Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2023 · compared with Q1 2023
- Software
- $7.2B
- Weight of 13F
- 11.7%
- Names
- 45
- Net bought
- +$267M
Filed 16 August 2023 · SEC filing.
506 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
- MicrosoftMSFT10,714,816 shares · 49.7% of their software · price +$560M$3.6B+$173M
- AdobeADBE728,429 shares · 4.9% of their software · price +$75.5M$352M+$5.3M
- SalesforceCRM1,599,705 shares · 4.7% of their software · price +$18.4M$337M−$5.2M
- OracleORCL2,616,456 shares · 4.3% of their software · price +$68.5M$308M+$12.8M
- IntuitINTU508,508 shares · 3.2% of their software · price +$6.3M$232M+$41.8M
- ServiceNowNOW316,935 shares · 2.4% of their software · price +$30.8M$174M+$6.6M
- Palo Alto NetworksPANW593,094 shares · 2.1% of their software · price +$33.1M$150M−$4.3M
- Automatic Data Processing, Inc.ADP641,899 shares · 1.9% of their software · price −$1.8M$139M−$4.4M
- CadenceCDNS583,240 shares · 1.8% of their software · price +$14.2M$133M+$9.4M
- Uber Technologies, Inc.UBER3,034,057 shares · 1.8% of their software · price +$34.8M$129M+$28.0M
- SynopsysSNPS297,491 shares · 1.8% of their software · price +$14.6M$127M+$2.6M
- Fiserv, Inc.FISV990,188 shares · 1.7% of their software · price +$13.0M$123M−$8.1M
- FortinetFTNT1,459,477 shares · 1.5% of their software · price +$13.3M$110M−$14.9M
- AutodeskADSK507,874 shares · 1.4% of their software · price −$1.8M$105M+$25.1M
- WorkdayWDAY444,740 shares · 1.4% of their software · price +$8.6M$101M−$2.3M
- Roper Technologies, Inc.ROP199,913 shares · 1.3% of their software · price +$8.0M$95.2M−$8.5M
- CoStarCSGP893,480 shares · 1.1% of their software · price +$18.0M$80.5M+$1.7M
- SnowflakeSNOW439,326 shares · 1.1% of their software · price +$9.5M$77.2M−$4.2M
- Paychex, Inc.PAYX593,887 shares · 0.9% of their software · price −$1.6M$64.9M−$16.1M
- Block, Inc.XYZ854,336 shares · 0.8% of their software · price −$1.8M$55.0M−$20.8M
- The Trade DeskTTD635,590 shares · 0.7% of their software · price +$10.4M$49.2M−$1.4M
- CrowdStrikeCRWD293,144 shares · 0.6% of their software · price +$2.8M$42.2M+$1.4M
- AtlassianTEAM252,800 shares · 0.6% of their software · price −$849K$40.9MNew · +$43.3M
- VeriskVRSK180,696 shares · 0.6% of their software · price +$6.2M$40.3M−$3.6M
- MongoDBMDB99,876 shares · 0.6% of their software · price +$17.8M$40.2M−$3.5M
- VeevaVEEV192,976 shares · 0.5% of their software · price +$2.7M$37.7MFlat
- PalantirPLTR2,471,802 shares · 0.5% of their software · price +$17.0M$37.6MNew · +$20.9M
- VeriSign, Inc.VRSN160,637 shares · 0.5% of their software · price +$2.4M$35.8M+$1.5M
- HubSpotHUBS67,514 shares · 0.5% of their software · price +$7.0M$34.9M−$4.1M
- DatadogDDOG359,777 shares · 0.5% of their software · price +$9.3M$34.7M−$591K
- NetApp, Inc.NTAP450,936 shares · 0.5% of their software · price +$5.7M$34.3M−$896K
- Fair IsaacFICO43,016 shares · 0.5% of their software · price +$4.6M$34.3M−$5.0M
- BroadridgeBR190,212 shares · 0.4% of their software · price +$3.6M$31.1M−$1.6M
- SS&CSSNC496,684 shares · 0.4% of their software · price +$2.1M$30.0M+$22.2M
- Tyler TechnologiesTYL71,181 shares · 0.4% of their software · price +$4.4M$29.3MFlat
- AkamaiAKAM319,298 shares · 0.4% of their software · price +$3.7M$28.5MFlat
- ZoomZM421,207 shares · 0.4% of their software · price −$2.5M$28.5M+$3.2M
- PTCPTC199,138 shares · 0.4% of their software · price +$2.8M$28.4MFlat
- CloudflareNET438,342 shares · 0.4% of their software · price +$1.6M$28.1MFlat
- PaycomPAYC81,793 shares · 0.4% of their software · price +$1.4M$25.7MFlat
- FactSetFDS61,283 shares · 0.3% of their software · price −$885K$24.2M+$1.9M
- ZscalerZS156,173 shares · 0.3% of their software · price +$4.6M$22.6MNew · +$18.2M
- GoDaddyGDDY36,739 shares · 0.0% of their software$2.7MNew · +$2.9M
- Gen DigitalGEN2,458 shares · 0.0% of their software$45K−$22.7M
- TrimbleTRMB175 shares · 0.0% of their software$9K−$23.6M