Scalar Gauge Management as of Dec. 31, 2024
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 | 353k | 60.76 | |
| Five9 (FIVN) | 8.1 | $18M | 431k | 40.64 | |
| Axon Enterprise (AXON) | 7.5 | $16M | 27k | 594.32 | |
| Motorola Solutions Com New (MSI) | 7.5 | $16M | 35k | 462.23 | |
| Clearwater Analytics Holdings Cl A (CWAN) | 7.5 | $16M | 587k | 27.52 | |
| SimilarWeb SHS (SMWB) | 7.3 | $16M | 1.1M | 14.17 | |
| Zuora Com Cl A | 6.8 | $15M | 1.5M | 9.92 | |
| Vertex Cl A (VERX) | 5.4 | $12M | 221k | 53.35 | |
| Avepoint Com Cl A (AVPT) | 4.6 | $10M | 605k | 16.51 | |
| NRG Energy Com New (NRG) | 4.5 | $9.8M | 109k | 90.22 | |
| Cellebrite DI Ordinary Shares (CLBT) | 3.9 | $8.5M | 384k | 22.03 | |
| Solarwinds Corp Com New (SWI) | 3.6 | $7.9M | 555k | 14.25 | |
| Norwegian Cruise Line HLDG L SHS (NCLH) | 3.6 | $7.7M | 300k | 25.73 | |
| Wal-Mart Stores (WMT) | 2.9 | $6.2M | 69k | 90.35 | |
| Pagerduty (PD) | 2.8 | $6.0M | 328k | 18.26 | |
| Cintas Corporation (CTAS) | 1.9 | $4.2M | 23k | 182.70 | |
| Cargurus Com Cl A (CARG) | 1.9 | $4.0M | 110k | 36.54 | |
| Cognyte Software Ord Shs (CGNT) | 1.8 | $3.9M | 450k | 8.65 | |
| N-able Common Stock (NABL) | 1.8 | $3.8M | 411k | 9.34 | |
| Twilio Cl A (TWLO) | 1.7 | $3.7M | 34k | 108.08 | |
| Alkami Technology (ALKT) | 1.2 | $2.7M | 73k | 36.68 | |
| Global Blue Group Holding Ord Shs (GB) | 1.1 | $2.4M | 340k | 6.93 | |
| OneStream Cl A (OS) | 0.9 | $2.0M | 71k | 28.52 | |
| SecureWorks Corp Cl A (SCWX) | 0.9 | $1.9M | 222k | 8.46 | |
| Arcosa (ACA) | 0.4 | $774k | 8.0k | 96.74 | |
| Backblaze Com Cl A (BLZE) | 0.3 | $703k | 117k | 6.02 | |
| Enfusion Cl A (ENFN) | 0.1 | $258k | 25k | 10.30 | |
| Guidewire Software (GWRE) | 0.1 | $169k | 1.0k | 168.58 |
