Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2019 · compared with Q4 2018
- Software
- $1.7B
- Weight of 13F
- 6.7%
- Names
- 21
- Net bought
- +$53.3M
Filed 15 May 2019 · SEC filing.
434 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
- MicrosoftMSFT6,866,507 shares · 47.3% of their software · price +$112M$810M+$25.8M
- OracleORCL3,039,657 shares · 9.5% of their software · price +$26.0M$163M+$5.1M
- AdobeADBE490,480 shares · 7.6% of their software · price +$19.7M$131M+$4.1M
- SalesforceCRM681,137 shares · 6.3% of their software · price +$14.6M$108M+$3.5M
- Automatic Data Processing, Inc.ADP480,248 shares · 4.5% of their software · price +$13.7M$76.7M+$2.2M
- IntuitINTU263,488 shares · 4.0% of their software · price +$17.0M$68.9M+$1.9M
- Fiserv, Inc.FISV482,453 shares · 2.5% of their software · price +$7.1M$42.6M+$1.3M
- AutodeskADSK264,631 shares · 2.4% of their software · price +$7.2M$41.2M+$1.2M
- Roper Technologies, Inc.ROP119,380 shares · 2.4% of their software · price +$9.0M$40.8M+$1.2M
- Paychex, Inc.PAYX437,717 shares · 2.1% of their software · price +$6.6M$35.1M+$970K
- VeriskVRSK191,000 shares · 1.5% of their software · price +$4.6M$25.4M+$848K
- NetApp, Inc.NTAP365,250 shares · 1.5% of their software · price +$3.5M$25.3M+$753K
- CadenceCDNS382,929 shares · 1.4% of their software · price +$7.7M$24.3M+$687K
- SynopsysSNPS197,626 shares · 1.3% of their software · price +$6.1M$22.8M+$687K
- VeriSign, Inc.VRSN123,506 shares · 1.3% of their software · price +$4.1M$22.4M+$733K
- CoStarCSGP45,591 shares · 1.2% of their software · price +$5.9M$21.3M+$634K
- SS&CSSNC301,398 shares · 1.1% of their software · price +$5.6M$19.2M+$552K
- AkamaiAKAM226,564 shares · 0.9% of their software · price +$2.4M$16.2M+$562K
- BroadridgeBR152,908 shares · 0.9% of their software · price +$1.1M$15.9M+$607K
- F5, Inc.FFIV2,567 shares · 0.0% of their software$403KFlat
- FortinetFTNT2,731 shares · 0.0% of their software$229KFlat