Generalist · Seoul, South Korea
Korea Investment
Q1 2025 · compared with Q4 2024
Filed as Korea Investment Corp
- Software
- $4.8B
- Weight of 13F
- 11.5%
- Names
- 67
- Net bought
- +$173M
Filed 14 May 2025 · SEC filing.
719 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
- MicrosoftMSFT5,492,733 shares · 43.4% of their software · price −$253M$2.1BFlat
- SalesforceCRM812,404 shares · 4.6% of their software · price −$53.6M$218M+$8.3M
- OracleORCL1,320,057 shares · 3.9% of their software · price −$35.4M$185M+$11.1M
- PalantirPLTR1,726,227 shares · 3.1% of their software · price +$15.1M$146M+$22.2M
- AdobeADBE350,705 shares · 2.8% of their software · price −$21.4M$135MFlat
- ServiceNowNOW165,404 shares · 2.8% of their software · price −$43.7M$132M+$2.3M
- IntuitINTU210,450 shares · 2.7% of their software · price −$3.1M$129MFlat
- Fiserv, Inc.FISV572,929 shares · 2.7% of their software · price +$8.8M$127M+$15.7M
- Uber Technologies, Inc.UBER1,715,211 shares · 2.6% of their software · price +$21.5M$125MFlat
- Palo Alto NetworksPANW590,436 shares · 2.1% of their software · price −$6.7M$101M−$9.4M
- Automatic Data Processing, Inc.ADP329,700 shares · 2.1% of their software · price +$4.2M$101M+$8.7M
- ShopifySHOP1,015,583 shares · 2.0% of their software · price −$11.0M$96.6M+$1.3M
- CrowdStrikeCRWD262,525 shares · 1.9% of their software · price +$2.7M$92.6M+$16.9M
- SnowflakeSNOW451,114 shares · 1.4% of their software · price −$3.7M$65.9M+$25.9M
- AppLovinAPP210,723 shares · 1.2% of their software · price −$12.4M$55.8M+$12.9M
- FortinetFTNT474,569 shares · 1.0% of their software · price +$845K$45.7M+$1.9M
- VeevaVEEV188,170 shares · 0.9% of their software · price +$4.0M$43.6MFlat
- Roper Technologies, Inc.ROP73,580 shares · 0.9% of their software · price +$5.1M$43.4M+$4.2M
- AutodeskADSK159,618 shares · 0.9% of their software · price −$5.4M$41.8M−$5.6M
- WorkdayWDAY178,032 shares · 0.9% of their software · price −$4.4M$41.6M−$2.5M
- CadenceCDNS159,389 shares · 0.9% of their software · price −$7.4M$40.5M−$3.5M
- The Trade DeskTTD673,558 shares · 0.8% of their software · price −$42.3M$36.9M+$41.8M
- Fair IsaacFICO19,816 shares · 0.8% of their software · price −$2.9M$36.5M+$9.2M
- AtlassianTEAM157,841 shares · 0.7% of their software · price −$4.9M$33.5M−$3.2M
- Corpay, Inc.CPAY95,836 shares · 0.7% of their software · price +$987K$33.4M+$6.8M
- DatadogDDOG312,199 shares · 0.7% of their software · price −$13.6M$31.0M−$25.4M
- Paychex, Inc.PAYX194,637 shares · 0.6% of their software · price +$2.7M$30.0M+$4.4M
- SynopsysSNPS67,305 shares · 0.6% of their software · price −$3.8M$28.9M−$9.0M
- Strategy IncMSTR95,867 shares · 0.6% of their software$27.6M+$3.3M
- VeriskVRSK92,602 shares · 0.6% of their software · price +$2.1M$27.6M+$3.3M
- CloudflareNET233,156 shares · 0.6% of their software · price +$1.2M$26.3M+$1.3M
- ZscalerZS126,801 shares · 0.5% of their software · price +$2.3M$25.2M−$1.7M
- HubSpotHUBS42,553 shares · 0.5% of their software · price −$5.3M$24.3M−$4.5M
- GoDaddyGDDY130,639 shares · 0.5% of their software · price −$2.3M$23.5M+$559K
- CoStarCSGP255,619 shares · 0.4% of their software · price +$2.0M$20.3M−$1.7M
- BroadridgeBR79,933 shares · 0.4% of their software · price +$1.3M$19.4M−$1.9M
- TwilioTWLO197,068 shares · 0.4% of their software · price −$2.0M$19.3M+$4.7M
- SS&CSSNC222,750 shares · 0.4% of their software · price +$1.7M$18.6M−$2.2M
- DocuSignDOCU226,985 shares · 0.4% of their software · price −$1.9M$18.5MFlat
- NetApp, Inc.NTAP199,826 shares · 0.4% of their software · price −$5.6M$17.6M+$5.1M
- PTCPTC109,262 shares · 0.4% of their software · price −$3.2M$16.9M+$5.9M
- VeriSign, Inc.VRSN64,448 shares · 0.3% of their software · price +$3.0M$16.4M+$7.1M
- Tyler TechnologiesTYL28,035 shares · 0.3% of their software$16.3M+$1.6M
- NutanixNTNX220,873 shares · 0.3% of their software · price +$1.9M$15.4MFlat
- Block, Inc.XYZ279,049 shares · 0.3% of their software · price −$8.6M$15.2M−$10.3M
- Gen DigitalGEN549,683 shares · 0.3% of their software$14.6M+$8.3M
- OktaOKTA137,616 shares · 0.3% of their software · price +$3.6M$14.5M−$1.8M
- ZoomZM192,062 shares · 0.3% of their software · price −$1.5M$14.2M+$2.6M
- F5, Inc.FFIV48,003 shares · 0.3% of their software · price +$710K$12.8M+$1.4M
- MongoDBMDB56,059 shares · 0.2% of their software · price −$3.2M$9.8M−$655K
- TrimbleTRMB130,656 shares · 0.2% of their software · price −$655K$8.6MFlat
- FactSetFDS17,526 shares · 0.2% of their software$8.0M+$1.6M
- Check PointCHKP34,766 shares · 0.2% of their software · price +$1.4M$7.9MFlat
- Manhattan AssociatesMANH42,757 shares · 0.2% of their software · price −$4.2M$7.4M+$4.6M
- PaycomPAYC31,950 shares · 0.1% of their software$7.0MFlat
- DynatraceDT129,465 shares · 0.1% of their software · price −$932K$6.1M−$5.3M
- ToastTOST155,704 shares · 0.1% of their software · price −$511K$5.2M−$3.0M
- AkamaiAKAM63,254 shares · 0.1% of their software · price −$958K$5.1M+$2.4M
- Grab Holdings LimitedGRAB1,100,589 shares · 0.1% of their software$5.0M−$1.9M
- OpenTextOTEX188,444 shares · 0.1% of their software · price −$577K$4.8M+$2.8M
- DescartesDSGX44,101 shares · 0.1% of their software · price −$563K$4.4MFlat
- monday.comMNDY14,658 shares · 0.1% of their software$3.6MFlat
- WixWIX20,928 shares · 0.1% of their software · price −$1.1M$3.4MFlat
- Bentley SystemsBSY74,181 shares · 0.1% of their software · price −$546K$2.9M+$814K
- Rubrik, Inc.RBRK40,135 shares · 0.1% of their software$2.4MFlat
- SamsaraIOT40,488 shares · 0.0% of their software$1.6M+$1.1M
- Global-EGLBE37,853 shares · 0.0% of their software · price −$715K$1.3MFlat