Paul Tudor Jones Software—Infrastructure

Tudor Investment Corp Et Al

$44 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp	$3.83T	$110 Million 0.25% of portfolio	220,191	Q2 2025 Reduced 27.62%
NTNX Nutanix, Inc.	$17.9B	$40.6 Million 0.09% of portfolio	531,253	Q2 2025 New
BOX Box Inc	$4.66B	$21.5 Million 0.05% of portfolio	628,988	Q2 2025 New
QLYS Qualys, Inc.	$5.07B	$17.6 Million 0.04% of portfolio	123,182	Q2 2025 Added 189.0%
DOCN Digital Ocean Holdings, Inc.	$3.51B	$14 Million 0.03% of portfolio	489,744	Q2 2025 New
AVPT Ave Point, Inc.	$2.92B	$9.71 Million 0.02% of portfolio	502,602	Q2 2025 Reduced 13.75%
PATH Ui Path, Inc.	$6.14B	$9.27 Million 0.02% of portfolio	724,322	Q2 2025 Reduced 46.62%
GDDY Go Daddy Inc.	$23.1B	$8.62 Million 0.02% of portfolio	47,881	Q2 2025 New
ATEN A10 Networks, Inc.	$1.28B	$7.82 Million 0.02% of portfolio	404,209	Q2 2025 Reduced 9.94%
CLBT Cellebrite Di Ltd.	$3.31B	$7.26 Million 0.02% of portfolio	453,815	Q2 2025 Reduced 16.27%
CHKP Check Point Software Technologies LTD	$25.2B	$7.2 Million 0.02% of portfolio	32,525	Q2 2025 Reduced 67.56%
HOOD Robinhood Markets, Inc.	$104B	$6.82 Million 0.02% of portfolio	72,840	Q2 2025 Reduced 21.94%
RELY Remitly Global, Inc.	$2.93B	$6.75 Million 0.02% of portfolio	359,468	Q2 2025 Added 73.62%
RAMP Live Ramp Holdings, Inc.	$1.8B	$6.54 Million 0.01% of portfolio	197,846	Q2 2025 New
PAYO Payoneer Global Inc.	$2.35B	$6.3 Million 0.01% of portfolio	920,273	Q2 2025 Reduced 23.93%
MDB Mongo Db, Inc.	$22.2B	$5.69 Million 0.01% of portfolio	27,088	Q2 2025 Added 1,770.72%
EVTC Evertec, Inc.	$2.23B	$4.56 Million 0.01% of portfolio	126,628	Q2 2025 New
S Sentinel One, Inc.	$3.95B	$4.36 Million 0.01% of portfolio	238,654	Q2 2025 Added 120.51%
SPSC Sps Commerce Inc	$3.86B	$3.66 Million 0.01% of portfolio	26,913	Q2 2025 Added 67.62%
APPN Appian Corp	$1.29B	$3.63 Million 0.01% of portfolio	121,702	Q2 2025 Added 67.75%
NTCT Netscout Systems Inc	$1.81B	$3.3 Million 0.01% of portfolio	133,039	Q2 2025 Added 63.01%
VRNS Varonis Systems Inc	$6.26B	$1.83 Million 0.0% of portfolio	36,137	Q2 2025 Reduced 84.4%
DOX Amdocs LTD	$10.3B	$1.69 Million 0.0% of portfolio	18,549	Q2 2025 Reduced 44.77%
FIVN Five9, Inc.	$1.92B	$1.59 Million 0.0% of portfolio	59,939	Q2 2025 Reduced 86.16%
CSGS Csg Systems International Inc	$2.11B	$1.34 Million 0.0% of portfolio	20,535	Q2 2025 Reduced 68.86%
OSPN One Span Inc.	$567M	$1.31 Million 0.0% of portfolio	78,217	Q2 2025 Reduced 6.97%
TIXT Telus International (Cda) Inc.	$296M	$1.01 Million 0.0% of portfolio	277,229	Q2 2025 New
INFA Informatica Inc.	$5.93B	$909,000 0.0% of portfolio	37,351	Q2 2025 New
MQ Marqeta, Inc.	$2.58B	$695,000 0.0% of portfolio	119,233	Q2 2025 Added 35.72%
ACIW Aci Worldwide, Inc.	$5.67B	$683,000 0.0% of portfolio	14,880	Q2 2025 Reduced 77.72%
FOUR Shift4 Payments, Inc.	$4.44B	$526,000 0.0% of portfolio	5,312	Q2 2025 New
EVCM Ever Commerce Inc.	$2.3B	$438,000 0.0% of portfolio	41,759	Q2 2025 New
TENB Tenable Holdings, Inc.	$3.35B	$351,000 0.0% of portfolio	10,396	Q2 2025 Reduced 72.06%
RPAY Repay Holdings Corp	$517M	$210,000 0.0% of portfolio	43,586	Q2 2025 Reduced 83.22%
DLO D Local LTD	$2.46B	$204,000 0.0% of portfolio	18,061	Q2 2025 Reduced 41.13%
IMXI International Money Express, Inc.	$549M	$117,000 0.0% of portfolio	11,651	Q2 2025 Reduced 23.29%

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Paul Tudor Jones

Paul Tudor Jones is the founder and CEO of Tudor Investment Corp, a successful investment firm that focuses on macro investing. Jones is known for his expertise in macro investing and his innovative approach to investing. He has generated strong returns for his clients over the long term.

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