Scalar Gauge Management as of March 31, 2025
Portfolio Holdings for Scalar Gauge Management
Scalar Gauge Management holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackline (BL) | 16.8 | $28M | 568k | 48.42 | |
| Clearwater Analytics Holdings Cl A (CWAN) | 10.8 | $18M | 664k | 26.80 | |
| Five9 (FIVN) | 9.6 | $16M | 578k | 27.15 | |
| SimilarWeb SHS (SMWB) | 6.1 | $10M | 1.2M | 8.27 | |
| Pagerduty (PD) | 6.1 | $10M | 548k | 18.27 | |
| Solarwinds Corp Com New (SWI) | 4.6 | $7.6M | 413k | 18.43 | |
| Progressive Corporation (PGR) | 4.5 | $7.4M | 26k | 283.01 | |
| Cellebrite DI Ordinary Shares (CLBT) | 4.3 | $7.0M | 359k | 19.43 | |
| Vertex Cl A (VERX) | 3.9 | $6.4M | 183k | 35.01 | |
| SPS Commerce (SPSC) | 3.7 | $6.1M | 46k | 132.73 | |
| NRG Energy Com New (NRG) | 3.5 | $5.7M | 60k | 95.46 | |
| Norwegian Cruise Line HLDG L SHS (NCLH) | 3.5 | $5.7M | 299k | 18.96 | |
| Avepoint Com Cl A (AVPT) | 2.6 | $4.3M | 301k | 14.44 | |
| Twilio Cl A (TWLO) | 2.6 | $4.3M | 44k | 97.91 | |
| JD.com Spon Ads Cl A (JD) | 2.4 | $3.9M | 95k | 41.12 | |
| Cognyte Software Ord Shs (CGNT) | 2.2 | $3.6M | 460k | 7.80 | |
| Informatica Com Cl A (INFA) | 2.0 | $3.4M | 192k | 17.45 | |
| Onespan (OSPN) | 2.0 | $3.3M | 215k | 15.25 | |
| ProShares VIX Short Term Futures ETF Vix Sht Term Fut (VIXY) | 1.5 | $2.5M | 50k | 50.26 | |
| Cintas Corporation (CTAS) | 1.3 | $2.1M | 10k | 205.53 | |
| Alkami Technology (ALKT) | 1.2 | $1.9M | 73k | 26.25 | |
| Hewlett Packard Enterprise (HPE) | 1.1 | $1.9M | 120k | 15.43 | |
| Global Blue Group Holding Ord Shs (GB) | 1.0 | $1.7M | 225k | 7.36 | |
| Freshworks Class A Com (FRSH) | 1.0 | $1.6M | 115k | 14.11 | |
| Jamf Hldg Corp (JAMF) | 0.7 | $1.1M | 93k | 12.15 | |
| Invesco QQQ TR Put Put Option | 0.4 | $640k | 400.00 | 1600.00 | |
| N-able Common Stock (NABL) | 0.4 | $606k | 86k | 7.09 | |
| Backblaze Com Cl A (BLZE) | 0.3 | $419k | 87k | 4.83 |
