Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q2 2024 · compared with Q1 2024
- Software
- $10.1B
- Weight of 13F
- 11.7%
- Names
- 50
- Net bought
- +$338M
Filed 13 August 2024 · SEC filing.
546 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
- MicrosoftMSFT11,521,978 shares · 50.8% of their software · price +$302M$5.1B+$98.0M
- SalesforceCRM1,693,688 shares · 4.3% of their software · price −$74.7M$435M+$11.8M
- AdobeADBE776,444 shares · 4.3% of their software · price +$39.6M$431M+$7.1M
- OracleORCL2,844,857 shares · 4.0% of their software · price +$44.4M$402M+$5.9M
- IntuitINTU551,910 shares · 3.6% of their software · price +$4.0M$363M+$7.5M
- ServiceNowNOW338,540 shares · 2.6% of their software · price +$8.2M$266M+$7.0M
- Uber Technologies, Inc.UBER3,226,450 shares · 2.3% of their software · price −$13.9M$234M+$4.4M
- Palo Alto NetworksPANW661,918 shares · 2.2% of their software · price +$36.3M$224M+$8.9M
- CadenceCDNS639,157 shares · 1.9% of their software · price −$2.3M$197M+$3.8M
- SynopsysSNPS323,765 shares · 1.9% of their software · price +$7.6M$193M+$3.5M
- Automatic Data Processing, Inc.ADP675,291 shares · 1.6% of their software · price −$7.5M$161M+$1.8M
- Fiserv, Inc.FISV1,018,660 shares · 1.5% of their software · price −$11.0M$152MFlat
- AutodeskADSK567,780 shares · 1.4% of their software · price −$7.4M$140M+$4.2M
- Roper Technologies, Inc.ROP216,894 shares · 1.2% of their software · price +$612K$122M+$2.9M
- WorkdayWDAY511,795 shares · 1.1% of their software · price −$25.2M$114M+$10.1M
- CrowdStrikeCRWD265,378 shares · 1.0% of their software · price +$16.6M$102MFlat
- FortinetFTNT1,660,415 shares · 1.0% of their software · price −$13.3M$100M+$3.6M
- Paychex, Inc.PAYX634,545 shares · 0.7% of their software · price −$2.7M$75.2MFlat
- CoStarCSGP1,014,117 shares · 0.7% of their software · price −$22.8M$75.2M+$4.1M
- SnowflakeSNOW555,617 shares · 0.7% of their software · price −$14.7M$75.1M+$13.3M
- PalantirPLTR2,447,514 shares · 0.6% of their software · price +$5.7M$62.0M−$2.3M
- Block, Inc.XYZ954,281 shares · 0.6% of their software · price −$19.2M$61.5M+$3.7M
- The Trade DeskTTD629,455 shares · 0.6% of their software · price +$6.5M$61.5M−$4.3M
- Fair IsaacFICO38,364 shares · 0.6% of their software · price +$9.2M$57.1MFlat
- DatadogDDOG392,569 shares · 0.5% of their software · price +$2.4M$50.9M+$6.1M
- NetApp, Inc.NTAP394,915 shares · 0.5% of their software · price +$9.4M$50.9M−$3.8M
- Check PointCHKP298,750 shares · 0.5% of their software$49.3M+$15.3M
- AtlassianTEAM273,183 shares · 0.5% of their software · price −$5.0M$48.3M+$8.6M
- VeriskVRSK175,602 shares · 0.5% of their software · price +$5.9M$47.3MFlat
- HubSpotHUBS70,911 shares · 0.4% of their software · price −$2.6M$41.8M+$2.4M
- VeevaVEEV222,770 shares · 0.4% of their software · price −$10.8M$40.8M+$5.1M
- CloudflareNET467,861 shares · 0.4% of their software · price −$6.6M$38.8M+$4.1M
- GoDaddyGDDY268,419 shares · 0.4% of their software · price +$5.6M$37.5M−$2.0M
- PTCPTC203,946 shares · 0.4% of their software · price −$1.5M$37.1M+$1.5M
- Tyler TechnologiesTYL71,115 shares · 0.4% of their software · price +$5.5M$35.8MFlat
- BroadridgeBR180,339 shares · 0.4% of their software · price −$1.4M$35.5MFlat
- Corpay, Inc.CPAY129,480 shares · 0.3% of their software · price −$5.5M$34.5M+$1.9M
- Strategy IncMSTR24,500 shares · 0.3% of their software · price −$8.0M$33.7MNew · +$41.8M
- MongoDBMDB132,815 shares · 0.3% of their software · price −$14.4M$33.2M+$11.8M
- VeriSign, Inc.VRSN182,498 shares · 0.3% of their software · price −$2.1M$32.4M+$2.0M
- SS&CSSNC502,830 shares · 0.3% of their software · price −$855K$31.5MFlat
- ZscalerZS163,823 shares · 0.3% of their software$31.5M+$4.6M
- ZoomZM503,499 shares · 0.3% of their software · price −$3.1M$29.8M+$3.1M
- OktaOKTA312,296 shares · 0.3% of their software · price −$3.4M$29.2MNew · +$32.7M
- AppLovinAPP347,900 shares · 0.3% of their software · price +$4.9M$29.0MNew · +$24.1M
- Manhattan AssociatesMANH116,800 shares · 0.3% of their software$28.8M+$1.8M
- Gen DigitalGEN1,121,806 shares · 0.3% of their software · price +$2.9M$28.0M+$25.1M
- FactSetFDS64,511 shares · 0.3% of their software · price −$3.0M$26.3M+$2.6M
- AkamaiAKAM45,519 shares · 0.0% of their software · price −$850K$4.1M−$26.9M
- TrimbleTRMB175 shares · 0.0% of their software$10KFlat