO) | 29.7 | $56M | 6.5M | 8.62 | |
| Clearwater Analytics Holdings Cl A (CWAN) | 7.6 | $14M | 567k | 25.25 | |
| Five9 (FIVN) | 7.1 | $13M | 462k | 28.73 | |
| N-able Common Stock (NABL) | 6.8 | $13M | 979k | 13.06 | |
| Motorola Solutions Com New (MSI) | 6.5 | $12M | 27k | 449.63 | |
| NRG Energy Com New (NRG) | 4.5 | $8.5M | 93k | 91.10 | |
| SimilarWeb SHS (SMWB) | 4.1 | $7.6M | 864k | 8.84 | |
| Axon Enterprise (AXON) | 4.0 | $7.6M | 19k | 399.60 | |
| Solarwinds Corp Com New (SWI) | 3.3 | $6.3M | 480k | 13.05 | |
| Cintas Corporation (CTAS) | 3.0 | $5.6M | 27k | 205.88 | |
| Cellebrite DI Ordinary Shares (CLBT) | 2.8 | $5.3M | 317k | 16.84 | |
| Okta Cl A (OKTA) | 2.8 | $5.2M | 70k | 74.34 | |
| Enfusion Cl A (ENFN) | 2.3 | $4.3M | 454k | 9.49 | |
| Smartsheet Com Cl A (SMAR) | 1.9 | $3.6M | 65k | 55.36 | |
| Blackline (BL) | 1.9 | $3.6M | 65k | 55.14 | |
| SecureWorks Corp Cl A (SCWX) | 1.7 | $3.3M | 368k | 8.85 | |
| Wal-Mart Stores (WMT) | 1.7 | $3.1M | 39k | 80.75 | |
| Cognyte Software Ord Shs (CGNT) | 1.6 | $3.0M | 440k | 6.79 | |
| Appian Corp Cl A (APPN) | 1.3 | $2.5M | 73k | 34.14 | |
| Varonis Sys (VRNS) | 1.2 | $2.3M | 40k | 56.50 | |
| Alkami Technology (ALKT) | 1.1 | $2.0M | 64k | 31.54 | |
| Backblaze Com Cl A (BLZE) | 1.0 | $1.9M | 301k | 6.39 | |
| AZZ Incorporated (AZZ) | 1.0 | $1.9M | 23k | 82.61 | |
| Global Blue Group Holding Ord Shs (GB) | 0.8 | $1.6M | 289k | 5.47 | |
| Taylor Devices (TAYD) | 0.4 | $681k | 14k | 49.92 |
