Scalar Gauge Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001965542

Type: FundHoldings: 28Value: $164.0MLatest: 2025Q1

SCALAR GAUGE MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 28 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SPSC",
  "INFA",
  "ALKT",
  "OSPN",
  "CLBT",
  "FRSH",
  null,
  "SMWB",
  null,
  "PGR",
  "HPE",
  "TWLO",
  null,
  "FIVN",
  "PD",
  "NCLH",
  "CGNT",
  "GB",
  "JAMF",
  "VERX",
  "NABL",
  "JD",
  "NRG",
  "BLZE",
  "AVPT",
  "BL",
  "CTAS",
  "CWAN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 28
Total Value: 164032674
Accession Number: 0001965542-25-000004
Form Type: 13F-HR
CIK: scalar-gauge-management
Manager Name: Scalar-Gauge-Management

Data Enrichment

89% identified

25 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

28 positions • $164.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BLACKLINE, INC.

BL|09239B109

Shares:567.9K

Value:$27.5M

% of Portfolio:16.8% ($27.5M/$164.0M)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

Shares:663.6K

Value:$17.8M

% of Portfolio:10.8% ($17.8M/$164.0M)

Five9, Inc.

FIVN|338307101

Shares:577.9K

Value:$15.7M

% of Portfolio:9.6% ($15.7M/$164.0M)

SIMILARWEB LTD.

SMWB|M84137104

Shares:1.2M

Value:$10.0M

% of Portfolio:6.1% ($10.0M/$164.0M)

PagerDuty, Inc.

PD|69553P100

Shares:548.2K

Value:$10.0M

% of Portfolio:6.1% ($10.0M/$164.0M)

83417Q204

Shares:412.7K

Value:$7.6M

% of Portfolio:4.6% ($7.6M/$164.0M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:26.0K

Value:$7.4M

% of Portfolio:4.5% ($7.4M/$164.0M)

Cellebrite DI Ltd.

CLBT|M2197Q107

Shares:359.2K

Value:$7.0M

% of Portfolio:4.3% ($7.0M/$164.0M)

Vertex, Inc.

VERX|92538J106

Shares:182.6K

Value:$6.4M

% of Portfolio:3.9% ($6.4M/$164.0M)

SPS COMMERCE INC

SPSC|78463M107

Shares:46.1K

Value:$6.1M

% of Portfolio:3.7% ($6.1M/$164.0M)

NRG ENERGY, INC.

NRG|629377508

Shares:59.6K

Value:$5.7M

% of Portfolio:3.5% ($5.7M/$164.0M)

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

Shares:299.4K

Value:$5.7M

% of Portfolio:3.5% ($5.7M/$164.0M)

AvePoint, Inc.

AVPT|053604104

Shares:300.8K

Value:$4.3M

% of Portfolio:2.6% ($4.3M/$164.0M)

TWILIO INC

TWLO|90138F102

Shares:44.0K

Value:$4.3M

% of Portfolio:2.6% ($4.3M/$164.0M)

JD.com, Inc.

JD|47215P106

Shares:95.0K

Value:$3.9M

% of Portfolio:2.4% ($3.9M/$164.0M)

Cognyte Software Ltd.

CGNT|M25133105

Shares:460.0K

Value:$3.6M

% of Portfolio:2.2% ($3.6M/$164.0M)

Informatica Inc.

INFA|45674M101

Shares:192.3K

Value:$3.4M

% of Portfolio:2.0% ($3.4M/$164.0M)

OneSpan Inc.

OSPN|68287N100

Shares:214.9K

Value:$3.3M

% of Portfolio:2.0% ($3.3M/$164.0M)

74347Y730

Shares:50.0K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$164.0M)

CINTAS CORP

CTAS|172908105

Shares:10.0K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$164.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BLACKLINE, INC.(BLcusip09239B109)	567.9K	QoQ +60.93% (+215.0K) YoY NEW(+567.9K)	All Managers (Combined)	$27.5M	16.8% ($27.5M/$164.0M)	QoQ +28.25% (+$6.1M) YoY NEW(+$27.5M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	663.6K	QoQ +13.04% (+76.6K) YoY +279.19% (+488.6K)	All Managers (Combined)	$17.8M	10.8% ($17.8M/$164.0M)	QoQ +10.09% (+$1.6M) YoY +474.47% (+$14.7M)
Five9, Inc.(FIVNcusip338307101)	577.9K	QoQ +34.23% (-147.4K) YoY NEW(+577.9K)	All Managers (Combined)	$15.7M	9.6% ($15.7M/$164.0M)	QoQ -10.32% (-$1.8M) YoY NEW(+$15.7M)
SIMILARWEB LTD.(SMWBcusipM84137104)	1.2M	QoQ +8.73% (-97.4K) YoY +220.35% (+834.5K)	All Managers (Combined)	$10.0M	6.1% ($10.0M/$164.0M)	QoQ -36.54% (-$5.8M) YoY +194.37% (+$6.6M)
PagerDuty, Inc.(PDcusip69553P100)	548.2K	QoQ +67.03% (+220.0K) YoY NEW(+548.2K)	All Managers (Combined)	$10.0M	6.1% ($10.0M/$164.0M)	QoQ +67.12% (+$4.0M) YoY NEW(+$10.0M)
(cusip83417Q204)✕	412.7K	QoQ -25.63% (-142.2K) YoY -44.90% (-336.4K)	All Managers (Combined)	$7.6M	4.6% ($7.6M/$164.0M)	QoQ -3.81% (-$301.9K) YoY -19.54% (-$1.8M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	26.0K	QoQ NEW(+26.0K) YoY NEW(+26.0K)	All Managers (Combined)	$7.4M	4.5% ($7.4M/$164.0M)	QoQ NEW(+$7.4M) YoY NEW(+$7.4M)
Cellebrite DI Ltd.(CLBTcusipM2197Q107)	359.2K	QoQ -6.42% (-24.7K) YoY -8.71% (-34.3K)	All Managers (Combined)	$7.0M	4.3% ($7.0M/$164.0M)	QoQ -17.47% (-$1.5M) YoY +60.07% (-$2.6M)
Vertex, Inc.(VERXcusip92538J106)	182.6K	QoQ -17.38% (-38.4K) YoY NEW(+182.6K)	All Managers (Combined)	$6.4M	3.9% ($6.4M/$164.0M)	QoQ -45.78% (-$5.4M) YoY NEW(+$6.4M)
SPS COMMERCE INC(SPSCcusip78463M107)	46.1K	QoQ NEW(+46.1K) YoY NEW(+46.1K)	All Managers (Combined)	$6.1M	3.7% ($6.1M/$164.0M)	QoQ NEW(+$6.1M) YoY NEW(+$6.1M)
NRG ENERGY, INC.(NRGcusip629377508)	59.6K	QoQ -45.22% (-49.2K) YoY NEW(+59.6K)	All Managers (Combined)	$5.7M	3.5% ($5.7M/$164.0M)	QoQ -42.03% (-$4.1M) YoY NEW(+$5.7M)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	299.4K	QoQ -0.33% (-1.0K) YoY NEW(+299.4K)	All Managers (Combined)	$5.7M	3.5% ($5.7M/$164.0M)	QoQ -26.55% (-$2.1M) YoY NEW(+$5.7M)
AvePoint, Inc.(AVPTcusip053604104)	300.8K	QoQ -50.26% (-304.0K) YoY NEW(+300.8K)	All Managers (Combined)	$4.3M	2.6% ($4.3M/$164.0M)	QoQ -56.50% (-$5.6M) YoY NEW(+$4.3M)
TWILIO INC(TWLOcusip90138F102)	44.0K	QoQ +29.41% (+10.0K) YoY NEW(+44.0K)	All Managers (Combined)	$4.3M	2.6% ($4.3M/$164.0M)	QoQ +17.23% (+$633.3K) YoY NEW(+$4.3M)
JD.com, Inc.(JDcusip47215P106)	95.0K	QoQ NEW(+95.0K) YoY NEW(+95.0K)	All Managers (Combined)	$3.9M	2.4% ($3.9M/$164.0M)	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
Cognyte Software Ltd.(CGNTcusipM25133105)	460.0K	QoQ +2.22% (-10.0K) YoY +41.53% (+135.0K)	All Managers (Combined)	$3.6M	2.2% ($3.6M/$164.0M)	QoQ -7.82% (-$304.5K) YoY +33.49% (+$900.2K)
Informatica Inc.(INFAcusip45674M101)	192.3K	QoQ NEW(+192.3K) YoY NEW(+192.3K)	All Managers (Combined)	$3.4M	2.0% ($3.4M/$164.0M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
OneSpan Inc.(OSPNcusip68287N100)	214.9K	QoQ NEW(+214.9K) YoY NEW(+214.9K)	All Managers (Combined)	$3.3M	2.0% ($3.3M/$164.0M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
(cusip74347Y730)✕	50.0K	QoQ NEW(+50.0K) YoY NEW(+50.0K)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$164.0M)	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
CINTAS CORP(CTAScusip172908105)	10.0K	QoQ -56.52% (-13.0K) YoY +42.85% (-3.0K)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$164.0M)	QoQ -51.08% (-$2.1M) YoY -57.26% (-$2.8M)