KI

Korea Investment CORP

Diversified strategyMomentum follower

Total reported value

$48.3B

Reporting period: 2026-03-31 · Number of holdings: 688

Korea Investment CORP disclosed 688 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $48.3B and a quarterly turnover rate of 22.8%.

Personality snowflake

Concentration
6.91
Portfolio Stability
22.77
Momentum/Contrarian
100
Sector conviction
48.35
Diversification
100
Sizing Uniformity
66.98

Recent moves

  • Trim MSFT

    -3.8%　-$688.6M

  • Add IVV

    +10.1%　$123.9M

  • Trim NVDA

    -3.8%　-$354.4M

  • Trim AAPL

    -3.6%　-$302.2M

  • Add XOM

    -5.7%　$122.7M

  • Trim META

    -4.7%　-$194.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.55%-0.37%-3.84%
2AAPLApple INCStock-Tech5.66%-0.31%-3.55%
3IVVIshares Core S&p 500 ETFETF-Large Cap & Growth5.43%+0.51%+10.05%
4MSFTMicrosoft CORPStock-Tech3.98%-1.16%-3.82%
5AMZNAmazon.com INCStock-Consumer Disc3.15%-0.19%-0.74%
6GOOGLAlphabet Inc-cl AStock-Comm Services2.53%-0.16%-2.73%
7GOOGAlphabet Inc-cl CStock-Comm Services2.17%-0.13%-1.77%
8AVGOBroadcom INCStock-Tech2.11%-0.27%-5.66%
9METAMeta Platforms Inc-class AStock-Comm Services1.91%-0.29%-4.74%
10TSLATesla INCStock-Consumer Disc1.62%-0.27%-1.55%
11LLYEli Lilly & CoStock-Healthcare1.36%-0.12%+1.42%
12JPMJpmorgan Chase & CoStock-Financials1.07%-0.08%-2.99%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other1.03%—+1.56%
14XOMExxon Mobil CORPStock-Energy1.03%+0.30%-5.73%
15JNJJohnson & JohnsonStock-Healthcare1.00%+0.19%-1.00%
16WMTWalmart INCStock-Consumer Staples0.90%—-6.06%
17NFLXNetflix INCStock-Comm Services0.73%—+2.79%
18VVisa Inc-class A SharesStock-Financials0.71%-0.11%-3.62%
19COSTCostco Wholesale CORPStock-Consumer Staples0.68%+0.14%+3.63%
20MUMicron Technology INCStock-Tech0.60%-0.09%-31.15%
21CVXChevron CORPStock-Energy0.57%+0.17%-0.30%
22WFCWells Fargo & CoStock-Financials0.57%—+2.66%
23ABBVAbbvie INCStock-Healthcare0.57%-0.11%-16.43%
24MAMastercard INC - AStock-Financials0.56%-0.10%-7.30%
25CATCaterpillar INCStock-Industrials0.55%+0.12%-2.79%
26PLTRPalantir Technologies Inc-aStock-Tech0.55%—+11.22%
27AZNAstraZeneca PLCStock-Healthcare0.54%+0.54%NEW
28GEGeneral ElectricStock-Industrials0.51%—-1.49%
29AMDAdvanced Micro DevicesStock-Tech0.51%—-5.55%
30HDHome Depot INCStock-Consumer Disc0.51%—-6.33%
31PGProcter & Gamble Co/theStock-Consumer Staples0.50%—+2.09%
32GEVGE Vernova INCStock-Industrials0.48%+0.21%+29.13%
33MRKMerck & Co. INC.Stock-Healthcare0.47%—-5.43%
34CSCOCisco Systems INCStock-Tech0.47%—+0.51%
35KOCoca-cola Co/theStock-Consumer Staples0.46%—-9.21%
36LRCXLam Research CORPStock-Tech0.45%—-3.59%
37AMATApplied Materials INCStock-Tech0.44%—-9.31%
38BACBank Of America CORPStock-Financials0.43%-0.08%-9.23%
39RTXRtx CORPStock-Industrials0.41%—+1.09%
40LINLinde plcStock-Materials0.39%—+6.84%
41PEPPepsico INCStock-Consumer Staples0.39%+0.11%+21.01%
42AXPAmerican Express CoStock-Financials0.39%—+48.00%
43TJXTjx Companies INCStock-Consumer Disc0.39%—+20.25%
44IHSIHS Holding LimitedStock-Other0.37%——
45ORCLOracle CORPStock-Tech0.36%-0.18%-16.39%
46PMPhilip Morris InternationalStock-Consumer Staples0.35%—-4.36%
47MCDMcdonald's CORPStock-Consumer Disc0.35%—+1.13%
48UNHUnitedhealth Group INCStock-Healthcare0.34%-0.08%-5.25%
49CCitigroup INCStock-Financials0.34%—-10.80%
50WELLWelltower INCStock-Real Estate0.33%—+26.19%
1–50 of 688

Holding changes this quarter

Korea Investment CORP's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -3.82%; Add: Ishares Core S&p 500 ETF (IVV) — shares +10.05%; Trim: Nvidia CORP (NVDA) — shares -3.84%; Trim: Apple INC (AAPL) — shares -3.55%.

Position changes disclosed by Korea Investment CORP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IVVIshares Core S&p 500 ETF+0.5%+10.05%Add
2XOMExxon Mobil CORP+0.3%-5.73%Trim
3GEVGE Vernova INC+0.2%+29.13%Add
4JNJJohnson & Johnson+0.2%-1.00%Trim
5CVXChevron CORP+0.2%-0.30%Trim
6VZVerizon Communications INC+0.2%+60.34%Add
7EWHIshares Msci Hong Kong ETF+0.1%+2243.97%Add
8COSTCostco Wholesale CORP+0.1%+3.63%Add
9VRTVertiv Holdings Co-a+0.1%+21.02%Add
10GLWCorning INC+0.1%+5.36%Add
11CATCaterpillar INC+0.1%-2.79%Trim
12MOAltria Group INC+0.1%+77.24%Add
13TERTeradyne INC+0.1%+57.85%Add
14ROSTRoss Stores INC+0.1%+169.97%Add
15AMGNAmgen INC+0.1%+40.31%Add
16PEPPepsico INC+0.1%+21.01%Add
17EQIXEquinix INC+0.1%+49.30%Add
18TAt&t INC+0.1%+33.46%Add
19MCHIIshares Msci China ETF+0.1%+155.81%Add
20CEGConstellation Energy-0.1%-18.45%Trim
21ISRGIntuitive Surgical INC-0.1%-10.93%Trim
22JPMJpmorgan Chase & Co-0.1%-2.99%Trim
23BACBank Of America CORP-0.1%-9.23%Trim
24UNHUnitedhealth Group INC-0.1%-5.25%Trim
25SHOPShopify INC - Class A-0.1%-4.21%Trim
26MUMicron Technology INC-0.1%-31.15%Trim
27COFCapital One Financial CORP-0.1%-27.58%Trim
28MAMastercard INC - A-0.1%-7.30%Trim
29PGRProgressive CORP-0.1%-45.84%Trim
30ABBVAbbvie INC-0.1%-16.43%Trim
31VVisa Inc-class A Shares-0.1%-3.62%Trim
32CRMSalesforce INC-0.1%-5.22%Trim
33SNOWSnowflake INC-0.1%-48.62%Trim
34LLYEli Lilly & Co-0.1%+1.42%Add
35BSXBoston Scientific CORP-0.1%-20.06%Trim
36GOOGAlphabet Inc-cl C-0.1%-1.77%Trim
37BKNGBooking Holdings INC-0.2%-34.83%Trim
38GOOGLAlphabet Inc-cl A-0.2%-2.73%Trim
39KKRKkr & Co INC-0.2%-86.65%Trim
40ORCLOracle CORP-0.2%-16.39%Trim
41AMZNAmazon.com INC-0.2%-0.74%Trim
42APPApplovin Corp-class A-0.2%-29.79%Trim
43VOOVanguard S&p 500 ETF-0.2%-84.73%Trim
44AVGOBroadcom INC-0.3%-5.66%Trim
45TSLATesla INC-0.3%-1.55%Trim
46METAMeta Platforms Inc-class A-0.3%-4.74%Trim
47AAPLApple INC-0.3%-3.55%Trim
48NVDANvidia CORP-0.4%-3.84%Trim
49MSFTMicrosoft CORP-1.2%-3.82%Trim
50AZNAstraZeneca PLC—NEWNew buy

FAQ

What is Korea Investment CORP and what type of investor is it?
Korea Investment CORP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $48.3B, spread across 688 disclosed positions.
What are Korea Investment CORP's largest equity positions?
Based on the latest 13F filing, Korea Investment CORP's top holdings by market value are: 1. Nvidia CORP (NVDA) — $3.2B (6.5%) 2. Apple INC (AAPL) — $2.7B (5.7%) 3. Ishares Core S&p 500 ETF (IVV) — $2.6B (5.4%) 4. Microsoft CORP (MSFT) — $1.9B (4.0%) 5. Amazon.com INC (AMZN) — $1.5B (3.1%)
What changes did Korea Investment CORP make in its most recent portfolio filing?
In the latest reported quarter, Korea Investment CORP made 50 notable position adjustments: 1 new positions were initiated, 16 existing holdings were added to, 33 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -3.82%; Add: Ishares Core S&p 500 ETF (IVV) — shares +10.05%; Trim: Nvidia CORP (NVDA) — shares -3.84%; Trim: Apple INC (AAPL) — shares -3.55%
What sectors does Korea Investment CORP focus on?
Korea Investment CORP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.6% • Financials: 13.3% • Consumer Discretionary: 10.1% • Communication Services: 9.9% • Health Care: 9.9% • Industrials: 8.6%