Generalist · Seoul, South Korea
Korea Investment
Q1 2022 · compared with Q4 2021
Filed as Korea Investment Corp
- Software
- $4.3B
- Weight of 13F
- 10.7%
- Names
- 64
- Net bought
- +$498M
Filed 13 May 2022 · SEC filing.
743 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
- MicrosoftMSFT7,154,984 shares · 50.9% of their software · price −$200M$2.2B+$274M
- AdobeADBE537,408 shares · 5.7% of their software · price −$59.9M$245M+$23.5M
- ServiceNowNOW298,243 shares · 3.8% of their software · price −$27.5M$166M−$18.0M
- SalesforceCRM560,604 shares · 2.7% of their software · price −$23.4M$119M+$18.4M
- SynopsysSNPS322,602 shares · 2.5% of their software · price −$11.4M$108M+$5.6M
- IntuitINTU195,179 shares · 2.2% of their software · price −$31.7M$93.9M+$3.3M
- Palo Alto NetworksPANW143,199 shares · 2.1% of their software · price +$9.4M$89.1M+$10.7M
- MongoDBMDB184,145 shares · 1.9% of their software · price −$15.8M$81.7M+$8.9M
- AutodeskADSK375,754 shares · 1.9% of their software · price −$25.1M$80.5MFlat
- DocuSignDOCU726,480 shares · 1.8% of their software · price −$32.8M$77.8M+$39.2M
- SnowflakeSNOW305,757 shares · 1.6% of their software · price −$33.5M$70.1M+$5.9M
- CadenceCDNS412,469 shares · 1.6% of their software · price −$9.0M$67.8M+$32.0M
- Paychex, Inc.PAYX495,100 shares · 1.6% of their software$67.6M+$29.7M
- PTCPTC596,774 shares · 1.5% of their software · price −$8.0M$64.3M−$9.0M
- OracleORCL705,321 shares · 1.3% of their software · price −$3.2M$58.4M+$17.5M
- AkamaiAKAM482,305 shares · 1.3% of their software · price +$1.1M$57.6M+$11.6M
- UnityU550,174 shares · 1.3% of their software · price −$24.1M$54.6MNew · +$78.7M
- Automatic Data Processing, Inc.ADP218,677 shares · 1.1% of their software · price −$4.2M$49.8M+$10.4M
- ShopifySHOP72,577 shares · 1.1% of their software · price −$50.9M$49.1M−$13.5M
- WorkdayWDAY196,754 shares · 1.1% of their software · price −$6.6M$47.1M+$1.5M
- BroadridgeBR208,400 shares · 0.7% of their software · price −$5.6M$32.5M+$11.1M
- F5, Inc.FFIV131,712 shares · 0.6% of their software · price −$4.7M$27.5M+$5.0M
- Roper Technologies, Inc.ROP49,800 shares · 0.5% of their software · price −$978K$23.5M+$5.3M
- VeevaVEEV108,400 shares · 0.5% of their software · price −$4.7M$23.0M+$14.8M
- TrimbleTRMB312,900 shares · 0.5% of their software · price −$4.7M$22.6M+$7.9M
- CoStarCSGP332,200 shares · 0.5% of their software · price −$4.1M$22.1M−$69.9M
- Uber Technologies, Inc.UBER603,826 shares · 0.5% of their software · price −$3.8M$21.5M−$21.9M
- CrowdStrikeCRWD90,700 shares · 0.5% of their software · price +$2.0M$20.6M+$5.0M
- Fiserv, Inc.FISV201,095 shares · 0.5% of their software$20.4M+$8.5M
- Block, Inc.XYZ148,300 shares · 0.5% of their software · price −$3.8M$20.1M+$11.2M
- NetApp, Inc.NTAP220,100 shares · 0.4% of their software · price −$2.0M$18.3M+$6.7M
- VeriskVRSK77,000 shares · 0.4% of their software · price −$1.1M$16.5M−$4.4M
- CloudflareNET135,700 shares · 0.4% of their software · price −$1.6M$16.2M+$5.6M
- FortinetFTNT44,700 shares · 0.4% of their software · price −$789K$15.3M−$16.9M
- SS&CSSNC167,400 shares · 0.3% of their software · price −$1.2M$12.6M−$4.7M
- PaycomPAYC33,200 shares · 0.3% of their software · price −$2.3M$11.5M+$6.5M
- VeriSign, Inc.VRSN50,800 shares · 0.3% of their software · price −$1.6M$11.3MFlat
- DynatraceDT215,600 shares · 0.2% of their software · price −$2.9M$10.2M+$10.3M
- DatadogDDOG66,600 shares · 0.2% of their software · price −$1.8M$10.1M−$819K
- GoDaddyGDDY119,100 shares · 0.2% of their software$10.0M−$14.0M
- OktaOKTA53,900 shares · 0.2% of their software · price −$3.9M$8.1M+$4.7M
- OpenTextOTEX188,700 shares · 0.2% of their software · price −$959K$8.0M+$5.8M
- Lyft, Inc.LYFT202,200 shares · 0.2% of their software · price −$876K$7.8M+$5.6M
- BILLBILL31,800 shares · 0.2% of their software · price −$711K$7.2M+$2.5M
- TwilioTWLO43,400 shares · 0.2% of their software · price −$4.3M$7.2M+$1.6M
- DropboxDBX302,700 shares · 0.2% of their software$7.0M+$1.5M
- FactSetFDS14,800 shares · 0.1% of their software · price −$768K$6.4M+$1.2M
- Check PointCHKP45,079 shares · 0.1% of their software · price +$978K$6.2M+$863K
- ZscalerZS24,500 shares · 0.1% of their software · price −$2.0M$5.9M+$1.2M
- Gen DigitalGEN213,000 shares · 0.1% of their software$5.6M+$2.2M
- RingCentralRNG46,800 shares · 0.1% of their software · price −$3.3M$5.5M+$3.6M
- ZoomInfoZI87,500 shares · 0.1% of their software$5.2M—
- HubSpotHUBS10,000 shares · 0.1% of their software · price −$1.8M$4.7M−$20.0M
- Tyler TechnologiesTYL10,500 shares · 0.1% of their software · price −$977K$4.7M−$3.7M
- BlackBerry LimitedBB607,300 shares · 0.1% of their software · price −$1.1M$4.5M+$4.4M
- GuidewireGWRE40,800 shares · 0.1% of their software · price −$772K$3.9M+$2.8M
- Grab Holdings LimitedGRAB993,917 shares · 0.1% of their software · price −$3.6M$3.5M+$5.3M
- Fair IsaacFICO6,500 shares · 0.1% of their software$3.0M−$12.1M
- WixWIX23,800 shares · 0.1% of their software · price −$1.3M$2.5M+$726K
- Bentley SystemsBSY53,700 shares · 0.1% of their software$2.4M+$735K
- LightspeedLSPD34,100 shares · 0.0% of their software$1.0MFlat
- AsanaASAN16,900 shares · 0.0% of their software · price −$584K$675K−$596K
- The Trade DeskTTD7,900 shares · 0.0% of their software$547K−$632K
- ZoomZM3,600 shares · 0.0% of their software$422K−$6.6M