Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2022 · compared with Q4 2021
- Software
- $5.8B
- Weight of 13F
- 10.7%
- Names
- 48
- Net bought
- +$275M
Filed 13 May 2022 · SEC filing.
523 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
- MicrosoftMSFT8,801,702 shares · 46.5% of their software · price −$247M$2.7BFlat
- AdobeADBE613,659 shares · 4.8% of their software · price −$68.4M$280MFlat
- SalesforceCRM1,253,251 shares · 4.6% of their software · price −$52.4M$266M+$9.1M
- OracleORCL2,401,808 shares · 3.4% of their software · price −$10.8M$199M−$7.2M
- IntuitINTU363,147 shares · 3.0% of their software · price −$59.0M$175M+$3.2M
- ServiceNowNOW272,695 shares · 2.6% of their software · price −$25.1M$152M+$13.5M
- Automatic Data Processing, Inc.ADP592,521 shares · 2.3% of their software · price −$11.3M$135MFlat
- Block, Inc.XYZ739,415 shares · 1.7% of their software · price −$19.2M$100M+$34.6M
- Fiserv, Inc.FISV872,621 shares · 1.5% of their software · price −$2.1M$88.5MFlat
- FortinetFTNT253,257 shares · 1.5% of their software · price −$4.5M$86.5M+$23.9M
- Palo Alto NetworksPANW134,385 shares · 1.4% of their software · price +$8.8M$83.7M−$982K
- SynopsysSNPS248,357 shares · 1.4% of their software · price −$8.7M$82.8M+$6.7M
- CadenceCDNS493,831 shares · 1.4% of their software · price −$10.8M$81.2M+$7.8M
- Roper Technologies, Inc.ROP167,680 shares · 1.4% of their software · price −$3.3M$79.2M+$11.7M
- Paychex, Inc.PAYX529,567 shares · 1.2% of their software$72.3MFlat
- AutodeskADSK336,975 shares · 1.2% of their software · price −$22.5M$72.2M+$11.4M
- Uber Technologies, Inc.UBER2,017,029 shares · 1.2% of their software · price −$12.6M$72.0M+$21.2M
- CrowdStrikeCRWD301,130 shares · 1.2% of their software · price +$6.7M$68.4M+$5.2M
- SnowflakeSNOW296,442 shares · 1.2% of their software · price −$32.5M$67.9M+$25.6M
- WorkdayWDAY275,624 shares · 1.1% of their software · price −$9.3M$66.0M+$3.6M
- DatadogDDOG321,812 shares · 0.8% of their software · price −$8.6M$48.7M+$9.6M
- CloudflareNET387,777 shares · 0.8% of their software · price −$4.6M$46.4M+$11.9M
- The Trade DeskTTD657,768 shares · 0.8% of their software · price −$14.7M$45.6M+$6.1M
- VeriskVRSK195,526 shares · 0.7% of their software · price −$2.8M$42.0MFlat
- MongoDBMDB93,946 shares · 0.7% of their software · price −$8.1M$41.7M+$9.4M
- VeevaVEEV195,170 shares · 0.7% of their software · price −$8.4M$41.5M+$1.4M
- TwilioTWLO247,206 shares · 0.7% of their software · price −$24.4M$40.7M+$4.9M
- ZoomZM336,038 shares · 0.7% of their software · price −$22.4M$39.4M+$7.1M
- DocuSignDOCU347,633 shares · 0.6% of their software · price −$15.7M$37.2M+$10.9M
- CoStarCSGP544,386 shares · 0.6% of their software · price −$6.8M$36.3MFlat
- PalantirPLTR2,571,515 shares · 0.6% of their software · price −$11.5M$35.3M+$9.9M
- NetApp, Inc.NTAP422,032 shares · 0.6% of their software · price −$3.8M$35.0MFlat
- HubSpotHUBS71,039 shares · 0.6% of their software · price −$13.1M$33.7M+$8.2M
- VeriSign, Inc.VRSN149,649 shares · 0.6% of their software · price −$4.7M$33.3MFlat
- ZscalerZS136,934 shares · 0.6% of their software · price −$11.0M$33.0M+$7.0M
- OktaOKTA214,978 shares · 0.6% of their software · price −$15.7M$32.5M+$10.4M
- TrimbleTRMB440,758 shares · 0.5% of their software · price −$6.6M$31.8M+$1.9M
- AkamaiAKAM259,499 shares · 0.5% of their software · price +$610K$31.0M−$1.6M
- SS&CSSNC412,761 shares · 0.5% of their software · price −$2.9M$31.0M−$1.4M
- Tyler TechnologiesTYL68,612 shares · 0.5% of their software · price −$6.4M$30.5M+$2.3M
- ZoomInfoZI510,200 shares · 0.5% of their software$30.5MNew
- BroadridgeBR194,112 shares · 0.5% of their software · price −$5.3M$30.2M+$1.1M
- PaycomPAYC84,838 shares · 0.5% of their software · price −$5.8M$29.4M+$4.3M
- Gen DigitalGEN1,077,157 shares · 0.5% of their software · price +$582K$28.6M+$24.0M
- FactSetFDS60,397 shares · 0.4% of their software · price −$3.1M$26.2M−$905K
- F5, Inc.FFIV21,296 shares · 0.1% of their software · price −$762K$4.5MFlat
- PTCPTC8,911 shares · 0.0% of their software$960KFlat
- Fair IsaacFICO804 shares · 0.0% of their software$375KFlat