Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2020 · compared with Q4 2019
- Software
- $2.7B
- Weight of 13F
- 9.1%
- Names
- 33
- Net bought
- +$27.9M
Filed 27 May 2020 · SEC filing.
483 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
- MicrosoftMSFT8,173,919 shares · 47.8% of their software$1.3B+$13.3M
- AdobeADBE576,639 shares · 6.8% of their software · price −$6.7M$184M+$2.0M
- SalesforceCRM1,005,670 shares · 5.4% of their software · price −$18.8M$145M+$2.2M
- OracleORCL2,835,232 shares · 5.1% of their software · price −$13.2M$137M+$1.6M
- ShopifySHOP136,948 shares · 3.0% of their software · price +$2.6M$80.7M+$1.4M
- IntuitINTU337,757 shares · 2.9% of their software · price −$10.8M$77.7M+$1.4M
- Automatic Data Processing, Inc.ADP541,768 shares · 2.7% of their software · price −$18.3M$74.0M+$1.0M
- Fiserv, Inc.FISV775,329 shares · 2.7% of their software · price −$16.0M$73.6M+$1.5M
- ServiceNowNOW235,210 shares · 2.5% of their software · price +$1.0M$67.4MFlat
- AutodeskADSK310,344 shares · 1.8% of their software · price −$8.5M$48.4M+$811K
- Roper Technologies, Inc.ROP139,657 shares · 1.6% of their software · price −$5.9M$43.5M+$551K
- VeriskVRSK228,723 shares · 1.2% of their software · price −$2.3M$31.9MFlat
- Paychex, Inc.PAYX473,199 shares · 1.1% of their software · price −$10.5M$29.8MFlat
- WorkdayWDAY227,943 shares · 1.1% of their software · price −$7.8M$29.7MFlat
- CoStarCSGP50,030 shares · 1.1% of their software · price −$555K$29.4MFlat
- VeevaVEEV182,920 shares · 1.1% of their software · price +$2.9M$28.6MFlat
- VeriSign, Inc.VRSN153,848 shares · 1.0% of their software · price −$1.9M$27.7MFlat
- SynopsysSNPS214,127 shares · 1.0% of their software · price −$2.2M$27.6MFlat
- CadenceCDNS416,825 shares · 1.0% of their software · price −$1.4M$27.5MFlat
- Block, Inc.XYZ498,138 shares · 1.0% of their software · price −$5.1M$26.1MFlat
- FortinetFTNT253,918 shares · 1.0% of their software · price −$1.4M$25.7MFlat
- AkamaiAKAM262,533 shares · 0.9% of their software · price +$1.3M$24.0MFlat
- OktaOKTA181,780 shares · 0.8% of their software · price +$1.3M$22.2MFlat
- Palo Alto NetworksPANW135,292 shares · 0.8% of their software · price −$9.1M$22.2MFlat
- OpenTextOTEX438,287 shares · 0.8% of their software · price −$4.0M$21.6MFlat
- Gen DigitalGEN1,010,103 shares · 0.7% of their software · price −$6.9M$18.9MFlat
- SS&CSSNC404,283 shares · 0.7% of their software · price −$7.1M$17.7MFlat
- BroadridgeBR185,425 shares · 0.7% of their software · price −$5.3M$17.6MFlat
- GoDaddyGDDY304,567 shares · 0.6% of their software · price −$3.3M$17.4MFlat
- NetApp, Inc.NTAP404,670 shares · 0.6% of their software · price −$8.3M$16.9MFlat
- TwilioTWLO186,948 shares · 0.6% of their software · price −$1.6M$16.7MFlat
- PaycomPAYC809 shares · 0.0% of their software$163KFlat
- F5, Inc.FFIV658 shares · 0.0% of their software$70KFlat