Filed: 2/12/2025ACC: 0001965542-25-000002
📋 What this filing means
SCALAR GAUGE MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $216.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$216.65M
Total AUM (reported)
8.50M
Total Shares
Allocation by class
COM$75.28M34.7%
CL A$35.78M16.5%
COM NEW$34.00M15.7%
COM CL A$29.50M13.6%
SHS$23.54M10.9%
ORDINARY SHARES$8.46M3.9%
ORD SHS$6.25M2.9%
Portfolio Concentration
Top 3$55.22M25.5%
4–10$94.62M43.7%
11–25$65.68M30.3%
Rest$1.13M0.5%
Top 3 weight
25.5%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 8.50M
Sole
Full voting authority
8.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
Blackline Inc
SOLEShares352.84K
TypeSH
Market value$21.44M
9.90%
Sole
352.84K
Shared
0.00
None
0.00
Five9 Inc
SOLEShares430.52K
TypeSH
Market value$17.50M
8.08%
Sole
430.52K
Shared
0.00
None
0.00
Axon Enterprise Inc
SOLEShares27.40K
TypeSH
Market value$16.28M
7.52%
Sole
27.40K
Shared
0.00
None
0.00
Motorola Solutions Inc
SOLEShares35.20K
TypeSH
Market value$16.27M
7.51%
Sole
35.20K
Shared
0.00
None
0.00
Clearwater Analytics Holdings Inc
SOLEShares587K
TypeSH
Market value$16.15M
7.46%
Sole
587K
Shared
0.00
None
0.00
SimilarWeb Ltd
SOLEShares1.12M
TypeSH
Market value$15.81M
7.30%
Sole
1.12M
Shared
0.00
None
0.00
Zuora Inc
SOLEShares1.49M
TypeSH
Market value$14.80M
6.83%
Sole
1.49M
Shared
0.00
None
0.00
Vertex Inc
SOLEShares220.97K
TypeSH
Market value$11.79M
5.44%
Sole
220.97K
Shared
0.00
None
0.00
Avepoint Inc
SOLEShares604.78K
TypeSH
Market value$9.98M
4.61%
Sole
604.78K
Shared
0.00
None
0.00
NRG Energy Inc
SOLEShares108.80K
TypeSH
Market value$9.82M
4.53%
Sole
108.80K
Shared
0.00
None
0.00
Cellebrite DI Ltd
SOLEShares383.92K
TypeSH
Market value$8.46M
3.90%
Sole
383.92K
Shared
0.00
None
0.00
Solarwinds Corp
SOLEShares554.92K
TypeSH
Market value$7.91M
3.65%
Sole
554.92K
Shared
0.00
None
0.00
Norwegian Cruise Line HLDG L
SOLEShares300.36K
TypeSH
Market value$7.73M
3.57%
Sole
300.36K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares69K
TypeSH
Market value$6.23M
2.88%
Sole
69K
Shared
0.00
None
0.00
PagerDuty Inc
SOLEShares328.20K
TypeSH
Market value$5.99M
2.77%
Sole
328.20K
Shared
0.00
None
0.00
Cintas Corp
SOLEShares23K
TypeSH
Market value$4.20M
1.94%
Sole
23K
Shared
0.00
None
0.00
Cargurus Inc
SOLEShares110K
TypeSH
Market value$4.02M
1.86%
Sole
110K
Shared
0.00
None
0.00
Cognyte Software Ltd
SOLEShares450.03K
TypeSH
Market value$3.89M
1.80%
Sole
450.03K
Shared
0.00
None
0.00
N-able Inc
SOLEShares411.33K
TypeSH
Market value$3.84M
1.77%
Sole
411.33K
Shared
0.00
None
0.00
Twilio Inc
SOLEShares34K
TypeSH
Market value$3.67M
1.70%
Sole
34K
Shared
0.00
None
0.00
Alkami Technology Inc
SOLEShares73.42K
TypeSH
Market value$2.69M
1.24%
Sole
73.42K
Shared
0.00
None
0.00
Global Blue Group Holding Ltd
SOLEShares339.65K
TypeSH
Market value$2.35M
1.09%
Sole
339.65K
Shared
0.00
None
0.00
OneStream Inc
SOLEShares70.95K
TypeSH
Market value$2.02M
0.93%
Sole
70.95K
Shared
0.00
None
0.00
SecureWorks Corp
SOLEShares222.34K
TypeSH
Market value$1.88M
0.87%
Sole
222.34K
Shared
0.00
None
0.00
Arcosa Inc
SOLEShares8K
TypeSH
Market value$773.9K
0.36%
Sole
8K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Blackline IncSOLE | COM | 352.84K | SH | $21.44M 9.90% | 352.84K | 0.00 | 0.00 |
Five9 IncSOLE | COM | 430.52K | SH | $17.50M 8.08% | 430.52K | 0.00 | 0.00 |
Axon Enterprise IncSOLE | COM | 27.40K | SH | $16.28M 7.52% | 27.40K | 0.00 | 0.00 |
Motorola Solutions IncSOLE | COM NEW | 35.20K | SH | $16.27M 7.51% | 35.20K | 0.00 | 0.00 |
Clearwater Analytics Holdings IncSOLE | CL A | 587K | SH | $16.15M 7.46% | 587K | 0.00 | 0.00 |
SimilarWeb LtdSOLE | SHS | 1.12M | SH | $15.81M 7.30% | 1.12M | 0.00 | 0.00 |
Zuora IncSOLE | COM CL A | 1.49M | SH | $14.80M 6.83% | 1.49M | 0.00 | 0.00 |
Vertex IncSOLE | CL A | 220.97K | SH | $11.79M 5.44% | 220.97K | 0.00 | 0.00 |
Avepoint IncSOLE | COM CL A | 604.78K | SH | $9.98M 4.61% | 604.78K | 0.00 | 0.00 |
NRG Energy IncSOLE | COM NEW | 108.80K | SH | $9.82M 4.53% | 108.80K | 0.00 | 0.00 |
Cellebrite DI LtdSOLE | ORDINARY SHARES | 383.92K | SH | $8.46M 3.90% | 383.92K | 0.00 | 0.00 |
Solarwinds CorpSOLE | COM NEW | 554.92K | SH | $7.91M 3.65% | 554.92K | 0.00 | 0.00 |
Norwegian Cruise Line HLDG LSOLE | SHS | 300.36K | SH | $7.73M 3.57% | 300.36K | 0.00 | 0.00 |
Walmart IncSOLE | COM | 69K | SH | $6.23M 2.88% | 69K | 0.00 | 0.00 |
PagerDuty IncSOLE | COM | 328.20K | SH | $5.99M 2.77% | 328.20K | 0.00 | 0.00 |
Cintas CorpSOLE | COM | 23K | SH | $4.20M 1.94% | 23K | 0.00 | 0.00 |
Cargurus IncSOLE | COM CL A | 110K | SH | $4.02M 1.86% | 110K | 0.00 | 0.00 |
Cognyte Software LtdSOLE | ORD SHS | 450.03K | SH | $3.89M 1.80% | 450.03K | 0.00 | 0.00 |
N-able IncSOLE | COMMON STOCK | 411.33K | SH | $3.84M 1.77% | 411.33K | 0.00 | 0.00 |
Twilio IncSOLE | CL A | 34K | SH | $3.67M 1.70% | 34K | 0.00 | 0.00 |
Alkami Technology IncSOLE | COM | 73.42K | SH | $2.69M 1.24% | 73.42K | 0.00 | 0.00 |
Global Blue Group Holding LtdSOLE | ORD SHS | 339.65K | SH | $2.35M 1.09% | 339.65K | 0.00 | 0.00 |
OneStream IncSOLE | CL A | 70.95K | SH | $2.02M 0.93% | 70.95K | 0.00 | 0.00 |
SecureWorks CorpSOLE | CL A | 222.34K | SH | $1.88M 0.87% | 222.34K | 0.00 | 0.00 |
Arcosa IncSOLE | COM | 8K | SH | $773.9K 0.36% | 8K | 0.00 | 0.00 |
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