David A. Siegel Software—Infrastructure

Two Sigma Advisers, LP

$46.1 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp	$3.92T	$1.47 Billion 3.19% of portfolio	2,951,300	Q2 2025 Added 16.48%
ADBE Adobe Inc.	$158B	$569 Million 1.23% of portfolio	1,470,300	Q2 2025 Added 6.32%
PLTR Palantir Technologies Inc.	$382B	$566 Million 1.23% of portfolio	4,151,700	Q2 2025 Added 83.99%
ZS Zscaler, Inc.	$46.1B	$361 Million 0.78% of portfolio	1,151,300	Q2 2025 Added 60.24%
HOOD Robinhood Markets, Inc.	$115B	$280 Million 0.61% of portfolio	2,987,200	Q2 2025 Reduced 48.24%
FTNT Fortinet, Inc.	$66.4B	$194 Million 0.42% of portfolio	1,834,320	Q2 2025 Reduced 59.1%
GDDY Go Daddy Inc.	$19.8B	$142 Million 0.31% of portfolio	790,700	Q2 2025 Added 1,896.72%
NET Cloudflare, Inc.	$63B	$137 Million 0.3% of portfolio	699,900	Q2 2025 Reduced 9.46%
VRNS Varonis Systems Inc	$3.85B	$115 Million 0.25% of portfolio	2,274,000	Q2 2025 Added 0.03%
NTNX Nutanix, Inc.	$15.9B	$76.4 Million 0.17% of portfolio	999,635	Q2 2025 Added 64.03%
BOX Box Inc	$4.53B	$74.6 Million 0.16% of portfolio	2,182,700	Q2 2025 Added 39.47%
MDB Mongo Db, Inc.	$23.9B	$54.6 Million 0.12% of portfolio	259,900	Q2 2025 Added 58.67%
PANW Palo Alto Networks Inc	$65.3B	$43.4 Million 0.09% of portfolio	212,012	Q2 2025 Reduced 72.83%
CHKP Check Point Software Technologies LTD	$25B	$41.6 Million 0.09% of portfolio	187,900	Q2 2025 Reduced 7.26%
WIX Wix.Com Ltd.	$7.77B	$38.2 Million 0.08% of portfolio	241,000	Q2 2025 Reduced 19.26%
CRWD Crowd Strike Holdings, Inc.	$116B	$34.1 Million 0.07% of portfolio	67,000	Q2 2025 New
CLBT Cellebrite Di Ltd.	$3.26B	$25 Million 0.05% of portfolio	1,564,200	Q2 2025 Reduced 10.09%
QLYS Qualys, Inc.	$4.75B	$15.9 Million 0.03% of portfolio	111,600	Q2 2025 Reduced 2.53%
PAYO Payoneer Global Inc.	$1.99B	$15.9 Million 0.03% of portfolio	2,326,300	Q2 2025 Reduced 11.32%
S Sentinel One, Inc.	$3.5B	$13.7 Million 0.03% of portfolio	748,100	Q2 2025 Added 178.93%
DOX Amdocs LTD	$10.2B	$12.8 Million 0.03% of portfolio	140,200	Q2 2025 Reduced 55.25%
TENB Tenable Holdings, Inc.	$3.24B	$12.5 Million 0.03% of portfolio	368,900	Q2 2025 Added 18.01%
MQ Marqeta, Inc.	$1.98B	$11.4 Million 0.02% of portfolio	1,961,700	Q2 2025 Reduced 64.14%
AKAM Akamai Technologies Inc	$14.4B	$10.8 Million 0.02% of portfolio	119,200	Q2 2025 Reduced 53.71%
TOST Toast, Inc.	$11.1B	$10.2 Million 0.02% of portfolio	230,800	Q2 2025 Added 8.36%
AVPT Ave Point, Inc.	$2.62B	$10.2 Million 0.02% of portfolio	526,100	Q2 2025 Added 72.95%
TDC Teradata Corp	$2.15B	$9.44 Million 0.02% of portfolio	423,000	Q2 2025 Reduced 9.36%
PATH Ui Path, Inc.	$7.41B	$9.26 Million 0.02% of portfolio	723,500	Q2 2025 Reduced 74.43%
ATEN A10 Networks, Inc.	$1.28B	$8.54 Million 0.02% of portfolio	441,297	Q2 2025 Added 26.74%
NTCT Netscout Systems Inc	$2.01B	$7.14 Million 0.02% of portfolio	287,700	Q2 2025 Reduced 29.81%
YEXT Yext, Inc.	$1.04B	$4.27 Million 0.01% of portfolio	502,300	Q2 2025 Added 265.04%
DLO D Local LTD	$2.42B	$4 Million 0.01% of portfolio	353,107	Q2 2025 Reduced 50.06%
EEFT Euronet Worldwide, Inc.	$3.74B	$3.99 Million 0.01% of portfolio	39,400	Q2 2025 Reduced 63.52%
RDWR Radware LTD	$1.14B	$3.47 Million 0.01% of portfolio	118,000	Q2 2025 Reduced 28.87%
VRSN Verisign Inc	$25B	$3.12 Million 0.01% of portfolio	10,800	Q2 2025 Reduced 81.28%
EVTC Evertec, Inc.	$1.86B	$2.43 Million 0.01% of portfolio	67,500	Q2 2025 Reduced 38.97%
DBX Dropbox, Inc.	$8.23B	$1.99 Million 0.0% of portfolio	69,700	Q2 2025 Reduced 82.98%
PAYS Paysign, Inc.	$271M	$1.47 Million 0.0% of portfolio	203,900	Q2 2025 Added 38.8%
RPD Rapid7, Inc.	$1.07B	$1.42 Million 0.0% of portfolio	61,300	Q2 2025 Reduced 15.91%
TUYA Tuya Inc.	$1.28B	$1.41 Million 0.0% of portfolio	611,100	Q2 2025 Reduced 38.82%
CSGS Csg Systems International Inc	$2.52B	$1.12 Million 0.0% of portfolio	17,149	Q2 2025 Reduced 58.32%
BAND Bandwidth Inc.	$376M	$1.03 Million 0.0% of portfolio	64,900	Q2 2025 Added 3.18%
IOT Samsara Inc.	$4.27B	$743,000 0.0% of portfolio	18,700	Q2 2025 Reduced 95.98%
CYBR Cyber Ark Software Ltd.	$21B	$732,000 0.0% of portfolio	1,800	Q2 2025 Reduced 98.83%
TIXT Telus International (Cda) Inc.	$284M	$718,000 0.0% of portfolio	197,900	Q2 2025 Added 37.72%
BB Blackberry LTD	$2.75B	$616,000 0.0% of portfolio	134,558	Q2 2025 Added 70.2%
RELY Remitly Global, Inc.	$2.65B	$557,000 0.0% of portfolio	29,700	Q2 2025 New
ACIW Aci Worldwide, Inc.	$5.39B	$482,000 0.0% of portfolio	10,500	Q2 2025 Added 5.0%
AVDX Avid Xchange Holdings, Inc.	$1.98B	$463,000 0.0% of portfolio	47,300	Q2 2025 Added 21.59%
GB Global Blue Group Holding Ag	$1.42B	$426,000 0.0% of portfolio	57,100	Q2 2025 Reduced 38.34%

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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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