Scalar Gauge Management, LLC Top Holdings and 13F Report (2025) About Scalar Gauge Management, LLCInvestment ActivityScalar Gauge Management, LLC has $175.53 million in total holdings as of June 30, 2025.Scalar Gauge Management, LLC owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 47.80% of the portfolio was purchased this quarter.About 40.84% of the portfolio was sold this quarter.This quarter, Scalar Gauge Management, LLC has purchased 28 new stocks and bought additional shares in 4 stocks.Scalar Gauge Management, LLC sold shares of 6 stocks and completely divested from 15 stocks this quarter.Largest Holdings BlackLine $32,205,682PagerDuty $14,927,399Celestica Inc $13,972,800Clearwater Analytics $11,496,671Five9 $10,584,506 Largest New Holdings this Quarter 15101Q207 - Celestica Inc $13,972,800 Holding11135F101 - Broadcom $9,372,100 Holding57636Q104 - Mastercard $7,867,160 Holding337738108 - Fiserv $7,758,450 Holding05464C101 - Axon Enterprise $7,037,490 Holding Largest Purchases this Quarter Celestica Inc 84,000 shares (about $13.97M)Broadcom 34,000 shares (about $9.37M)Mastercard 14,000 shares (about $7.87M)Fiserv 45,000 shares (about $7.76M)Axon Enterprise 8,500 shares (about $7.04M) Largest Sales this Quarter Five9 178,174 shares (about $4.72M)Cellebrite DI 227,030 shares (about $3.63M)Clearwater Analytics 139,351 shares (about $3.06M)AvePoint 85,400 shares (about $1.65M)Similarweb 96,856 shares (about $759.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofScalar Gauge Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBLBlackLine$32,205,682$53,789 ▲0.2%568,80418.3%Computer and TechnologyPDPagerDuty$14,927,399$6,550,903 ▲78.2%976,9248.5%Computer and TechnologyCelestica Inc$13,972,800$13,972,800 ▲New Holding84,0008.0%COMCWANClearwater Analytics$11,496,671$3,055,967 ▼-21.0%524,2446.5%Computer and TechnologyFIVNFive9$10,584,506$4,718,047 ▼-30.8%399,7176.0%Computer and TechnologyAVGOBroadcom$9,372,100$9,372,100 ▲New Holding34,0005.3%Computer and TechnologySMWBSimilarweb$8,752,129$759,351 ▼-8.0%1,116,3435.0%Computer and TechnologyMAMastercard$7,867,160$7,867,160 ▲New Holding14,0004.5%Business ServicesFIFiserv$7,758,450$7,758,450 ▲New Holding45,0004.4%Business ServicesAXONAxon Enterprise$7,037,490$7,037,490 ▲New Holding8,5004.0%AerospaceAZOAutoZone$6,310,791$6,310,791 ▲New Holding1,7003.6%Retail/WholesaleMETAMeta Platforms$5,904,720$5,904,720 ▲New Holding8,0003.4%Computer and TechnologyCGNTCognyte Software$5,036,096$785,400 ▲18.5%545,0322.9%Computer and TechnologyCHDNChurchill Downs$4,747,000$4,747,000 ▲New Holding47,0002.7%Consumer DiscretionaryAVPTAvePoint$4,159,065$1,649,074 ▼-28.4%215,3842.4%Computer and TechnologySNOWSnowflake$4,027,860$4,027,860 ▲New Holding18,0002.3%Computer and TechnologyNABLN-able$3,608,825$2,916,316 ▲421.1%445,5342.1%Business ServicesMODModine Manufacturing$3,349,000$3,349,000 ▲New Holding34,0001.9%Auto/Tires/TrucksJDJD.com$3,100,8000.0%95,0001.8%Retail/WholesaleOSPNOnespan$2,837,300$748,964 ▼-20.9%170,0001.6%Computer and TechnologyZDZiff Davis$2,603,220$2,603,220 ▲New Holding86,0001.5%Computer and TechnologyCTASCintas$2,228,7000.0%10,0001.3%Business ServicesCLBTCellebrite DI$2,115,360$3,632,480 ▼-63.2%132,2101.2%Computer and TechnologyJAMFJamf$888,2530.0%93,4020.5%Business ServicesBlackline Inc$240,144$240,144 ▲New Holding3070.1%CALLPagerDuty Inc$203,610$203,610 ▲New Holding4910.1%CALLFive9 Inc$121,375$121,375 ▲New Holding3500.1%CALLClearwater Analytics Holdings Inc$29,445$29,445 ▲New Holding2260.0%CALLChurchill Downs Inc$26,250$26,250 ▲New Holding500.0%CALLZiff Davis Inc$17,500$17,500 ▲New Holding1000.0%CALLSWISolarWinds$0$7,605,656 ▼-100.0%00.0%Computer and TechnologyPGRProgressive$0$7,358,260 ▼-100.0%00.0%FinanceVERXVertex$0$6,391,216 ▼-100.0%00.0%Computer and TechnologySPSCSPS Commerce$0$6,113,013 ▼-100.0%00.0%Business ServicesNRGNRG Energy$0$5,689,416 ▼-100.0%00.0%UtilitiesNCLHNorwegian Cruise Line$0$5,675,790 ▼-100.0%00.0%Consumer DiscretionaryTWLOTwilio$0$4,308,040 ▼-100.0%00.0%Computer and TechnologyInformatica Inc$0$3,354,832 ▼-100.0%00.0%COM CL AProShares VIX Short Term Futures ETF$0$2,513,000 ▼-100.0%00.0%VIX SHT TERM FUTALKTAlkami Technology$0$1,927,327 ▼-100.0%00.0%Computer and TechnologyHPEHewlett Packard Enterprise$0$1,851,600 ▼-100.0%00.0%Computer and TechnologyGBGlobal Blue Group$0$1,653,431 ▼-100.0%00.0%Business ServicesFRSHFreshworks$0$1,622,650 ▼-100.0%00.0%Computer and TechnologyInvesco QQQ TR$0$640,000 ▼-100.0%00.0%PUTBLZEBackblaze$0$418,954 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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