Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q4 2023 · compared with Q3 2023
- Software
- $8.5B
- Weight of 13F
- 11.9%
- Names
- 46
- Net bought
- +$133M
Filed 7 February 2024 · SEC filing.
513 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
- MicrosoftMSFT11,076,269 shares · 48.9% of their software · price +$668M$4.2B+$66.7M
- AdobeADBE748,264 shares · 5.2% of their software · price +$64.9M$446M+$7.5M
- SalesforceCRM1,630,240 shares · 5.0% of their software · price +$98.4M$429M+$6.5M
- IntuitINTU528,632 shares · 3.9% of their software · price +$60.3M$330M+$6.8M
- OracleORCL2,722,472 shares · 3.4% of their software · price −$1.3M$287M+$5.6M
- ServiceNowNOW325,594 shares · 2.7% of their software · price +$48.0M$230M+$3.3M
- Uber Technologies, Inc.UBER3,183,873 shares · 2.3% of their software · price +$49.6M$196M+$3.5M
- Palo Alto NetworksPANW622,330 shares · 2.2% of their software · price +$37.6M$184M+$3.6M
- CadenceCDNS615,825 shares · 2.0% of their software · price +$23.4M$168M+$4.2M
- SynopsysSNPS311,789 shares · 1.9% of their software · price +$17.4M$161M+$3.7M
- Automatic Data Processing, Inc.ADP664,628 shares · 1.8% of their software · price −$5.1M$155M+$3.0M
- Fiserv, Inc.FISV1,013,451 shares · 1.6% of their software · price +$20.1M$135M+$1.9M
- AutodeskADSK539,552 shares · 1.5% of their software · price +$19.7M$131M+$3.5M
- WorkdayWDAY464,675 shares · 1.5% of their software · price +$28.4M$128M+$2.8M
- Roper Technologies, Inc.ROP206,858 shares · 1.3% of their software · price +$12.6M$113M+$2.2M
- FortinetFTNT1,559,994 shares · 1.1% of their software$91.3M+$2.5M
- SnowflakeSNOW455,787 shares · 1.1% of their software · price +$21.1M$90.7M+$1.1M
- CoStarCSGP937,445 shares · 1.0% of their software · price +$9.8M$81.9M+$2.1M
- Paychex, Inc.PAYX619,589 shares · 0.9% of their software · price +$2.3M$73.8M+$1.5M
- CrowdStrikeCRWD284,383 shares · 0.9% of their software · price +$25.0M$72.6MFlat
- Block, Inc.XYZ914,360 shares · 0.8% of their software · price +$30.3M$70.7M+$638K
- AtlassianTEAM230,300 shares · 0.6% of their software · price +$8.4M$54.8MFlat
- Fair IsaacFICO41,091 shares · 0.6% of their software · price +$12.1M$47.8MFlat
- The Trade DeskTTD624,906 shares · 0.5% of their software · price −$3.9M$45.0MFlat
- DatadogDDOG359,153 shares · 0.5% of their software · price +$10.9M$43.6MFlat
- PalantirPLTR2,477,363 shares · 0.5% of their software · price +$2.9M$42.5MFlat
- VeriskVRSK177,378 shares · 0.5% of their software$42.4MFlat
- MongoDBMDB100,455 shares · 0.5% of their software · price +$6.3M$41.1MFlat
- HubSpotHUBS67,300 shares · 0.5% of their software · price +$5.9M$39.1MFlat
- NetApp, Inc.NTAP434,216 shares · 0.4% of their software · price +$5.3M$38.3MFlat
- BroadridgeBR180,097 shares · 0.4% of their software · price +$4.8M$37.1MFlat
- CloudflareNET439,829 shares · 0.4% of their software · price +$8.9M$36.6MFlat
- VeevaVEEV186,918 shares · 0.4% of their software · price −$2.0M$36.0MFlat
- AkamaiAKAM299,493 shares · 0.4% of their software · price +$3.5M$35.4MFlat
- PTCPTC199,101 shares · 0.4% of their software · price +$6.6M$34.8MFlat
- ZscalerZS155,172 shares · 0.4% of their software · price +$10.2M$34.4MFlat
- VeriSign, Inc.VRSN165,426 shares · 0.4% of their software · price +$567K$34.1MFlat
- ZoomZM420,852 shares · 0.4% of their software · price +$829K$30.3MFlat
- Tyler TechnologiesTYL71,861 shares · 0.4% of their software · price +$2.3M$30.0MFlat
- FactSetFDS59,247 shares · 0.3% of their software · price +$2.4M$28.3MFlat
- OktaOKTA275,810 shares · 0.3% of their software · price +$2.5M$25.0MFlat
- PaycomPAYC84,502 shares · 0.2% of their software · price −$4.4M$17.5MFlat
- SS&CSSNC115,901 shares · 0.1% of their software · price +$993K$7.1MFlat
- GoDaddyGDDY36,739 shares · 0.0% of their software · price +$1.2M$3.9MFlat
- Gen DigitalGEN2,458 shares · 0.0% of their software$56KFlat
- TrimbleTRMB175 shares · 0.0% of their software$9KFlat