SCALAR GAUGE MANAGEMENT, LLC
CIK 1965542 · Holdings on Mar 31, 2025 · First reported May 14, 2025
Top ten holdings
Q1 2025- BL16.83%
- CWAN10.88%
- FIVN9.60%
- SMWB6.14%
- PD6.13%
- SWI4.65%
- PGR4.50%
- CLBT4.27%
- VERX3.91%
- SPSC3.74%
Share classes counted separately70.65%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BLWeight increased · +6.93 pp9.90% → 16.83%Shares +215.01K (+60.94%)
- CWANWeight increased · +3.42 pp7.46% → 10.88%Shares +76.60K (+13.05%)
- PDWeight increased · +3.36 pp2.77% → 6.13%Shares +220.00K (+67.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BLBLACKLINE INC View history and evidence | $27.50M | 16.83% | 567.85K shares | 9.90% → 16.83%+6.93 pp +215.01K (+60.94%) | Added | ↗▾ |
| 02 | CWANCLEARWATER ANALYTICS HDS-ACL A View history and evidence | $17.78M | 10.88% | 663.60K shares | 7.46% → 10.88%+3.42 pp +76.60K (+13.05%) | Added | ↗▾ |
| 03 | FIVNFIVE9 INC View history and evidence | $15.69M | 9.60% | 577.89K shares | 8.08% → 9.60%+1.52 pp +147.38K (+34.23%) | Added | ↗▾ |
| 04 | SMWBSIMILARWEB LTDSHS View history and evidence | $10.03M | 6.14% | 1.21M shares | 7.30% → 6.14%-1.16 pp +97.42K (+8.73%) | Added | ↗▾ |
| 05 | PDPAGERDUTY INC View history and evidence | $10.02M | 6.13% | 548.20K shares | 2.77% → 6.13%+3.36 pp +220.00K (+67.03%) | Added | ↗▾ |
| 06 | SWISOLARWINDS CORPCOM NEW View history and evidence | $7.61M | 4.65% | 412.68K shares | 3.65% → 4.65%+1.00 pp -142.24K (-25.63%) | Reduced | ↗▾ |
| 07 | PGRPROGRESSIVE CORP View history and evidence | $7.36M | 4.50% | 26.00K shares | Prior unavailable +26.00K | New | ↗▾ |
| 08 | CLBTCELLEBRITE DI LTDORDINARY SHARES View history and evidence | $6.98M | 4.27% | 359.24K shares | 3.90% → 4.27%+0.37 pp -24.68K (-6.43%) | Reduced | ↗▾ |
| 09 | VERXVERTEX INC - CLASS ACL A View history and evidence | $6.39M | 3.91% | 182.55K shares | 5.44% → 3.91%-1.53 pp -38.42K (-17.39%) | Reduced | ↗▾ |
| 10 | SPSCSPS COMMERCE INC View history and evidence | $6.11M | 3.74% | 46.06K shares | Prior unavailable +46.06K | New | ↗▾ |
Options overlay 1
$640.00K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
QQQ 06.16.28 P590June 28 Puts on QQQ USPUT View history and evidence | Put | 400 | $640.00K | +400 | ▾ |
1 / 1 options · preview only
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AXON AXON ENTERPRISE INC | Non-derivative | -27,400 | -$16.28M | SEC filing ↗ | SEC filing ↗ |
| MSI MOTOROLA SOLUTIONS INC | Non-derivative | -35,204 | -$16.27M | SEC filing ↗ | SEC filing ↗ |
| ZUO ZUORA INC - CLASS A | Non-derivative | -1,491,501 | -$14.80M | SEC filing ↗ | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965542 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 164032674
}Take these holdings further.
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