New York State Common Retirement Fund Software—Infrastructure

New York State Common Retirement Fund

$68.1 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.81T	$3.7 Billion 5.43% of portfolio	9,851,465	Q1 2025 Reduced 2.93%
ORCL Oracle Corp	$671B	$287 Million 0.42% of portfolio	2,056,038	Q1 2025 Added 1.69%
ADBE Adobe Inc.	$170B	$225 Million 0.33% of portfolio	585,709	Q1 2025 Reduced 3.15%
PANW Palo Alto Networks Inc	$58.7B	$140 Million 0.21% of portfolio	818,592	Q1 2025 Added 0.61%
SNPS Synopsys Inc	$90.1B	$140 Million 0.2% of portfolio	325,378	Q1 2025 Reduced 3.6%
CRWD Crowd Strike Holdings, Inc.	$101B	$93.9 Million 0.14% of portfolio	266,400	Q1 2025 Reduced 3.34%
PLTR Palantir Technologies Inc.	$302B	$91 Million 0.13% of portfolio	1,077,741	Q1 2025 Added 2.39%
FTNT Fortinet, Inc.	$82.7B	$79.8 Million 0.12% of portfolio	828,857	Q1 2025 Reduced 1.34%
CHKP Check Point Software Technologies LTD	$27.3B	$42.4 Million 0.06% of portfolio	185,854	Q1 2025 Reduced 33.55%
DOX Amdocs LTD	$10.9B	$42.2 Million 0.06% of portfolio	461,674	Q1 2025 Reduced 15.87%
SQ Block, Inc.	$30.3B	$34.3 Million 0.05% of portfolio	630,602	Q1 2025 Added 17.28%
GDDY Go Daddy Inc.	$26.3B	$28.8 Million 0.04% of portfolio	159,644	Q1 2025 Reduced 15.73%
ACIW Aci Worldwide, Inc.	$5.21B	$25.4 Million 0.04% of portfolio	465,116	Q1 2025 Reduced 10.24%
CCCS Ccc Intelligent Solutions Holdings Inc.	$6.1B	$23.4 Million 0.03% of portfolio	2,596,098	Q1 2025 Added 9.32%
WIX Wix.Com Ltd.	$8.89B	$22.6 Million 0.03% of portfolio	138,517	Q1 2025 Reduced 0.73%
MDB Mongo Db, Inc.	$15B	$19.8 Million 0.03% of portfolio	113,134	Q1 2025 Added 20.41%
WEX Wex Inc.	$6.69B	$19.5 Million 0.03% of portfolio	123,975	Q1 2025 Reduced 1.29%
CFLT Confluent, Inc.	$3.59B	$18.2 Million 0.03% of portfolio	778,296	Q1 2025 Added 28.9%
NET Cloudflare, Inc.	$54.1B	$17 Million 0.02% of portfolio	150,528	Q1 2025 Reduced 14.31%
HOOD Robinhood Markets, Inc.	$88.1B	$16.6 Million 0.02% of portfolio	398,282	Q1 2025 Added 2.58%
SPSC Sps Commerce Inc	$5.13B	$15.4 Million 0.02% of portfolio	116,361	Q1 2025 Added 86.82%
FOUR Shift4 Payments, Inc.	$5.42B	$10.8 Million 0.02% of portfolio	131,635	Q1 2025 Reduced 16.43%
ZS Zscaler, Inc.	$41B	$10.1 Million 0.01% of portfolio	50,774	Q1 2025 Added 1.8%
VRSN Verisign Inc	$29.8B	$9.93 Million 0.01% of portfolio	39,122	Q1 2025 Reduced 58.35%
CSGS Csg Systems International Inc	$2.01B	$9.49 Million 0.01% of portfolio	156,855	Q1 2025 Reduced 7.67%
OKTA Okta, Inc.	$14B	$9.18 Million 0.01% of portfolio	87,215	Q4 2024 Reduced 5.93%
NTNX Nutanix, Inc.	$17.2B	$9.07 Million 0.01% of portfolio	129,898	Q1 2025 Added 0.97%
NLOK Norton Life Lock Inc.	$14.3B	$8.71 Million 0.01% of portfolio	328,095	Q1 2025 Added 2.37%
S Sentinel One, Inc.	$3.65B	$8.6 Million 0.01% of portfolio	472,996	Q1 2025 Reduced 10.26%
FFIV F5, Inc.	$18B	$8.12 Million 0.01% of portfolio	30,494	Q1 2025 Reduced 53.47%
TOST Toast, Inc.	$15.1B	$7.74 Million 0.01% of portfolio	233,220	Q1 2025 Reduced 0.72%
AKAM Akamai Technologies Inc	$14.4B	$6.93 Million 0.01% of portfolio	86,063	Q1 2025 Reduced 21.38%
AFRM Affirm Holdings, Inc.	$16B	$5.76 Million 0.01% of portfolio	127,415	Q1 2025 Reduced 3.12%
IIIV I3 Verticals, Inc.	$646M	$5.73 Million 0.01% of portfolio	232,153	Q1 2025 Added 32.03%
CYBR Cyber Ark Software Ltd.	$15.6B	$4.83 Million 0.01% of portfolio	14,286	Q1 2025 Reduced 63.55%
EVTC Evertec, Inc.	$2.22B	$4.74 Million 0.01% of portfolio	128,904	Q1 2025 Reduced 0.26%
PAGS Pag Seguro Digital Ltd.	$2.8B	$4.43 Million 0.01% of portfolio	580,614	Q1 2025 Added 30.44%
RDWR Radware LTD	$1.28B	$3.83 Million 0.01% of portfolio	177,085	Q1 2025 Added 12.25%
PAYO Payoneer Global Inc.	$2.39B	$3.63 Million 0.01% of portfolio	496,507	Q1 2025 Added 495.79%
DBX Dropbox, Inc.	$7.71B	$3.27 Million 0.0% of portfolio	122,322	Q1 2025 Reduced 4.85%
CLBT Cellebrite Di Ltd.	$2.76B	$2.57 Million 0.0% of portfolio	132,224	Q1 2025 Reduced 30.26%
FIVN Five9, Inc.	$1.88B	$2.34 Million 0.0% of portfolio	86,310	Q1 2025 Added 23.12%
EEFT Euronet Worldwide, Inc.	$5.01B	$2.22 Million 0.0% of portfolio	20,760	Q4 2024 Reduced 10.75%
QLYS Qualys, Inc.	$5.35B	$2.12 Million 0.0% of portfolio	16,804	Q3 2024 Reduced 11.72%
PATH Ui Path, Inc.	$5.76B	$2.07 Million 0.0% of portfolio	200,837	Q1 2025 Reduced 44.09%
CCSI Consensus Cloud Solutions, Inc.	$414M	$1.85 Million 0.0% of portfolio	80,136	Q1 2025 Reduced 2.43%
ATEN A10 Networks, Inc.	$1.34B	$1.5 Million 0.0% of portfolio	91,545	Q1 2025 Reduced 16.07%
VRNS Varonis Systems Inc	$5.56B	$1.43 Million 0.0% of portfolio	35,262	Q1 2025 Added 3.14%
TDC Teradata Corp	$2.24B	$1.4 Million 0.0% of portfolio	62,457	Q1 2025 Added 11.62%
BOX Box Inc	$4.62B	$1.38 Million 0.0% of portfolio	44,858	Q3 2024 Reduced 23.92%

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