SCALAR GAUGE MANAGEMENT, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$175.5B
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLBlackline Inc | 568,804 | $32.2B | 18.35% | |
| 2 | PDPagerDuty Inc | 976,924 | $14.9B | 8.50% | |
| 3 | CLSCelestica Inc | 84,000 | $14.0B | 7.96% | |
| 4 | CWANClearwater Analytics Holdings Inc | 524,244 | $11.5B | 6.55% | |
| 5 | FIVNFive9 Inc | 399,717 | $10.6B | 6.03% | |
| 6 | AVGOBroadcom Inc | 34,000 | $9.4B | 5.34% | |
| 7 | SMWBSimilarWeb Ltd | 1,116,343 | $8.8B | 4.99% | |
| 8 | MAMastercard Incorporated | 14,000 | $7.9B | 4.48% | |
| 9 | FISVFiserv Inc | 45,000 | $7.8B | 4.42% | |
| 10 | AXONAxon Enterprise Inc | 8,500 | $7.0B | 4.01% | |
| 11 | AZOAutozone Inc | 1,700 | $6.3B | 3.60% | |
| 12 | METAMeta Platforms Inc | 8,000 | $5.9B | 3.36% | |
| 13 | CGNTCognyte Software Ltd | 545,032 | $5.0B | 2.87% | |
| 14 | CHRChurchill Downs Inc | 47,000 | $4.7B | 2.70% | |
| 15 | AVPTAvepoint Inc | 215,384 | $4.2B | 2.37% | |
| 16 | SNOWSnowflake Inc | 18,000 | $4.0B | 2.29% | |
| 17 | NABLN-able Inc | 445,534 | $3.6B | 2.06% | |
| 18 | MODModine MFG Co | 34,000 | $3.3B | 1.91% | |
| 19 | JDJD.com Inc | 95,000 | $3.1B | 1.77% | |
| 20 | OSPNOneSpan Inc | 170,000 | $2.8B | 1.62% | |
| 21 | JXC1Ziff Davis Inc | 86,000 | $2.6B | 1.48% | |
| 22 | CITCintas Corp | 10,000 | $2.2B | 1.27% | |
| 23 | CLBTCellebrite DI Ltd | 132,210 | $2.1B | 1.21% | |
| 24 | JAMFJamf Holding Corp | 93,402 | $888.3M | 0.51% | |
| 25 | BLBlackline Inc | 307 | $240.1M | 0.14% | Call |
| 26 | PDPagerDuty Inc | 491 | $203.6M | 0.12% | Call |
| 27 | FIVNFive9 Inc | 350 | $121.4M | 0.07% | Call |
| 28 | CWANClearwater Analytics Holdings Inc | 226 | $29.4M | 0.02% | Call |
| 29 | CHDNChurchill Downs Inc | 50 | $26.3M | 0.01% | Call |
| 30 | ZDZiff Davis Inc | 100 | $17.5M | 0.01% | Call |