David A. Siegel Software—Infrastructure

Two Sigma Advisers, LP

$42.8 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp	$3.51T	$951 Million 2.22% of portfolio	2,533,800	Q1 2025 Reduced 12.68%
ADBE Adobe Inc.	$193B	$530 Million 1.24% of portfolio	1,382,900	Q1 2025 Added 55.56%
FTNT Fortinet, Inc.	$80.1B	$432 Million 1.01% of portfolio	4,485,320	Q1 2025 Reduced 3.79%
HOOD Robinhood Markets, Inc.	$60.6B	$240 Million 0.56% of portfolio	5,771,500	Q1 2025 Reduced 46.06%
PLTR Palantir Technologies Inc.	$261B	$190 Million 0.45% of portfolio	2,256,500	Q1 2025 Added 1,364.31%
ZS Zscaler, Inc.	$42.6B	$143 Million 0.33% of portfolio	718,500	Q1 2025 Added 13.42%
PANW Palo Alto Networks Inc	$58.6B	$133 Million 0.31% of portfolio	780,412	Q1 2025 Added 91.99%
VRNS Varonis Systems Inc	$5.57B	$92 Million 0.22% of portfolio	2,273,400	Q1 2025 Added 64.72%
NET Cloudflare, Inc.	$50.8B	$87.1 Million 0.2% of portfolio	773,000	Q1 2025 Added 758.89%
CYBR Cyber Ark Software Ltd.	$16.2B	$51.8 Million 0.12% of portfolio	153,400	Q1 2025 Added 829.7%
WIX Wix.Com Ltd.	$8.85B	$48.8 Million 0.11% of portfolio	298,500	Q1 2025 Added 35.19%
BOX Box Inc	$5.33B	$48.3 Million 0.11% of portfolio	1,565,000	Q1 2025 Added 1,724.01%
CHKP Check Point Software Technologies LTD	$28.8B	$46.2 Million 0.11% of portfolio	202,600	Q1 2025 Added 1,051.14%
NTNX Nutanix, Inc.	$17.4B	$42.5 Million 0.1% of portfolio	609,435	Q1 2025 Reduced 59.53%
CLBT Cellebrite Di Ltd.	$3.19B	$33.8 Million 0.08% of portfolio	1,739,800	Q1 2025 Reduced 3.94%
PATH Ui Path, Inc.	$6.18B	$29.1 Million 0.07% of portfolio	2,829,900	Q1 2025 Reduced 42.26%
MDB Mongo Db, Inc.	$14.6B	$28.7 Million 0.07% of portfolio	163,800	Q1 2025 Added 485.0%
DOX Amdocs LTD	$11.4B	$28.7 Million 0.07% of portfolio	313,300	Q1 2025 Added 71.48%
AKAM Akamai Technologies Inc	$14.4B	$23.4 Million 0.05% of portfolio	257,500	Q1 2025 Added 226.36%
MQ Marqeta, Inc.	$2.41B	$22.5 Million 0.05% of portfolio	5,470,400	Q1 2025 Added 7.87%
PAYO Payoneer Global Inc.	$2.38B	$19.2 Million 0.04% of portfolio	2,623,300	Q1 2025 Reduced 3.25%
IOT Samsara Inc.	$4.95B	$17.8 Million 0.04% of portfolio	465,300	Q1 2025 Reduced 64.41%
ORCL Oracle Corp	$479B	$17.4 Million 0.04% of portfolio	124,600	Q1 2025 New
OKTA Okta, Inc.	$15.3B	$15 Million 0.03% of portfolio	142,160	Q1 2025 Added 1,037.28%
VRSN Verisign Inc	$29.5B	$14.6 Million 0.03% of portfolio	57,695	Q1 2025 Reduced 30.9%
QLYS Qualys, Inc.	$5.44B	$14.4 Million 0.03% of portfolio	114,500	Q1 2025 Added 68.14%
EEFT Euronet Worldwide, Inc.	$5.51B	$11.5 Million 0.03% of portfolio	108,000	Q1 2025 Added 48.56%
DBX Dropbox, Inc.	$8.28B	$10.9 Million 0.03% of portfolio	409,500	Q1 2025 Added 212.36%
TENB Tenable Holdings, Inc.	$3.66B	$10.9 Million 0.03% of portfolio	312,600	Q1 2025 Reduced 22.57%
TDC Teradata Corp	$2.32B	$10.5 Million 0.02% of portfolio	466,700	Q1 2025 Added 38.61%
NTCT Netscout Systems Inc	$1.71B	$8.61 Million 0.02% of portfolio	409,900	Q1 2025 Reduced 3.76%
INFA Informatica Inc.	$5.77B	$8.32 Million 0.02% of portfolio	477,000	Q1 2025 Added 429.41%
GDDY Go Daddy Inc.	$27.9B	$7.13 Million 0.02% of portfolio	39,600	Q1 2025 Added 38.95%
TOST Toast, Inc.	$14B	$7.07 Million 0.02% of portfolio	213,000	Q1 2025 Reduced 91.1%
DLO D Local LTD	$1.67B	$5.9 Million 0.01% of portfolio	707,100	Q1 2025 Reduced 28.81%
WEX Wex Inc.	$6.2B	$5.89 Million 0.01% of portfolio	37,500	Q1 2025 New
ATEN A10 Networks, Inc.	$1.29B	$5.69 Million 0.01% of portfolio	348,200	Q1 2025 Added 69.61%
S Sentinel One, Inc.	$3.72B	$4.88 Million 0.01% of portfolio	268,200	Q1 2025 New
AVPT Ave Point, Inc.	$3.51B	$4.39 Million 0.01% of portfolio	304,200	Q1 2025 Added 363.01%
EVTC Evertec, Inc.	$2.44B	$4.07 Million 0.01% of portfolio	110,600	Q1 2025 Reduced 8.97%
AFRM Affirm Holdings, Inc.	$14.1B	$4 Million 0.01% of portfolio	88,500	Q1 2025 Reduced 86.48%
RDWR Radware LTD	$1.08B	$3.59 Million 0.01% of portfolio	165,900	Q1 2025 Added 26.06%
FIVN Five9, Inc.	$2.05B	$3.03 Million 0.01% of portfolio	111,745	Q1 2025 Reduced 4.57%
TUYA Tuya Inc.	$1.5B	$3.03 Million 0.01% of portfolio	998,800	Q1 2025 Added 147.04%
CSGS Csg Systems International Inc	$2.07B	$2.49 Million 0.01% of portfolio	41,149	Q1 2025 Reduced 36.74%
RPD Rapid7, Inc.	$1.39B	$1.93 Million 0.0% of portfolio	72,900	Q1 2025 Added 581.31%
YEXT Yext, Inc.	$1.09B	$847,000 0.0% of portfolio	137,600	Q1 2025 Added 33.08%
BAND Bandwidth Inc.	$332M	$823,000 0.0% of portfolio	62,900	Q1 2025 Reduced 46.69%
FFIV F5, Inc.	$17.6B	$692,000 0.0% of portfolio	2,600	Q1 2025 New
GB Global Blue Group Holding Ag	$1.41B	$681,000 0.0% of portfolio	92,600	Q1 2025 New

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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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