Latest Korea Investment CORP Stock Portfolio
Korea Investment CORP Performance:
2025 Q2: 16.32%YTD: 11.05%2024: 20.15%
Performance for 2025 Q2 is 16.32%, and YTD is 11.05%, and 2024 is 20.15%.
About Korea Investment CORP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Korea Investment CORP reported an equity portfolio of $44.9 Billions as of 30 Jun, 2025.
The top stock holdings of Korea Investment CORP are NVDA, MSFT, AAPL. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BARRICK GOLD CORP, DISCOVER FINL SVCS (DFS) and KE HLDGS INC (BEKE) stocks. They significantly reduced their stock positions in SEI INVTS CO (SEIC), FRANKLIN RESOURCES INC (BEN) and HOST HOTELS & RESORTS INC (HST). Korea Investment CORP opened new stock positions in BARRICK MNG CORP, BELLRING BRANDS INC (BRBR) and HUNTINGTON INGALLS INDS INC (HII). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), DAVITA INC (DVA) and MAGNA INTL INC.
The top stock holdings of Korea Investment CORP are NVDA, MSFT, AAPL. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 6% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BARRICK GOLD CORP, DISCOVER FINL SVCS (DFS) and KE HLDGS INC (BEKE) stocks. They significantly reduced their stock positions in SEI INVTS CO (SEIC), FRANKLIN RESOURCES INC (BEN) and HOST HOTELS & RESORTS INC (HST). Korea Investment CORP opened new stock positions in BARRICK MNG CORP, BELLRING BRANDS INC (BRBR) and HUNTINGTON INGALLS INDS INC (HII). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), DAVITA INC (DVA) and MAGNA INTL INC.
Korea Investment CORP Annual Return Estimates Vs S&P 500
Our best estimate is that Korea Investment CORP made a return of 16.32% in the last quarter. In trailing 12 months, it's portfolio return was 18.15%.
New Buys
| Ticker | $ Bought |
|---|---|
| barrick mng corp | 24,254,900 |
| amrize ltd | 14,104,800 |
New stocks bought by Korea Investment CORP
Additions
| Ticker | % Inc. |
|---|---|
| oreilly automotive inc | 1,400 |
| clorox co del | 324 |
| ares management corporation | 240 |
| qiagen nv | 222 |
| nucor corp | 205 |
| burlington stores inc | 198 |
| huntington bancshares inc | 176 |
| williams sonoma inc | 164 |
Additions to existing portfolio by Korea Investment CORP
Reductions
| Ticker | % Reduced |
|---|---|
| target corp | -66.28 |
| waste mgmt inc del | -56.78 |
| ferrovial se | -55.87 |
| pinterest inc | -53.64 |
| kinross gold corp | -53.33 |
| essex ppty tr inc | -51.08 |
| diamondback energy inc | -48.18 |
| ulta beauty inc | -46.82 |
Korea Investment CORP reduced stake in above stock
Sold off
Sector Distribution
Korea Investment CORP has about 30.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30.9 |
| Financial Services | 10.7 |
| Others | 10.2 |
| Consumer Cyclical | 9.7 |
| Communication Services | 9.1 |
| Healthcare | 8.4 |
| Industrials | 7.3 |
| Consumer Defensive | 4.9 |
| Energy | 3 |
| Utilities | 2.2 |
| Real Estate | 1.9 |
| Basic Materials | 1.7 |
Market Cap. Distribution
Korea Investment CORP has about 89.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 46.7 |
| LARGE-CAP | 42.7 |
| UNALLOCATED | 10.3 |
Stocks belong to which Index?
About 83.1% of the stocks held by Korea Investment CORP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 83.1 |
| Others | 16.5 |
Korea Investment CORP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Korea Investment CORP
Korea Investment CORP has 699 stocks in it's portfolio. About 32.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Korea Investment CORP last quarter.
Last Reported on: 13 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| NVDA | nvidia corporation | 6.64 | 18,897,300 | 2,985,580,000 | reduced | -4.44 | ||
Historical Trend of NVIDIA CORPORATION Position Held By Korea Investment CORPWhat % of Portfolio is NVDA?:Number of NVDA shares held:Change in No. of Shares Held: | ||||||||
| MSFT | microsoft corp | 5.98 | 5,403,540 | 2,687,770,000 | reduced | -1.62 | ||
| AAPL | apple inc | 5.09 | 11,146,000 | 2,286,830,000 | reduced | -2.96 | ||
| AMZN | amazon com inc | 3.64 | 7,454,800 | 1,635,510,000 | reduced | -1.2 | ||
| META | meta platforms inc | 2.84 | 1,731,320 | 1,277,870,000 | reduced | -1.23 | ||
| AVGO | broadcom inc | 2.16 | 3,521,500 | 970,701,000 | reduced | -0.53 | ||
| IJR | ishares tr | 1.87 | 1,354,140 | 840,783,000 | added | 15.53 | ||
| GOOG | alphabet inc | 1.66 | 4,239,970 | 747,210,000 | reduced | -6.58 | ||
| TSLA | tesla inc | 1.55 | 2,194,000 | 696,947,000 | reduced | -3.49 | ||
| GOOG | alphabet inc | 1.49 | 3,782,810 | 671,033,000 | reduced | -4.47 | ||
| JPM | jpmorgan chase & co. | 1.27 | 1,975,990 | 572,860,000 | reduced | -8.39 | ||
| LLY | eli lilly & co | 1.12 | 643,336 | 501,500,000 | reduced | -0.68 | ||
| berkshire hathaway inc del | 1.11 | 1,027,730 | 499,242,000 | reduced | -1.48 | |||
| NFLX | netflix inc | 1.10 | 369,655 | 495,016,000 | reduced | -2.00 | ||
| V | visa inc | 1.02 | 1,290,260 | 458,107,000 | reduced | -5.72 | ||
| WMT | walmart inc | 0.80 | 3,685,320 | 360,351,000 | reduced | -1.58 | ||
| COST | costco whsl corp new | 0.79 | 360,726 | 357,097,000 | added | 5.1 | ||
| XOM | exxon mobil corp | 0.78 | 3,259,210 | 351,343,000 | reduced | -0.32 | ||
| MA | mastercard incorporated | 0.73 | 586,876 | 329,789,000 | reduced | -6.94 | ||
| PG | procter and gamble co | 0.70 | 1,967,320 | 313,433,000 | added | 8.32 | ||
