Generalist · Seoul, South Korea
Korea Investment
Q3 2025 · compared with Q2 2025
Filed as Korea Investment Corp
- Software
- $6.0B
- Weight of 13F
- 12.3%
- Names
- 66
- Net bought
- −$135M
Filed 13 November 2025 · SEC filing.
687 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
- MicrosoftMSFT5,370,608 shares · 46.4% of their software · price +$110M$2.8BFlat
- OracleORCL1,309,682 shares · 6.1% of their software · price +$82.0M$368M+$9.8M
- PalantirPLTR1,652,482 shares · 5.0% of their software · price +$76.2M$301M+$4.9M
- AppLovinAPP312,195 shares · 3.7% of their software · price +$115M$224M+$19.9M
- SalesforceCRM729,866 shares · 2.9% of their software · price −$26.0M$173M−$24.2M
- ShopifySHOP981,949 shares · 2.4% of their software · price +$32.7M$146M−$7.6M
- ServiceNowNOW158,022 shares · 2.4% of their software · price −$17.0M$145M−$6.2M
- Uber Technologies, Inc.UBER1,467,365 shares · 2.4% of their software · price +$6.9M$144M+$1.7M
- IntuitINTU209,554 shares · 2.4% of their software · price −$21.9M$143MFlat
- Palo Alto NetworksPANW674,618 shares · 2.3% of their software · price −$688K$137MFlat
- SnowflakeSNOW464,366 shares · 1.7% of their software · price +$827K$105M+$26.9M
- CrowdStrikeCRWD202,881 shares · 1.7% of their software · price −$3.8M$99.5M−$7.7M
- Automatic Data Processing, Inc.ADP316,637 shares · 1.6% of their software · price −$4.7M$92.9M−$11.6M
- AdobeADBE258,964 shares · 1.5% of their software · price −$8.8M$91.3M−$16.0M
- CadenceCDNS204,774 shares · 1.2% of their software · price +$8.8M$71.9M+$9.4M
- Fiserv, Inc.FISV548,607 shares · 1.2% of their software · price −$23.9M$70.7M+$10.2M
- AutodeskADSK211,153 shares · 1.1% of their software · price +$1.7M$67.1M+$2.1M
- VeevaVEEV200,163 shares · 1.0% of their software · price +$2.0M$59.6M−$16.0M
- SynopsysSNPS112,518 shares · 0.9% of their software · price −$2.2M$55.5M+$19.5M
- Strategy IncMSTR118,926 shares · 0.6% of their software · price −$9.8M$38.3M−$7.4M
- FortinetFTNT429,254 shares · 0.6% of their software · price −$9.3M$36.1M−$2.8M
- CloudflareNET156,728 shares · 0.6% of their software · price +$2.9M$33.6M−$7.6M
- Roper Technologies, Inc.ROP65,682 shares · 0.5% of their software · price −$4.5M$32.8M−$1.4M
- SS&CSSNC342,492 shares · 0.5% of their software · price +$2.0M$30.4M+$3.1M
- DatadogDDOG212,287 shares · 0.5% of their software · price +$1.7M$30.2M−$2.1M
- ZscalerZS98,370 shares · 0.5% of their software · price −$1.4M$29.5M+$6.0M
- Fair IsaacFICO19,300 shares · 0.5% of their software · price −$6.4M$28.9M−$15.4M
- WorkdayWDAY113,056 shares · 0.5% of their software$27.2M−$18.1M
- Paychex, Inc.PAYX197,444 shares · 0.4% of their software · price −$3.7M$25.0M+$4.9M
- VeriSign, Inc.VRSN78,572 shares · 0.4% of their software · price −$725K$22.0M−$1.1M
- CoStarCSGP245,000 shares · 0.3% of their software · price +$973K$20.7M+$5.0M
- OktaOKTA214,474 shares · 0.3% of their software · price −$1.8M$19.7MFlat
- MongoDBMDB60,966 shares · 0.3% of their software · price +$6.1M$18.9M−$987K
- Block, Inc.XYZ241,672 shares · 0.3% of their software · price +$1.0M$17.5M+$2.5M
- GoDaddyGDDY127,260 shares · 0.3% of their software · price −$5.5M$17.4MFlat
- BroadridgeBR71,015 shares · 0.3% of their software$16.9M−$9.3M
- NetApp, Inc.NTAP140,648 shares · 0.3% of their software · price +$1.7M$16.7MFlat
- Corpay, Inc.CPAY56,620 shares · 0.3% of their software · price −$2.5M$16.3M−$11.0M
- HubSpotHUBS34,080 shares · 0.3% of their software · price −$3.0M$15.9M+$3.7M
- NutanixNTNX211,172 shares · 0.3% of their software$15.7M−$6.2M
- DocuSignDOCU215,185 shares · 0.3% of their software · price −$1.2M$15.5M+$3.2M
- F5, Inc.FFIV47,697 shares · 0.3% of their software · price +$1.4M$15.4M+$599K
- ZoomZM175,862 shares · 0.2% of their software · price +$795K$14.5M−$1.7M
- The Trade DeskTTD294,628 shares · 0.2% of their software · price −$6.8M$14.4M−$28.7M
- ToastTOST346,459 shares · 0.2% of their software · price −$2.7M$12.6M+$5.9M
- Tyler TechnologiesTYL23,554 shares · 0.2% of their software · price −$1.6M$12.3M+$6.5M
- Gen DigitalGEN430,700 shares · 0.2% of their software$12.2MFlat
- VeriskVRSK47,261 shares · 0.2% of their software · price −$2.8M$11.9M−$17.4M
- PTCPTC55,888 shares · 0.2% of their software · price +$1.7M$11.3MFlat
- Check PointCHKP53,568 shares · 0.2% of their software · price −$768K$11.1MFlat
- AtlassianTEAM55,258 shares · 0.1% of their software · price −$2.4M$8.8M−$20.6M
- TwilioTWLO86,318 shares · 0.1% of their software · price −$2.1M$8.6M−$5.9M
- PaycomPAYC41,436 shares · 0.1% of their software · price −$964K$8.6M−$5.2M
- Grab Holdings LimitedGRAB1,147,989 shares · 0.1% of their software · price +$1.1M$6.9MFlat
- TrimbleTRMB83,332 shares · 0.1% of their software$6.8M−$3.3M
- DynatraceDT135,002 shares · 0.1% of their software · price −$913K$6.5M−$1.4M
- SamsaraIOT107,253 shares · 0.1% of their software$4.0M−$3.7M
- WixWIX20,528 shares · 0.1% of their software$3.6MFlat
- AkamaiAKAM47,547 shares · 0.1% of their software$3.6MFlat
- Rubrik, Inc.RBRK40,135 shares · 0.1% of their software$3.3MFlat
- OpenTextOTEX88,044 shares · 0.1% of their software · price +$720K$3.3MFlat
- monday.comMNDY14,958 shares · 0.0% of their software · price −$1.8M$2.9MFlat
- FactSetFDS9,726 shares · 0.0% of their software · price −$1.6M$2.8M−$716K
- DescartesDSGX28,944 shares · 0.0% of their software$2.7M+$950K
- Bentley SystemsBSY20,110 shares · 0.0% of their software$1.0M−$2.7M
- Global-EGLBE6,927 shares · 0.0% of their software$248KFlat