Generalist · Jeonju-si, Jeollabuk-do, South Korea
National Pension Service
Q1 2025 · compared with Q4 2024
- Software
- $11.4B
- Weight of 13F
- 10.9%
- Names
- 49
- Net bought
- +$439M
Filed 13 May 2025 · SEC filing.
540 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
- MicrosoftMSFT13,667,472 shares · 45.1% of their software · price −$630M$5.1B+$231M
- SalesforceCRM2,151,908 shares · 5.1% of their software · price −$142M$577M+$34.8M
- OracleORCL3,415,594 shares · 4.2% of their software · price −$91.6M$478M+$29.2M
- PalantirPLTR5,205,738 shares · 3.9% of their software · price +$45.7M$439M+$19.8M
- IntuitINTU591,336 shares · 3.2% of their software · price −$8.6M$363M+$18.1M
- AdobeADBE928,524 shares · 3.1% of their software · price −$56.8M$356M+$22.9M
- ServiceNowNOW403,014 shares · 2.8% of their software · price −$106M$321M+$20.2M
- Automatic Data Processing, Inc.ADP1,008,413 shares · 2.7% of their software · price +$12.9M$308M+$24.6M
- Uber Technologies, Inc.UBER4,219,086 shares · 2.7% of their software · price +$52.9M$307M+$21.9M
- Palo Alto NetworksPANW1,416,729 shares · 2.1% of their software · price −$16.0M$242M+$12.9M
- Fiserv, Inc.FISV1,052,729 shares · 2.0% of their software · price +$16.2M$232M+$3.4M
- FortinetFTNT2,072,848 shares · 1.8% of their software · price +$3.7M$200M+$10.7M
- AutodeskADSK707,211 shares · 1.6% of their software · price −$23.9M$185M+$14.2M
- WorkdayWDAY740,425 shares · 1.5% of their software · price −$18.1M$173M+$14.6M
- CrowdStrikeCRWD467,070 shares · 1.4% of their software · price +$4.9M$165M+$7.9M
- CadenceCDNS636,690 shares · 1.4% of their software · price −$29.4M$162M+$10.9M
- Fair IsaacFICO85,479 shares · 1.4% of their software · price −$12.5M$158M+$12.4M
- Roper Technologies, Inc.ROP264,011 shares · 1.4% of their software · price +$18.4M$156M+$8.4M
- SynopsysSNPS359,810 shares · 1.4% of their software · price −$20.3M$154M+$12.6M
- AppLovinAPP433,828 shares · 1.0% of their software · price −$25.5M$115M−$3.2M
- Check PointCHKP393,586 shares · 0.8% of their software · price +$16.2M$89.7M+$24.2M
- Strategy IncMSTR289,735 shares · 0.7% of their software$83.5M+$21.0M
- The Trade DeskTTD1,507,851 shares · 0.7% of their software · price −$94.7M$82.5M+$28.5M
- Paychex, Inc.PAYX472,408 shares · 0.6% of their software · price +$6.6M$72.9M+$5.7M
- VeriskVRSK220,921 shares · 0.6% of their software · price +$4.9M$65.8M+$4.5M
- SnowflakeSNOW428,599 shares · 0.6% of their software · price −$3.5M$62.6M−$2.2M
- AtlassianTEAM240,230 shares · 0.4% of their software · price −$7.5M$51.0M−$1.2M
- GoDaddyGDDY272,127 shares · 0.4% of their software · price −$4.7M$49.0MFlat
- CloudflareNET425,173 shares · 0.4% of their software · price +$2.1M$47.9M−$647K
- VeevaVEEV205,892 shares · 0.4% of their software · price +$4.4M$47.7M+$1.1M
- ZoomZM622,358 shares · 0.4% of their software · price −$4.9M$45.9M+$675K
- DatadogDDOG460,312 shares · 0.4% of their software · price −$20.1M$45.7M+$6.8M
- Block, Inc.XYZ832,071 shares · 0.4% of their software · price −$25.5M$45.2M+$4.6M
- CoStarCSGP537,062 shares · 0.4% of their software · price +$4.1M$42.6M+$3.2M
- BroadridgeBR170,469 shares · 0.4% of their software · price +$2.8M$41.3M+$3.0M
- HubSpotHUBS71,630 shares · 0.4% of their software · price −$9.0M$40.9M+$1.0M
- VeriSign, Inc.VRSN159,048 shares · 0.4% of their software · price +$7.5M$40.4M−$1.8M
- Tyler TechnologiesTYL67,632 shares · 0.3% of their software$39.3M+$3.1M
- Corpay, Inc.CPAY99,452 shares · 0.3% of their software · price +$1.0M$34.7M+$1.5M
- ZscalerZS171,847 shares · 0.3% of their software · price +$3.1M$34.1M+$3.1M
- PTCPTC215,952 shares · 0.3% of their software · price −$6.2M$33.5M+$4.2M
- Gen DigitalGEN652,542 shares · 0.2% of their software · price −$548K$17.3M−$27.6M
- SS&CSSNC144,055 shares · 0.1% of their software · price +$1.1M$12.0M−$26.1M
- NetApp, Inc.NTAP126,441 shares · 0.1% of their software · price −$3.6M$11.1M−$34.9M
- AkamaiAKAM45,869 shares · 0.0% of their software · price −$695K$3.7M−$26.1M
- TrimbleTRMB23,971 shares · 0.0% of their software$1.6MFlat
- Manhattan AssociatesMANH2,342 shares · 0.0% of their software$405K−$27.6M
- FactSetFDS137 shares · 0.0% of their software$62K−$28.8M
- MongoDBMDB277 shares · 0.0% of their software$49K−$27.0M