Generalist · Seoul, South Korea
Korea Investment
Q2 2021 · compared with Q1 2021
Filed as Korea Investment Corp
- Software
- $3.9B
- Weight of 13F
- 11.3%
- Names
- 59
- Net bought
- +$1.2B
Filed 12 August 2021 · SEC filing.
741 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202659 names$4.0B−$266M
- Q1 202662 names$4.0B−$226M
- Q4 202568 names$5.4B+$532M
- Q3 202566 names$6.0B−$135M
- Q2 202567 names$5.9B−$87.3M
- Q1 202567 names$4.8B+$173M
- Q4 202472 names$5.1B+$107M
- Q3 202473 names$4.8B−$7.4M
- Q2 202473 names$4.9B−$234M
- Q1 202471 names$5.0B−$175M
- Q4 202368 names$4.8B+$79.0M
- Q3 202369 names$4.0B+$17.8M
- Q2 202367 names$4.2B−$124M
- Q1 202365 names$3.7B−$61.5M
- Q4 202264 names$3.2B−$162M
- Q3 202266 names$3.2B+$387M
- Q2 202265 names$3.3B+$703M
- Q1 202264 names$4.3B+$498M
- Q4 202163 names$4.5B+$186M
- Q3 202160 names$3.9B−$177M
- Q2 202159 names$3.9B+$1.2B
- Q1 202152 names$3.2B−$376M
- Q4 202050 names$3.5B+$31.1M
- Q3 202048 names$3.2B−$36.2M
- Q2 202051 names$3.0B+$54.3M
- Q1 202047 names$2.2B+$71.8M
- Q4 201935 names$2.2B+$141M
- Q3 201934 names$1.8B−$43.0M
- Q2 201938 names$1.9B+$33.0M
- Q1 201931 names$1.7B+$28.7M
- Q4 201834 names$1.4B+$10.7M
- Q3 201833 names$1.6B−$28.7M
- Q2 201831 names$1.4B+$71.8M
- Q1 201828 names$1.2B+$35.4M
- Q4 201727 names$1.1B−$19.8M
- Q3 201728 names$1.0B−$24.2M
- Q2 201726 names$974M+$86.3M
- Q1 201723 names$823M−$58.6M
- Q4 201623 names$809M+$88.9M
- Q3 201619 names$689M+$21.0M
- Q2 201618 names$626M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,507,561 shares · 44.7% of their software · price +$229M$1.8BFlat
- AdobeADBE413,980 shares · 6.1% of their software · price +$45.6M$242M−$21.5M
- ShopifySHOP163,411 shares · 6.1% of their software · price +$57.9M$239M+$18.0M
- Uber Technologies, Inc.UBER3,637,900 shares · 4.6% of their software · price −$16.0M$182M+$52.9M
- ServiceNowNOW330,532 shares · 4.6% of their software · price +$16.3M$182M+$24.2M
- AutodeskADSK375,206 shares · 2.8% of their software · price +$5.5M$110M+$5.0M
- DocuSignDOCU354,176 shares · 2.5% of their software · price +$27.3M$99.0M+$57.9M
- SynopsysSNPS359,025 shares · 2.5% of their software · price +$10.1M$99.0M+$4.4M
- CoStarCSGP1,176,970 shares · 2.5% of their software · price −$870M$97.5M+$864M
- AkamaiAKAM739,000 shares · 2.2% of their software · price +$10.9M$86.2M−$7.7M
- PTCPTC556,514 shares · 2.0% of their software · price +$2.0M$78.6M+$1.6M
- MongoDBMDB211,028 shares · 1.9% of their software · price +$19.9M$76.3M+$1.1M
- SalesforceCRM281,201 shares · 1.7% of their software · price +$9.1M$68.7M−$25.3M
- SnowflakeSNOW257,279 shares · 1.6% of their software · price +$3.2M$62.2M+$57.8M
- IntuitINTU125,200 shares · 1.6% of their software · price +$13.4M$61.4M+$8.0M
- CadenceCDNS309,700 shares · 1.1% of their software$42.4M+$17.7M
- OracleORCL538,521 shares · 1.1% of their software · price +$4.1M$41.9M−$2.9M
- Automatic Data Processing, Inc.ADP181,777 shares · 0.9% of their software · price +$1.8M$36.1M−$2.1M
- Fiserv, Inc.FISV265,495 shares · 0.7% of their software · price −$3.2M$28.4M+$13.2M
- Palo Alto NetworksPANW69,700 shares · 0.7% of their software · price +$3.4M$25.9M+$16.0M
- TwilioTWLO63,700 shares · 0.6% of their software · price +$3.4M$25.1M+$8.8M
- WorkdayWDAY76,300 shares · 0.5% of their software · price −$739K$18.2M+$8.4M
- Block, Inc.XYZ74,100 shares · 0.5% of their software · price +$1.2M$18.1M−$2.6M
- ZoomZM43,300 shares · 0.4% of their software · price +$2.8M$16.8M+$3.1M
- Paychex, Inc.PAYX137,400 shares · 0.4% of their software · price +$1.3M$14.7M−$3.5M
- UnityU117,000 shares · 0.3% of their software · price +$1.1M$12.9MNew · +$11.7M
- FortinetFTNT51,900 shares · 0.3% of their software · price +$2.8M$12.4M+$4.2M
- DropboxDBX391,500 shares · 0.3% of their software · price +$1.4M$11.9M−$8.0M
- OktaOKTA46,000 shares · 0.3% of their software · price +$1.1M$11.3M+$1.9M
- Roper Technologies, Inc.ROP23,000 shares · 0.3% of their software · price +$1.5M$10.8MFlat
- The Trade DeskTTD139,600 shares · 0.3% of their software · price −$80.2M$10.8MNew · +$91.0M
- NetApp, Inc.NTAP126,200 shares · 0.3% of their software · price +$1.2M$10.3M+$5.1M
- VeriskVRSK55,900 shares · 0.2% of their software$9.8M−$1.7M
- FactSetFDS27,600 shares · 0.2% of their software · price +$746K$9.3M+$3.7M
- VeriSign, Inc.VRSN39,900 shares · 0.2% of their software · price +$1.2M$9.1M+$3.4M
- VeevaVEEV28,700 shares · 0.2% of their software · price +$1.4M$8.9MFlat
- RingCentralRNG28,600 shares · 0.2% of their software$8.3M+$3.8M
- BroadridgeBR49,300 shares · 0.2% of their software$8.0M+$3.0M
- Tyler TechnologiesTYL17,400 shares · 0.2% of their software$7.9M+$3.1M
- Fair IsaacFICO14,600 shares · 0.2% of their software$7.3M+$4.0M
- PaycomPAYC19,600 shares · 0.2% of their software$7.1M+$3.2M
- ZscalerZS32,200 shares · 0.2% of their software · price +$1.4M$7.0M+$2.6M
- OpenTextOTEX117,100 shares · 0.2% of their software$6.0M+$2.3M
- GoDaddyGDDY64,600 shares · 0.1% of their software · price +$603K$5.6M+$1.2M
- F5, Inc.FFIV27,900 shares · 0.1% of their software · price −$613K$5.2M+$1.9M
- WixWIX17,600 shares · 0.1% of their software$5.1MFlat
- PalantirPLTR192,600 shares · 0.1% of their software · price +$591K$5.1MNew · +$4.5M
- HubSpotHUBS8,200 shares · 0.1% of their software · price +$1.1M$4.8M−$681K
- CloudflareNET44,000 shares · 0.1% of their software · price +$1.6M$4.7MFlat
- SS&CSSNC61,200 shares · 0.1% of their software$4.4MNew · +$4.3M
- Gen DigitalGEN158,700 shares · 0.1% of their software · price +$946K$4.3M−$929K
- TrimbleTRMB47,000 shares · 0.1% of their software$3.8MFlat
- GuidewireGWRE32,600 shares · 0.1% of their software$3.7M+$1.1M
- DatadogDDOG30,600 shares · 0.1% of their software · price +$635K$3.2MNew · +$2.6M
- Lyft, Inc.LYFT49,800 shares · 0.1% of their software$3.0MNew · +$3.1M
- Bentley SystemsBSY39,100 shares · 0.1% of their software · price +$698K$2.5MNew · +$1.8M
- BlackBerry LimitedBB135,800 shares · 0.0% of their software · price +$515K$1.7MFlat
- Check PointCHKP12,879 shares · 0.0% of their software$1.5MFlat
- Kingsoft Cloud Holdings LimitedKC20,642 shares · 0.0% of their software$700KFlat