California State Teachers Retirement System Software—Infrastructure

California State Teachers Retirement System

$87.4 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.95T	$5.52 Billion 6.32% of portfolio	11,103,803	Q2 2025 Added 0.67%
ORCL Oracle Corp	$684B	$577 Million 0.66% of portfolio	2,637,029	Q2 2025 Added 1.56%
PLTR Palantir Technologies Inc.	$367B	$456 Million 0.52% of portfolio	3,344,999	Q2 2025 Added 3.41%
ADBE Adobe Inc.	$157B	$259 Million 0.3% of portfolio	669,209	Q2 2025 Reduced 1.5%
PANW Palo Alto Networks Inc	$52.5B	$210 Million 0.24% of portfolio	1,025,330	Q2 2025 Added 2.02%
CRWD Crowd Strike Holdings, Inc.	$93.6B	$196 Million 0.22% of portfolio	384,031	Q2 2025 Added 3.09%
SNPS Synopsys Inc	$95.7B	$124 Million 0.14% of portfolio	242,296	Q2 2025 Added 0.28%
HOOD Robinhood Markets, Inc.	$95.5B	$106 Million 0.12% of portfolio	1,130,984	Q2 2025 Added 20.55%
FTNT Fortinet, Inc.	$61.9B	$105 Million 0.12% of portfolio	996,223	Q2 2025 Reduced 0.58%
NET Cloudflare, Inc.	$57.3B	$93 Million 0.11% of portfolio	475,075	Q2 2025 Added 2.21%
INFA Informatica Inc.	$5.9B	$56.8 Million 0.06% of portfolio	2,332,271	Q2 2025 Added 555.55%
SQ Block, Inc.	$30.3B	$49.1 Million 0.06% of portfolio	857,910	Q2 2025 Added 2.94%
ZS Zscaler, Inc.	$39.4B	$43.8 Million 0.05% of portfolio	139,584	Q2 2025 Added 4.96%
GDDY Go Daddy Inc.	$22B	$41.6 Million 0.05% of portfolio	231,066	Q2 2025 Reduced 0.11%
VRSN Verisign Inc	$27.9B	$36.6 Million 0.04% of portfolio	126,839	Q2 2025 Reduced 4.7%
FFIV F5, Inc.	$19.5B	$30.4 Million 0.03% of portfolio	103,319	Q2 2025 Added 2.89%
TOST Toast, Inc.	$14.2B	$30 Million 0.03% of portfolio	678,003	Q2 2025 Added 11.03%
NTNX Nutanix, Inc.	$16B	$29.9 Million 0.03% of portfolio	391,360	Q2 2025 Added 0.49%
OKTA Okta, Inc.	$13.6B	$26.2 Million 0.03% of portfolio	261,770	Q2 2025 Added 0.47%
MDB Mongo Db, Inc.	$14.3B	$25.9 Million 0.03% of portfolio	123,546	Q2 2025 Added 6.29%
CHKP Check Point Software Technologies LTD	$22.7B	$25.4 Million 0.03% of portfolio	114,668	Q2 2025 Reduced 2.45%
AKAM Akamai Technologies Inc	$14.4B	$22.5 Million 0.03% of portfolio	247,701	Q2 2025 Reduced 15.0%
NLOK Norton Life Lock Inc.	$14.3B	$19.6 Million 0.02% of portfolio	910,674	Q2 2025 Added 1.95%
IOT Samsara Inc.	$3.62B	$17 Million 0.02% of portfolio	427,072	Q2 2025 Added 20.38%
AFRM Affirm Holdings, Inc.	$17.6B	$16.5 Million 0.02% of portfolio	238,197	Q2 2025 Added 4.6%
CYBR Cyber Ark Software Ltd.	$17B	$16.3 Million 0.02% of portfolio	40,092	Q2 2025 Added 19.83%
WIX Wix.Com Ltd.	$6.74B	$10 Million 0.01% of portfolio	63,221	Q2 2025 Added 41.98%
CFLT Confluent, Inc.	$2.29B	$6.32 Million 0.01% of portfolio	253,321	Q2 2025 Added 10.39%
FOUR Shift4 Payments, Inc.	$4.44B	$5.95 Million 0.01% of portfolio	60,011	Q2 2025 Added 10.22%
DBX Dropbox, Inc.	$7.82B	$5.45 Million 0.01% of portfolio	190,454	Q2 2025 Reduced 13.36%
VRNS Varonis Systems Inc	$6.25B	$5.26 Million 0.01% of portfolio	103,600	Q1 2025 Reduced 1.11%
S Sentinel One, Inc.	$3.36B	$5.23 Million 0.01% of portfolio	285,875	Q2 2025 Added 11.59%
PATH Ui Path, Inc.	$4.91B	$4.99 Million 0.01% of portfolio	390,151	Q2 2025 Added 0.13%
SPSC Sps Commerce Inc	$3.91B	$4.92 Million 0.01% of portfolio	36,157	Q1 2025 Added 4.11%
QLYS Qualys, Inc.	$4.96B	$4.87 Million 0.01% of portfolio	34,055	Q1 2025 Reduced 1.14%
BOX Box Inc	$4.42B	$4.52 Million 0.01% of portfolio	132,261	Q1 2025 Reduced 1.11%
WEX Wex Inc.	$7.42B	$4.45 Million 0.01% of portfolio	30,298	Q2 2025 Reduced 20.1%
ACIW Aci Worldwide, Inc.	$5.28B	$4.44 Million 0.01% of portfolio	96,819	Q1 2025 Reduced 1.14%
CCCS Ccc Intelligent Solutions Holdings Inc.	$5.79B	$4.22 Million 0.0% of portfolio	448,753	Q2 2025 Added 18.67%
EEFT Euronet Worldwide, Inc.	$4.71B	$3.99 Million 0.0% of portfolio	39,342	Q2 2025 Reduced 0.29%
TENB Tenable Holdings, Inc.	$3.32B	$3.95 Million 0.0% of portfolio	116,811	Q1 2025 Added 4.95%
RELY Remitly Global, Inc.	$3.26B	$2.55 Million 0.0% of portfolio	135,843	Q2 2025 Added 0.5%
MQ Marqeta, Inc.	$2.86B	$2.16 Million 0.0% of portfolio	370,145	Q1 2025 Reduced 2.75%
EVTC Evertec, Inc.	$2.41B	$2.13 Million 0.0% of portfolio	59,159	Q2 2025 Added 0.71%
RAMP Live Ramp Holdings, Inc.	$1.74B	$2.03 Million 0.0% of portfolio	61,432	Q2 2025 Added 1.05%
TDC Teradata Corp	$2.12B	$1.98 Million 0.0% of portfolio	88,856	Q2 2025 Added 0.89%
VRNT Verint Systems Inc	$2.13B	$1.87 Million 0.0% of portfolio	57,331	Q2 2025 Reduced 1.03%
AVPT Ave Point, Inc.	$2.76B	$1.87 Million 0.0% of portfolio	96,805	Q2 2025 Added 1.76%
AVDX Avid Xchange Holdings, Inc.	$1.96B	$1.83 Million 0.0% of portfolio	187,253	Q2 2025 Reduced 1.09%
FIVN Five9, Inc.	$1.72B	$1.83 Million 0.0% of portfolio	69,189	Q2 2025 Added 0.8%

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