Generalist · Seoul, South Korea
Korea Investment
Q2 2024 · compared with Q1 2024
Filed as Korea Investment Corp
- Software
- $4.9B
- Weight of 13F
- 12.2%
- Names
- 73
- Net bought
- −$234M
Filed 13 August 2024 · SEC filing.
741 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
- MicrosoftMSFT5,650,646 shares · 52.0% of their software · price +$148M$2.5B−$51.5M
- OracleORCL1,610,757 shares · 4.7% of their software · price +$25.1M$227M−$2.3M
- SalesforceCRM816,431 shares · 4.3% of their software · price −$36.0M$210M−$14.4M
- AdobeADBE373,307 shares · 4.3% of their software · price +$19.0M$207M−$43.8M
- IntuitINTU229,730 shares · 3.1% of their software · price +$1.7M$151M−$15.8M
- Uber Technologies, Inc.UBER2,052,934 shares · 3.1% of their software · price −$8.8M$149M−$2.0M
- ServiceNowNOW170,470 shares · 2.8% of their software · price +$4.1M$134M−$4.5M
- CadenceCDNS379,543 shares · 2.4% of their software · price −$1.3M$117M−$18.2M
- Palo Alto NetworksPANW272,056 shares · 1.9% of their software · price +$14.9M$92.2M−$19.5M
- Fiserv, Inc.FISV590,401 shares · 1.8% of their software · price −$6.4M$88.0M−$2.5M
- Automatic Data Processing, Inc.ADP297,700 shares · 1.5% of their software · price −$3.3M$71.1M−$18.4M
- ShopifySHOP1,029,284 shares · 1.4% of their software · price −$11.4M$68.0M−$1.3M
- CrowdStrikeCRWD176,733 shares · 1.4% of their software · price +$11.1M$67.7M−$3.5M
- WorkdayWDAY207,351 shares · 1.0% of their software · price −$10.2M$46.4M+$12.2M
- DatadogDDOG270,339 shares · 0.7% of their software · price +$1.6M$35.1M+$11.1M
- AtlassianTEAM193,946 shares · 0.7% of their software · price −$3.5M$34.3M+$17.7M
- SynopsysSNPS57,470 shares · 0.7% of their software · price +$1.4M$34.2M−$5.5M
- SnowflakeSNOW231,572 shares · 0.6% of their software · price −$6.1M$31.3M−$4.6M
- AutodeskADSK122,149 shares · 0.6% of their software · price −$1.6M$30.2M+$695K
- Corpay, Inc.CPAY112,078 shares · 0.6% of their software · price −$4.7M$29.9M−$34.9M
- Bentley SystemsBSY557,629 shares · 0.6% of their software · price −$1.6M$27.5M−$1.6M
- VeevaVEEV150,074 shares · 0.6% of their software · price −$7.3M$27.5M−$22.0M
- AppLovinAPP322,310 shares · 0.6% of their software · price +$4.5M$26.8M+$17.4M
- The Trade DeskTTD249,752 shares · 0.5% of their software · price +$2.6M$24.4M−$10.9M
- SS&CSSNC382,214 shares · 0.5% of their software · price −$650K$24.0M+$7.9M
- PalantirPLTR943,002 shares · 0.5% of their software · price +$2.2M$23.9M−$5.3M
- TwilioTWLO367,208 shares · 0.4% of their software · price −$1.6M$20.9M+$9.4M
- HubSpotHUBS34,031 shares · 0.4% of their software · price −$1.3M$20.1MFlat
- ZscalerZS94,492 shares · 0.4% of their software$18.2M+$6.8M
- Block, Inc.XYZ273,934 shares · 0.4% of their software · price −$5.5M$17.7M−$4.3M
- Roper Technologies, Inc.ROP29,970 shares · 0.3% of their software$16.9MFlat
- DocuSignDOCU306,099 shares · 0.3% of their software · price −$1.9M$16.4M−$6.4M
- MongoDBMDB57,750 shares · 0.3% of their software · price −$6.3M$14.4M−$8.6M
- Fair IsaacFICO8,604 shares · 0.3% of their software · price +$2.1M$12.8M−$3.0M
- NetApp, Inc.NTAP96,827 shares · 0.3% of their software · price +$2.3M$12.5M+$3.5M
- CoStarCSGP165,151 shares · 0.3% of their software · price −$3.7M$12.2M−$5.3M
- FortinetFTNT202,673 shares · 0.3% of their software · price −$1.6M$12.2M−$4.4M
- OktaOKTA128,311 shares · 0.2% of their software · price −$1.4M$12.0M−$1.5M
- VeriskVRSK43,025 shares · 0.2% of their software · price +$1.5M$11.6M−$1.7M
- ZoomZM195,462 shares · 0.2% of their software · price −$1.2M$11.6M−$7.0M
- Grab Holdings LimitedGRAB2,883,703 shares · 0.2% of their software · price +$1.2M$10.2MFlat
- PaylocityPCTY74,942 shares · 0.2% of their software · price −$3.0M$9.9M−$3.5M
- BroadridgeBR46,487 shares · 0.2% of their software$9.2M−$1.9M
- FactSetFDS21,726 shares · 0.2% of their software · price −$1.0M$8.9M+$1.9M
- CloudflareNET106,982 shares · 0.2% of their software · price −$1.5M$8.9M+$1.2M
- UiPathPATH695,457 shares · 0.2% of their software · price −$6.9M$8.8M+$3.8M
- Paychex, Inc.PAYX68,832 shares · 0.2% of their software$8.2M−$795K
- PTCPTC44,360 shares · 0.2% of their software$8.1MFlat
- GoDaddyGDDY50,563 shares · 0.1% of their software · price +$1.1M$7.1M+$1.5M
- PaycomPAYC44,148 shares · 0.1% of their software · price −$2.5M$6.3M−$2.0M
- Check PointCHKP35,366 shares · 0.1% of their software$5.8MFlat
- Gen DigitalGEN225,366 shares · 0.1% of their software · price +$581K$5.6M+$2.0M
- TrimbleTRMB91,188 shares · 0.1% of their software · price −$770K$5.1M+$3.2M
- Rubrik, Inc.RBRK164,659 shares · 0.1% of their software$5.0MNew · +$5.0M
- DynatraceDT107,045 shares · 0.1% of their software$4.8M+$817K
- VeriSign, Inc.VRSN20,881 shares · 0.1% of their software$3.7M−$2.6M
- WixWIX20,528 shares · 0.1% of their software$3.3MFlat
- Tyler TechnologiesTYL6,395 shares · 0.1% of their software$3.2MFlat
- UnityU184,649 shares · 0.1% of their software · price −$1.9M$3.0M−$582K
- Strategy IncMSTR2,100 shares · 0.1% of their software · price −$687K$2.9MNew · +$3.6M
- Lyft, Inc.LYFT189,818 shares · 0.1% of their software · price −$997K$2.7MNew · +$3.7M
- OpenTextOTEX79,318 shares · 0.0% of their software · price −$697K$2.4M−$630K
- Manhattan AssociatesMANH8,835 shares · 0.0% of their software$2.2M−$525K
- AkamaiAKAM20,841 shares · 0.0% of their software$1.9M−$566K
- SamsaraIOT52,937 shares · 0.0% of their software$1.8M+$775K
- monday.comMNDY7,120 shares · 0.0% of their software$1.7MFlat
- DescartesDSGX15,611 shares · 0.0% of their software$1.5MFlat
- Global-EGLBE38,653 shares · 0.0% of their software$1.4MFlat
- F5, Inc.FFIV6,004 shares · 0.0% of their software$1.0M−$2.7M
- BILLBILL13,995 shares · 0.0% of their software$736KFlat
- ToastTOST19,568 shares · 0.0% of their software$504K−$949K
- ZoomInfoZI29,515 shares · 0.0% of their software$377K—
- AlkamiALKT9,000 shares · 0.0% of their software$256KFlat