SCALAR GAUGE MANAGEMENT, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$216.6B
Holdings
28
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BLBlackline Inc | 352,841 | $21.4B | 9.90% | |
| 2 | FIVNFive9 Inc | 430,516 | $17.5B | 8.08% | |
| 3 | AXONAxon Enterprise Inc | 27,400 | $16.3B | 7.52% | |
| 4 | MSIMotorola Solutions Inc | 35,204 | $16.3B | 7.51% | |
| 5 | CWANClearwater Analytics Holdings Inc | 586,998 | $16.2B | 7.46% | |
| 6 | SMWBSimilarWeb Ltd | 1,115,778 | $15.8B | 7.30% | |
| 7 | ZUOUSDZuora Inc | 1,491,501 | $14.8B | 6.83% | |
| 8 | VERXVertex Inc | 220,970 | $11.8B | 5.44% | |
| 9 | AVPTAvepoint Inc | 604,776 | $10.0B | 4.61% | |
| 10 | NRANRG Energy Inc | 108,800 | $9.8B | 4.53% | |
| 11 | CLBTCellebrite DI Ltd | 383,917 | $8.5B | 3.90% | |
| 12 | 0OIASolarwinds Corp | 554,918 | $7.9B | 3.65% | |
| 13 | NCLHNorwegian Cruise Line HLDG L | 300,356 | $7.7B | 3.57% | |
| 14 | WMTWalmart Inc | 69,000 | $6.2B | 2.88% | |
| 15 | PDPagerDuty Inc | 328,200 | $6.0B | 2.77% | |
| 16 | CITCintas Corp | 23,000 | $4.2B | 1.94% | |
| 17 | CARGCargurus Inc | 110,000 | $4.0B | 1.86% | |
| 18 | CGNTCognyte Software Ltd | 450,032 | $3.9B | 1.80% | |
| 19 | NABLN-able Inc | 411,330 | $3.8B | 1.77% | |
| 20 | TWLOTwilio Inc | 34,000 | $3.7B | 1.70% | |
| 21 | ALKTAlkami Technology Inc | 73,422 | $2.7B | 1.24% | |
| 22 | GBGlobal Blue Group Holding Ltd | 339,651 | $2.4B | 1.09% | |
| 23 | OSOneStream Inc | 70,947 | $2.0B | 0.93% | |
| 24 | 07SSecureWorks Corp | 222,338 | $1.9B | 0.87% | |
| 25 | ACAArcosa Inc | 8,000 | $773.9M | 0.36% | |
| 26 | BLZEBackblaze Inc | 116,740 | $702.8M | 0.32% | |
| 27 | ENFNEnfusion Inc | 25,000 | $257.5M | 0.12% | |
| 28 | GWREGuidewire Software Inc | 1,000 | $168.6M | 0.08% |