Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q3 2023 · compared with Q2 2023
- Software
- $7.0B
- Weight of 13F
- 11.2%
- Names
- 46
- Net bought
- +$81.3M
Filed 15 November 2023 · SEC filing.
514 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
- MicrosoftMSFT10,864,930 shares · 48.6% of their software · price −$269M$3.4B+$51.1M
- AdobeADBE733,608 shares · 5.3% of their software · price +$15.3M$371MFlat
- SalesforceCRM1,598,059 shares · 4.6% of their software · price −$13.6M$324MFlat
- OracleORCL2,669,831 shares · 4.0% of their software · price −$35.2M$280M+$6.4M
- IntuitINTU515,411 shares · 3.7% of their software · price +$27.2M$259M+$3.2M
- ServiceNowNOW319,702 shares · 2.5% of their software · price −$962K$174MFlat
- Automatic Data Processing, Inc.ADP651,993 shares · 2.2% of their software · price +$13.6M$155M+$2.2M
- Palo Alto NetworksPANW606,876 shares · 2.0% of their software · price −$12.8M$138M+$3.5M
- Uber Technologies, Inc.UBER3,107,644 shares · 2.0% of their software · price +$8.8M$138M+$3.2M
- CadenceCDNS598,058 shares · 2.0% of their software$137M+$3.5M
- SynopsysSNPS303,666 shares · 1.9% of their software · price +$7.2M$135M+$2.7M
- Fiserv, Inc.FISV996,856 shares · 1.6% of their software · price −$13.1M$114MFlat
- AutodeskADSK522,520 shares · 1.5% of their software · price +$1.2M$105M+$3.0M
- WorkdayWDAY451,535 shares · 1.5% of their software · price −$5.0M$104M+$1.5M
- Roper Technologies, Inc.ROP202,237 shares · 1.4% of their software · price +$704K$97.8M+$1.1M
- FortinetFTNT1,518,121 shares · 1.2% of their software · price −$25.7M$87.2M+$4.4M
- CoStarCSGP910,057 shares · 1.0% of their software · price −$11.0M$69.4M+$1.5M
- Paychex, Inc.PAYX606,657 shares · 1.0% of their software · price +$2.1M$68.4M+$1.4M
- SnowflakeSNOW448,264 shares · 0.9% of their software · price −$10.4M$65.9M+$1.6M
- The Trade DeskTTD624,906 shares · 0.7% of their software · price +$581K$46.5M−$825K
- CrowdStrikeCRWD284,383 shares · 0.7% of their software · price +$5.8M$45.6M−$1.3M
- AtlassianTEAM230,300 shares · 0.6% of their software · price +$7.8M$44.1M−$3.8M
- VeriskVRSK177,378 shares · 0.6% of their software · price +$1.8M$42.8M−$750K
- Block, Inc.XYZ899,950 shares · 0.6% of their software · price −$20.1M$40.3M+$3.0M
- VeevaVEEV186,918 shares · 0.5% of their software · price +$1.1M$37.3M−$1.2M
- Fair IsaacFICO41,091 shares · 0.5% of their software · price +$2.4M$35.8M−$1.6M
- PalantirPLTR2,477,363 shares · 0.5% of their software · price +$1.7M$34.6MFlat
- VeriSign, Inc.VRSN165,426 shares · 0.5% of their software · price −$3.9M$33.1M+$1.1M
- BroadridgeBR180,097 shares · 0.5% of their software · price +$2.4M$32.8M−$1.7M
- MongoDBMDB100,455 shares · 0.5% of their software · price −$6.5M$32.7MFlat
- NetApp, Inc.NTAP434,216 shares · 0.5% of their software$32.5M−$1.3M
- AkamaiAKAM299,493 shares · 0.5% of their software · price +$5.0M$31.8M−$1.8M
- HubSpotHUBS67,300 shares · 0.5% of their software · price −$2.7M$31.5MFlat
- DatadogDDOG359,153 shares · 0.4% of their software · price −$2.6M$31.1MFlat
- ZoomZM420,852 shares · 0.4% of their software · price +$867K$28.7MFlat
- PTCPTC199,101 shares · 0.4% of their software$27.5MFlat
- Tyler TechnologiesTYL71,861 shares · 0.4% of their software · price −$2.2M$27.4MFlat
- FactSetFDS59,247 shares · 0.4% of their software · price +$2.2M$25.6M−$816K
- CloudflareNET439,829 shares · 0.4% of their software · price −$1.0M$24.9MFlat
- ZscalerZS155,172 shares · 0.3% of their software · price +$1.4M$23.0MFlat
- OktaOKTA275,810 shares · 0.3% of their software · price +$3.4M$22.0MNew · +$19.1M
- PaycomPAYC84,502 shares · 0.3% of their software · price −$5.2M$21.4M+$870K
- SS&CSSNC115,901 shares · 0.1% of their software · price −$934K$6.1M−$23.1M
- GoDaddyGDDY36,739 shares · 0.0% of their software$2.6MFlat
- Gen DigitalGEN2,458 shares · 0.0% of their software$45KFlat
- TrimbleTRMB175 shares · 0.0% of their software$9KFlat