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Scalar Gauge Management, LLC
Scalar Gauge Management, LLC is a Dallas, Texas-based SEC-registered investment adviser founded recently, managing discretionary portfolio investments primarily for private pooled funds and select institutional clients. With a small team of 3 employees, the firm offers active, research-driven portfolio management focused on publicly-traded equities and related securities, catering mostly to sophisticated investors seeking specialized equity exposure.
Investment Strategy
Scalar Gauge Management employs a discretionary, fundamentally driven investment approach, primarily investing in US-listed equities across technology, financials, and enterprise software sectors. The firm is highly active, with significant portfolio turnover, and concentrates holdings in its highest conviction stocks. Investment decisions are driven by deep, bottom-up research and aimed at generating alpha for private pooled funds and institutional investors.
Latest 13F Filing Activity
Scalar Gauge Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 24 equity positions with a total 13F market value of $176M. The fund increased holdings in Celestica Inc., Broadcom Inc., Mastercard Incorporated among other positions. Scalar Gauge Management, LLC reduced exposure to Solarwinds Corp., Progressive Corp., Vertex Inc. among others.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BL | Blackline Inc | 18.35% | $32.2M | 568,804 | $54.89 | $56.62 | +$4.7M |
P PD | PagerDuty Inc | 8.50% | $14.9M | 976,924 | $16.95 | $15.28 | +$4.9M |
C CLS | Celestica Inc | 7.96% | $14.0M | 84,000 | $156.11 | $156.11 | +$14.0M |
C CWAN | Clearwater Analytics Holdings Inc | 6.55% | $11.5M | 524,244 | $20.85 | $21.93 | -$6.3M |
F FIVN | Five9 Inc | 6.03% | $10.6M | 399,717 | $32.11 | $26.48 | -$5.1M |
Industry Allocation
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