Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2024 · compared with Q4 2023
- Software
- $9.6B
- Weight of 13F
- 11.5%
- Names
- 48
- Net bought
- +$255M
Filed 14 May 2024 · SEC filing.
539 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
- MicrosoftMSFT11,289,086 shares · 49.6% of their software · price +$504M$4.7B+$80.0M
- SalesforceCRM1,654,343 shares · 5.2% of their software · price +$62.9M$498M+$6.3M
- AdobeADBE762,373 shares · 4.0% of their software · price −$70.1M$385M+$8.4M
- OracleORCL2,798,044 shares · 3.7% of their software · price +$56.5M$351M+$8.0M
- IntuitINTU540,342 shares · 3.7% of their software · price +$13.5M$351M+$7.3M
- ServiceNowNOW329,354 shares · 2.6% of their software · price +$18.4M$251M+$2.7M
- Uber Technologies, Inc.UBER3,168,829 shares · 2.5% of their software · price +$48.9M$244MFlat
- CadenceCDNS626,944 shares · 2.0% of their software · price +$24.4M$195M+$3.0M
- SynopsysSNPS317,703 shares · 1.9% of their software · price +$18.0M$182M+$3.0M
- Palo Alto NetworksPANW630,560 shares · 1.9% of their software · price −$6.8M$179M+$2.4M
- Automatic Data Processing, Inc.ADP667,978 shares · 1.7% of their software · price +$11.2M$167MFlat
- Fiserv, Inc.FISV1,011,325 shares · 1.7% of their software · price +$27.3M$162MFlat
- AutodeskADSK551,532 shares · 1.5% of their software · price +$9.3M$144M+$2.9M
- WorkdayWDAY474,860 shares · 1.4% of their software · price −$1.6M$130M+$2.8M
- Roper Technologies, Inc.ROP211,677 shares · 1.2% of their software · price +$3.3M$119M+$2.6M
- FortinetFTNT1,608,357 shares · 1.1% of their software · price +$15.7M$110M+$2.8M
- CoStarCSGP971,663 shares · 1.0% of their software · price +$8.9M$93.9M+$3.0M
- CrowdStrikeCRWD262,810 shares · 0.9% of their software · price +$17.2M$84.3M−$5.5M
- Paychex, Inc.PAYX629,799 shares · 0.8% of their software · price +$2.3M$77.3M+$1.2M
- Block, Inc.XYZ910,694 shares · 0.8% of their software · price +$6.6M$77.0MFlat
- SnowflakeSNOW473,016 shares · 0.8% of their software · price −$17.7M$76.4M+$3.4M
- The Trade DeskTTD678,372 shares · 0.6% of their software · price +$10.5M$59.3M+$3.8M
- PalantirPLTR2,548,163 shares · 0.6% of their software · price +$14.9M$58.6M+$1.2M
- Fair IsaacFICO38,592 shares · 0.5% of their software · price +$3.3M$48.2M−$2.9M
- VeevaVEEV200,888 shares · 0.5% of their software · price +$7.9M$46.5M+$2.7M
- NetApp, Inc.NTAP431,178 shares · 0.5% of their software · price +$7.2M$45.3MFlat
- AtlassianTEAM229,200 shares · 0.5% of their software · price −$9.8M$44.7MFlat
- DatadogDDOG343,488 shares · 0.4% of their software · price +$763K$42.5M−$1.9M
- HubSpotHUBS67,067 shares · 0.4% of their software · price +$3.1M$42.0MFlat
- VeriskVRSK177,438 shares · 0.4% of their software · price −$555K$41.8MFlat
- CloudflareNET425,090 shares · 0.4% of their software · price +$5.8M$41.2M−$1.2M
- Corpay, Inc.CPAY123,480 shares · 0.4% of their software · price +$3.2M$38.1MNew · +$34.9M
- PTCPTC195,791 shares · 0.4% of their software · price +$2.7M$37.0M−$579K
- BroadridgeBR178,835 shares · 0.4% of their software$36.6MFlat
- MongoDBMDB100,037 shares · 0.4% of their software · price −$5.0M$35.9MFlat
- GoDaddyGDDY285,251 shares · 0.4% of their software · price +$3.6M$33.9M+$26.4M
- Check PointCHKP205,277 shares · 0.4% of their software · price +$2.3M$33.7MNew · +$31.4M
- VeriSign, Inc.VRSN171,730 shares · 0.3% of their software · price −$2.8M$32.5M+$1.3M
- SS&CSSNC497,792 shares · 0.3% of their software · price +$1.6M$32.0M+$23.3M
- AkamaiAKAM293,145 shares · 0.3% of their software · price −$2.8M$31.9M−$751K
- Tyler TechnologiesTYL71,846 shares · 0.3% of their software$30.5MFlat
- ZoomZM456,801 shares · 0.3% of their software · price −$3.0M$29.9M+$2.6M
- Manhattan AssociatesMANH109,500 shares · 0.3% of their software · price +$3.8M$27.4MNew · +$23.6M
- ZscalerZS139,691 shares · 0.3% of their software · price −$4.0M$26.9M−$3.4M
- FactSetFDS58,820 shares · 0.3% of their software · price −$1.3M$26.7MFlat
- DynatraceDT448,297 shares · 0.2% of their software · price −$3.7M$20.8MNew · +$24.5M
- Gen DigitalGEN2,458 shares · 0.0% of their software$55KFlat
- TrimbleTRMB175 shares · 0.0% of their software$11KFlat