Filed: 5/2/2023ACC: 0001104659-23-054944
📋 What this filing means
LANNEBO FONDER AB filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $623.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$623.1K
Total AUM (reported)
5.11M
Total Shares
Allocation by class
COM$489.5K78.6%
CL A$85.5K13.7%
SHS$29.2K4.7%
CL A COM$18.9K3.0%
Portfolio Concentration
Top 3$138.9K22.3%
4–10$218.4K35.1%
11–25$253.4K40.7%
Rest$12.4K2.0%
Top 3 weight
22.3%
Top 10 weight
57.3%
Voting Authority Distribution
Total shares with voting rights: 5.11M
Sole
Full voting authority
5.11M
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)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
Qualys Inc
SOLEShares205K
TypeSH
Market value$59.1K
9.48%
Sole
205K
Shared
0.00
None
0.00
Alphabet Inc Cap Stk
SOLEShares410K
TypeSH
Market value$42.5K
6.82%
Sole
410K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares186.50K
TypeSH
Market value$37.3K
5.98%
Sole
186.50K
Shared
0.00
None
0.00
Apple Inc
SOLEShares205K
TypeSH
Market value$33.8K
5.42%
Sole
205K
Shared
0.00
None
0.00
Microchip Technology Inc.
SOLEShares400K
TypeSH
Market value$33.5K
5.38%
Sole
400K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares165K
TypeSH
Market value$33.0K
5.29%
Sole
165K
Shared
0.00
None
0.00
Amazon Com Inc
SOLEShares308K
TypeSH
Market value$31.8K
5.11%
Sole
308K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares84K
TypeSH
Market value$30.5K
4.90%
Sole
84K
Shared
0.00
None
0.00
International Business Machs
SOLEShares220K
TypeSH
Market value$28.8K
4.63%
Sole
220K
Shared
0.00
None
0.00
Adobe Systems Incorporated
SOLEShares70K
TypeSH
Market value$27.0K
4.33%
Sole
70K
Shared
0.00
None
0.00
Amdocs Ltd
SOLEShares280K
TypeSH
Market value$26.9K
4.31%
Sole
280K
Shared
0.00
None
0.00
Intuit
SOLEShares60K
TypeSH
Market value$26.8K
4.29%
Sole
60K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares260K
TypeSH
Market value$24.2K
3.88%
Sole
260K
Shared
0.00
None
0.00
Disney Walt Co
SOLEShares195K
TypeSH
Market value$19.5K
3.13%
Sole
195K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares70K
TypeSH
Market value$19.4K
3.12%
Sole
70K
Shared
0.00
None
0.00
Fortinet Inc
SOLEShares285K
TypeSH
Market value$18.9K
3.04%
Sole
285K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares103K
TypeSH
Market value$18.9K
3.04%
Sole
103K
Shared
0.00
None
0.00
Autodesk Inc
SOLEShares88K
TypeSH
Market value$18.3K
2.94%
Sole
88K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares185K
TypeSH
Market value$18.1K
2.91%
Sole
185K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares135K
TypeSH
Market value$16.3K
2.61%
Sole
135K
Shared
0.00
None
0.00
Ebay Inc.
SOLEShares305K
TypeSH
Market value$13.5K
2.17%
Sole
305K
Shared
0.00
None
0.00
Cognizant Technology Solutio
SOLEShares205K
TypeSH
Market value$12.5K
2.00%
Sole
205K
Shared
0.00
None
0.00
First Solar Inc
SOLEShares40K
TypeSH
Market value$8.7K
1.40%
Sole
40K
Shared
0.00
None
0.00
Cisco Sys Inc
SOLEShares150K
TypeSH
Market value$7.8K
1.26%
Sole
150K
Shared
0.00
None
0.00
Sps Comm Inc
SOLEShares23K
TypeSH
Market value$3.5K
0.56%
Sole
23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Qualys IncSOLE | COM | 205K | SH | $59.1K 9.48% | 205K | 0.00 | 0.00 |
Alphabet Inc Cap StkSOLE | CL A | 410K | SH | $42.5K 6.82% | 410K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 186.50K | SH | $37.3K 5.98% | 186.50K | 0.00 | 0.00 |
Apple IncSOLE | COM | 205K | SH | $33.8K 5.42% | 205K | 0.00 | 0.00 |
Microchip Technology Inc.SOLE | COM | 400K | SH | $33.5K 5.38% | 400K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 165K | SH | $33.0K 5.29% | 165K | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 308K | SH | $31.8K 5.11% | 308K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 84K | SH | $30.5K 4.90% | 84K | 0.00 | 0.00 |
International Business MachsSOLE | COM | 220K | SH | $28.8K 4.63% | 220K | 0.00 | 0.00 |
Adobe Systems IncorporatedSOLE | COM | 70K | SH | $27.0K 4.33% | 70K | 0.00 | 0.00 |
Amdocs LtdSOLE | SHS | 280K | SH | $26.9K 4.31% | 280K | 0.00 | 0.00 |
IntuitSOLE | COM | 60K | SH | $26.8K 4.29% | 60K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 260K | SH | $24.2K 3.88% | 260K | 0.00 | 0.00 |
Disney Walt CoSOLE | COM | 195K | SH | $19.5K 3.13% | 195K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 70K | SH | $19.4K 3.12% | 70K | 0.00 | 0.00 |
Fortinet IncSOLE | COM | 285K | SH | $18.9K 3.04% | 285K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 103K | SH | $18.9K 3.04% | 103K | 0.00 | 0.00 |
Autodesk IncSOLE | COM | 88K | SH | $18.3K 2.94% | 88K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 185K | SH | $18.1K 2.91% | 185K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 135K | SH | $16.3K 2.61% | 135K | 0.00 | 0.00 |
Ebay Inc.SOLE | COM | 305K | SH | $13.5K 2.17% | 305K | 0.00 | 0.00 |
Cognizant Technology SolutioSOLE | CL A | 205K | SH | $12.5K 2.00% | 205K | 0.00 | 0.00 |
First Solar IncSOLE | COM | 40K | SH | $8.7K 1.40% | 40K | 0.00 | 0.00 |
Cisco Sys IncSOLE | COM | 150K | SH | $7.8K 1.26% | 150K | 0.00 | 0.00 |
Sps Comm IncSOLE | COM | 23K | SH | $3.5K 0.56% | 23K | 0.00 | 0.00 |
Page 1 of 2