Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q4 2024 · compared with Q3 2024
- Software
- $12.1B
- Weight of 13F
- 11.4%
- Names
- 49
- Net bought
- +$269M
Filed 5 February 2025 · SEC filing.
550 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
- MicrosoftMSFT13,120,218 shares · 45.8% of their software · price −$115M$5.5BFlat
- SalesforceCRM2,047,920 shares · 5.7% of their software · price +$124M$685M+$35.3M
- OracleORCL3,240,399 shares · 4.5% of their software · price −$12.2M$540MFlat
- ServiceNowNOW383,968 shares · 3.4% of their software · price +$63.6M$407M−$4.1M
- AdobeADBE876,955 shares · 3.2% of their software · price −$64.1M$390MFlat
- PalantirPLTR4,943,328 shares · 3.1% of their software · price +$190M$374M+$72.3M
- IntuitINTU562,583 shares · 2.9% of their software · price +$4.2M$354M−$39.6M
- Automatic Data Processing, Inc.ADP924,489 shares · 2.2% of their software · price +$14.8M$271M+$46.8M
- Palo Alto NetworksPANW1,345,740 shares · 2.0% of their software · price −$215M$245M+$207M
- Uber Technologies, Inc.UBER3,855,816 shares · 1.9% of their software · price −$57.2M$233M+$5.1M
- Fiserv, Inc.FISV1,035,988 shares · 1.8% of their software · price +$26.7M$213M−$13.7M
- AutodeskADSK659,326 shares · 1.6% of their software · price +$13.2M$195M+$8.2M
- FortinetFTNT1,959,847 shares · 1.5% of their software · price +$33.2M$185M+$4.2M
- CadenceCDNS600,428 shares · 1.5% of their software · price +$17.7M$180M−$27.8M
- WorkdayWDAY683,874 shares · 1.5% of their software · price +$9.3M$176M+$30.7M
- SynopsysSNPS333,912 shares · 1.3% of their software · price −$7.0M$162M−$13.4M
- Fair IsaacFICO79,248 shares · 1.3% of their software · price +$3.8M$158M+$78.9M
- CrowdStrikeCRWD444,026 shares · 1.3% of their software · price +$27.4M$152M+$35.8M
- The Trade DeskTTD1,264,985 shares · 1.2% of their software · price +$10.0M$149M+$70.8M
- AppLovinAPP443,667 shares · 1.2% of their software · price +$85.8M$144M−$8.2M
- Roper Technologies, Inc.ROP247,948 shares · 1.1% of their software · price −$9.1M$129M+$4.4M
- SnowflakeSNOW442,600 shares · 0.6% of their software · price +$17.5M$68.3M−$17.1M
- Block, Inc.XYZ777,805 shares · 0.5% of their software · price +$13.9M$66.1M−$20.5M
- Strategy IncMSTR217,100 shares · 0.5% of their software · price +$26.3M$62.9M−$4.7M
- Paychex, Inc.PAYX432,113 shares · 0.5% of their software · price +$2.6M$60.6M−$34.3M
- AtlassianTEAM245,066 shares · 0.5% of their software · price +$20.7M$59.6M−$8.1M
- DatadogDDOG412,978 shares · 0.5% of their software · price +$11.5M$59.0M−$2.2M
- VeriskVRSK204,639 shares · 0.5% of their software · price +$1.5M$56.4M−$1.5M
- GoDaddyGDDY271,803 shares · 0.4% of their software · price +$11.0M$53.6M−$2.6M
- ZoomZM614,084 shares · 0.4% of their software · price +$7.3M$50.1M−$2.9M
- NetApp, Inc.NTAP427,239 shares · 0.4% of their software · price −$3.2M$49.6M−$1.1M
- Check PointCHKP263,757 shares · 0.4% of their software · price −$1.6M$49.2M−$6.6M
- HubSpotHUBS70,158 shares · 0.4% of their software · price +$11.6M$48.9MFlat
- CloudflareNET431,180 shares · 0.4% of their software · price +$11.6M$46.4M−$3.3M
- Gen DigitalGEN1,661,903 shares · 0.4% of their software$45.5M−$3.0M
- VeevaVEEV200,641 shares · 0.3% of their software$42.2M−$2.7M
- SS&CSSNC488,093 shares · 0.3% of their software · price +$766K$37.0M−$3.1M
- Tyler TechnologiesTYL62,305 shares · 0.3% of their software$35.9M−$4.1M
- BroadridgeBR157,214 shares · 0.3% of their software · price +$1.7M$35.5M−$2.1M
- PTCPTC193,089 shares · 0.3% of their software · price +$620K$35.5M−$1.5M
- CoStarCSGP491,746 shares · 0.3% of their software · price −$1.9M$35.2M−$39.9M
- VeriSign, Inc.VRSN167,735 shares · 0.3% of their software · price +$2.9M$34.7M−$1.5M
- Corpay, Inc.CPAY94,942 shares · 0.3% of their software · price +$2.4M$32.1M−$4.5M
- AkamaiAKAM318,912 shares · 0.3% of their software · price −$1.7M$30.5M+$27.6M
- FactSetFDS60,178 shares · 0.2% of their software · price +$1.2M$28.9M−$2.0M
- Manhattan AssociatesMANH104,542 shares · 0.2% of their software · price −$1.2M$28.3M−$4.1M
- ZscalerZS154,505 shares · 0.2% of their software · price +$1.5M$27.9M−$1.6M
- MongoDBMDB116,434 shares · 0.2% of their software · price −$4.4M$27.1M−$3.9M
- TrimbleTRMB23,971 shares · 0.0% of their software$1.7MFlat