Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q3 2024 · compared with Q2 2024
- Software
- $11.5B
- Weight of 13F
- 11.1%
- Names
- 51
- Net bought
- +$1.3B
Filed 30 October 2024 · SEC filing.
510 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
- MicrosoftMSFT13,229,414 shares · 49.4% of their software · price −$220M$5.7B+$763M
- OracleORCL3,238,861 shares · 4.8% of their software · price +$94.6M$552M+$55.6M
- SalesforceCRM1,918,942 shares · 4.6% of their software · price +$31.9M$525M+$57.9M
- AdobeADBE878,795 shares · 3.9% of their software · price −$33.2M$455M+$56.9M
- IntuitINTU626,313 shares · 3.4% of their software · price −$22.7M$389M+$48.9M
- ServiceNowNOW388,583 shares · 3.0% of their software · price +$41.9M$348M+$39.4M
- Uber Technologies, Inc.UBER3,787,463 shares · 2.5% of their software · price +$9.4M$285M+$40.8M
- Palo Alto NetworksPANW738,962 shares · 2.2% of their software · price +$2.1M$253M+$26.1M
- Automatic Data Processing, Inc.ADP755,517 shares · 1.8% of their software · price +$28.7M$209M+$19.1M
- Fiserv, Inc.FISV1,112,168 shares · 1.7% of their software · price +$34.0M$200M+$13.9M
- CadenceCDNS702,933 shares · 1.7% of their software · price −$25.8M$191M+$19.6M
- SynopsysSNPS360,365 shares · 1.6% of their software · price −$32.0M$182M+$21.8M
- AutodeskADSK629,402 shares · 1.5% of their software · price +$17.6M$173M+$15.2M
- FortinetFTNT1,905,403 shares · 1.3% of their software · price +$32.9M$148M+$14.8M
- WorkdayWDAY558,378 shares · 1.2% of their software · price +$11.6M$136M+$10.4M
- Roper Technologies, Inc.ROP240,120 shares · 1.2% of their software · price −$1.7M$134M+$13.1M
- PalantirPLTR2,999,917 shares · 1.0% of their software · price +$35.6M$112M+$14.0M
- Paychex, Inc.PAYX688,089 shares · 0.8% of their software · price +$10.8M$92.3M+$6.3M
- CrowdStrikeCRWD316,512 shares · 0.8% of their software · price −$32.5M$88.8M+$19.6M
- CoStarCSGP1,020,943 shares · 0.7% of their software · price +$1.3M$77.0MFlat
- Fair IsaacFICO38,674 shares · 0.7% of their software · price +$17.6M$75.2MFlat
- Block, Inc.XYZ1,083,113 shares · 0.6% of their software · price +$2.9M$72.7M+$8.3M
- The Trade DeskTTD619,745 shares · 0.6% of their software · price +$7.4M$68.0M−$948K
- SnowflakeSNOW591,627 shares · 0.6% of their software · price −$12.0M$68.0M+$4.9M
- AppLovinAPP506,167 shares · 0.6% of their software · price +$24.0M$66.1M+$13.2M
- Check PointCHKP298,113 shares · 0.5% of their software · price +$8.3M$57.5MFlat
- VeriskVRSK210,057 shares · 0.5% of their software$56.3M+$9.3M
- NetApp, Inc.NTAP436,165 shares · 0.5% of their software · price −$2.3M$53.9M+$5.3M
- DatadogDDOG432,450 shares · 0.4% of their software · price −$6.3M$49.8M+$5.2M
- Gen DigitalGEN1,771,890 shares · 0.4% of their software · price +$4.3M$48.6M+$16.2M
- AtlassianTEAM296,066 shares · 0.4% of their software · price −$5.3M$47.0M+$4.0M
- ZoomZM655,227 shares · 0.4% of their software · price +$6.9M$45.7M+$9.0M
- GoDaddyGDDY288,337 shares · 0.4% of their software · price +$4.9M$45.2M+$2.8M
- VeevaVEEV213,658 shares · 0.4% of their software · price +$5.7M$44.8M−$1.7M
- Strategy IncMSTR245,000 shares · 0.4% of their software · price −$296M$41.3MSplit
- Tyler TechnologiesTYL69,347 shares · 0.4% of their software · price +$5.6M$40.5M−$889K
- SS&CSSNC530,166 shares · 0.3% of their software · price +$6.1M$39.3M+$1.7M
- CloudflareNET471,923 shares · 0.3% of their software · price −$916K$38.2MFlat
- HubSpotHUBS70,911 shares · 0.3% of their software · price −$4.1M$37.7MFlat
- PTCPTC201,307 shares · 0.3% of their software$36.4MFlat
- BroadridgeBR166,799 shares · 0.3% of their software · price +$3.0M$35.9M−$2.7M
- MongoDBMDB131,005 shares · 0.3% of their software · price +$2.7M$35.4MFlat
- Corpay, Inc.CPAY109,442 shares · 0.3% of their software · price +$5.1M$34.2M−$5.3M
- Manhattan AssociatesMANH119,142 shares · 0.3% of their software · price +$4.1M$33.5M+$578K
- VeriSign, Inc.VRSN175,665 shares · 0.3% of their software · price +$2.1M$33.4M−$1.2M
- FactSetFDS64,511 shares · 0.3% of their software · price +$3.3M$29.7MFlat
- ZscalerZS163,823 shares · 0.2% of their software · price −$3.5M$28.0MFlat
- OktaOKTA312,296 shares · 0.2% of their software · price −$6.0M$23.2MFlat
- AkamaiAKAM45,869 shares · 0.0% of their software$4.6MFlat
- TrimbleTRMB23,971 shares · 0.0% of their software$1.5M+$1.3M
- StoneCo Ltd.STNE81,300 shares · 0.0% of their software$915KNew · +$975K