Filed: 8/12/2025ACC: 0001965542-25-000007
📋 What this filing means
SCALAR GAUGE MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $175.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$175.53M
Total AUM (reported)
5.67M
Total Shares
Allocation by class
COM$118.82M67.7%
CL A$29.30M16.7%
SHS$8.75M5.0%
ORD SHS$5.04M2.9%
COM CL A$4.16M2.4%
COMMON STOCK$3.61M2.1%
SPON ADS CL A$3.10M1.8%
Portfolio Concentration
Top 3$61.11M34.8%
4–10$62.87M35.8%
11–25$51.16M29.1%
Rest$398.2K0.2%
Top 3 weight
34.8%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 5.67M
Sole
Full voting authority
5.67M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
Blackline Inc
SOLEShares568.80K
TypeSH
Market value$32.21M
18.35%
Sole
568.80K
Shared
0.00
None
0.00
PagerDuty Inc
SOLEShares976.92K
TypeSH
Market value$14.93M
8.50%
Sole
976.92K
Shared
0.00
None
0.00
Celestica Inc
SOLEShares84K
TypeSH
Market value$13.97M
7.96%
Sole
84K
Shared
0.00
None
0.00
Clearwater Analytics Holdings Inc
SOLEShares524.24K
TypeSH
Market value$11.50M
6.55%
Sole
524.24K
Shared
0.00
None
0.00
Five9 Inc
SOLEShares399.72K
TypeSH
Market value$10.58M
6.03%
Sole
399.72K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares34K
TypeSH
Market value$9.37M
5.34%
Sole
34K
Shared
0.00
None
0.00
SimilarWeb Ltd
SOLEShares1.12M
TypeSH
Market value$8.75M
4.99%
Sole
1.12M
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares14K
TypeSH
Market value$7.87M
4.48%
Sole
14K
Shared
0.00
None
0.00
Fiserv Inc
SOLEShares45K
TypeSH
Market value$7.76M
4.42%
Sole
45K
Shared
0.00
None
0.00
Axon Enterprise Inc
SOLEShares8.50K
TypeSH
Market value$7.04M
4.01%
Sole
8.50K
Shared
0.00
None
0.00
Autozone Inc
SOLEShares1.70K
TypeSH
Market value$6.31M
3.60%
Sole
1.70K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares8K
TypeSH
Market value$5.90M
3.36%
Sole
8K
Shared
0.00
None
0.00
Cognyte Software Ltd
SOLEShares545.03K
TypeSH
Market value$5.04M
2.87%
Sole
545.03K
Shared
0.00
None
0.00
Churchill Downs Inc
SOLEShares47K
TypeSH
Market value$4.75M
2.70%
Sole
47K
Shared
0.00
None
0.00
Avepoint Inc
SOLEShares215.38K
TypeSH
Market value$4.16M
2.37%
Sole
215.38K
Shared
0.00
None
0.00
Snowflake Inc
SOLEShares18K
TypeSH
Market value$4.03M
2.29%
Sole
18K
Shared
0.00
None
0.00
N-able Inc
SOLEShares445.53K
TypeSH
Market value$3.61M
2.06%
Sole
445.53K
Shared
0.00
None
0.00
Modine MFG Co
SOLEShares34K
TypeSH
Market value$3.35M
1.91%
Sole
34K
Shared
0.00
None
0.00
JD.com Inc
SOLEShares95K
TypeSH
Market value$3.10M
1.77%
Sole
95K
Shared
0.00
None
0.00
OneSpan Inc
SOLEShares170K
TypeSH
Market value$2.84M
1.62%
Sole
170K
Shared
0.00
None
0.00
Ziff Davis Inc
SOLEShares86K
TypeSH
Market value$2.60M
1.48%
Sole
86K
Shared
0.00
None
0.00
Cintas Corp
SOLEShares10K
TypeSH
Market value$2.23M
1.27%
Sole
10K
Shared
0.00
None
0.00
Cellebrite DI Ltd
SOLEShares132.21K
TypeSH
Market value$2.12M
1.21%
Sole
132.21K
Shared
0.00
None
0.00
Jamf Holding Corp
SOLEShares93.40K
TypeSH
Market value$888.3K
0.51%
Sole
93.40K
Shared
0.00
None
0.00
Blackline Inc
SOLEShares307.00
TypeSH
Market value$240.1K
0.14%
Sole
307.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Blackline IncSOLE | COM | 568.80K | SH | $32.21M 18.35% | 568.80K | 0.00 | 0.00 |
PagerDuty IncSOLE | COM | 976.92K | SH | $14.93M 8.50% | 976.92K | 0.00 | 0.00 |
Celestica IncSOLE | COM | 84K | SH | $13.97M 7.96% | 84K | 0.00 | 0.00 |
Clearwater Analytics Holdings IncSOLE | CL A | 524.24K | SH | $11.50M 6.55% | 524.24K | 0.00 | 0.00 |
Five9 IncSOLE | COM | 399.72K | SH | $10.58M 6.03% | 399.72K | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 34K | SH | $9.37M 5.34% | 34K | 0.00 | 0.00 |
SimilarWeb LtdSOLE | SHS | 1.12M | SH | $8.75M 4.99% | 1.12M | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 14K | SH | $7.87M 4.48% | 14K | 0.00 | 0.00 |
Fiserv IncSOLE | COM | 45K | SH | $7.76M 4.42% | 45K | 0.00 | 0.00 |
Axon Enterprise IncSOLE | COM | 8.50K | SH | $7.04M 4.01% | 8.50K | 0.00 | 0.00 |
Autozone IncSOLE | COM | 1.70K | SH | $6.31M 3.60% | 1.70K | 0.00 | 0.00 |
Meta Platforms IncSOLE | CL A | 8K | SH | $5.90M 3.36% | 8K | 0.00 | 0.00 |
Cognyte Software LtdSOLE | ORD SHS | 545.03K | SH | $5.04M 2.87% | 545.03K | 0.00 | 0.00 |
Churchill Downs IncSOLE | COM | 47K | SH | $4.75M 2.70% | 47K | 0.00 | 0.00 |
Avepoint IncSOLE | COM CL A | 215.38K | SH | $4.16M 2.37% | 215.38K | 0.00 | 0.00 |
Snowflake IncSOLE | CL A | 18K | SH | $4.03M 2.29% | 18K | 0.00 | 0.00 |
N-able IncSOLE | COMMON STOCK | 445.53K | SH | $3.61M 2.06% | 445.53K | 0.00 | 0.00 |
Modine MFG CoSOLE | COM | 34K | SH | $3.35M 1.91% | 34K | 0.00 | 0.00 |
JD.com IncSOLE | SPON ADS CL A | 95K | SH | $3.10M 1.77% | 95K | 0.00 | 0.00 |
OneSpan IncSOLE | COM | 170K | SH | $2.84M 1.62% | 170K | 0.00 | 0.00 |
Ziff Davis IncSOLE | COM | 86K | SH | $2.60M 1.48% | 86K | 0.00 | 0.00 |
Cintas CorpSOLE | COM | 10K | SH | $2.23M 1.27% | 10K | 0.00 | 0.00 |
Cellebrite DI LtdSOLE | ORDINARY SHARES | 132.21K | SH | $2.12M 1.21% | 132.21K | 0.00 | 0.00 |
Jamf Holding CorpSOLE | COM | 93.40K | SH | $888.3K 0.51% | 93.40K | 0.00 | 0.00 |
Blackline IncSOLE | CALL | 307.00 | SH | $240.1K 0.14% | 307.00 | 0.00 | 0.00 |
Page 1 of 2