Filed: 5/14/2025ACC: 0001965542-25-000004
📋 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 $164.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$164.03M
Total AUM (reported)
7.12M
Total Shares
Allocation by class
COM$76.92M46.9%
CL A$28.48M17.4%
SHS$15.71M9.6%
COM NEW$13.30M8.1%
COM CL A$8.12M4.9%
ORDINARY SHARES$6.98M4.3%
ORD SHS$5.24M3.2%
Portfolio Concentration
Top 3$60.97M37.2%
4–10$54.50M33.2%
11–25$46.90M28.6%
Rest$1.67M1.0%
Top 3 weight
37.2%
Top 10 weight
70.4%
Voting Authority Distribution
Total shares with voting rights: 7.12M
Sole
Full voting authority
6.95M
shares
% of voting shares97.6%
Shared
Joint voting authority
173.13K
shares
% of voting shares2.4%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other10
Dominant voting typeSole · 97.6% of voting shares
Institutional Holdings28
Rows:
Blackline Inc
OTRShares567.85K
TypeSH
Market value$27.50M
16.76%
Sole
557.80K
Shared
10.05K
None
0.00
Clearwater Analytics Holdings Inc
OTRShares663.60K
TypeSH
Market value$17.78M
10.84%
Sole
648.36K
Shared
15.24K
None
0.00
Five9 Inc
OTRShares577.89K
TypeSH
Market value$15.69M
9.57%
Sole
563.32K
Shared
14.57K
None
0.00
SimilarWeb Ltd
OTRShares1.21M
TypeSH
Market value$10.03M
6.12%
Sole
1.16M
Shared
49.09K
None
0.00
PagerDuty Inc
SOLEShares548.20K
TypeSH
Market value$10.02M
6.11%
Sole
548.20K
Shared
0.00
None
0.00
Solarwinds Corp
SOLEShares412.68K
TypeSH
Market value$7.61M
4.64%
Sole
412.68K
Shared
0.00
None
0.00
Progressive Corp
SOLEShares26K
TypeSH
Market value$7.36M
4.49%
Sole
26K
Shared
0.00
None
0.00
Cellebrite DI Ltd
OTRShares359.24K
TypeSH
Market value$6.98M
4.26%
Sole
347.21K
Shared
12.03K
None
0.00
Vertex Inc
OTRShares182.55K
TypeSH
Market value$6.39M
3.90%
Sole
176K
Shared
6.55K
None
0.00
SPS Commerce Inc
OTRShares46.06K
TypeSH
Market value$6.11M
3.73%
Sole
43K
Shared
3.06K
None
0.00
NRG Energy Inc
SOLEShares59.60K
TypeSH
Market value$5.69M
3.47%
Sole
59.60K
Shared
0.00
None
0.00
Norwegian Cruise Line HLDG L
SOLEShares299.36K
TypeSH
Market value$5.68M
3.46%
Sole
299.36K
Shared
0.00
None
0.00
Avepoint Inc
OTRShares300.78K
TypeSH
Market value$4.34M
2.65%
Sole
270.38K
Shared
30.40K
None
0.00
Twilio Inc
SOLEShares44K
TypeSH
Market value$4.31M
2.63%
Sole
44K
Shared
0.00
None
0.00
JD.com Inc
SOLEShares95K
TypeSH
Market value$3.91M
2.38%
Sole
95K
Shared
0.00
None
0.00
Cognyte Software Ltd
SOLEShares460.03K
TypeSH
Market value$3.59M
2.19%
Sole
460.03K
Shared
0.00
None
0.00
Informatica Inc
OTRShares192.25K
TypeSH
Market value$3.35M
2.05%
Sole
175K
Shared
17.25K
None
0.00
OneSpan Inc
OTRShares214.88K
TypeSH
Market value$3.28M
2.00%
Sole
200K
Shared
14.88K
None
0.00
ProShares VIX Short Term Futures ETF
SOLEShares50K
TypeSH
Market value$2.51M
1.53%
Sole
50K
Shared
0.00
None
0.00
Cintas Corp
SOLEShares10K
TypeSH
Market value$2.06M
1.25%
Sole
10K
Shared
0.00
None
0.00
Alkami Technology Inc
SOLEShares73.42K
TypeSH
Market value$1.93M
1.17%
Sole
73.42K
Shared
0.00
None
0.00
Hewlett Packard Enterprise Co
SOLEShares120K
TypeSH
Market value$1.85M
1.13%
Sole
120K
Shared
0.00
None
0.00
Global Blue Group Holding Ltd
SOLEShares224.65K
TypeSH
Market value$1.65M
1.01%
Sole
224.65K
Shared
0.00
None
0.00
Freshworks Inc
SOLEShares115K
TypeSH
Market value$1.62M
0.99%
Sole
115K
Shared
0.00
None
0.00
Jamf Holding Corp
SOLEShares93.40K
TypeSH
Market value$1.13M
0.69%
Sole
93.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Blackline IncOTR | COM | 567.85K | SH | $27.50M 16.76% | 557.80K | 10.05K | 0.00 |
Clearwater Analytics Holdings IncOTR | CL A | 663.60K | SH | $17.78M 10.84% | 648.36K | 15.24K | 0.00 |
Five9 IncOTR | COM | 577.89K | SH | $15.69M 9.57% | 563.32K | 14.57K | 0.00 |
SimilarWeb LtdOTR | SHS | 1.21M | SH | $10.03M 6.12% | 1.16M | 49.09K | 0.00 |
PagerDuty IncSOLE | COM | 548.20K | SH | $10.02M 6.11% | 548.20K | 0.00 | 0.00 |
Solarwinds CorpSOLE | COM NEW | 412.68K | SH | $7.61M 4.64% | 412.68K | 0.00 | 0.00 |
Progressive CorpSOLE | COM | 26K | SH | $7.36M 4.49% | 26K | 0.00 | 0.00 |
Cellebrite DI LtdOTR | ORDINARY SHARES | 359.24K | SH | $6.98M 4.26% | 347.21K | 12.03K | 0.00 |
Vertex IncOTR | CL A | 182.55K | SH | $6.39M 3.90% | 176K | 6.55K | 0.00 |
SPS Commerce IncOTR | COM | 46.06K | SH | $6.11M 3.73% | 43K | 3.06K | 0.00 |
NRG Energy IncSOLE | COM NEW | 59.60K | SH | $5.69M 3.47% | 59.60K | 0.00 | 0.00 |
Norwegian Cruise Line HLDG LSOLE | SHS | 299.36K | SH | $5.68M 3.46% | 299.36K | 0.00 | 0.00 |
Avepoint IncOTR | COM CL A | 300.78K | SH | $4.34M 2.65% | 270.38K | 30.40K | 0.00 |
Twilio IncSOLE | CL A | 44K | SH | $4.31M 2.63% | 44K | 0.00 | 0.00 |
JD.com IncSOLE | SPON ADS CL A | 95K | SH | $3.91M 2.38% | 95K | 0.00 | 0.00 |
Cognyte Software LtdSOLE | ORD SHS | 460.03K | SH | $3.59M 2.19% | 460.03K | 0.00 | 0.00 |
Informatica IncOTR | COM CL A | 192.25K | SH | $3.35M 2.05% | 175K | 17.25K | 0.00 |
OneSpan IncOTR | COM | 214.88K | SH | $3.28M 2.00% | 200K | 14.88K | 0.00 |
ProShares VIX Short Term Futures ETFSOLE | VIX SHT TERM FUT | 50K | SH | $2.51M 1.53% | 50K | 0.00 | 0.00 |
Cintas CorpSOLE | COM | 10K | SH | $2.06M 1.25% | 10K | 0.00 | 0.00 |
Alkami Technology IncSOLE | COM | 73.42K | SH | $1.93M 1.17% | 73.42K | 0.00 | 0.00 |
Hewlett Packard Enterprise CoSOLE | COM | 120K | SH | $1.85M 1.13% | 120K | 0.00 | 0.00 |
Global Blue Group Holding LtdSOLE | ORD SHS | 224.65K | SH | $1.65M 1.01% | 224.65K | 0.00 | 0.00 |
Freshworks IncSOLE | CLASS A COM | 115K | SH | $1.62M 0.99% | 115K | 0.00 | 0.00 |
Jamf Holding CorpSOLE | COM | 93.40K | SH | $1.13M 0.69% | 93.40K | 0.00 | 0.00 |
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