Scalar Gauge Management, LLC
- SEC CIK
- 0001965542
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 12, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 28
- +3 vs. Q3 2024
- Portfolio value
- $216.6M
- +$28.3M (+15.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BLBlackline, Inc. | COM | 352,841 | $21.4M | 9.9% | +287,841+442.8% | Added | History |
| FIVNFive9, Inc. | COM | 430,516 | $17.5M | 8.1% | −31,775−6.9% | Reduced | History |
| AXONAxon Enterprise, Inc. | COM | 27,400 | $16.3M | 7.5% | +8,400+44.2% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 35,204 | $16.3M | 7.5% | +7,904+29.0% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 586,998 | $16.2M | 7.5% | +20,013+3.5% | Added | History |
| SMWBSimilarweb Ltd. | SHS | 1,115,778 | $15.8M | 7.3% | +251,855+29.2% | Added | History |
| ZUOZuora Inc | COM CL A | 1,491,501 | $14.8M | 6.8% | −4,993,098−77.0% | Reduced | History |
| VERXVertex, Inc. | Stock | 220,970 | $11.8M | 5.4% | +220,970 | New | History |
| AVPTAvePoint, Inc. | COM CL A | 604,776 | $9.98M | 4.6% | +604,776 | New | History |
| NRGNRG Energy, Inc. | Stock | 108,800 | $9.82M | 4.5% | +15,800+17.0% | Added | History |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 383,917 | $8.46M | 3.9% | +66,707+21.0% | Added | History |
| SWISolarWinds Corp | COM | 554,918 | $7.91M | 3.6% | +75,000+15.6% | Added | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 300,356 | $7.73M | 3.6% | +300,356 | New | History |
| WMTWalmart Inc. | Stock | 69,000 | $6.23M | 2.9% | +30,000+76.9% | Added | History |
| PDPagerDuty, Inc. | COM | 328,200 | $5.99M | 2.8% | +328,200 | New | History |
| CTASCintas Corp | Stock | 23,000 | $4.20M | 1.9% | −4,000−14.8% | Reduced | History |
| CARGCarGurus, Inc. | COM CL A | 110,000 | $4.02M | 1.9% | +110,000 | New | History |
| CGNTCognyte Software Ltd. | ORD SHS | 450,032 | $3.89M | 1.8% | +10,000+2.3% | Added | History |
| NABLN-able, Inc. | COMMON STOCK | 411,330 | $3.84M | 1.8% | −567,333−58.0% | Reduced | History |
| TWLOTwilio Inc | CL A | 34,000 | $3.67M | 1.7% | +34,000 | New | History |
| ALKTAlkami Technology, Inc. | Stock | 73,422 | $2.69M | 1.2% | +9,600+15.0% | Added | History |
| Global Blue Group Holding AGH33700107 | ORD SHS | 339,651 | $2.35M | 1.1% | +50,668+17.5% | Added | – |
| OSOneStream, Inc. | CL A | 70,947 | $2.02M | 0.9% | +70,947 | New | History |
| SCWXSecureWorks Corp | CL A | 222,338 | $1.88M | 0.9% | −145,668−39.6% | Reduced | History |
| ACAArcosa, Inc. | COM | 8,000 | $773.9K | 0.4% | +8,000 | New | History |
| BLZEBackblaze, Inc. | COM CL A | 116,740 | $702.8K | 0.3% | −184,147−61.2% | Reduced | History |
| ENFNEnfusion, Inc. | CL A | 25,000 | $257.5K | 0.1% | −428,513−94.5% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,000 | $168.6K | 0.1% | +1,000 | New | History |
Sold out since Q3 2024 (6)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| OKTAOkta, Inc. | CL A | 70,000 | $5.20M | 2.8% | History |
| SMARSmartsheet Inc | COM CL A | 65,000 | $3.60M | 1.9% | History |
| APPNAppian Corp | CL A | 73,000 | $2.49M | 1.3% | History |
| VRNSVaronis Systems Inc | COM | 40,000 | $2.26M | 1.2% | History |
| AZZAzz Inc | COM | 23,000 | $1.90M | 1.0% | History |
| TAYDTaylor Devices, Inc. | COM | 13,644 | $681.1K | 0.4% | History |