Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q4 2018 · compared with Q3 2018
- Software
- $1.5B
- Weight of 13F
- 6.5%
- Names
- 21
- Net bought
- +$87.7M
Filed 15 February 2019 · SEC filing.
431 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
- MicrosoftMSFT6,612,595 shares · 46.3% of their software · price −$84.6M$707M+$43.2M
- OracleORCL2,927,072 shares · 9.9% of their software · price −$18.8M$151M+$8.5M
- AdobeADBE472,499 shares · 8.0% of their software · price −$20.7M$123M+$7.0M
- SalesforceCRM655,593 shares · 6.8% of their software · price −$14.5M$105M+$5.7M
- Automatic Data Processing, Inc.ADP463,097 shares · 4.5% of their software · price −$9.0M$68.6M+$3.5M
- IntuitINTU253,828 shares · 3.8% of their software · price −$7.8M$58.6M+$3.3M
- AutodeskADSK255,037 shares · 2.7% of their software · price −$7.0M$40.8M+$1.6M
- Fiserv, Inc.FISV464,722 shares · 2.6% of their software · price −$4.1M$39.2M+$2.0M
- Roper Technologies, Inc.ROP114,928 shares · 2.3% of their software · price −$3.4M$35.2M+$1.6M
- Paychex, Inc.PAYX422,835 shares · 2.1% of their software · price −$3.6M$31.8M+$1.4M
- VeriskVRSK183,222 shares · 1.5% of their software · price −$2.1M$22.7M+$1.2M
- NetApp, Inc.NTAP352,624 shares · 1.5% of their software · price −$9.2M$22.4M+$1.9M
- VeriSign, Inc.VRSN118,564 shares · 1.4% of their software · price −$1.4M$20.8M+$1.2M
- SynopsysSNPS189,476 shares · 1.2% of their software · price −$2.7M$19.1M+$838K
- CadenceCDNS367,132 shares · 1.2% of their software · price −$676K$19.0M+$746K
- CoStarCSGP43,712 shares · 1.2% of their software · price −$3.6M$17.8M+$824K
- SS&CSSNC289,171 shares · 1.1% of their software · price −$3.4M$16.3M+$921K
- AkamaiAKAM217,361 shares · 1.0% of their software · price −$2.6M$15.4M+$878K
- BroadridgeBR146,602 shares · 1.0% of their software · price −$5.2M$14.6M+$867K
- F5, Inc.FFIV2,567 shares · 0.0% of their software$433KFlat
- FortinetFTNT2,731 shares · 0.0% of their software$227KFlat