State Of New Jersey Common Pension Fund D Software—Infrastructure

State Of New Jersey Common Pension Fund D

$24.9 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.8T	$1.18 Billion 4.74% of portfolio	2,375,938	Q1 2025 Reduced 8.27%
ORCL Oracle Corp	$788B	$124 Million 0.5% of portfolio	566,768	Q2 2025 Added 0.22%
PLTR Palantir Technologies Inc.	$337B	$98.3 Million 0.39% of portfolio	721,389	Q2 2025 Added 1.67%
ADBE Adobe Inc.	$162B	$55.6 Million 0.22% of portfolio	143,748	Q2 2025 Reduced 2.14%
PANW Palo Alto Networks Inc	$58.7B	$45.3 Million 0.18% of portfolio	221,480	Q2 2025 Added 0.73%
CRWD Crowd Strike Holdings, Inc.	$93.7B	$42.5 Million 0.17% of portfolio	83,451	Q2 2025 Added 1.04%
SNPS Synopsys Inc	$65.1B	$26.4 Million 0.11% of portfolio	51,569	Q1 2025 Reduced 7.1%
HOOD Robinhood Markets, Inc.	$96.1B	$23.2 Million 0.09% of portfolio	248,273	Q2 2025 Added 17.71%
FTNT Fortinet, Inc.	$62.8B	$23.2 Million 0.09% of portfolio	219,288	Q1 2025 Reduced 8.63%
NET Cloudflare, Inc.	$62.6B	$20.4 Million 0.08% of portfolio	103,964	Q2 2025 Added 0.84%
SQ Block, Inc.	$30.3B	$10.8 Million 0.04% of portfolio	188,814	Q1 2025 Reduced 8.37%
ZS Zscaler, Inc.	$40.5B	$10.3 Million 0.04% of portfolio	32,960	Q2 2025 Added 0.99%
CYBR Cyber Ark Software Ltd.	$19B	$10 Million 0.04% of portfolio	24,639	Q2 2025 Reduced 7.9%
CHKP Check Point Software Technologies LTD	$24.5B	$8.85 Million 0.04% of portfolio	40,007	Q2 2025 Reduced 1.23%
GDDY Go Daddy Inc.	$22.7B	$8.43 Million 0.03% of portfolio	46,811	Q1 2025 Reduced 4.55%
VRSN Verisign Inc	$30.3B	$8.09 Million 0.03% of portfolio	28,017	Q1 2025 Reduced 3.13%
TOST Toast, Inc.	$12.9B	$6.64 Million 0.03% of portfolio	149,988	Q2 2025 Added 7.42%
NTNX Nutanix, Inc.	$18.2B	$6.5 Million 0.03% of portfolio	85,038	Q1 2025 Reduced 7.85%
AFRM Affirm Holdings, Inc.	$19.1B	$5.96 Million 0.02% of portfolio	86,210	Q2 2025 Added 3.68%
MDB Mongo Db, Inc.	$22.7B	$5.78 Million 0.02% of portfolio	27,521	Q2 2025 Added 8.17%
FFIV F5, Inc.	$19.3B	$5.72 Million 0.02% of portfolio	19,430	Q2 2025 Reduced 6.79%
OKTA Okta, Inc.	$13.7B	$5.66 Million 0.02% of portfolio	56,651	Q2 2025 Reduced 0.61%
AKAM Akamai Technologies Inc	$14.4B	$4.54 Million 0.02% of portfolio	49,982	Q2 2025 Reduced 1.36%
WIX Wix.Com Ltd.	$9.86B	$3.85 Million 0.02% of portfolio	24,305	Q2 2025 Reduced 0.41%
IOT Samsara Inc.	$4.24B	$3.79 Million 0.02% of portfolio	95,217	Q2 2025 Added 7.5%
NLOK Norton Life Lock Inc.	$14.3B	$3.58 Million 0.01% of portfolio	166,650	Q1 2025 Reduced 16.34%
CFLT Confluent, Inc.	$2.72B	$2.25 Million 0.01% of portfolio	90,063	Q2 2025 Added 2.74%
FOUR Shift4 Payments, Inc.	$4.47B	$2.13 Million 0.01% of portfolio	21,515	Q2 2025 Added 1.86%
MQ Marqeta, Inc.	$2.6B	$2.11 Million 0.01% of portfolio	362,200	Q2 2025 Reduced 30.54%
BOX Box Inc	$4.62B	$2.06 Million 0.01% of portfolio	60,251	Q2 2025 Added 3.75%
VRNS Varonis Systems Inc	$6.18B	$2.04 Million 0.01% of portfolio	40,279	Q2 2025 Reduced 10.68%
WEX Wex Inc.	$7.4B	$2.02 Million 0.01% of portfolio	13,720	Q2 2025 Reduced 8.03%
CCCS Ccc Intelligent Solutions Holdings Inc.	$6.06B	$2.01 Million 0.01% of portfolio	214,028	Q2 2025 Added 13.18%
TENB Tenable Holdings, Inc.	$3.36B	$1.99 Million 0.01% of portfolio	58,821	Q2 2025 Added 17.46%
PATH Ui Path, Inc.	$5.33B	$1.98 Million 0.01% of portfolio	155,041	Q2 2025 Reduced 5.12%
QLYS Qualys, Inc.	$5.12B	$1.97 Million 0.01% of portfolio	13,805	Q2 2025 Reduced 4.11%
DBX Dropbox, Inc.	$8.85B	$1.96 Million 0.01% of portfolio	68,375	Q2 2025 Reduced 7.18%
TDC Teradata Corp	$2.17B	$1.9 Million 0.01% of portfolio	85,301	Q2 2025 Added 6.8%
AVDX Avid Xchange Holdings, Inc.	$1.97B	$1.9 Million 0.01% of portfolio	193,571	Q2 2025 Reduced 8.74%
PAYO Payoneer Global Inc.	$2.25B	$1.88 Million 0.01% of portfolio	274,155	Q2 2025 Added 40.02%
ACIW Aci Worldwide, Inc.	$5.72B	$1.86 Million 0.01% of portfolio	40,530	Q2 2025 Added 5.55%
RAMP Live Ramp Holdings, Inc.	$1.77B	$1.86 Million 0.01% of portfolio	56,222	Q2 2025 Reduced 10.14%
FIVN Five9, Inc.	$1.81B	$1.85 Million 0.01% of portfolio	69,861	Q2 2025 Added 50.85%
S Sentinel One, Inc.	$3.76B	$1.84 Million 0.01% of portfolio	100,667	Q1 2025 Reduced 5.37%
EVTC Evertec, Inc.	$2.21B	$1.83 Million 0.01% of portfolio	50,808	Q2 2025 Reduced 13.33%
EEFT Euronet Worldwide, Inc.	$4.5B	$1.8 Million 0.01% of portfolio	17,742	Q2 2025 Reduced 6.63%
SPSC Sps Commerce Inc	$3.8B	$1.76 Million 0.01% of portfolio	12,930	Q2 2025 Reduced 7.73%
RELY Remitly Global, Inc.	$3.05B	$1.56 Million 0.01% of portfolio	83,117	Q2 2025 Added 6.21%
DAVA Endava PLC	$553M	$1.02 Million 0.0% of portfolio	66,489	Q1 2025 Reduced 18.58%
CLBT Cellebrite Di Ltd.	$3.19B	$889,000 0.0% of portfolio	55,588	Q2 2025 Reduced 33.05%

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