Generalist · Seoul, South Korea
Korea Investment
Q1 2024 · compared with Q4 2023
Filed as Korea Investment Corp
- Software
- $5.0B
- Weight of 13F
- 12.7%
- Names
- 71
- Net bought
- −$175M
Filed 14 May 2024 · SEC filing.
742 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
- MicrosoftMSFT5,773,092 shares · 48.6% of their software · price +$258M$2.4B−$111M
- SalesforceCRM864,387 shares · 5.2% of their software · price +$32.9M$260M+$12.9M
- AdobeADBE460,041 shares · 4.6% of their software · price −$42.3M$232M−$32.0M
- OracleORCL1,628,753 shares · 4.1% of their software · price +$32.9M$205M−$11.4M
- IntuitINTU254,088 shares · 3.3% of their software · price +$6.3M$165M+$7.9M
- Uber Technologies, Inc.UBER2,079,139 shares · 3.2% of their software · price +$32.1M$160M+$31.9M
- CadenceCDNS437,964 shares · 2.7% of their software · price +$17.0M$136M−$17.7M
- ServiceNowNOW176,406 shares · 2.7% of their software · price +$9.9M$134M+$39.9M
- Fiserv, Inc.FISV605,896 shares · 1.9% of their software · price +$16.3M$96.8M−$7.1M
- Palo Alto NetworksPANW340,733 shares · 1.9% of their software · price −$3.7M$96.8M−$90.5M
- Automatic Data Processing, Inc.ADP371,465 shares · 1.9% of their software · price +$6.2M$92.8M+$3.6M
- ShopifySHOP1,045,581 shares · 1.6% of their software · price −$763K$80.7M−$5.8M
- Corpay, Inc.CPAY225,314 shares · 1.4% of their software · price +$5.8M$69.5MNew · +$63.7M
- CrowdStrikeCRWD187,620 shares · 1.2% of their software · price +$12.2M$60.1M+$26.2M
- VeevaVEEV244,986 shares · 1.1% of their software · price +$9.6M$56.8M−$5.1M
- WorkdayWDAY162,721 shares · 0.9% of their software · price −$539K$44.4M+$3.9M
- SnowflakeSNOW260,311 shares · 0.8% of their software · price −$9.7M$42.1M−$2.2M
- SynopsysSNPS67,078 shares · 0.8% of their software · price +$3.8M$38.3MFlat
- The Trade DeskTTD374,638 shares · 0.7% of their software · price +$5.8M$32.8M+$8.8M
- AutodeskADSK119,480 shares · 0.6% of their software · price +$2.0M$31.1M−$9.5M
- Bentley SystemsBSY588,891 shares · 0.6% of their software$30.8M−$25.5M
- MongoDBMDB81,850 shares · 0.6% of their software · price −$4.1M$29.4M−$9.1M
- Block, Inc.XYZ324,255 shares · 0.5% of their software · price +$2.3M$27.4M+$2.1M
- PalantirPLTR1,175,228 shares · 0.5% of their software · price +$6.9M$27.0M+$13.8M
- DocuSignDOCU412,932 shares · 0.5% of their software$24.6M+$3.8M
- DatadogDDOG180,510 shares · 0.4% of their software$22.3M+$3.4M
- HubSpotHUBS34,534 shares · 0.4% of their software · price +$1.6M$21.6MFlat
- CoStarCSGP220,336 shares · 0.4% of their software · price +$2.0M$21.3M+$3.8M
- AtlassianTEAM103,031 shares · 0.4% of their software · price −$4.4M$20.1M−$21.0M
- ZoomZM303,062 shares · 0.4% of their software · price −$2.0M$19.8M+$7.8M
- FortinetFTNT267,713 shares · 0.4% of their software · price +$2.6M$18.3M−$5.4M
- SS&CSSNC259,952 shares · 0.3% of their software · price +$847K$16.7M+$1.4M
- Roper Technologies, Inc.ROP29,747 shares · 0.3% of their software$16.7M−$785K
- PaylocityPCTY95,339 shares · 0.3% of their software · price +$668K$16.4M+$10.9M
- OktaOKTA142,717 shares · 0.3% of their software · price +$2.0M$14.9M−$823K
- Fair IsaacFICO11,021 shares · 0.3% of their software · price +$943K$13.8M+$697K
- TwilioTWLO212,806 shares · 0.3% of their software · price −$3.1M$13.0M+$4.8M
- UiPathPATH526,057 shares · 0.2% of their software · price −$1.1M$11.9M+$9.3M
- VeriskVRSK50,070 shares · 0.2% of their software$11.8M+$695K
- ZscalerZS59,450 shares · 0.2% of their software · price −$1.7M$11.5MFlat
- BroadridgeBR55,714 shares · 0.2% of their software$11.4MFlat
- PaycomPAYC54,248 shares · 0.2% of their software$10.8M−$1.1M
- Paychex, Inc.PAYX75,304 shares · 0.2% of their software$9.2M+$2.0M
- CloudflareNET94,772 shares · 0.2% of their software · price +$1.3M$9.2MFlat
- Grab Holdings LimitedGRAB2,919,226 shares · 0.2% of their software · price −$671K$9.2M−$41.9M
- PTCPTC45,680 shares · 0.2% of their software · price +$639K$8.6M−$3.6M
- FactSetFDS17,536 shares · 0.2% of their software$8.0M+$1.8M
- NetApp, Inc.NTAP63,393 shares · 0.1% of their software · price +$1.1M$6.7M+$2.4M
- VeriSign, Inc.VRSN34,795 shares · 0.1% of their software · price −$572K$6.6MFlat
- Check PointCHKP37,066 shares · 0.1% of their software$6.1MFlat
- UnityU206,429 shares · 0.1% of their software · price −$2.9M$5.5M−$38.2M
- AppLovinAPP70,761 shares · 0.1% of their software · price +$2.1M$4.9MNew · +$2.8M
- GoDaddyGDDY38,009 shares · 0.1% of their software$4.5M−$647K
- DynatraceDT89,445 shares · 0.1% of their software · price −$738K$4.2M−$889K
- F5, Inc.FFIV20,137 shares · 0.1% of their software$3.8MFlat
- OpenTextOTEX95,536 shares · 0.1% of their software$3.7MFlat
- DropboxDBX142,702 shares · 0.1% of their software · price −$739K$3.5M−$3.3M
- Gen DigitalGEN138,044 shares · 0.1% of their software$3.1M−$2.3M
- Tyler TechnologiesTYL7,195 shares · 0.1% of their software$3.1MFlat
- WixWIX21,128 shares · 0.1% of their software$2.9MFlat
- AkamaiAKAM26,041 shares · 0.1% of their software$2.8MFlat
- Manhattan AssociatesMANH10,935 shares · 0.1% of their software$2.7MFlat
- TrimbleTRMB42,088 shares · 0.1% of their software$2.7MFlat
- monday.comMNDY8,820 shares · 0.0% of their software$2.0MFlat
- DescartesDSGX20,911 shares · 0.0% of their software$1.9MFlat
- BILLBILL21,251 shares · 0.0% of their software$1.5M+$973K
- ToastTOST57,668 shares · 0.0% of their software$1.4MFlat
- Global-EGLBE39,053 shares · 0.0% of their software$1.4MFlat
- SamsaraIOT32,437 shares · 0.0% of their software$1.2MNew · +$1.1M
- ZoomInfoZI31,203 shares · 0.0% of their software$500KFlat
- AlkamiALKT9,000 shares · 0.0% of their software$221KFlat