SG

SCALAR GAUGE MANAGEMENT, LLC

13F
SCALAR GAUGE MANAGEMENT, LLC
Last update 2025-05-14 27 Stocks (9 new)
Value $163.00 Mil Turnover 33 %
Countries:
Top Holdings: BL(16.83%)CWAN(10.88%)FIVN(9.60%)SMWB(6.14%)PD(6.13%)
Summary Stock Picks Current Portfolio
SCALAR GAUGE MANAGEMENT, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BL
BlackLine Inc
567,854
27,495.5
+60.94%
16.830
+6.37%
0.900
+25.46%
-4.86%
3,602.7
Software
CWAN
Clearwater Analytics Holdings Inc
663,595
17,784.3
+13.05%
10.880
+1.26%
0.250
-11.62%
-19.55%
5,994.2
Software
FIVN
Five9 Inc
577,891
15,689.7
+34.23%
9.600
+2.45%
0.760
+9.79%
-31.82%
2,113.5
Software
SMWB
Similarweb Ltd
1,213,199
10,033.2
+8.73%
6.140
+0.49%
1.460
+16.16%
-37.61%
738.5
Software
PD
PagerDuty Inc
548,200
10,015.6
+67.03%
6.130
+2.46%
0.600
-5.89%
-12.43%
1,473.9
Software
SWI
SolarWinds Corp
412,678
7,605.7
-25.63%
4.650
-0.94%
0.240
+32.17%
+29.75%
3,201.2
Software
PGR
Progressive Corp
26,000
7,358.3
New Holding
4.500
+4.50%
0.000
-8.79%
+11.39%
153,391.3
Insurance
CLBT
Cellebrite DI Ltd
359,240
6,980.0
-6.43%
4.270
-0.25%
0.150
-17.69%
-29.87%
3,699.8
Software
VERX
Vertex Inc
182,554
6,391.2
-17.39%
3.910
-0.95%
0.120
-1.09%
-33.55%
5,618.3
Software
SPSC
SPS Commerce Inc
46,056
6,113.0
New Holding
3.740
+3.74%
0.120
+9.05%
-23.17%
5,368.5
Software

SCALAR GAUGE MANAGEMENT, LLC's Historical Top Holdings Breakdowns

SCALAR GAUGE MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AXON
Axon Enterprise Inc
2025-03-31
Sold Out
Sold Out
-7.52%
●
496.65 ($585.29) 710.01
$795.48
35.91%
Sold Out
0
-27,400
MSI
Motorola Solutions Inc
2025-03-31
Sold Out
Sold Out
-7.51%
●
411.73 ($446.17) 482.1
$424.84
-4.78%
Sold Out
0
-35,204
ZUO Unlock Delisted
Zuora Inc
2025-03-31
Sold Out
Sold Out
-6.83%
●
9.92 ($9.98) 10.02
$10.02
0.40%
Sold Out
0
-1,491,501
BL
BlackLine Inc
2025-03-31
Add
Add
+6.37%
●
47.46 ($54.76) 65.64
$57.81
5.57%
Add 60.94%
567,854
215,013
PGR
Progressive Corp
2025-03-31
New Buy
New Buy
+4.50%
●
235.61 ($261.55) 291.22
$261.66
0.04%
New holding
26,000
26,000
SPSC
SPS Commerce Inc
2025-03-31
New Buy
New Buy
+3.74%
●
123.05 ($157.21) 197.4
$141.36
-10.08%
New holding
46,056
46,056
WMT
Walmart Inc
2025-03-31
Sold Out
Sold Out
-2.88%
●
84.5 ($93.81) 105.05
$98.36
4.85%
Sold Out
0
-69,000
PD
PagerDuty Inc
2025-03-31
Add
Add
+2.46%
●
15.61 ($18.34) 19.68
$15.99
-12.81%
Add 67.03%
548,200
220,000
FIVN
Five9 Inc
2025-03-31
Add
Add
+2.45%
●
27.15 ($36.67) 42.82
$27.71
-24.43%
Add 34.23%
577,891
147,375
JD
JD.com Inc
2025-03-31
New Buy
New Buy
+2.39%
●
33.1 ($40.14) 45.21
$32.07
-20.10%
New holding
95,000
95,000

SCALAR GAUGE MANAGEMENT, LLC Total Holding History ($B)

To

SCALAR GAUGE MANAGEMENT, LLC's Asset Allocation

To

SCALAR GAUGE MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SCALAR GAUGE MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

SCALAR GAUGE MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SCALAR GAUGE MANAGEMENT, LLC's Holdings Heat Map

Size field:

SCALAR GAUGE MANAGEMENT, LLC's Holdings Bubble Chart

SCALAR GAUGE MANAGEMENT, LLC News

  • 1

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