Korea Investment CORP
Long book
$48.27B
Q1 2026
Positions
688
Top-10 weight
35%
concentration
Last quarter
+14.3%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsKorea Investment CORP is a pension / sovereign wealth manager, running a $48.27B US long book across 688 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, ISHARES CORE S&P 500 ETF, MICROSOFT CORP, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.9%
Q2 2024
+5.9%
Q3 2024
+2.5%
Q4 2024
-4.1%
Q1 2025
+12.0%
Q2 2025
+8.3%
Q3 2025
+2.7%
Q4 2025
-4.0%
Q1 2026
+14.3%
Sector allocation
Technology 39%
Financials 12%
Industrials 11%
Consumer discretionary 9%
Healthcare 8%
Services media 5%
Energy 4%
Utilities 3%
Long book by quarter
What does Korea Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 18.1M | $3.16B | 6.6% | -3.8% |
| AAPL APPLE INC | Technology | 10.8M | $2.73B | 5.7% | -3.6% |
| MSFT MICROSOFT CORP | Technology | 5.2M | $1.92B | 4.0% | -3.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 7.3M | $1.52B | 3.1% | -0.7% |
| GOOGL ALPHABET INC-CL A | Technology | 4.2M | $1.22B | 2.5% | -2.7% |
| GOOG ALPHABET INC-CL C | Technology | 3.7M | $1.05B | 2.2% | -1.8% |
| AVGO BROADCOM INC | Technology | 3.3M | $1.02B | 2.1% | -5.7% |
| META META PLATFORMS INC-CLASS A | Technology | 1.6M | $922.3M | 1.9% | -4.7% |
| TSLA TESLA INC | Industrials | 2.1M | $779.6M | 1.6% | -1.6% |
| LLY ELI LILLY & CO | Healthcare | 711.4K | $654.3M | 1.4% | +1.4% |
| JPM JPMORGAN CHASE & CO | Financials | 1.8M | $516.8M | 1.1% | -3.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.0M | $499.2M | 1.0% | +1.6% |
| XOM EXXON MOBIL CORP | Energy | 2.9M | $495.7M | 1.0% | -5.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.0M | $483.5M | 1.0% | -1.0% |
| WMT WALMART INC | Consumer discretionary | 3.5M | $435.9M | 0.9% | -6.1% |
| NFLX NETFLIX INC | Services media | 3.6M | $350.0M | 0.7% | +2.8% |
| V VISA INC-CLASS A SHARES | Services media | 1.1M | $344.6M | 0.7% | -3.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 331.1K | $329.9M | 0.7% | +3.6% |
| MU MICRON TECHNOLOGY INC | Technology | 850.9K | $287.5M | 0.6% | -31.2% |
| CVX CHEVRON CORP | Energy | 1.3M | $276.9M | 0.6% | -0.3% |
| WFC WELLS FARGO & CO | Financials | 3.5M | $276.9M | 0.6% | +2.7% |
| ABBV ABBVIE INC | Healthcare | 1.3M | $275.6M | 0.6% | -16.4% |
| MA MASTERCARD INC - A | Services media | 542.0K | $270.8M | 0.6% | -7.3% |
| CAT CATERPILLAR INC | Industrials | 374.7K | $265.4M | 0.5% | -2.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.8M | $264.4M | 0.5% | +11.2% |
| AZN ASTRAZENECA PLC | Healthcare | 1.3M | $260.6M | 0.5% | New |
| GE GENERAL ELECTRIC | Industrials | 875.0K | $248.3M | 0.5% | -1.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.2M | $244.2M | 0.5% | -5.6% |
| HD HOME DEPOT INC | Consumer discretionary | 742.3K | $244.2M | 0.5% | -6.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 1.7M | $240.0M | 0.5% | +2.1% |
| GEV GE VERNOVA INC | Industrials | 268.0K | $233.9M | 0.5% | +29.1% |
| MRK MERCK & CO. INC. | Healthcare | 1.9M | $228.2M | 0.5% | -5.4% |
| CSCO CISCO SYSTEMS INC | Technology | 2.9M | $224.5M | 0.5% | +0.5% |
| KO COCA-COLA CO/THE | Consumer staples | 2.9M | $224.2M | 0.5% | -9.2% |
| LRCX LAM RESEARCH CORP | Industrials | 1.0M | $218.6M | 0.5% | -3.6% |
| AMAT APPLIED MATERIALS INC | Technology | 620.1K | $211.9M | 0.4% | -9.3% |
| BAC BANK OF AMERICA CORP | Financials | 4.3M | $207.6M | 0.4% | -9.2% |
| RTX RTX CORP | Industrials | 1.0M | $196.2M | 0.4% | +1.1% |
| LIN LINDE PLC | Materials | 381.3K | $189.0M | 0.4% | +6.8% |
| PEP PEPSICO INC | Consumer staples | 1.2M | $188.1M | 0.4% | +21.0% |
| AXP AMERICAN EXPRESS CO | Financials | 621.8K | $188.1M | 0.4% | +48.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 1.2M | $187.6M | 0.4% | +20.2% |
| IHS IHS HOLDING LTD | Communications | 21.7M | $178.3M | 0.4% | Held |
| ORCL ORACLE CORP | Technology | 1.2M | $172.5M | 0.4% | -16.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 1.0M | $168.7M | 0.3% | -4.4% |
| MCD MCDONALD'S CORP | Consumer discretionary | 536.4K | $166.7M | 0.3% | +1.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 614.7K | $166.3M | 0.3% | -5.3% |
| C CITIGROUP INC | Financials | 1.4M | $163.5M | 0.3% | -10.8% |
| GILD GILEAD SCIENCES INC | Healthcare | 1.1M | $157.8M | 0.3% | -16.6% |
| NEE NEXTERA ENERGY INC | Utilities | 1.7M | $155.6M | 0.3% | +8.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 688 | $48.27B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 692 | $50.80B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 687 | $48.62B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 699 | $44.95B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 719 | $41.26B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 726 | $42.18B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 733 | $42.14B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 742 | $39.69B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 743 | $39.41B | canonical | SEC ↗ |