David A. Siegel Information Technology Services

Two Sigma Advisers, LP

$42.8 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IT Gartner Inc	$33.4B	$220 Million 0.52% of portfolio	524,900	Q1 2025 Added 257.81%
INFY Infosys LTD	$77.6B	$60.1 Million 0.14% of portfolio	3,295,300	Q1 2025 Added 1,604.76%
LDOS Leidos Holdings, Inc.	$19.9B	$41.5 Million 0.1% of portfolio	307,650	Q1 2025 Added 2,540.77%
ACN Accenture PLC	$202B	$18.6 Million 0.04% of portfolio	59,700	Q1 2025 Added 602.35%
VNET Vnet Group, Inc.	$893M	$16.6 Million 0.04% of portfolio	2,021,400	Q1 2025 Added 1,580.3%
EXLS Exl Service Holdings, Inc.	$1.58B	$15.4 Million 0.04% of portfolio	326,000	Q1 2025 Reduced 27.51%
CNXC Concentrix Corp	$2.88B	$6.22 Million 0.01% of portfolio	111,800	Q1 2025 Added 58.13%
GDS Gds Holdings LTD	$4.97B	$6.08 Million 0.01% of portfolio	239,852	Q1 2025 Added 520.54%
SAIC Science Applications International Corp	$5.71B	$6.04 Million 0.01% of portfolio	53,810	Q1 2025 Added 13.02%
IBEX Ibex LTD	$542M	$4.5 Million 0.01% of portfolio	184,800	Q1 2025 Added 26.84%
HCKT Hackett Group, Inc.	$778M	$4.21 Million 0.01% of portfolio	144,000	Q1 2025 Added 54.34%
GIB Cgi Inc	$23B	$3.45 Million 0.01% of portfolio	34,600	Q1 2025 New
TASK Task Us, Inc.	$470M	$3.29 Million 0.01% of portfolio	241,300	Q1 2025 Reduced 8.87%
TTEC Ttec Holdings, Inc.	$239M	$2.99 Million 0.01% of portfolio	908,800	Q1 2025 Added 0.36%
UIS Unisys Corp	$300M	$2.47 Million 0.01% of portfolio	538,000	Q1 2025 Reduced 16.81%
KD Kyndryl Holdings, Inc.	$9.26B	$1.74 Million 0.0% of portfolio	55,400	Q1 2025 Reduced 39.05%
NABL N Able, Inc.	$1.48B	$1.63 Million 0.0% of portfolio	230,400	Q1 2025 Added 207.61%
XRX Xerox Holdings Corp	$829M	$1.31 Million 0.0% of portfolio	270,850	Q1 2025 Reduced 6.52%
DXC Dxc Technology CO	$3.59B	$1.29 Million 0.0% of portfolio	75,700	Q1 2025 Added 200.4%
CDW Cdw Corp	$24.2B	$1.23 Million 0.0% of portfolio	7,700	Q1 2025 Reduced 89.75%
III Information Services Group Inc.	$227M	$715,000 0.0% of portfolio	182,900	Q1 2025 Added 15.83%
CTSH Cognizant Technology Solutions Corp	$42B	$680,000 0.0% of portfolio	8,900	Q1 2025 New
EPAM Epam Systems, Inc.	$10.6B	$630,000 0.0% of portfolio	3,400	Q1 2025 Reduced 97.02%
WIT Wipro LTD	$16.3B	$540,000 0.0% of portfolio	176,600	Q1 2025 Reduced 4.28%
JKHY Henry Jack & Associates Inc	$13.1B	$529,000 0.0% of portfolio	2,900	Q1 2025 Reduced 14.71%
PAY Paymentus Holdings, Inc.	$698M	$503,000 0.0% of portfolio	19,300	Q1 2025 Reduced 48.4%
CNDT Conduent Inc	$546M	$412,000 0.0% of portfolio	152,900	Q1 2025 Reduced 33.46%
GDYN Grid Dynamics Holdings, Inc.	$883M	$283,000 0.0% of portfolio	18,100	Q1 2025 New
BR Broadridge Financial Solutions, Inc.	$37.5B	$266,000 0.0% of portfolio	1,100	Q1 2025 Reduced 31.25%
CTLP Cantaloupe, Inc.	$612M	$225,000 0.0% of portfolio	28,600	Q1 2025 New
TLS Telos Corp	$185M	$37,000 0.0% of portfolio	15,900	Q1 2025 Reduced 28.05%
NOTE Fiscal Note Holdings, Inc.	$73.9M	$10,000 0.0% of portfolio	13,400	Q1 2025 Reduced 19.28%

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David A. Siegel

David A. Siegel is the co-founder and CEO of Two Sigma Advisers, a successful investment firm that uses technology and data-driven approaches to investing. Siegel is known for his expertise in quantitative investing and his innovative approach to investing. He has generated strong returns for his clients over the long term.

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