Filed: 1/24/2023ACC: 0001104659-23-005994
📋 What this filing means
LANNEBO FONDER AB filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $520.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$520.5K
Total AUM (reported)
5.13M
Total Shares
Allocation by class
COM$394.7K75.8%
CL A$80.6K15.5%
SHS$27.5K5.3%
CL A COM$15.0K2.9%
CAP STK CL C$2.7K0.5%
Portfolio Concentration
Top 3$119.9K23.0%
4–10$186.0K35.7%
11–25$201.1K38.6%
Rest$13.5K2.6%
Top 3 weight
23.0%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 5.13M
Sole
Full voting authority
5.13M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
Microsoft Corp
SOLEShares205K
TypeSH
Market value$49.2K
9.45%
Sole
205K
Shared
0.00
None
0.00
Alphabet Inc Cap Stk
SOLEShares450K
TypeSH
Market value$39.7K
7.63%
Sole
450K
Shared
0.00
None
0.00
International Business Machs
SOLEShares220K
TypeSH
Market value$31.0K
5.95%
Sole
220K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares84K
TypeSH
Market value$29.2K
5.61%
Sole
84K
Shared
0.00
None
0.00
Microchip Technology Inc.
SOLEShares400K
TypeSH
Market value$28.1K
5.40%
Sole
400K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares196.50K
TypeSH
Market value$27.4K
5.27%
Sole
196.50K
Shared
0.00
None
0.00
Apple Inc
SOLEShares205K
TypeSH
Market value$26.6K
5.12%
Sole
205K
Shared
0.00
None
0.00
Amazon Com Inc
SOLEShares308K
TypeSH
Market value$25.9K
4.97%
Sole
308K
Shared
0.00
None
0.00
Amdocs Ltd
SOLEShares280K
TypeSH
Market value$25.5K
4.89%
Sole
280K
Shared
0.00
None
0.00
Intuit
SOLEShares60K
TypeSH
Market value$23.4K
4.49%
Sole
60K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares260K
TypeSH
Market value$21.3K
4.08%
Sole
260K
Shared
0.00
None
0.00
Adobe Systems Incorporated
SOLEShares60K
TypeSH
Market value$20.2K
3.88%
Sole
60K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares145K
TypeSH
Market value$19.2K
3.69%
Sole
145K
Shared
0.00
None
0.00
Disney Walt Co
SOLEShares195K
TypeSH
Market value$16.9K
3.25%
Sole
195K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares135K
TypeSH
Market value$16.5K
3.17%
Sole
135K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares93K
TypeSH
Market value$15.0K
2.88%
Sole
93K
Shared
0.00
None
0.00
Autodesk Inc
SOLEShares80K
TypeSH
Market value$14.9K
2.87%
Sole
80K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares210K
TypeSH
Market value$13.6K
2.61%
Sole
210K
Shared
0.00
None
0.00
Fortinet Inc
SOLEShares260K
TypeSH
Market value$12.7K
2.44%
Sole
260K
Shared
0.00
None
0.00
Ebay Inc.
SOLEShares305K
TypeSH
Market value$12.6K
2.43%
Sole
305K
Shared
0.00
None
0.00
Cognizant Technology Solutio
SOLEShares205K
TypeSH
Market value$11.7K
2.25%
Sole
205K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares70K
TypeSH
Market value$10.2K
1.97%
Sole
70K
Shared
0.00
None
0.00
Cisco Sys Inc
SOLEShares150K
TypeSH
Market value$7.1K
1.37%
Sole
150K
Shared
0.00
None
0.00
First Solar Inc
SOLEShares40K
TypeSH
Market value$6.0K
1.15%
Sole
40K
Shared
0.00
None
0.00
Sps Comm Inc
SOLEShares23K
TypeSH
Market value$3.0K
0.57%
Sole
23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 205K | SH | $49.2K 9.45% | 205K | 0.00 | 0.00 |
Alphabet Inc Cap StkSOLE | CL A | 450K | SH | $39.7K 7.63% | 450K | 0.00 | 0.00 |
International Business MachsSOLE | COM | 220K | SH | $31.0K 5.95% | 220K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 84K | SH | $29.2K 5.61% | 84K | 0.00 | 0.00 |
Microchip Technology Inc.SOLE | COM | 400K | SH | $28.1K 5.40% | 400K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 196.50K | SH | $27.4K 5.27% | 196.50K | 0.00 | 0.00 |
Apple IncSOLE | COM | 205K | SH | $26.6K 5.12% | 205K | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 308K | SH | $25.9K 4.97% | 308K | 0.00 | 0.00 |
Amdocs LtdSOLE | SHS | 280K | SH | $25.5K 4.89% | 280K | 0.00 | 0.00 |
IntuitSOLE | COM | 60K | SH | $23.4K 4.49% | 60K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 260K | SH | $21.3K 4.08% | 260K | 0.00 | 0.00 |
Adobe Systems IncorporatedSOLE | COM | 60K | SH | $20.2K 3.88% | 60K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 145K | SH | $19.2K 3.69% | 145K | 0.00 | 0.00 |
Disney Walt CoSOLE | COM | 195K | SH | $16.9K 3.25% | 195K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 135K | SH | $16.5K 3.17% | 135K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 93K | SH | $15.0K 2.88% | 93K | 0.00 | 0.00 |
Autodesk IncSOLE | COM | 80K | SH | $14.9K 2.87% | 80K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 210K | SH | $13.6K 2.61% | 210K | 0.00 | 0.00 |
Fortinet IncSOLE | COM | 260K | SH | $12.7K 2.44% | 260K | 0.00 | 0.00 |
Ebay Inc.SOLE | COM | 305K | SH | $12.6K 2.43% | 305K | 0.00 | 0.00 |
Cognizant Technology SolutioSOLE | CL A | 205K | SH | $11.7K 2.25% | 205K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 70K | SH | $10.2K 1.97% | 70K | 0.00 | 0.00 |
Cisco Sys IncSOLE | COM | 150K | SH | $7.1K 1.37% | 150K | 0.00 | 0.00 |
First Solar IncSOLE | COM | 40K | SH | $6.0K 1.15% | 40K | 0.00 | 0.00 |
Sps Comm IncSOLE | COM | 23K | SH | $3.0K 0.57% | 23K | 0.00 | 0.00 |
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