Zurcher Kantonalbank (Zurich Cantonalbank) Software—Infrastructure

Zurcher Kantonalbank (Zurich Cantonalbank)

$39 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MSFT Microsoft Corp	$3.95T	$2.28 Billion 5.83% of portfolio	4,576,469	Q2 2025 Added 8.07%
ADBE Adobe Inc.	$157B	$194 Million 0.5% of portfolio	501,439	Q2 2025 Added 6.72%
ORCL Oracle Corp	$684B	$191 Million 0.49% of portfolio	874,918	Q2 2025 Added 81.15%
PLTR Palantir Technologies Inc.	$367B	$101 Million 0.26% of portfolio	743,049	Q2 2025 Added 3.18%
PANW Palo Alto Networks Inc	$52.5B	$97.3 Million 0.25% of portfolio	475,405	Q2 2025 Reduced 0.96%
FTNT Fortinet, Inc.	$61.9B	$79.9 Million 0.2% of portfolio	755,389	Q2 2025 Reduced 8.22%
SNPS Synopsys Inc	$95.7B	$69.3 Million 0.18% of portfolio	135,174	Q2 2025 Reduced 10.96%
ZS Zscaler, Inc.	$39.4B	$42.8 Million 0.11% of portfolio	136,344	Q2 2025 Added 43.68%
CRWD Crowd Strike Holdings, Inc.	$93.6B	$42.2 Million 0.11% of portfolio	82,881	Q2 2025 Reduced 37.25%
HOOD Robinhood Markets, Inc.	$95.5B	$41.9 Million 0.11% of portfolio	447,138	Q2 2025 Added 30.08%
NTNX Nutanix, Inc.	$16B	$30.2 Million 0.08% of portfolio	395,560	Q2 2025 Added 44.08%
NET Cloudflare, Inc.	$57.3B	$23 Million 0.06% of portfolio	117,415	Q2 2025 Added 44.28%
AKAM Akamai Technologies Inc	$14.4B	$22 Million 0.06% of portfolio	242,406	Q2 2025 Added 17.54%
NLOK Norton Life Lock Inc.	$14.3B	$21.7 Million 0.06% of portfolio	1,011,562	Q2 2025 Added 13.41%
SQ Block, Inc.	$30.3B	$18.5 Million 0.05% of portfolio	322,803	Q2 2025 Added 22.61%
CHKP Check Point Software Technologies LTD	$22.7B	$16.5 Million 0.04% of portfolio	74,386	Q2 2025 Added 16.14%
FFIV F5, Inc.	$19.5B	$15.4 Million 0.04% of portfolio	52,266	Q2 2025 Reduced 31.91%
OKTA Okta, Inc.	$13.6B	$13.5 Million 0.03% of portfolio	135,076	Q2 2025 Reduced 12.43%
CYBR Cyber Ark Software Ltd.	$17B	$13.4 Million 0.03% of portfolio	32,911	Q2 2025 Added 0.41%
TOST Toast, Inc.	$14.2B	$11.7 Million 0.03% of portfolio	265,294	Q2 2025 Added 24.9%
VRSN Verisign Inc	$27.9B	$6.75 Million 0.02% of portfolio	23,379	Q2 2025 Added 0.4%
GDDY Go Daddy Inc.	$22B	$6.45 Million 0.02% of portfolio	35,813	Q2 2025 Added 19.2%
AFRM Affirm Holdings, Inc.	$17.6B	$4.8 Million 0.01% of portfolio	69,468	Q2 2025 Added 11.24%
MDB Mongo Db, Inc.	$14.3B	$4.5 Million 0.01% of portfolio	21,417	Q2 2025 Added 43.01%
QLYS Qualys, Inc.	$4.96B	$4.46 Million 0.01% of portfolio	31,223	Q2 2025 Added 2.86%
WIX Wix.Com Ltd.	$6.74B	$3.54 Million 0.01% of portfolio	22,370	Q2 2025 Reduced 34.11%
VRNS Varonis Systems Inc	$6.25B	$2.8 Million 0.01% of portfolio	55,253	Q2 2025 Added 1.49%
IOT Samsara Inc.	$3.62B	$2.53 Million 0.01% of portfolio	63,567	Q2 2025 Added 2.82%
S Sentinel One, Inc.	$3.36B	$2.08 Million 0.01% of portfolio	113,829	Q2 2025 Added 0.12%
CFLT Confluent, Inc.	$2.29B	$1.91 Million 0.0% of portfolio	76,699	Q2 2025 Added 13.12%
TENB Tenable Holdings, Inc.	$3.32B	$1.76 Million 0.0% of portfolio	52,123	Q2 2025 Reduced 1.54%
PATH Ui Path, Inc.	$4.91B	$1.74 Million 0.0% of portfolio	135,763	Q2 2025 Reduced 0.12%
DBX Dropbox, Inc.	$7.82B	$1.55 Million 0.0% of portfolio	54,332	Q2 2025 Reduced 3.64%
CCCS Ccc Intelligent Solutions Holdings Inc.	$5.79B	$1.43 Million 0.0% of portfolio	151,581	Q2 2025 Added 36.83%
WEX Wex Inc.	$7.42B	$1.42 Million 0.0% of portfolio	9,656	Q2 2025 Reduced 10.48%
SPSC Sps Commerce Inc	$3.91B	$1.42 Million 0.0% of portfolio	10,413	Q2 2025 Added 3.54%
ACIW Aci Worldwide, Inc.	$5.28B	$1.41 Million 0.0% of portfolio	30,803	Q2 2025 Added 11.8%
BOX Box Inc	$4.42B	$1.32 Million 0.0% of portfolio	38,648	Q2 2025 Added 4.13%
FOUR Shift4 Payments, Inc.	$4.44B	$1.16 Million 0.0% of portfolio	11,738	Q2 2025 Added 10.18%
AVPT Ave Point, Inc.	$2.76B	$933,000 0.0% of portfolio	48,348	Q2 2025 Added 13.04%
INFA Informatica Inc.	$5.9B	$825,000 0.0% of portfolio	33,887	Q2 2025 Reduced 0.29%
MQ Marqeta, Inc.	$2.86B	$818,000 0.0% of portfolio	140,367	Q2 2025 Added 1.1%
ATEN A10 Networks, Inc.	$1.3B	$812,000 0.0% of portfolio	41,968	Q2 2025 Added 105.31%
EVTC Evertec, Inc.	$2.41B	$780,000 0.0% of portfolio	21,658	Q1 2025 Added 12.25%
EEFT Euronet Worldwide, Inc.	$4.71B	$756,000 0.0% of portfolio	7,464	Q1 2025 Reduced 0.07%
BB Blackberry LTD	$2.12B	$748,000 0.0% of portfolio	163,354	Q2 2025 Added 9.64%
AVDX Avid Xchange Holdings, Inc.	$1.96B	$743,000 0.0% of portfolio	75,899	Q2 2025 Added 151.62%
CLBT Cellebrite Di Ltd.	$2.64B	$714,000 0.0% of portfolio	44,669	Q2 2025 Added 108.64%
PAYO Payoneer Global Inc.	$2.35B	$698,000 0.0% of portfolio	101,987	Q2 2025 Added 8.29%
RPD Rapid7, Inc.	$1.18B	$644,000 0.0% of portfolio	27,866	Q2 2025 Reduced 1.26%

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