Scalar Gauge Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Scalar Gauge Management, LLC reported 25 stock positions worth $188.4 million. Its top holding was Zuora Class A (ZUO) at 29.7% of the portfolio, followed by Clearwater Analytics HDS-A (CWAN, 7.6%) and FIVE9 (FIVN, 7.1%). Compared with Q2 2024, it opened 7 new positions, sold out of 11, added to 12 and reduced 5. The biggest buy was a new position in Motorola Solutions (MSI) and the biggest sale an exit from Emcor (EME).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001965542
- Portfolio Value
- $188.4M (Q3 2024)
- SEC Filing
- 0001965542-24-000005 ↗ filed Nov 14, 2024
Holdings Value
Holdings 25 stocks · $188.4M
| ZUO Zuora Inc. Class A | 29.68% | 6,484,599 | $55.9M | Add +27.4% |
| CWAN Clearwater Analytics HDS-A | 7.60% | 566,985 | $14.3M | Add +35.3% |
| FIVN FIVE9 Inc. | 7.05% | 462,291 | $13.3M | Add +191.7% |
| NABL N-Able Inc. | 6.79% | 978,663 | $12.8M | Add +40.0% |
| MSI Motorola Solutions Inc. | 6.52% | 27,300 | $12.3M | New |
| NRG NRG Energy Inc. | 4.50% | 93,000 | $8.5M | New |
| SMWB Similarweb Ltd. | 4.05% | 863,923 | $7.6M | Add +45.5% |
| AXON Axon Enterprise Inc. | 4.03% | 19,000 | $7.6M | New |
| SWI Solarwinds Corp. | 3.33% | 479,918 | $6.3M | Reduce -42.5% |
| CTAS Cintas Corp. | 2.95% | 27,000 | $5.6M | Add +35.0% |
| CLBT Cellebrite Di Ltd. | 2.84% | 317,210 | $5.3M | Reduce -30.1% |
| OKTA Okta Inc. | 2.76% | 70,000 | $5.2M | New |
| ENFN Enfusion Inc. Class A | 2.29% | 453,513 | $4.3M | Reduce -26.1% |
| SMAR Smartsheet Inc. Class A | 1.91% | 65,000 | $3.6M | Add +18.2% |
| BL Blackline Inc. | 1.90% | 65,000 | $3.6M | Add +44.4% |
| SCWX Secureworks Corp. Class A | 1.73% | 368,006 | $3.3M | Add +16.4% |
| WMT Walmart Inc. | 1.67% | 39,000 | $3.1M | No change |
| CGNT Cognyte Software Ltd. | 1.59% | 440,032 | $3.0M | Add +3.5% |
| APPN Appian Corp. Class A | 1.32% | 73,000 | $2.5M | Reduce -29.1% |
| VRNS Varonis Systems Inc. | 1.20% | 40,000 | $2.3M | New |
| ALKT Alkami Technology Inc. | 1.07% | 63,822 | $2.0M | Reduce -46.3% |
| BLZE Backblaze Inc. Class A | 1.02% | 300,887 | $1.9M | Add +19.9% |
| AZZ Azz Inc. | 1.01% | 23,000 | $1.9M | New |
| GB Global Blue Group Holding AG | 0.84% | 288,983 | $1.6M | Add +21.0% |
| TAYD Taylor Devices Inc. | 0.36% | 13,644 | $681K | New |
Portfolio Sells Q2 2024 → Q3 2024
| EME Emcor Group Inc. | Sold out | 0.00% | −5.20 |
| WKME Walkme Ltd. | Sold out | 0.00% | −4.60 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −4.45 |
| DELL Dell Technologies -C | Sold out | 0.00% | −3.13 |
| SWI Solarwinds Corp. | Reduce -42.5% | 3.33% | −2.52 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −2.08 |
| TDC Teradata Corp. | Sold out | 0.00% | −1.59 |
| WLY Wiley (john) & Sons Class A | Sold out | 0.00% | −1.30 |
| RPD RAPID7 Inc. | Sold out | 0.00% | −1.13 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.98 |
| AZEK The Azek Co. Inc. | Sold out | 0.00% | −0.96 |
| ALKT Alkami Technology Inc. | Reduce -46.3% | 1.07% | −0.90 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.85 |
| ENFN Enfusion Inc. Class A | Reduce -26.1% | 2.29% | −0.76 |
| APPN Appian Corp. Class A | Reduce -29.1% | 1.32% | −0.53 |
| CLBT Cellebrite Di Ltd. | Reduce -30.1% | 2.84% | −0.32 |
Portfolio Buys Q2 2024 → Q3 2024
| MSI Motorola Solutions Inc. | New | 6.52% | +6.52 |
| NRG NRG Energy Inc. | New | 4.50% | +4.50 |
| AXON Axon Enterprise Inc. | New | 4.03% | +4.03 |
| CWAN Clearwater Analytics HDS-A | Add +35.3% | 7.60% | +3.09 |
| FIVN FIVE9 Inc. | Add +191.7% | 7.05% | +2.98 |
| OKTA Okta Inc. | New | 2.76% | +2.76 |
| SMWB Similarweb Ltd. | Add +45.5% | 4.05% | +1.37 |
| VRNS Varonis Systems Inc. | New | 1.20% | +1.20 |
| AZZ Azz Inc. | New | 1.01% | +1.01 |
| CTAS Cintas Corp. | Add +35.0% | 2.95% | +0.91 |
| BL Blackline Inc. | Add +44.4% | 1.90% | +0.63 |
| NABL N-Able Inc. | Add +40.0% | 6.79% | +0.59 |
| SMAR Smartsheet Inc. Class A | Add +18.2% | 1.91% | +0.50 |
| SCWX Secureworks Corp. Class A | Add +16.4% | 1.73% | +0.44 |
| TAYD Taylor Devices Inc. | New | 0.36% | +0.36 |
| ZUO Zuora Inc. Class A | Add +27.4% | 29.68% | +0.26 |
| GB Global Blue Group Holding AG | Add +21.0% | 0.84% | +0.17 |
| BLZE Backblaze Inc. Class A | Add +19.9% | 1.02% | +0.12 |
| CGNT Cognyte Software Ltd. | Add +3.5% | 1.59% | −0.30 |
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 |