1y return+18.0%S&P 500 +20.9%
3y return+65.0%S&P 500 +68.5%
5y return+62.3%S&P 500 +74.5%
10y return+250.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $351 against $357 in the S&P 500.2
Korea Investment CORPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $3.3B | 6.2% | −9.3% |
| IVVIshares Tr | $3.2B | 6.2% | +7.9% |
| AAPLApple Inc | $3.0B | 5.7% | −3.7% |
| MSFTMicrosoft Corp | $1.9B | 3.6% | −3.2% |
| AMZNAmazon Com Inc | $1.7B | 3.2% | −4.2% |
| GOOGLAlphabet Inc | $1.5B | 2.8% | −2.6% |
| AVGOBroadcom Inc | $1.2B | 2.3% | −2.7% |
| GOOGAlphabet Inc | $1.2B | 2.2% | −9.6% |
| MUMicron Technology Inc | $946.0M | 1.8% | −3.7% |
| METAMeta Platforms Inc | $883.1M | 1.7% | −2.8% |
| TSLATesla Inc | $835.8M | 1.6% | −5.2% |
| LLYEli Lilly & Co | $790.4M | 1.5% | −7.4% |
| AMDAdvanced Micro Devices Inc | $672.0M | 1.3% | −3.6% |
| JPMJpmorgan Chase & Co | $534.8M | 1.0% | −7.0% |
| JNJJohnson & Johnson | $469.8M | 0.9% | −6.5% |
| BRK/BBerkshire Hathaway Inc Del | $460.9M | 0.9% | −11.6% |
| INTCIntel Corp | $434.8M | 0.8% | |
| AMATApplied Matls Inc | $420.0M | 0.8% | −6.3% |
| WMTWalmart Inc | $410.4M | 0.8% | +3.3% |
| LRCXLam Research Corp | $394.5M | 0.7% | −11.0% |
| CATCaterpillar Inc | $359.4M | 0.7% | −9.9% |
| VVisa Inc | $343.6M | 0.7% | −12.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $341.5M | 0.6% | −14.5% |
| ABBVAbbvie Inc | $324.9M | 0.6% | +1.9% |
| CSCOCisco Sys Inc | $322.2M | 0.6% | −5.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $3.3B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.2B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $420.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $672.0M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $359.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $790.4M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $278.3M |
| PANWPalo Alto Networks Inc | March 31, 2021 | +535.3% | $208.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $394.5M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.5B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $122.4M
- CTRACoterra Energy Inc was $35.9M
- Carnival CorpCUSIP 143658300 was $21.1M
- GDDYGodaddy Inc was $17.6M
- UHSUniversal Hlth Svcs Inc was $17.1M
- HUBSHubspot Inc was $14.6M
- Thomson Reuters CorpCUSIP 884903808 was $12.6M
- UDRUdr Inc was $10.5M
- OTEXOpen Text Corp was $10.4M
- Hologic IncCUSIP 436440101 was $10.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +2.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +9.8% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +7.1% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −6.5% | −4.9% |
| December 31, 2021 | +9.3% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Korea Investment CORP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1441689&type=13F-HR&dateb=&owner=include&count=40CIK 1441689
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1441689/000119312526345356/Filed August 12, 2026 · accession 0001193125-26-345356