Investor Details
| Filer Name: | SCALAR GAUGE MANAGEMENT, LLC |
|---|---|
| CIK: | 1965542 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-12 |
| Number of Holdings: | 28 |
| Portfolio Value: | $0.22B |
Scalar Gauge Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BL | US | BLACKLINE INC | 352,841 | $21M | 9.90% | 442.8% | - |
| FIVN | US | FIVE9 INC | 430,516 | $17M | 8.08% | -6.9% | - |
| AXON | US | AXON ENTERPRISE INC | 27,400 | $16M | 7.52% | 44.2% | - |
| MSI | US | MOTOROLA SOLUTIONS INC | 35,204 | $16M | 7.51% | 29.0% | - |
| CWAN | US | CLEARWATER ANALYTICS HDS-A | 586,998 | $16M | 7.46% | 3.5% | - |
| SMWB | US | SIMILARWEB LTD | 1,115,778 | $16M | 7.30% | 29.2% | - |
| ZUO | US | ZUORA INC - CLASS A | 1,491,501 | $15M | 6.83% | -77.0% | - |
| VERX | US | VERTEX INC - CLASS A | 220,970 | $12M | 5.44% | 100.0% | - |
| AVPT | US | AVEPOINT INC | 604,776 | $10M | 4.61% | 100.0% | - |
| NRG | US | NRG ENERGY INC | 108,800 | $10M | 4.53% | 17.0% | - |
| CLBT | US | CELLEBRITE DI LTD | 383,917 | $8M | 3.90% | 21.0% | - |
| SWI | US | SOLARWINDS CORP | 554,918 | $8M | 3.65% | 15.6% | - |
| NCLH | US | NORWEGIAN CRUISE LINE HOLDIN | 300,356 | $8M | 3.57% | 100.0% | - |
| WMT | US | WALMART INC | 69,000 | $6M | 2.88% | 76.9% | - |
| PD | US | PAGERDUTY INC | 328,200 | $6M | 2.77% | 100.0% | - |
| CTAS | US | CINTAS CORP | 23,000 | $4M | 1.94% | -14.8% | - |
| CARG | US | CARGURUS INC | 110,000 | $4M | 1.86% | 100.0% | - |
| CGNT | US | COGNYTE SOFTWARE LTD | 450,032 | $4M | 1.80% | 2.3% | - |
| NABL | US | N-ABLE INC | 411,330 | $4M | 1.77% | -58.0% | - |
| TWLO | US | TWILIO INC - A | 34,000 | $4M | 1.70% | 100.0% | - |