Generalist · Seoul, M5
Korea Investment Corp
- Software
- $3.7B
- Weight of 13F
- 7.0%
- Names
- 43
- Vs prior quarter
- +$36.3M
Filed 12 August 2026.
677 positions in the whole 13F.
Software held
- MicrosoftMSFT5,023,194 shares · 50.6% of their software$1.9B−$48.1M
- Palo Alto NetworksPANW612,015 shares · 5.6% of their software$209M+$87.0M
- PalantirPLTR1,582,648 shares · 5.0% of their software$185M−$79.8M
- OracleORCL1,216,939 shares · 4.8% of their software$178M+$5.8M
- CrowdStrikeCRWD173,241 shares · 3.6% of their software$132MFlat
- ShopifySHOP977,068 shares · 3.0% of their software$112M+$4.6M
- AppLovinAPP181,161 shares · 2.5% of their software$93.3M+$24.0M
- SalesforceCRM531,527 shares · 2.2% of their software$83.3M−$42.8M
- DatadogDDOG303,267 shares · 2.1% of their software$79.0M+$55.4M
- CadenceCDNS192,806 shares · 2.0% of their software$72.4M−$526K
- SnowflakeSNOW282,461 shares · 1.9% of their software$71.9M+$38.9M
- ServiceNowNOW718,044 shares · 1.9% of their software$71.3M−$20.7M