Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2018 · compared with Q1 2018
- Software
- $1.4B
- Weight of 13F
- 6.3%
- Names
- 24
- Net bought
- +$95.0M
Filed 14 August 2018 · SEC filing.
461 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 202651 names$12.1B+$243M
- Q1 202655 names$11.2B+$399M
- Q4 202559 names$14.2B+$1.8B
- Q3 202557 names$15.6B+$541M
- Q2 202549 names$14.4B+$103M
- Q1 202549 names$11.4B+$439M
- Q4 202449 names$12.1B+$269M
- Q3 202451 names$11.5B+$1.3B
- Q2 202450 names$10.1B+$338M
- Q1 202448 names$9.6B+$255M
- Q4 202346 names$8.5B+$133M
- Q3 202346 names$7.0B+$81.3M
- Q2 202345 names$7.2B+$267M
- Q1 202343 names$5.9B+$205M
- Q4 202246 names$4.9B+$37.4M
- Q3 202249 names$4.8B+$273M
- Q2 202248 names$5.0B+$765M
- Q1 202248 names$5.8B+$275M
- Q4 202148 names$6.3B+$83.1M
- Q3 202146 names$5.7B−$18.4M
- Q2 202146 names$5.5B+$411M
- Q1 202146 names$4.8B+$814M
- Q4 202033 names$4.0B+$123M
- Q3 202031 names$3.5BFlat
- Q2 202031 names$3.3B−$113M
- Q1 202033 names$2.7B+$27.9M
- Q4 201933 names$2.8B+$443M
- Q3 201923 names$2.1B+$76.0M
- Q2 201924 names$2.0B+$138M
- Q1 201921 names$1.7B+$53.3M
- Q4 201821 names$1.5B+$87.7M
- Q3 201821 names$1.5B−$74.5M
- Q2 201824 names$1.4B+$95.0M
- Q1 201823 names$1.2B+$63.6M
- Q4 201718 names$1.1B+$31.8M
- Q3 201720 names$923M+$35.1M
- Q2 201720 names$841M+$74.7M
- Q1 201720 names$718M+$36.6M
- Q4 201621 names$622M+$35.8M
- Q3 201618 names$562M+$42.8M
- Q2 201615 names$489M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT6,190,230 shares · 44.1% of their software · price +$45.4M$611M+$27.8M
- OracleORCL2,747,751 shares · 8.7% of their software · price −$4.6M$120M+$6.4M
- AdobeADBE433,407 shares · 7.5% of their software · price +$12.0M$104M+$3.8M
- SalesforceCRM632,607 shares · 6.2% of their software · price +$12.7M$85.5M+$3.8M
- Automatic Data Processing, Inc.ADP439,965 shares · 4.3% of their software · price +$9.1M$59.1M+$2.4M
- IntuitINTU238,329 shares · 3.5% of their software · price +$7.4M$48.6M+$1.5M
- ServiceNowNOW191,105 shares · 2.4% of their software · price +$1.3M$32.9M+$2.2M
- Fiserv, Inc.FISV438,143 shares · 2.3% of their software · price +$1.2M$32.4MFlat
- Roper Technologies, Inc.ROP116,353 shares · 2.3% of their software · price −$556K$31.6M+$2.7M
- AutodeskADSK226,113 shares · 2.1% of their software · price +$1.2M$29.4M+$3.5M
- Paychex, Inc.PAYX331,103 shares · 1.6% of their software · price +$2.2M$22.5MFlat
- NetApp, Inc.NTAP282,652 shares · 1.6% of their software · price +$4.8M$21.9M−$662K
- Palo Alto NetworksPANW98,929 shares · 1.5% of their software · price +$2.4M$20.3MFlat
- Block, Inc.XYZ310,587 shares · 1.4% of their software · price +$3.9M$19.1MFlat
- VeriskVRSK173,276 shares · 1.3% of their software · price +$631K$18.4MFlat
- WorkdayWDAY152,895 shares · 1.3% of their software · price −$916K$18.3M+$846K
- CoStarCSGP41,753 shares · 1.3% of their software · price +$2.1M$17.3MFlat
- BroadridgeBR140,030 shares · 1.2% of their software · price +$758K$16.0MFlat
- SynopsysSNPS180,980 shares · 1.1% of their software$15.4MFlat
- VeriSign, Inc.VRSN110,150 shares · 1.1% of their software · price +$2.1M$15.2M+$13.0M
- CadenceCDNS350,667 shares · 1.1% of their software · price +$2.3M$15.1MNew · +$12.9M
- AkamaiAKAM204,275 shares · 1.1% of their software$14.8MFlat
- SS&CSSNC272,740 shares · 1.0% of their software$14.1M+$14.6M
- F5, Inc.FFIV524 shares · 0.0% of their software$91KFlat