Scalar Gauge Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Scalar Gauge Management, LLC reported 26 stock positions worth $129.9 million. Its top holding was Zuora Class A (ZUO) at 26.4% of the portfolio, followed by Emcor (EME, 7.6%) and Solarwinds (SWI, 7.3%). Compared with Q4 2023, it opened 8 new positions, sold out of 9, added to 11 and reduced 6. The biggest buy was Zuora Class A (ZUO, shares +180%) and the biggest sale Alkami Technology (ALKT, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001965542
- Portfolio Value
- $129.9M (Q1 2024)
- SEC Filing
- 0001965542-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 26 stocks · $129.9M
| ZUO Zuora Inc. Class A | 26.40% | 3,758,929 | $34.3M | Add +180.0% |
| EME Emcor Group Inc. | 7.55% | 28,000 | $9.8M | Add +55.6% |
| SWI Solarwinds Corp. | 7.28% | 749,060 | $9.5M | Add +90.2% |
| ALKT Alkami Technology Inc. | 6.50% | 343,374 | $8.4M | Reduce -59.8% |
| DELL Dell Technologies -C | 4.39% | 50,000 | $5.7M | New |
| CTAS Cintas Corp. | 3.70% | 7,000 | $4.8M | Reduce -41.7% |
| ENFN Enfusion Inc. Class A | 3.59% | 503,513 | $4.7M | Add +145.1% |
| CLBT Cellebrite Di Ltd. | 3.36% | 393,554 | $4.4M | Reduce -42.4% |
| WKME Walkme Ltd. | 3.35% | 505,733 | $4.3M | Reduce -11.3% |
| APPN Appian Corp. Class A | 3.17% | 103,000 | $4.1M | New |
| IAS Integral Ad Science Holding | 2.79% | 362,769 | $3.6M | New |
| SMWB Similarweb Ltd. | 2.62% | 378,702 | $3.4M | Add +69.9% |
| INDA iShares MSCI India ETF | 2.54% | 64,000 | $3.3M | New |
| CWAN Clearwater Analytics HDS-A | 2.38% | 175,000 | $3.1M | New |
| SMAR Smartsheet Inc. Class A | 2.37% | 80,000 | $3.1M | New |
| TDC Teradata Corp. | 2.35% | 79,000 | $3.1M | Add +4.0% |
| ZETA Zeta Global Holdings Corp. Class A | 2.20% | 261,865 | $2.9M | Reduce -64.0% |
| CGNT Cognyte Software Ltd. | 2.07% | 325,032 | $2.7M | Add +4.4% |
| FN Fabrinet | 1.89% | 13,000 | $2.5M | New |
| BLZE Backblaze Inc. Class A | 1.86% | 235,887 | $2.4M | Add +6.8% |
| WMT Walmart Inc. | 1.81% | 39,000 | $2.3M | Add +30.0% |
| WLY Wiley (john) & Sons Class A | 1.62% | 55,016 | $2.1M | Reduce -26.1% |
| SCWX Secureworks Corp. Class A | 1.38% | 266,137 | $1.8M | Add +8.1% |
| MRVL Marvell Technology Inc. | 1.31% | 24,000 | $1.7M | New |
| GB Global Blue Group Holding AG | 0.96% | 238,883 | $1.3M | Add +4.4% |
| TTEC Ttec Holdings Inc. filed as TTEC HLDGS INC | 0.56% | 70,000 | $726K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| ALKT Alkami Technology Inc. | Reduce -59.8% | 6.50% | −13.14 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −5.88 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −5.56 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -64.0% | 2.20% | −3.88 |
| CTAS Cintas Corp. | Reduce -41.7% | 3.70% | −3.16 |
| WKME Walkme Ltd. | Reduce -11.3% | 3.35% | −2.42 |
| CLBT Cellebrite Di Ltd. | Reduce -42.4% | 3.36% | −2.25 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −1.80 |
| CXM Sprinklr Inc. Class A | Sold out | 0.00% | −1.66 |
| MTUS Metallus Inc. | Sold out | 0.00% | −1.45 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −0.75 |
| WLY Wiley (john) & Sons Class A | Reduce -26.1% | 1.62% | −0.63 |
| DOX Amdocs Ltd. | Sold out | 0.00% | −0.42 |
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −0.36 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.28 |
Portfolio Buys Q4 2023 → Q1 2024
| ZUO Zuora Inc. Class A | Add +180.0% | 26.40% | +14.42 |
| DELL Dell Technologies -C | New | 4.39% | +4.39 |
| EME Emcor Group Inc. | Add +55.6% | 7.55% | +3.87 |
| APPN Appian Corp. Class A | New | 3.17% | +3.17 |
| IAS Integral Ad Science Holding | New | 2.79% | +2.79 |
| SWI Solarwinds Corp. | Add +90.2% | 7.28% | +2.61 |
| INDA iShares MSCI India ETF | New | 2.54% | +2.54 |
| CWAN Clearwater Analytics HDS-A | New | 2.38% | +2.38 |
| SMAR Smartsheet Inc. Class A | New | 2.37% | +2.37 |
| FN Fabrinet | New | 1.89% | +1.89 |
| ENFN Enfusion Inc. Class A | Add +145.1% | 3.59% | +1.70 |
| SMWB Similarweb Ltd. | Add +69.9% | 2.62% | +1.50 |
| MRVL Marvell Technology Inc. | New | 1.31% | +1.31 |
| WMT Walmart Inc. | Add +30.0% | 1.81% | +0.31 |
| BLZE Backblaze Inc. Class A | Add +6.8% | 1.86% | +0.27 |
| CGNT Cognyte Software Ltd. | Add +4.4% | 2.07% | +0.17 |
| GB Global Blue Group Holding AG | Add +4.4% | 0.96% | −0.06 |
| SCWX Secureworks Corp. Class A | Add +8.1% | 1.38% | −0.35 |
| TDC Teradata Corp. | Add +4.0% | 2.35% | −0.79 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $181.3M | FN, CLS, FIX, ONTO, SITM |
| Q1 2026 | 25 | $103.7M | FN, CLS, LGN, FIX, ONTO |
| Q4 2025 | 28 | $150.8M | BL, SITM, CLS, CGNT, FN |
| Q3 2025 | 29 | $196.1M | BL, AVGO, FIX, FN, AXON |
| Q2 2025 | 24 | $174.9M | BL, PD, CLS, CWAN, FIVN |
| Q1 2025 | 27 | $163.4M | BL, CWAN, FIVN, SMWB, PD |
| Q4 2024 | 28 | $216.6M | BL, FIVN, AXON, MSI, CWAN |
| Q3 2024 | 25 | $188.4M | ZUO, CWAN, FIVN, NABL, MSI |
| Q2 2024 | 29 | $171.9M | ZUO, NABL, SWI, EME, WKME |
| Q1 2024 | 26 | $129.9M | ZUO, EME, SWI, ALKT, DELL |