Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2022 · compared with Q1 2022
- Software
- $5.0B
- Weight of 13F
- 10.2%
- Names
- 48
- Net bought
- +$765M
Filed 17 August 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
- MicrosoftMSFT9,425,772 shares · 48.8% of their software · price −$485M$2.4B+$192M
- AdobeADBE657,522 shares · 4.8% of their software · price −$58.9M$241M+$20.0M
- SalesforceCRM1,340,549 shares · 4.5% of their software · price −$63.4M$221M+$18.5M
- OracleORCL2,643,561 shares · 3.7% of their software · price −$34.0M$185M+$20.0M
- IntuitINTU390,146 shares · 3.0% of their software · price −$37.2M$150M+$13.0M
- ServiceNowNOW295,024 shares · 2.8% of their software · price −$24.0M$140M+$12.4M
- Automatic Data Processing, Inc.ADP639,104 shares · 2.7% of their software · price −$11.2M$134M+$10.6M
- Fiserv, Inc.FISV938,514 shares · 1.7% of their software · price −$11.7M$83.5M+$6.7M
- CadenceCDNS554,706 shares · 1.7% of their software · price −$8.0M$83.2M+$10.0M
- SynopsysSNPS273,128 shares · 1.7% of their software · price −$8.1M$82.9M+$8.3M
- FortinetFTNT1,422,565 shares · 1.6% of their software · price −$406M$80.5M+$400M
- Roper Technologies, Inc.ROP187,528 shares · 1.5% of their software · price −$14.5M$74.0M+$9.4M
- Palo Alto NetworksPANW141,821 shares · 1.4% of their software · price −$18.2M$70.1M+$4.6M
- Paychex, Inc.PAYX574,798 shares · 1.3% of their software · price −$13.0M$65.5M+$6.2M
- AutodeskADSK363,755 shares · 1.3% of their software · price −$15.4M$62.6M+$5.7M
- CrowdStrikeCRWD318,538 shares · 1.1% of their software · price −$18.6M$53.7M+$4.0M
- Block, Inc.XYZ790,358 shares · 1.0% of their software · price −$58.6M$48.6M+$6.9M
- Uber Technologies, Inc.UBER2,161,794 shares · 0.9% of their software · price −$32.9M$44.2M+$5.2M
- SnowflakeSNOW309,505 shares · 0.9% of their software · price −$27.9M$43.0M+$3.0M
- WorkdayWDAY290,780 shares · 0.8% of their software · price −$29.0M$40.6M+$3.6M
- VeevaVEEV195,729 shares · 0.8% of their software · price −$2.8M$38.8MFlat
- ZoomZM338,047 shares · 0.7% of their software · price −$3.1M$36.5MFlat
- VeriskVRSK195,531 shares · 0.7% of their software · price −$8.1M$33.8MFlat
- CoStarCSGP544,386 shares · 0.7% of their software · price −$3.4M$32.9MFlat
- DatadogDDOG324,955 shares · 0.6% of their software · price −$18.3M$30.9MFlat
- NetApp, Inc.NTAP432,905 shares · 0.6% of their software · price −$7.7M$28.2M+$902K
- BroadridgeBR195,239 shares · 0.6% of their software · price −$2.6M$27.8MFlat
- The Trade DeskTTD662,863 shares · 0.6% of their software · price −$18.1M$27.8MFlat
- TrimbleTRMB445,683 shares · 0.5% of their software · price −$6.2M$26.0MFlat
- VeriSign, Inc.VRSN149,650 shares · 0.5% of their software · price −$8.3M$25.0MFlat
- SS&CSSNC420,486 shares · 0.5% of their software · price −$7.1M$24.4M+$580K
- MongoDBMDB93,946 shares · 0.5% of their software · price −$17.3M$24.4MFlat
- Gen DigitalGEN1,099,587 shares · 0.5% of their software · price −$5.0M$24.1M+$595K
- PaycomPAYC84,846 shares · 0.5% of their software · price −$5.6M$23.8MFlat
- AkamaiAKAM260,181 shares · 0.5% of their software · price −$7.3M$23.8MFlat
- PalantirPLTR2,571,515 shares · 0.5% of their software · price −$12.0M$23.3MFlat
- FactSetFDS60,398 shares · 0.5% of their software · price −$3.0M$23.2MFlat
- Tyler TechnologiesTYL68,908 shares · 0.5% of their software · price −$7.7M$22.9MFlat
- HubSpotHUBS71,080 shares · 0.4% of their software · price −$12.4M$21.4MFlat
- TwilioTWLO247,209 shares · 0.4% of their software · price −$20.0M$20.7MFlat
- ZscalerZS136,937 shares · 0.4% of their software · price −$12.6M$20.5MFlat
- DocuSignDOCU349,607 shares · 0.4% of their software · price −$17.4M$20.1MFlat
- OktaOKTA214,981 shares · 0.4% of their software · price −$13.0M$19.4MFlat
- CloudflareNET389,360 shares · 0.3% of their software · price −$29.6M$17.0MFlat
- ZoomInfoZI510,200 shares · 0.3% of their software$17.0MFlat
- F5, Inc.FFIV24,407 shares · 0.1% of their software · price −$1.4M$3.7M+$650K
- PTCPTC10,214 shares · 0.0% of their software$1.1MFlat
- Fair IsaacFICO921 shares · 0.0% of their software$369KFlat