SCALAR GAUGE MANAGEMENT, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$164.0B
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLBlackline Inc | 567,854 | $27.5B | 16.76% | |
| 2 | CWANClearwater Analytics Holdings Inc | 663,595 | $17.8B | 10.84% | |
| 3 | FIVNFive9 Inc | 577,891 | $15.7B | 9.57% | |
| 4 | SMWBSimilarWeb Ltd | 1,213,199 | $10.0B | 6.12% | |
| 5 | PDPagerDuty Inc | 548,200 | $10.0B | 6.11% | |
| 6 | 0OIASolarwinds Corp | 412,678 | $7.6B | 4.64% | |
| 7 | PGRProgressive Corp | 26,000 | $7.4B | 4.49% | |
| 8 | CLBTCellebrite DI Ltd | 359,240 | $7.0B | 4.26% | |
| 9 | VERXVertex Inc | 182,554 | $6.4B | 3.90% | |
| 10 | SPSCSPS Commerce Inc | 46,056 | $6.1B | 3.73% | |
| 11 | NRANRG Energy Inc | 59,600 | $5.7B | 3.47% | |
| 12 | NCLHNorwegian Cruise Line HLDG L | 299,356 | $5.7B | 3.46% | |
| 13 | AVPTAvepoint Inc | 300,784 | $4.3B | 2.65% | |
| 14 | TWLOTwilio Inc | 44,000 | $4.3B | 2.63% | |
| 15 | JDJD.com Inc | 95,000 | $3.9B | 2.38% | |
| 16 | CGNTCognyte Software Ltd | 460,032 | $3.6B | 2.19% | |
| 17 | INFA1EURInformatica Inc | 192,254 | $3.4B | 2.05% | |
| 18 | OSPNOneSpan Inc | 214,875 | $3.3B | 2.00% | |
| 19 | VIXYProShares VIX Short Term Futures ETF | 50,000 | $2.5B | 1.53% | |
| 20 | CITCintas Corp | 10,000 | $2.1B | 1.25% | |
| 21 | ALKTAlkami Technology Inc | 73,422 | $1.9B | 1.17% | |
| 22 | HPEHewlett Packard Enterprise Co | 120,000 | $1.9B | 1.13% | |
| 23 | GBGlobal Blue Group Holding Ltd | 224,651 | $1.7B | 1.01% | |
| 24 | FRSHFreshworks Inc | 115,000 | $1.6B | 0.99% | |
| 25 | JAMFJamf Holding Corp | 93,402 | $1.1B | 0.69% | |
| 26 | QQQInvesco QQQ TR | 400 | $640.0M | 0.39% | Put |
| 27 | NABLN-able Inc | 85,495 | $606.2M | 0.37% | |
| 28 | BLZEBackblaze Inc | 86,740 | $419.0M | 0.26% |