Generalist · Seoul, South Korea
Korea Investment
Q4 2024 · compared with Q3 2024
Filed as Korea Investment Corp
- Software
- $5.1B
- Weight of 13F
- 12.0%
- Names
- 72
- Net bought
- +$107M
Filed 12 February 2025 · SEC filing.
726 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
- MicrosoftMSFT5,449,397 shares · 45.3% of their software · price −$48.0M$2.3B−$69.0M
- SalesforceCRM787,623 shares · 5.2% of their software · price +$47.7M$263M+$2.5M
- OracleORCL1,253,272 shares · 4.1% of their software · price −$4.7M$209M+$5.5M
- ServiceNowNOW163,209 shares · 3.4% of their software · price +$27.0M$173M−$4.1M
- AdobeADBE351,640 shares · 3.1% of their software · price −$25.7M$156M−$4.4M
- IntuitINTU211,704 shares · 2.6% of their software · price +$1.6M$133M−$8.7M
- Palo Alto NetworksPANW642,191 shares · 2.3% of their software · price −$103M$117M+$132M
- PalantirPLTR1,432,742 shares · 2.1% of their software · price +$55.1M$108M+$10.5M
- ShopifySHOP1,003,030 shares · 2.1% of their software · price +$26.3M$107MFlat
- Uber Technologies, Inc.UBER1,703,574 shares · 2.0% of their software · price −$25.3M$103M−$28.8M
- Fiserv, Inc.FISV496,594 shares · 2.0% of their software · price +$12.8M$102M−$12.4M
- Automatic Data Processing, Inc.ADP299,998 shares · 1.7% of their software · price +$4.8M$87.8M−$2.6M
- CrowdStrikeCRWD213,159 shares · 1.4% of their software · price +$13.1M$72.9M−$15.6M
- DatadogDDOG489,877 shares · 1.4% of their software · price +$13.6M$70.0M−$10.4M
- AppLovinAPP170,873 shares · 1.1% of their software · price +$33.0M$55.3M−$9.2M
- AutodeskADSK178,679 shares · 1.0% of their software · price +$3.6M$52.8M−$5.6M
- CadenceCDNS171,110 shares · 1.0% of their software · price +$5.0M$51.4M−$26.4M
- WorkdayWDAY187,528 shares · 1.0% of their software · price +$2.6M$48.4M−$2.0M
- SnowflakeSNOW283,576 shares · 0.9% of their software · price +$11.2M$43.8M+$13.9M
- FortinetFTNT453,930 shares · 0.8% of their software · price +$7.7M$42.9M+$16.9M
- SynopsysSNPS85,907 shares · 0.8% of their software · price −$1.8M$41.7MFlat
- AtlassianTEAM170,788 shares · 0.8% of their software · price +$14.4M$41.6M+$8.8M
- VeevaVEEV186,768 shares · 0.8% of their software$39.3M+$3.3M
- The Trade DeskTTD317,940 shares · 0.7% of their software · price +$2.5M$37.4M+$1.5M
- HubSpotHUBS49,011 shares · 0.7% of their software · price +$8.1M$34.1M+$1.6M
- Block, Inc.XYZ400,672 shares · 0.7% of their software · price +$7.2M$34.1M+$10.7M
- Roper Technologies, Inc.ROP65,445 shares · 0.7% of their software · price −$2.4M$34.0M−$983K
- Fair IsaacFICO15,207 shares · 0.6% of their software · price +$721K$30.3M+$2.7M
- Corpay, Inc.CPAY75,861 shares · 0.5% of their software · price +$1.9M$25.7M+$10.5M
- GoDaddyGDDY127,806 shares · 0.5% of their software · price +$5.2M$25.2M+$671K
- ZscalerZS136,160 shares · 0.5% of their software · price +$1.3M$24.6M+$13.7M
- Strategy IncMSTR84,416 shares · 0.5% of their software · price +$10.2M$24.4M+$8.4M
- CloudflareNET220,962 shares · 0.5% of their software · price +$5.9M$23.8M+$8.8M
- Paychex, Inc.PAYX163,301 shares · 0.5% of their software · price +$985K$22.9M+$10.1M
- VeriskVRSK80,629 shares · 0.4% of their software · price +$602K$22.2M+$9.2M
- DocuSignDOCU223,591 shares · 0.4% of their software · price +$6.2M$20.1M+$4.4M
- CoStarCSGP279,810 shares · 0.4% of their software · price −$1.1M$20.0M+$4.4M
- BroadridgeBR88,400 shares · 0.4% of their software · price +$978K$20.0M+$2.6M
- SS&CSSNC252,054 shares · 0.4% of their software$19.1M−$2.4M
- NetApp, Inc.NTAP156,306 shares · 0.4% of their software · price −$1.2M$18.1M+$5.6M
- TwilioTWLO153,320 shares · 0.3% of their software · price +$6.6M$16.6M−$2.4M
- Tyler TechnologiesTYL25,245 shares · 0.3% of their software$14.6M+$4.7M
- PTCPTC77,376 shares · 0.3% of their software$14.2M+$6.2M
- NutanixNTNX224,478 shares · 0.3% of their software$13.7MNew · +$13.3M
- MongoDBMDB58,871 shares · 0.3% of their software · price −$2.2M$13.7M+$2.7M
- ZoomZM159,762 shares · 0.3% of their software · price +$1.9M$13.0M−$3.7M
- OktaOKTA160,216 shares · 0.2% of their software · price +$715K$12.6MFlat
- DynatraceDT227,549 shares · 0.2% of their software$12.4M−$7.9M
- F5, Inc.FFIV42,597 shares · 0.2% of their software · price +$1.3M$10.7M+$5.9M
- TrimbleTRMB125,969 shares · 0.2% of their software · price +$1.1M$8.9MFlat
- ToastTOST236,868 shares · 0.2% of their software · price +$1.9M$8.6M+$6.4M
- Grab Holdings LimitedGRAB1,505,489 shares · 0.1% of their software · price +$1.4M$7.1M+$2.0M
- Manhattan AssociatesMANH25,878 shares · 0.1% of their software$7.0MFlat
- PaycomPAYC33,348 shares · 0.1% of their software · price +$1.3M$6.8M−$3.4M
- FactSetFDS14,226 shares · 0.1% of their software$6.8M+$1.7M
- Gen DigitalGEN245,083 shares · 0.1% of their software$6.7M+$1.6M
- Check PointCHKP34,066 shares · 0.1% of their software$6.4MFlat
- VeriSign, Inc.VRSN29,943 shares · 0.1% of their software · price +$509K$6.2M+$1.7M
- DescartesDSGX42,301 shares · 0.1% of their software$4.8M+$2.3M
- WixWIX20,528 shares · 0.1% of their software · price +$973K$4.4MFlat
- AkamaiAKAM38,554 shares · 0.1% of their software$3.7M+$1.3M
- monday.comMNDY14,458 shares · 0.1% of their software · price −$612K$3.4MFlat
- Bentley SystemsBSY56,744 shares · 0.1% of their software$2.6M−$4.7M
- Rubrik, Inc.RBRK40,135 shares · 0.1% of their software · price +$1.3M$2.6M−$2.5M
- OpenTextOTEX90,744 shares · 0.1% of their software$2.6M−$2.6M
- Lyft, Inc.LYFT189,818 shares · 0.0% of their software$2.4MFlat
- Global-EGLBE37,653 shares · 0.0% of their software · price +$606K$2.1MFlat
- BILLBILL10,301 shares · 0.0% of their software$873KFlat
- StoneCo Ltd.STNE94,100 shares · 0.0% of their software$750KFlat
- SamsaraIOT14,388 shares · 0.0% of their software$629K−$722K
- UiPathPATH20,266 shares · 0.0% of their software$258KFlat
- UnityU11,282 shares · 0.0% of their software$254KFlat