Generalist · Seoul, South Korea
Korea Investment
Q3 2024 · compared with Q2 2024
Filed as Korea Investment Corp
- Software
- $4.8B
- Weight of 13F
- 11.5%
- Names
- 73
- Net bought
- −$7.4M
Filed 13 November 2024 · SEC filing.
732 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
- MicrosoftMSFT5,609,683 shares · 50.0% of their software · price −$93.4M$2.4BFlat
- SalesforceCRM778,631 shares · 4.4% of their software · price +$12.9M$213M−$9.7M
- OracleORCL1,221,112 shares · 4.3% of their software · price +$35.7M$208M−$55.0M
- AdobeADBE360,195 shares · 3.9% of their software · price −$13.6M$187M−$7.3M
- Uber Technologies, Inc.UBER2,086,740 shares · 3.2% of their software · price +$5.2M$157M+$2.5M
- ServiceNowNOW167,752 shares · 3.1% of their software · price +$18.1M$150M−$2.1M
- IntuitINTU225,655 shares · 2.9% of their software · price −$8.2M$140M−$2.7M
- Fiserv, Inc.FISV565,872 shares · 2.1% of their software · price +$17.3M$102M−$3.7M
- Palo Alto NetworksPANW256,654 shares · 1.8% of their software · price +$716K$87.7M−$5.2M
- Automatic Data Processing, Inc.ADP309,482 shares · 1.8% of their software · price +$11.8M$85.6M+$2.8M
- ShopifySHOP997,016 shares · 1.7% of their software · price +$14.0M$80.0M−$2.1M
- CrowdStrikeCRWD268,900 shares · 1.6% of their software · price −$27.6M$75.4M+$35.3M
- CadenceCDNS268,485 shares · 1.5% of their software · price −$9.9M$72.8M−$34.2M
- DatadogDDOG580,268 shares · 1.4% of their software · price −$8.5M$66.8M+$40.2M
- AutodeskADSK199,009 shares · 1.1% of their software · price +$5.6M$54.8M+$19.0M
- WorkdayWDAY195,581 shares · 1.0% of their software · price +$4.1M$47.8M−$2.6M
- SynopsysSNPS86,417 shares · 0.9% of their software · price −$7.7M$43.8M+$17.2M
- PalantirPLTR1,151,542 shares · 0.9% of their software · price +$13.7M$42.8M+$5.3M
- Roper Technologies, Inc.ROP67,212 shares · 0.8% of their software$37.4M+$21.0M
- VeevaVEEV171,189 shares · 0.7% of their software · price +$4.6M$35.9M+$3.9M
- The Trade DeskTTD304,193 shares · 0.7% of their software · price +$3.6M$33.4M+$5.3M
- AppLovinAPP241,637 shares · 0.7% of their software · price +$11.4M$31.5M−$6.7M
- Fair IsaacFICO13,801 shares · 0.6% of their software · price +$6.3M$26.8M+$7.7M
- HubSpotHUBS45,991 shares · 0.5% of their software · price −$2.7M$24.4M+$7.1M
- SS&CSSNC284,114 shares · 0.4% of their software · price +$3.3M$21.1M−$6.1M
- DynatraceDT375,269 shares · 0.4% of their software · price +$3.3M$20.1M+$12.0M
- GoDaddyGDDY123,525 shares · 0.4% of their software · price +$2.1M$19.4M+$10.2M
- SnowflakeSNOW162,615 shares · 0.4% of their software · price −$3.3M$18.7M−$9.3M
- AtlassianTEAM115,616 shares · 0.4% of their software · price −$2.1M$18.4M−$13.9M
- FortinetFTNT236,008 shares · 0.4% of their software · price +$4.1M$18.3M+$2.0M
- CoStarCSGP221,704 shares · 0.3% of their software$16.7M+$4.2M
- BroadridgeBR76,251 shares · 0.3% of their software · price +$1.4M$16.4M+$5.9M
- Block, Inc.XYZ241,672 shares · 0.3% of their software · price +$638K$16.2M−$2.1M
- ZoomZM213,262 shares · 0.3% of their software · price +$2.2M$14.9M+$1.1M
- NetApp, Inc.NTAP111,230 shares · 0.3% of their software · price −$588K$13.7M+$1.9M
- MongoDBMDB48,935 shares · 0.3% of their software · price +$998K$13.2M−$2.2M
- Corpay, Inc.CPAY42,178 shares · 0.3% of their software · price +$2.0M$13.2M−$18.6M
- VeriskVRSK46,320 shares · 0.3% of their software$12.4M+$888K
- TwilioTWLO189,820 shares · 0.3% of their software · price +$1.6M$12.4M−$10.1M
- Paychex, Inc.PAYX87,884 shares · 0.2% of their software · price +$1.4M$11.8M+$2.3M
- OktaOKTA156,299 shares · 0.2% of their software · price −$3.0M$11.6M+$2.6M
- Tyler TechnologiesTYL17,190 shares · 0.2% of their software · price +$1.4M$10.0M+$5.4M
- ZscalerZS55,744 shares · 0.2% of their software · price −$1.2M$9.5M−$7.4M
- DocuSignDOCU152,985 shares · 0.2% of their software · price +$1.3M$9.5M−$8.2M
- CloudflareNET112,299 shares · 0.2% of their software$9.1MFlat
- PaycomPAYC53,706 shares · 0.2% of their software · price +$1.3M$8.9M+$1.4M
- TrimbleTRMB125,548 shares · 0.2% of their software · price +$775K$7.8M+$1.9M
- PTCPTC43,041 shares · 0.2% of their software$7.8MFlat
- Bentley SystemsBSY148,936 shares · 0.2% of their software$7.6M−$20.2M
- Manhattan AssociatesMANH26,485 shares · 0.2% of their software · price +$919K$7.5M+$4.4M
- Check PointCHKP34,666 shares · 0.1% of their software · price +$964K$6.7MFlat
- Strategy IncMSTR34,480 shares · 0.1% of their software · price −$41.7M$5.8M+$44.6M
- OpenTextOTEX167,544 shares · 0.1% of their software · price +$543K$5.6M+$2.7M
- Gen DigitalGEN187,283 shares · 0.1% of their software$5.1M−$951K
- FactSetFDS10,526 shares · 0.1% of their software · price +$543K$4.8M−$4.6M
- monday.comMNDY14,458 shares · 0.1% of their software · price +$535K$4.0M+$1.8M
- VeriSign, Inc.VRSN21,043 shares · 0.1% of their software$4.0MFlat
- Rubrik, Inc.RBRK118,038 shares · 0.1% of their software$3.8M−$1.4M
- Grab Holdings LimitedGRAB972,789 shares · 0.1% of their software$3.7M−$6.8M
- F5, Inc.FFIV15,726 shares · 0.1% of their software · price +$754K$3.5M+$1.7M
- WixWIX20,428 shares · 0.1% of their software$3.4MFlat
- AkamaiAKAM25,554 shares · 0.1% of their software$2.6MFlat
- Lyft, Inc.LYFT189,818 shares · 0.1% of their software$2.4MFlat
- DescartesDSGX19,601 shares · 0.0% of their software$2.0MFlat
- Global-EGLBE38,653 shares · 0.0% of their software$1.5MFlat
- SamsaraIOT29,388 shares · 0.0% of their software$1.4M−$794K
- StoneCo Ltd.STNE94,100 shares · 0.0% of their software$1.1MNew · +$1.1M
- PagSeguro Digital Ltd.PAGS74,400 shares · 0.0% of their software$641KNew · +$870K
- BILLBILL10,301 shares · 0.0% of their software$543KFlat
- ZoomInfoZI29,515 shares · 0.0% of their software$305KFlat
- ToastTOST9,668 shares · 0.0% of their software$274KFlat
- UiPathPATH20,266 shares · 0.0% of their software$259K−$8.6M
- UnityU11,282 shares · 0.0% of their software$255K−$2.8M