Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2019 · compared with Q1 2019
- Software
- $2.0B
- Weight of 13F
- 6.9%
- Names
- 24
- Net bought
- +$138M
Filed 14 August 2019 · SEC filing.
474 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
- MicrosoftMSFT7,255,099 shares · 47.8% of their software · price +$116M$972M+$45.8M
- OracleORCL3,205,683 shares · 9.0% of their software · price +$10.5M$183M+$8.9M
- AdobeADBE516,343 shares · 7.5% of their software · price +$14.5M$152M+$6.9M
- SalesforceCRM726,718 shares · 5.4% of their software · price −$4.8M$110M+$7.2M
- Automatic Data Processing, Inc.ADP504,052 shares · 4.1% of their software · price +$2.8M$83.3M+$3.8M
- IntuitINTU277,376 shares · 3.6% of their software$72.5M+$3.6M
- ShopifySHOP141,121 shares · 2.7% of their software · price +$13.2M$55.5MNew · +$29.2M
- Roper Technologies, Inc.ROP132,369 shares · 2.4% of their software · price +$3.2M$48.5M+$4.4M
- Fiserv, Inc.FISV509,335 shares · 2.3% of their software · price +$1.5M$46.4M+$2.4M
- AutodeskADSK268,600 shares · 2.2% of their software · price +$1.9M$43.8M+$618K
- Paychex, Inc.PAYX427,813 shares · 1.7% of their software · price +$894K$35.2M−$794K
- VeriskVRSK220,056 shares · 1.6% of their software · price +$3.0M$32.2M+$3.9M
- CadenceCDNS420,618 shares · 1.5% of their software · price +$3.1M$29.8M+$2.4M
- SynopsysSNPS212,653 shares · 1.3% of their software · price +$2.9M$27.4M+$1.7M
- VeriSign, Inc.VRSN130,788 shares · 1.3% of their software · price +$3.6M$27.4M+$1.3M
- CoStarCSGP48,541 shares · 1.3% of their software · price +$4.3M$26.9M+$1.4M
- Palo Alto NetworksPANW122,941 shares · 1.2% of their software · price −$4.8M$25.1MNew · +$29.9M
- BroadridgeBR164,275 shares · 1.0% of their software · price +$3.9M$21.0M+$1.2M
- NetApp, Inc.NTAP333,719 shares · 1.0% of their software · price −$2.5M$20.6M−$2.2M
- SS&CSSNC327,757 shares · 0.9% of their software · price −$2.0M$18.9M+$1.7M
- VeevaVEEV7,033 shares · 0.1% of their software$1.1MNew · +$892K
- FortinetFTNT6,508 shares · 0.0% of their software$500KFlat
- TrimbleTRMB4,270 shares · 0.0% of their software$193KNew · Flat
- F5, Inc.FFIV1,201 shares · 0.0% of their software$175KFlat