Generalist · Seoul, South Korea
Korea Investment
Q3 2022 · compared with Q2 2022
Filed as Korea Investment Corp
- Software
- $3.2B
- Weight of 13F
- 9.9%
- Names
- 66
- Net bought
- +$387M
Filed 10 November 2022 · SEC filing.
755 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
- MicrosoftMSFT7,062,837 shares · 51.1% of their software · price −$169M$1.6B+$37.3M
- IntuitINTU403,383 shares · 4.9% of their software · price +$758K$156M+$24.1M
- AdobeADBE540,455 shares · 4.6% of their software · price −$49.1M$149M+$18.7M
- Palo Alto NetworksPANW704,016 shares · 3.6% of their software · price −$232M$115M+$261M
- SalesforceCRM663,304 shares · 3.0% of their software · price −$14.1M$95.4M−$5.0M
- Automatic Data Processing, Inc.ADP392,546 shares · 2.8% of their software · price +$6.3M$88.8M+$26.8M
- ServiceNowNOW227,569 shares · 2.7% of their software · price −$22.3M$85.9M+$3.4M
- OracleORCL1,366,475 shares · 2.6% of their software · price −$12.0M$83.5M+$19.5M
- CadenceCDNS501,350 shares · 2.5% of their software · price +$6.7M$81.9M+$14.0M
- SynopsysSNPS211,268 shares · 2.0% of their software$64.5M−$4.6M
- SnowflakeSNOW300,234 shares · 1.6% of their software · price +$9.3M$51.0M−$3.5M
- BroadridgeBR291,783 shares · 1.3% of their software · price +$516K$42.1M+$6.3M
- MongoDBMDB174,729 shares · 1.1% of their software · price −$10.6M$34.7M+$2.6M
- PTCPTC328,177 shares · 1.1% of their software · price −$571K$34.3M+$2.5M
- ShopifySHOP1,223,355 shares · 1.0% of their software · price −$5.3M$33.2M+$515K
- CoStarCSGP384,573 shares · 0.8% of their software · price +$3.6M$26.8M+$8.3M
- FortinetFTNT526,216 shares · 0.8% of their software · price −$3.9M$25.9M+$6.7M
- Fiserv, Inc.FISV264,313 shares · 0.8% of their software · price +$1.2M$24.7M+$2.5M
- RingCentralRNG567,750 shares · 0.7% of their software · price −$7.0M$22.7M+$20.2M
- VeriskVRSK132,111 shares · 0.7% of their software$22.5M+$749K
- Uber Technologies, Inc.UBER813,184 shares · 0.7% of their software · price +$4.9M$21.5M−$598K
- UnityU606,573 shares · 0.6% of their software · price −$3.0M$19.3M+$1.1M
- CrowdStrikeCRWD107,758 shares · 0.6% of their software$17.8M+$7.2M
- AutodeskADSK81,962 shares · 0.5% of their software · price +$1.2M$15.3M−$3.4M
- ZscalerZS82,816 shares · 0.4% of their software · price +$1.2M$13.6M+$6.7M
- Amdocs LimitedDOX168,628 shares · 0.4% of their software · price −$651K$13.4M+$10.0M
- Roper Technologies, Inc.ROP36,972 shares · 0.4% of their software · price −$1.3M$13.3M+$1.4M
- Paychex, Inc.PAYX109,311 shares · 0.4% of their software$12.3M−$36.3M
- WorkdayWDAY79,666 shares · 0.4% of their software · price +$1.0M$12.1M−$1.2M
- AkamaiAKAM141,965 shares · 0.4% of their software · price −$1.6M$11.4M−$21.5M
- Block, Inc.XYZ191,569 shares · 0.3% of their software · price −$1.2M$10.5M−$560K
- VeevaVEEV60,892 shares · 0.3% of their software · price −$2.0M$10.0MFlat
- DropboxDBX445,561 shares · 0.3% of their software$9.2M+$662K
- PaycomPAYC27,832 shares · 0.3% of their software · price +$1.4M$9.2M+$2.1M
- OpenTextOTEX341,683 shares · 0.3% of their software · price −$3.9M$9.1M+$650K
- Grab Holdings LimitedGRAB3,257,269 shares · 0.3% of their software$8.6M+$4.1M
- VeriSign, Inc.VRSN44,223 shares · 0.2% of their software$7.7M−$3.0M
- Gen DigitalGEN366,972 shares · 0.2% of their software · price −$668K$7.4M+$4.4M
- NetApp, Inc.NTAP113,851 shares · 0.2% of their software$7.0M−$12.5M
- Lyft, Inc.LYFT499,360 shares · 0.2% of their software$6.6M+$4.5M
- TrimbleTRMB120,759 shares · 0.2% of their software$6.6M−$13.8M
- SS&CSSNC136,377 shares · 0.2% of their software · price −$1.4M$6.5M−$10.5M
- HubSpotHUBS23,767 shares · 0.2% of their software · price −$726K$6.4MFlat
- BILLBILL46,357 shares · 0.2% of their software · price +$1.0M$6.1MFlat
- FactSetFDS14,162 shares · 0.2% of their software$5.7M+$1.7M
- ZoomInfoZI135,548 shares · 0.2% of their software$5.6M—
- Bentley SystemsBSY177,049 shares · 0.2% of their software$5.4M+$4.3M
- PalantirPLTR637,508 shares · 0.2% of their software · price −$599K$5.2MNew · +$5.8M
- F5, Inc.FFIV33,339 shares · 0.1% of their software$4.8M+$1.8M
- GoDaddyGDDY66,624 shares · 0.1% of their software$4.7M−$2.1M
- Check PointCHKP41,685 shares · 0.1% of their software$4.7MFlat
- CloudflareNET73,245 shares · 0.1% of their software · price +$847K$4.1M+$899K
- DatadogDDOG44,839 shares · 0.1% of their software$4.0M−$4.2M
- DocuSignDOCU72,936 shares · 0.1% of their software$3.9MFlat
- OktaOKTA66,634 shares · 0.1% of their software · price −$2.2M$3.8M+$735K
- Tyler TechnologiesTYL10,664 shares · 0.1% of their software$3.7MFlat
- TwilioTWLO52,845 shares · 0.1% of their software · price −$775K$3.7MFlat
- Fair IsaacFICO7,417 shares · 0.1% of their software$3.1MFlat
- DynatraceDT66,597 shares · 0.1% of their software$2.3M−$2.4M
- WixWIX23,871 shares · 0.1% of their software$1.9MFlat
- GuidewireGWRE22,060 shares · 0.0% of their software$1.4MFlat
- BlackBerry LimitedBB275,667 shares · 0.0% of their software$1.3MFlat
- The Trade DeskTTD21,200 shares · 0.0% of their software$1.3MFlat
- ZoomZM12,299 shares · 0.0% of their software$905K−$518K
- LightspeedLSPD43,391 shares · 0.0% of their software$768KFlat
- AppLovinAPP37,979 shares · 0.0% of their software · price −$568K$740KFlat