Generalist · Seoul, South Korea
Korea Investment
Q1 2026 · compared with Q4 2025
Filed as Korea Investment Corp
- Software
- $4.0B
- Weight of 13F
- 8.3%
- Names
- 62
- Net bought
- −$226M
688 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
- MicrosoftMSFT5,191,867 shares · 48.1% of their software · price −$589M$1.9B−$99.6M
- PalantirPLTR1,807,716 shares · 6.6% of their software · price −$56.9M$264M+$32.4M
- OracleORCL1,172,748 shares · 4.3% of their software · price −$56.1M$173M−$44.8M
- SalesforceCRM675,502 shares · 3.2% of their software · price −$52.9M$126M−$9.8M
- Palo Alto NetworksPANW759,303 shares · 3.0% of their software · price −$18.1M$122M+$14.2M
- ShopifySHOP905,594 shares · 2.7% of their software · price −$38.4M$107M−$6.4M
- Uber Technologies, Inc.UBER1,334,376 shares · 2.4% of their software · price −$13.1M$96.0M−$19.9M
- ServiceNowNOW879,837 shares · 2.3% of their software · price −$42.8M$92.0M+$12.3M
- CadenceCDNS262,318 shares · 1.8% of their software · price −$9.1M$72.9M+$27.4M
- AppLovinAPP174,341 shares · 1.7% of their software · price −$48.1M$69.4M−$49.8M
- CrowdStrikeCRWD173,161 shares · 1.7% of their software · price −$13.6M$67.6M−$10.1M
- AdobeADBE274,713 shares · 1.7% of their software · price −$29.4M$66.8M+$7.6M
- IntuitINTU150,112 shares · 1.6% of their software · price −$34.5M$64.9M−$8.5M
- Automatic Data Processing, Inc.ADP301,183 shares · 1.5% of their software · price −$16.3M$61.2M−$4.4M
- CloudflareNET246,947 shares · 1.3% of their software · price +$2.3M$51.0M+$6.8M
- AutodeskADSK162,204 shares · 1.0% of their software · price −$9.2M$38.8M−$16.5M
- SynopsysSNPS91,095 shares · 0.9% of their software · price −$6.7M$36.1M−$13.3M
- SnowflakeSNOW218,928 shares · 0.8% of their software · price −$15.0M$33.0M−$45.4M
- FortinetFTNT393,843 shares · 0.8% of their software · price +$910K$32.2M−$746K
- SS&CSSNC386,869 shares · 0.7% of their software · price −$7.7M$26.1M−$1.0M
- VeriSign, Inc.VRSN99,148 shares · 0.6% of their software · price +$536K$24.6M+$4.6M
- MongoDBMDB100,410 shares · 0.6% of their software · price −$17.6M$24.6M+$18.1M
- DatadogDDOG199,346 shares · 0.6% of their software · price −$3.6M$23.5M+$1.9M
- VeevaVEEV130,774 shares · 0.6% of their software · price −$6.2M$23.0M−$2.8M
- Fiserv, Inc.FISV409,810 shares · 0.6% of their software · price −$4.7M$22.9M−$3.3M
- VeriskVRSK108,061 shares · 0.5% of their software · price −$3.7M$20.5M+$17.4M
- ZoomZM226,417 shares · 0.5% of their software · price −$1.3M$18.2M+$5.4M
- Corpay, Inc.CPAY60,728 shares · 0.4% of their software · price −$604K$17.7M+$1.0M
- GoDaddyGDDY212,710 shares · 0.4% of their software · price −$8.8M$17.6M+$7.7M
- BroadridgeBR107,688 shares · 0.4% of their software · price −$6.5M$17.5M+$5.7M
- WorkdayWDAY134,320 shares · 0.4% of their software · price −$11.4M$17.5M+$9.5M
- Block, Inc.XYZ286,572 shares · 0.4% of their software · price −$1.4M$17.2MFlat
- Roper Technologies, Inc.ROP43,783 shares · 0.4% of their software · price −$4.0M$15.5M−$10.3M
- F5, Inc.FFIV51,423 shares · 0.4% of their software · price +$1.8M$14.9M−$2.2M
- HubSpotHUBS59,680 shares · 0.4% of their software · price −$9.4M$14.6M+$9.0M
- NetApp, Inc.NTAP136,594 shares · 0.3% of their software · price −$642K$14.0M−$4.1M
- Fair IsaacFICO12,886 shares · 0.3% of their software · price −$8.0M$13.8M−$7.2M
- Paychex, Inc.PAYX148,575 shares · 0.3% of their software · price −$3.0M$13.7M−$7.3M
- CoreWeave, Inc.CRWV172,424 shares · 0.3% of their software · price +$1.0M$13.4M+$5.8M
- ZscalerZS85,801 shares · 0.3% of their software · price −$7.3M$12.0M+$3.7M
- OktaOKTA151,479 shares · 0.3% of their software · price −$1.2M$11.9M−$3.2M
- Tyler TechnologiesTYL34,268 shares · 0.3% of their software · price −$3.8M$11.7M+$3.6M
- TwilioTWLO84,865 shares · 0.3% of their software · price −$1.4M$10.7M+$7.6M
- Strategy IncMSTR85,011 shares · 0.3% of their software · price −$2.3M$10.6M−$7.5M
- OpenTextOTEX468,938 shares · 0.3% of their software · price −$4.8M$10.4M+$7.6M
- Gen DigitalGEN527,853 shares · 0.2% of their software · price −$4.4M$9.9M+$2.4M
- PTCPTC64,439 shares · 0.2% of their software · price −$2.0M$9.2M−$1.5M
- AtlassianTEAM121,458 shares · 0.2% of their software · price −$11.4M$8.3M+$5.9M
- CoStarCSGP183,877 shares · 0.2% of their software · price −$4.9M$7.4M−$1.4M
- Check PointCHKP50,099 shares · 0.2% of their software · price −$2.1M$7.2M−$536K
- The Trade DeskTTD205,304 shares · 0.1% of their software · price −$3.1M$4.7M−$3.7M
- ToastTOST167,668 shares · 0.1% of their software · price −$1.5M$4.4M−$5.7M
- Grab Holdings LimitedGRAB1,168,289 shares · 0.1% of their software · price −$1.6M$4.3MFlat
- Rubrik, Inc.RBRK40,135 shares · 0.0% of their software · price −$1.1M$2.0MFlat
- StoneCo Ltd.STNE91,600 shares · 0.0% of their software$1.3MFlat
- monday.comMNDY15,558 shares · 0.0% of their software · price −$1.2M$1.1MFlat
- DescartesDSGX13,333 shares · 0.0% of their software$952K−$2.4M
- TrimbleTRMB11,244 shares · 0.0% of their software$733K−$2.8M
- SamsaraIOT13,216 shares · 0.0% of their software$419K−$1.1M
- WixWIX4,077 shares · 0.0% of their software$367K−$1.7M
- Global-EGLBE6,927 shares · 0.0% of their software$214KFlat
- FactSetFDS50 shares · 0.0% of their software$11KFlat