Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q4 2020 · compared with Q3 2020
- Software
- $4.0B
- Weight of 13F
- 9.6%
- Names
- 33
- Net bought
- +$123M
Filed 19 February 2021 · SEC filing.
447 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
- MicrosoftMSFT8,466,552 shares · 47.6% of their software · price +$102M$1.9B+$27.0M
- AdobeADBE585,004 shares · 7.4% of their software · price +$5.7M$293M+$3.6M
- SalesforceCRM1,099,626 shares · 6.2% of their software · price −$31.7M$245M+$20.2M
- OracleORCL2,603,958 shares · 4.3% of their software · price +$13.0M$168M−$10.8M
- IntuitINTU336,836 shares · 3.2% of their software · price +$18.1M$128M+$1.3M
- Automatic Data Processing, Inc.ADP568,287 shares · 2.5% of their software · price +$20.9M$100M+$1.5M
- AutodeskADSK293,715 shares · 2.3% of their software · price +$21.8M$89.7MFlat
- Fiserv, Inc.FISV767,673 shares · 2.2% of their software · price +$8.3M$87.4M+$1.2M
- ZoomZM230,252 shares · 2.0% of their software · price −$30.6M$77.7M+$24.0M
- SynopsysSNPS251,825 shares · 1.7% of their software · price +$11.4M$65.3M+$994K
- CadenceCDNS459,304 shares · 1.6% of their software · price +$13.7M$62.7MFlat
- Roper Technologies, Inc.ROP143,873 shares · 1.6% of their software · price +$5.2M$62.0M+$2.2M
- Uber Technologies, Inc.UBER1,207,449 shares · 1.6% of their software · price +$17.5M$61.6MFlat
- VeevaVEEV206,370 shares · 1.4% of their software · price −$1.8M$56.2M+$1.6M
- CoStarCSGP54,777 shares · 1.3% of their software · price +$4.2M$50.6M+$1.1M
- Paychex, Inc.PAYX506,322 shares · 1.2% of their software · price +$6.8M$47.2MFlat
- VeriskVRSK226,042 shares · 1.2% of their software · price +$5.0M$46.9M+$1.5M
- CrowdStrikeCRWD203,569 shares · 1.1% of their software · price +$15.2M$43.1MNew · +$28.0M
- The Trade DeskTTD53,000 shares · 1.1% of their software · price +$15.0M$42.5M−$6.0M
- VeriSign, Inc.VRSN160,012 shares · 0.9% of their software · price +$1.8M$34.6M+$1.9M
- FortinetFTNT225,468 shares · 0.8% of their software · price +$6.9M$33.5M+$1.1M
- PaycomPAYC73,429 shares · 0.8% of their software · price +$10.3M$33.2M−$947K
- BroadridgeBR192,466 shares · 0.7% of their software · price +$4.1M$29.5MFlat
- SS&CSSNC397,092 shares · 0.7% of their software · price +$4.9M$28.9MFlat
- Tyler TechnologiesTYL63,579 shares · 0.7% of their software · price +$5.6M$27.8MFlat
- NetApp, Inc.NTAP417,284 shares · 0.7% of their software · price +$9.3M$27.6M+$17.3M
- TrimbleTRMB407,748 shares · 0.7% of their software · price +$7.4M$27.2M−$1.8M
- DatadogDDOG255,500 shares · 0.6% of their software · price −$950K$25.2MNew · +$26.1M
- Fair IsaacFICO48,900 shares · 0.6% of their software · price +$4.2M$25.0MFlat
- GoDaddyGDDY285,584 shares · 0.6% of their software · price +$2.0M$23.7MFlat
- FactSetFDS68,527 shares · 0.6% of their software$22.8MFlat
- Gen DigitalGEN132,977 shares · 0.1% of their software$2.8M−$19.5M
- F5, Inc.FFIV7,681 shares · 0.0% of their software$1.4MFlat