Generalist · Seoul, South Korea
Korea Investment
Q4 2022 · compared with Q3 2022
Filed as Korea Investment Corp
- Software
- $3.2B
- Weight of 13F
- 9.9%
- Names
- 64
- Net bought
- −$162M
Filed 13 February 2023 · SEC filing.
750 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
- MicrosoftMSFT6,402,397 shares · 48.5% of their software · price +$44.3M$1.5B−$154M
- AdobeADBE583,455 shares · 6.2% of their software · price +$35.8M$196M+$11.8M
- OracleORCL1,886,891 shares · 4.9% of their software · price +$39.0M$154M+$31.8M
- Palo Alto NetworksPANW956,540 shares · 4.2% of their software · price −$23.2M$133M+$41.4M
- Automatic Data Processing, Inc.ADP538,974 shares · 4.1% of their software · price +$6.8M$129M+$33.1M
- IntuitINTU308,909 shares · 3.8% of their software · price +$587K$120M−$36.6M
- CadenceCDNS622,039 shares · 3.2% of their software · price −$1.7M$99.9M+$19.7M
- SalesforceCRM657,736 shares · 2.8% of their software · price −$7.4M$87.2MFlat
- ServiceNowNOW198,663 shares · 2.4% of their software · price +$2.1M$77.1M−$10.9M
- Bentley SystemsBSY1,088,913 shares · 1.3% of their software · price +$6.9M$40.2M+$27.9M
- SynopsysSNPS120,545 shares · 1.2% of their software · price +$1.7M$38.5M−$27.7M
- Amdocs LimitedDOX392,667 shares · 1.1% of their software · price +$4.5M$35.7M+$17.8M
- FortinetFTNT596,498 shares · 0.9% of their software$29.2M+$3.5M
- Fiserv, Inc.FISV263,570 shares · 0.8% of their software · price +$2.0M$26.6MFlat
- CoStarCSGP338,500 shares · 0.8% of their software · price +$2.6M$26.2M−$3.2M
- SnowflakeSNOW173,664 shares · 0.8% of their software · price −$4.6M$24.9M−$21.5M
- VeriskVRSK134,286 shares · 0.7% of their software · price +$791K$23.7MFlat
- DropboxDBX993,430 shares · 0.7% of their software · price +$1.6M$22.2M+$11.4M
- AutodeskADSK112,848 shares · 0.7% of their software$21.1M+$5.8M
- The Trade DeskTTD429,987 shares · 0.6% of their software · price −$6.4M$19.3M+$24.4M
- Fair IsaacFICO30,351 shares · 0.6% of their software · price +$5.7M$18.2M+$9.4M
- Uber Technologies, Inc.UBER700,499 shares · 0.5% of their software · price −$1.2M$17.3M−$3.0M
- CrowdStrikeCRWD154,077 shares · 0.5% of their software · price −$9.2M$16.2M+$7.6M
- Roper Technologies, Inc.ROP36,885 shares · 0.5% of their software · price +$2.7M$15.9MFlat
- PaycomPAYC50,379 shares · 0.5% of their software · price −$991K$15.6M+$7.4M
- VeriSign, Inc.VRSN74,309 shares · 0.5% of their software · price +$2.4M$15.3M+$5.2M
- Paychex, Inc.PAYX131,049 shares · 0.5% of their software$15.1M+$2.4M
- Block, Inc.XYZ223,835 shares · 0.4% of their software · price +$1.8M$14.1M+$1.8M
- MongoDBMDB69,636 shares · 0.4% of their software$13.7M−$20.9M
- ShopifySHOP382,524 shares · 0.4% of their software · price +$3.0M$13.3M−$22.7M
- SS&CSSNC215,455 shares · 0.4% of their software · price +$929K$11.2M+$3.8M
- VeevaVEEV64,151 shares · 0.3% of their software$10.4M+$537K
- WorkdayWDAY59,262 shares · 0.3% of their software · price +$895K$9.9M−$3.1M
- ZoomInfoZI306,231 shares · 0.3% of their software$9.2M—
- PTCPTC75,929 shares · 0.3% of their software · price +$1.2M$9.1M−$26.4M
- FactSetFDS22,605 shares · 0.3% of their software$9.1M+$3.4M
- GoDaddyGDDY112,474 shares · 0.3% of their software$8.4M+$3.2M
- BroadridgeBR61,213 shares · 0.3% of their software · price −$624K$8.2M−$33.3M
- Grab Holdings LimitedGRAB2,400,683 shares · 0.2% of their software · price +$1.4M$7.7M−$2.3M
- NetApp, Inc.NTAP124,740 shares · 0.2% of their software$7.5M+$673K
- HubSpotHUBS21,922 shares · 0.2% of their software$6.3MFlat
- ZscalerZS49,762 shares · 0.2% of their software · price −$2.6M$5.6M−$5.4M
- Gen DigitalGEN250,250 shares · 0.2% of their software$5.4M−$2.4M
- TrimbleTRMB103,102 shares · 0.2% of their software$5.2M−$958K
- AkamaiAKAM61,725 shares · 0.2% of their software$5.2M−$6.4M
- Check PointCHKP34,844 shares · 0.1% of their software$4.4M−$766K
- OktaOKTA60,561 shares · 0.1% of their software · price +$694K$4.1MFlat
- F5, Inc.FFIV28,676 shares · 0.1% of their software$4.1M−$675K
- BILLBILL36,688 shares · 0.1% of their software · price −$859K$4.0M−$1.3M
- DatadogDDOG50,753 shares · 0.1% of their software · price −$776K$3.7M+$525K
- ZoomZM52,117 shares · 0.1% of their software$3.5M+$2.9M
- Tyler TechnologiesTYL10,256 shares · 0.1% of their software$3.3MFlat
- DocuSignDOCU59,033 shares · 0.1% of their software$3.3M−$743K
- TwilioTWLO66,697 shares · 0.1% of their software · price −$1.3M$3.3M+$958K
- CloudflareNET67,921 shares · 0.1% of their software · price −$686K$3.1MFlat
- OpenTextOTEX89,923 shares · 0.1% of their software$2.7M−$6.7M
- DynatraceDT65,547 shares · 0.1% of their software$2.5MFlat
- PaylocityPCTY12,333 shares · 0.1% of their software · price −$584K$2.4MNew · +$3.0M
- ToastTOST99,643 shares · 0.1% of their software$1.8MNew · +$1.7M
- PalantirPLTR270,859 shares · 0.1% of their software$1.7M−$3.0M
- UnityU54,385 shares · 0.0% of their software$1.6M−$17.6M
- WixWIX20,084 shares · 0.0% of their software$1.5MFlat
- DescartesDSGX20,770 shares · 0.0% of their software$1.4MNew · +$1.3M
- AlkamiALKT100 shares · 0.0% of their software$1KNew · Flat