00:00Korea's National Pension Service made $33 trillion won on U.S. stocks in the second
00:04quarter alone. Its holdings jumped 17.8% in three months to $219 trillion won. What stands out is
00:11the shift in its portfolio. It trimmed NVIDIA to lock in gains, while its micron stakes soared
00:16242.9% in value. It also bought 3.5 million shares of SpaceX for the first time, building
00:24a position worth about $600 million. Defense stocks got a boost, too. NPS raised its share
00:29counts in U.S. defense names, like Boeing, Lockheed Martin, and Palantir, by up to 4.3%. Why NPS cut
00:36NVIDIA and load it up on Micron and SpaceX? The real thing to watch is how the portfolio shifts
00:44next quarter. Want a quick read on which of your stocks will make it? Hit subscribe!
