Paul Tudor Jones Software—Infrastructure

Tudor Investment Corp Et Al

$200 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CYBR Cyber Ark Software Ltd.	$19.9B	$28.8 Billion 14.4% of portfolio	59,534,156	Q3 2025 New
ZS Zscaler, Inc.	$42.8B	$16.6 Billion 8.32% of portfolio	55,440,000	Q3 2025 New
AKAM Akamai Technologies Inc	$14.4B	$6.7 Billion 3.35% of portfolio	73,703,000	Q3 2025 New
EEFT Euronet Worldwide, Inc.	$3.5B	$3.95 Billion 1.98% of portfolio	45,000,000	Q3 2025 New
NTNX Nutanix, Inc.	$15.2B	$3.31 Billion 1.66% of portfolio	44,500,000	Q3 2025 Added 8,276.42%
MSFT Microsoft Corp	$3.8T	$190 Million 0.1% of portfolio	366,780	Q3 2025 Added 66.57%
DOCN Digital Ocean Holdings, Inc.	$4.44B	$59 Million 0.03% of portfolio	1,727,620	Q3 2025 Added 252.76%
GDDY Go Daddy Inc.	$20.3B	$38 Million 0.02% of portfolio	277,950	Q3 2025 Added 480.5%
PLTR Palantir Technologies Inc.	$342B	$35.4 Million 0.02% of portfolio	193,851	Q3 2025 New
VRSN Verisign Inc	$26.8B	$26.1 Million 0.01% of portfolio	93,450	Q3 2025 New
CHKP Check Point Software Technologies LTD	$24.8B	$19.6 Million 0.01% of portfolio	94,690	Q3 2025 Added 191.13%
APPN Appian Corp	$1.77B	$11.3 Million 0.01% of portfolio	369,871	Q3 2025 Added 203.92%
PATH Ui Path, Inc.	$6.55B	$11.2 Million 0.01% of portfolio	836,965	Q3 2025 Added 15.55%
DBX Dropbox, Inc.	$8.69B	$9.45 Million 0.0% of portfolio	312,892	Q3 2025 New
QLYS Qualys, Inc.	$5.51B	$8.06 Million 0.0% of portfolio	60,917	Q3 2025 Reduced 50.55%
DLO D Local LTD	$2.22B	$7.82 Million 0.0% of portfolio	547,453	Q3 2025 Added 2,931.13%
MQ Marqeta, Inc.	$2.17B	$7.42 Million 0.0% of portfolio	1,405,491	Q3 2025 Added 1,078.78%
SPSC Sps Commerce Inc	$2.94B	$7.33 Million 0.0% of portfolio	70,389	Q3 2025 Added 161.54%
PAYO Payoneer Global Inc.	$1.92B	$6.45 Million 0.0% of portfolio	1,065,357	Q3 2025 Added 15.77%
ATEN A10 Networks, Inc.	$1.27B	$5.8 Million 0.0% of portfolio	319,422	Q3 2025 Reduced 20.98%
IMXI International Money Express, Inc.	$572M	$3.83 Million 0.0% of portfolio	274,376	Q3 2025 Added 2,254.96%
BOX Box Inc	$4.56B	$3.17 Million 0.0% of portfolio	98,250	Q3 2025 Reduced 84.38%
RPD Rapid7, Inc.	$824M	$2.22 Million 0.0% of portfolio	118,539	Q3 2025 New
EVTC Evertec, Inc.	$1.92B	$1.97 Million 0.0% of portfolio	58,353	Q3 2025 Reduced 53.92%
EVCM Ever Commerce Inc.	$1.64B	$1.4 Million 0.0% of portfolio	125,553	Q3 2025 Added 200.66%
TIXT Telus International (Cda) Inc.	$284M	$1.24 Million 0.0% of portfolio	277,229	Q2 2025 New
CFLT Confluent, Inc.	$3.29B	$1.18 Million 0.0% of portfolio	59,346	Q3 2025 New
IOT Samsara Inc.	$4.19B	$1.12 Million 0.0% of portfolio	30,141	Q3 2025 New
CSGS Csg Systems International Inc	$2.51B	$615,000 0.0% of portfolio	9,554	Q3 2025 Reduced 53.47%
BLZE Backblaze, Inc.	$71M	$475,000 0.0% of portfolio	51,257	Q3 2025 New
PAGS Pag Seguro Digital Ltd.	$3.1B	$141,000 0.0% of portfolio	14,197	Q3 2025 New
REKR Rekor Systems, Inc.	$117M	$69,000 0.0% of portfolio	44,560	Q3 2025 New

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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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