Generalist · Seoul, South Korea
Korea Investment
Q2 2022 · compared with Q1 2022
Filed as Korea Investment Corp
- Software
- $3.3B
- Weight of 13F
- 10.2%
- Names
- 65
- Net bought
- +$703M
Filed 12 August 2022 · SEC filing.
761 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
- MicrosoftMSFT6,917,584 shares · 53.2% of their software · price −$356M$1.8B−$73.2M
- AdobeADBE489,436 shares · 5.4% of their software · price −$43.8M$179M−$21.9M
- IntuitINTU340,937 shares · 3.9% of their software · price −$32.5M$131M+$70.1M
- SalesforceCRM693,655 shares · 3.4% of their software · price −$32.8M$114M+$28.2M
- ServiceNowNOW220,347 shares · 3.1% of their software · price −$17.9M$105M−$43.4M
- Palo Alto NetworksPANW175,392 shares · 2.6% of their software · price −$22.6M$86.6M+$20.0M
- OracleORCL1,086,822 shares · 2.3% of their software · price −$14.0M$75.9M+$31.6M
- SynopsysSNPS226,528 shares · 2.1% of their software · price −$6.7M$68.8M−$32.0M
- CadenceCDNS407,732 shares · 1.8% of their software · price −$5.9M$61.2M−$779K
- Automatic Data Processing, Inc.ADP264,755 shares · 1.7% of their software · price −$4.6M$55.6M+$10.5M
- Paychex, Inc.PAYX428,019 shares · 1.5% of their software · price −$9.7M$48.7M−$9.2M
- SnowflakeSNOW325,281 shares · 1.4% of their software · price −$29.3M$45.2M+$4.5M
- MongoDBMDB164,844 shares · 1.3% of their software · price −$30.3M$42.8M−$8.6M
- ShopifySHOP1,206,880 shares · 1.1% of their software · price −$778M$37.6M+$767M
- BroadridgeBR247,510 shares · 1.1% of their software · price −$3.3M$35.3M+$6.1M
- AkamaiAKAM376,895 shares · 1.0% of their software · price −$10.6M$34.4M−$12.6M
- PTCPTC304,625 shares · 1.0% of their software$32.4M−$31.5M
- FortinetFTNT407,120 shares · 0.7% of their software · price −$116M$23.0M+$124M
- VeriskVRSK127,785 shares · 0.7% of their software · price −$5.3M$22.1M+$10.9M
- UnityU577,754 shares · 0.6% of their software · price −$36.0M$21.3M+$2.7M
- Fiserv, Inc.FISV236,023 shares · 0.6% of their software · price −$2.9M$21.0M+$3.5M
- TrimbleTRMB358,319 shares · 0.6% of their software · price −$5.0M$20.9M+$3.3M
- NetApp, Inc.NTAP305,381 shares · 0.6% of their software · price −$5.4M$19.9M+$7.1M
- SS&CSSNC317,500 shares · 0.6% of their software · price −$5.4M$18.4M+$11.3M
- AutodeskADSK101,488 shares · 0.5% of their software · price −$4.3M$17.5M−$58.8M
- Uber Technologies, Inc.UBER842,399 shares · 0.5% of their software · price −$12.8M$17.2M+$8.5M
- CoStarCSGP247,891 shares · 0.4% of their software · price −$1.5M$15.0M−$5.6M
- Roper Technologies, Inc.ROP33,455 shares · 0.4% of their software · price −$2.6M$13.2M−$7.7M
- VeevaVEEV63,016 shares · 0.4% of their software · price −$909K$12.5M−$9.6M
- WorkdayWDAY88,389 shares · 0.4% of their software · price −$8.8M$12.3M−$25.9M
- Block, Inc.XYZ200,687 shares · 0.4% of their software · price −$14.9M$12.3M+$7.1M
- OpenTextOTEX324,500 shares · 0.4% of their software · price −$1.5M$12.2M+$5.8M
- CrowdStrikeCRWD64,767 shares · 0.3% of their software · price −$3.8M$10.9M−$5.9M
- VeriSign, Inc.VRSN62,383 shares · 0.3% of their software · price −$3.4M$10.4M+$2.6M
- RingCentralRNG182,100 shares · 0.3% of their software · price −$11.8M$9.5M+$15.9M
- DropboxDBX414,000 shares · 0.3% of their software · price −$936K$8.7M+$2.6M
- DatadogDDOG88,600 shares · 0.3% of their software · price −$5.0M$8.4M+$3.3M
- GoDaddyGDDY96,873 shares · 0.2% of their software · price −$1.4M$6.7M−$1.9M
- HubSpotHUBS22,400 shares · 0.2% of their software · price −$3.9M$6.7M+$5.9M
- PaycomPAYC20,500 shares · 0.2% of their software · price −$1.4M$5.7M−$4.4M
- ZscalerZS38,100 shares · 0.2% of their software · price −$3.5M$5.7M+$3.3M
- Check PointCHKP43,900 shares · 0.2% of their software · price −$723K$5.3MFlat
- OktaOKTA58,500 shares · 0.2% of their software · price −$3.5M$5.3M+$694K
- DynatraceDT128,000 shares · 0.2% of their software · price −$980K$5.0M−$4.1M
- BILLBILL45,500 shares · 0.1% of their software · price −$5.3M$5.0M+$3.1M
- TwilioTWLO58,800 shares · 0.1% of their software · price −$4.8M$4.9M+$2.5M
- Grab Holdings LimitedGRAB1,655,917 shares · 0.1% of their software · price −$1.6M$4.2M+$2.3M
- Amdocs LimitedDOX48,800 shares · 0.1% of their software$4.1MNew · +$4.0M
- DocuSignDOCU69,025 shares · 0.1% of their software · price −$3.4M$4.0M−$70.4M
- FactSetFDS9,658 shares · 0.1% of their software$3.7M−$2.2M
- Gen DigitalGEN166,100 shares · 0.1% of their software · price −$757K$3.6M−$1.2M
- ZoomInfoZI102,299 shares · 0.1% of their software$3.4M—
- F5, Inc.FFIV21,340 shares · 0.1% of their software · price −$1.2M$3.3M−$23.1M
- Tyler TechnologiesTYL9,700 shares · 0.1% of their software · price −$1.1M$3.2MFlat
- Fair IsaacFICO6,400 shares · 0.1% of their software$2.6MFlat
- CloudflareNET52,700 shares · 0.1% of their software · price −$4.0M$2.3M−$9.9M
- Lyft, Inc.LYFT162,106 shares · 0.1% of their software · price −$4.1M$2.2M−$1.5M
- BlackBerry LimitedBB364,600 shares · 0.1% of their software · price −$755K$2.0M−$1.8M
- ZoomZM17,100 shares · 0.1% of their software$1.8M+$1.6M
- GuidewireGWRE24,100 shares · 0.1% of their software · price −$569K$1.7M−$1.6M
- Bentley SystemsBSY48,200 shares · 0.0% of their software · price −$524K$1.6MFlat
- WixWIX22,400 shares · 0.0% of their software · price −$872K$1.5MFlat
- AppLovinAPP34,200 shares · 0.0% of their software · price −$706K$1.2MNew · +$1.9M
- The Trade DeskTTD26,600 shares · 0.0% of their software · price −$728K$1.1M+$1.3M
- LightspeedLSPD44,900 shares · 0.0% of their software$999KFlat