Voya Investment Management LLC Software—Infrastructure

Voya Investment Management LLC

$79.9 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.2T	$4.34 Billion 5.43% of portfolio	10,095,369	Q1 2024 Added 7.86%
PANW Palo Alto Networks Inc	$53B	$701 Million 0.88% of portfolio	2,050,230	Q1 2024 Added 14.21%
ZS Zscaler, Inc.	$26.8B	$497 Million 0.62% of portfolio	2,907,359	Q1 2024 Reduced 58.55%
ORCL Oracle Corp	$434B	$431 Million 0.54% of portfolio	2,528,358	Q1 2024 Reduced 70.9%
CRWD Crowd Strike Holdings, Inc.	$76.7B	$375 Million 0.47% of portfolio	1,338,430	Q1 2024 Added 23.46%
PLTR Palantir Technologies Inc.	$141B	$294 Million 0.37% of portfolio	7,893,086	Q1 2024 Reduced 81.22%
CYBR Cyber Ark Software Ltd.	$14.3B	$267 Million 0.33% of portfolio	915,665	Q1 2024 Added 2.41%
NET Cloudflare, Inc.	$33.2B	$253 Million 0.32% of portfolio	3,132,004	Q1 2024 Reduced 11.2%
SQ Block, Inc.	$46B	$213 Million 0.27% of portfolio	3,173,603	Q1 2024 Reduced 27.79%
MDB Mongo Db, Inc.	$17.4B	$208 Million 0.26% of portfolio	768,388	Q1 2024 Added 40.61%
FTNT Fortinet, Inc.	$74.3B	$197 Million 0.25% of portfolio	2,545,072	Q1 2024 Added 32.15%
S Sentinel One, Inc.	$4.59B	$197 Million 0.25% of portfolio	8,223,978	Q1 2024 Reduced 22.11%
ADBE Adobe Inc.	$200B	$196 Million 0.25% of portfolio	379,072	Q1 2024 Added 267.45%
CHKP Check Point Software Technologies LTD	$23.6B	$153 Million 0.19% of portfolio	794,538	Q1 2024 Reduced 47.48%
OKTA Okta, Inc.	$13.3B	$69.9 Million 0.09% of portfolio	940,074	Q1 2024 Added 511.41%
IOT Samsara Inc.	$5.19B	$69.1 Million 0.09% of portfolio	1,436,339	Q1 2024 Reduced 95.39%
VRNS Varonis Systems Inc	$4.86B	$62.2 Million 0.08% of portfolio	1,100,413	Q1 2024 Added 29.07%
DBX Dropbox, Inc.	$8.75B	$58.7 Million 0.07% of portfolio	2,306,849	Q1 2024 Added 0.75%
AKAM Akamai Technologies Inc	$14.4B	$40 Million 0.05% of portfolio	439,976	Q1 2024 Added 62.93%
TENB Tenable Holdings, Inc.	$4.59B	$34.1 Million 0.04% of portfolio	841,892	Q1 2024 Added 267.82%
SPSC Sps Commerce Inc	$6.88B	$31.7 Million 0.04% of portfolio	163,556	Q1 2024 Reduced 88.5%
ACIW Aci Worldwide, Inc.	$6.14B	$25.9 Million 0.03% of portfolio	509,920	Q1 2024 Reduced 51.58%
QLYS Qualys, Inc.	$5.25B	$23.6 Million 0.03% of portfolio	184,039	Q1 2024 Added 100.95%
BASE Couchbase, Inc.	$737M	$21.9 Million 0.03% of portfolio	1,356,084	Q1 2024 Reduced 50.04%
SNPS Synopsys Inc	$80.5B	$21.5 Million 0.03% of portfolio	42,402	Q1 2024 Added 1,023.82%
RPD Rapid7, Inc.	$2.28B	$19.6 Million 0.02% of portfolio	491,824	Q1 2024 Added 56.03%
CFLT Confluent, Inc.	$3.77B	$19.5 Million 0.02% of portfolio	954,891	Q1 2024 Added 2.89%
GDDY Go Daddy Inc.	$31.4B	$14.3 Million 0.02% of portfolio	91,509	Q1 2024 Reduced 19.8%
BOX Box Inc	$4.49B	$14.3 Million 0.02% of portfolio	436,196	Q1 2024 Reduced 41.5%
FFIV F5, Inc.	$15.8B	$9.7 Million 0.01% of portfolio	44,031	Q1 2024 Added 11.95%
DOX Amdocs LTD	$10.4B	$9.67 Million 0.01% of portfolio	110,551	Q1 2024 Reduced 4.91%
ALTR Altair Engineering Inc.	$5.76B	$7.4 Million 0.01% of portfolio	77,477	Q1 2024 Added 70.31%
TDC Teradata Corp	$3.14B	$6.99 Million 0.01% of portfolio	230,407	Q1 2024 Reduced 0.06%
TOST Toast, Inc.	$12.3B	$6.4 Million 0.01% of portfolio	226,125	Q1 2024 Reduced 4.53%
VRNT Verint Systems Inc	$2.13B	$6.07 Million 0.01% of portfolio	185,950	Q1 2024 Reduced 89.18%
CSGS Csg Systems International Inc	$1.7B	$5.81 Million 0.01% of portfolio	119,401	Q1 2024 Added 12.83%
VRSN Verisign Inc	$22.2B	$5.33 Million 0.01% of portfolio	28,054	Q1 2024 Added 9.38%
ATEN A10 Networks, Inc.	$1.38B	$4.93 Million 0.01% of portfolio	341,650	Q1 2024 Added 50.7%
YEXT Yext, Inc.	$781M	$4.24 Million 0.01% of portfolio	612,698	Q1 2024 Reduced 10.52%
STNE Stone Co Ltd.	$2.4B	$4.15 Million 0.01% of portfolio	368,138	Q1 2024 Reduced 70.65%
NLOK Norton Life Lock Inc.	$14.3B	$3.8 Million 0.0% of portfolio	177,001	Q1 2024 Added 16.02%
MQ Marqeta, Inc.	$1.67B	$3.67 Million 0.0% of portfolio	745,008	Q1 2024 Reduced 78.9%
PAGS Pag Seguro Digital Ltd.	$2.21B	$3.56 Million 0.0% of portfolio	413,032	Q1 2024 Reduced 20.77%
ZUO Zuora Inc	$1.23B	$3.4 Million 0.0% of portfolio	394,906	Q1 2024 Added 77.27%
NTNX Nutanix, Inc.	$15B	$3.29 Million 0.0% of portfolio	55,567	Q1 2024 Added 86.65%
HOOD Robinhood Markets, Inc.	$40.2B	$2.98 Million 0.0% of portfolio	127,252	Q1 2024 Reduced 34.78%
AVPT Ave Point, Inc.	$3.19B	$2.71 Million 0.0% of portfolio	230,638	Q1 2024 Reduced 77.58%
FOUR Shift4 Payments, Inc.	$5.84B	$2.53 Million 0.0% of portfolio	28,556	Q1 2024 Reduced 20.64%
INFA Informatica Inc.	$5.83B	$2.43 Million 0.0% of portfolio	95,962	Q1 2024 Reduced 0.2%
PATH Ui Path, Inc.	$6.08B	$2.38 Million 0.0% of portfolio	185,878	Q1 2024 Reduced 27.86%

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