Generalist · Seoul, South Korea
Korea Investment
Q2 2023 · compared with Q1 2023
Filed as Korea Investment Corp
- Software
- $4.2B
- Weight of 13F
- 11.7%
- Names
- 67
- Net bought
- −$124M
Filed 11 August 2023 · SEC filing.
751 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
- MicrosoftMSFT6,124,818 shares · 50.1% of their software · price +$320M$2.1B−$58.5M
- AdobeADBE567,588 shares · 6.7% of their software · price +$58.8M$278M−$18.2M
- OracleORCL1,724,327 shares · 4.9% of their software · price +$45.1M$205M−$10.3M
- Palo Alto NetworksPANW720,247 shares · 4.4% of their software · price +$40.2M$184M−$35.9M
- SalesforceCRM606,262 shares · 3.1% of their software · price +$7.0M$128M−$9.7M
- CadenceCDNS521,780 shares · 2.9% of their software · price +$12.7M$122M−$20.5M
- IntuitINTU248,348 shares · 2.7% of their software · price +$3.1M$114M−$26.2M
- Automatic Data Processing, Inc.ADP459,007 shares · 2.4% of their software · price −$1.3M$101M+$23.1M
- Fiserv, Inc.FISV627,560 shares · 1.9% of their software · price +$8.2M$79.2M+$37.4M
- ServiceNowNOW130,989 shares · 1.8% of their software · price +$12.7M$73.6M−$21.4M
- Bentley SystemsBSY1,121,413 shares · 1.5% of their software · price +$12.6M$60.8MFlat
- Amdocs LimitedDOX606,558 shares · 1.4% of their software · price +$1.7M$60.0M+$9.9M
- AutodeskADSK257,150 shares · 1.3% of their software · price −$913K$52.6M+$3.9M
- VeevaVEEV263,543 shares · 1.3% of their software · price +$3.7M$52.1M+$31.4M
- The Trade DeskTTD672,056 shares · 1.2% of their software · price +$11.0M$51.9M−$13.8M
- FortinetFTNT620,450 shares · 1.1% of their software · price +$5.7M$46.9M+$15.9M
- SynopsysSNPS105,639 shares · 1.1% of their software · price +$5.2M$46.0M−$7.5M
- PaycomPAYC125,082 shares · 1.0% of their software · price +$2.2M$40.2M+$33.4M
- Uber Technologies, Inc.UBER857,505 shares · 0.9% of their software · price +$9.8M$37.0MFlat
- ShopifySHOP464,313 shares · 0.7% of their software · price +$7.7M$30.0M−$6.7M
- CoStarCSGP320,819 shares · 0.7% of their software · price +$6.5M$28.6M−$19.6M
- Grab Holdings LimitedGRAB7,837,057 shares · 0.6% of their software · price +$3.3M$26.9M+$817K
- MongoDBMDB47,282 shares · 0.5% of their software · price +$8.4M$19.4M−$4.7M
- SnowflakeSNOW104,163 shares · 0.4% of their software · price +$2.3M$18.3M−$2.6M
- Paychex, Inc.PAYX159,831 shares · 0.4% of their software$17.9M+$2.4M
- CrowdStrikeCRWD115,631 shares · 0.4% of their software · price +$1.1M$17.0M+$1.7M
- Fair IsaacFICO20,417 shares · 0.4% of their software · price +$2.2M$16.5M+$1.5M
- Roper Technologies, Inc.ROP33,750 shares · 0.4% of their software · price +$1.4M$16.2MFlat
- VeriSign, Inc.VRSN70,885 shares · 0.4% of their software · price +$1.0M$16.0M−$7.4M
- VeriskVRSK51,666 shares · 0.3% of their software · price +$1.8M$11.7M−$3.4M
- WorkdayWDAY48,184 shares · 0.3% of their software · price +$932K$10.9MFlat
- PTCPTC70,397 shares · 0.2% of their software · price +$990K$10.0M−$1.7M
- Block, Inc.XYZ142,463 shares · 0.2% of their software$9.5M+$5.8M
- ZoomZM133,503 shares · 0.2% of their software · price −$796K$9.1M+$6.2M
- BroadridgeBR40,277 shares · 0.2% of their software · price +$768K$6.7M−$916K
- AtlassianTEAM37,043 shares · 0.1% of their software$6.2M−$3.6M
- HubSpotHUBS11,153 shares · 0.1% of their software · price +$1.2M$5.9M−$7.8M
- FactSetFDS14,338 shares · 0.1% of their software$5.7MFlat
- GoDaddyGDDY65,332 shares · 0.1% of their software$4.9M+$839K
- OktaOKTA60,970 shares · 0.1% of their software · price −$1.0M$4.2M+$1.8M
- Check PointCHKP33,367 shares · 0.1% of their software$4.2MFlat
- SS&CSSNC68,954 shares · 0.1% of their software$4.2MFlat
- DynatraceDT62,929 shares · 0.1% of their software · price +$577K$3.2MFlat
- NetApp, Inc.NTAP39,559 shares · 0.1% of their software$3.0M−$911K
- DatadogDDOG30,430 shares · 0.1% of their software · price +$783K$3.0M−$2.3M
- AkamaiAKAM30,337 shares · 0.1% of their software$2.7M−$1.1M
- Tyler TechnologiesTYL6,386 shares · 0.1% of their software$2.7M−$800K
- DropboxDBX99,453 shares · 0.1% of their software · price +$502K$2.7MFlat
- CloudflareNET38,233 shares · 0.1% of their software$2.5M−$1.4M
- Gen DigitalGEN133,461 shares · 0.1% of their software$2.5M−$2.1M
- TwilioTWLO38,495 shares · 0.1% of their software$2.4MFlat
- OpenTextOTEX58,353 shares · 0.1% of their software$2.4M−$2.5M
- TrimbleTRMB43,118 shares · 0.1% of their software$2.3M−$1.8M
- ZoomInfoZI78,282 shares · 0.0% of their software$2.0M—
- ZscalerZS12,154 shares · 0.0% of their software$1.8M−$935K
- DocuSignDOCU32,854 shares · 0.0% of their software$1.7M−$2.1M
- PaylocityPCTY8,549 shares · 0.0% of their software$1.6M−$1.2M
- BILLBILL13,490 shares · 0.0% of their software$1.6M−$1.3M
- DescartesDSGX18,048 shares · 0.0% of their software$1.4MFlat
- WixWIX15,525 shares · 0.0% of their software$1.2MFlat
- PalantirPLTR78,081 shares · 0.0% of their software · price +$537K$1.2M−$1.1M
- UiPathPATH71,399 shares · 0.0% of their software$1.2MNew · +$1.3M
- UnityU25,860 shares · 0.0% of their software$1.1MFlat
- F5, Inc.FFIV6,536 shares · 0.0% of their software$956K−$583K
- ToastTOST41,839 shares · 0.0% of their software$944KFlat
- monday.comMNDY5,464 shares · 0.0% of their software$936KNew · +$780K
- AlkamiALKT9,000 shares · 0.0% of their software$148K−$573K