Filed: 10/13/2023ACC: 0001104659-23-108953
📋 What this filing means
LANNEBO FONDER AB filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $673.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$673.5K
Total AUM (reported)
4.81M
Total Shares
Allocation by class
COM$514.0K76.3%
CL A$103.2K15.3%
CL A COM$29.8K4.4%
SHS$26.4K3.9%
Portfolio Concentration
Top 3$162.6K24.1%
4–10$247.2K36.7%
11–25$257.0K38.2%
Rest$6.7K1.0%
Top 3 weight
24.1%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 4.81M
Sole
Full voting authority
4.81M
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)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
Microsoft Corp
SOLEShares199K
TypeSH
Market value$63.4K
9.42%
Sole
199K
Shared
0.00
None
0.00
Alphabet Inc Cap Stk
SOLEShares410K
TypeSH
Market value$54.9K
8.14%
Sole
410K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares186.50K
TypeSH
Market value$44.3K
6.58%
Sole
186.50K
Shared
0.00
None
0.00
Amazon Com Inc
SOLEShares308K
TypeSH
Market value$39.6K
5.88%
Sole
308K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares74.53K
TypeSH
Market value$38.3K
5.69%
Sole
74.53K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares175.90K
TypeSH
Market value$36.4K
5.41%
Sole
175.90K
Shared
0.00
None
0.00
Apple Inc
SOLEShares205K
TypeSH
Market value$35.4K
5.26%
Sole
205K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares86.18K
TypeSH
Market value$34.4K
5.11%
Sole
86.18K
Shared
0.00
None
0.00
Microchip Technology Inc.
SOLEShares400K
TypeSH
Market value$31.8K
4.72%
Sole
400K
Shared
0.00
None
0.00
Intuit
SOLEShares60K
TypeSH
Market value$31.3K
4.64%
Sole
60K
Shared
0.00
None
0.00
International Business Machs
SOLEShares220K
TypeSH
Market value$31.2K
4.63%
Sole
220K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares145.69K
TypeSH
Market value$29.8K
4.43%
Sole
145.69K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares260K
TypeSH
Market value$27.7K
4.11%
Sole
260K
Shared
0.00
None
0.00
Autodesk Inc
SOLEShares119.34K
TypeSH
Market value$25.1K
3.73%
Sole
119.34K
Shared
0.00
None
0.00
Amdocs Ltd
SOLEShares280K
TypeSH
Market value$24.0K
3.56%
Sole
280K
Shared
0.00
None
0.00
Fortinet Inc
SOLEShares363.07K
TypeSH
Market value$21.5K
3.19%
Sole
363.07K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares158.17K
TypeSH
Market value$16.5K
2.45%
Sole
158.17K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares135K
TypeSH
Market value$16.3K
2.42%
Sole
135K
Shared
0.00
None
0.00
Cognizant Technology Solutio
SOLEShares205K
TypeSH
Market value$14.0K
2.07%
Sole
205K
Shared
0.00
None
0.00
Ebay Inc.
SOLEShares305K
TypeSH
Market value$13.5K
2.01%
Sole
305K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares30.66K
TypeSH
Market value$13.5K
2.00%
Sole
30.66K
Shared
0.00
None
0.00
First Solar Inc
SOLEShares65.40K
TypeSH
Market value$10.7K
1.59%
Sole
65.40K
Shared
0.00
None
0.00
Cisco Sys Inc
SOLEShares150K
TypeSH
Market value$8.1K
1.20%
Sole
150K
Shared
0.00
None
0.00
Qualys Inc
SOLEShares17.21K
TypeSH
Market value$2.7K
0.40%
Sole
17.21K
Shared
0.00
None
0.00
Cyberark Software Ltd
SOLEShares14.50K
TypeSH
Market value$2.4K
0.36%
Sole
14.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 199K | SH | $63.4K 9.42% | 199K | 0.00 | 0.00 |
Alphabet Inc Cap StkSOLE | CL A | 410K | SH | $54.9K 8.14% | 410K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 186.50K | SH | $44.3K 6.58% | 186.50K | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 308K | SH | $39.6K 5.88% | 308K | 0.00 | 0.00 |
Adobe IncSOLE | COM | 74.53K | SH | $38.3K 5.69% | 74.53K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 175.90K | SH | $36.4K 5.41% | 175.90K | 0.00 | 0.00 |
Apple IncSOLE | COM | 205K | SH | $35.4K 5.26% | 205K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 86.18K | SH | $34.4K 5.11% | 86.18K | 0.00 | 0.00 |
Microchip Technology Inc.SOLE | COM | 400K | SH | $31.8K 4.72% | 400K | 0.00 | 0.00 |
IntuitSOLE | COM | 60K | SH | $31.3K 4.64% | 60K | 0.00 | 0.00 |
International Business MachsSOLE | COM | 220K | SH | $31.2K 4.63% | 220K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 145.69K | SH | $29.8K 4.43% | 145.69K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 260K | SH | $27.7K 4.11% | 260K | 0.00 | 0.00 |
Autodesk IncSOLE | COM | 119.34K | SH | $25.1K 3.73% | 119.34K | 0.00 | 0.00 |
Amdocs LtdSOLE | SHS | 280K | SH | $24.0K 3.56% | 280K | 0.00 | 0.00 |
Fortinet IncSOLE | COM | 363.07K | SH | $21.5K 3.19% | 363.07K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 158.17K | SH | $16.5K 2.45% | 158.17K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 135K | SH | $16.3K 2.42% | 135K | 0.00 | 0.00 |
Cognizant Technology SolutioSOLE | CL A | 205K | SH | $14.0K 2.07% | 205K | 0.00 | 0.00 |
Ebay Inc.SOLE | COM | 305K | SH | $13.5K 2.01% | 305K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 30.66K | SH | $13.5K 2.00% | 30.66K | 0.00 | 0.00 |
First Solar IncSOLE | COM | 65.40K | SH | $10.7K 1.59% | 65.40K | 0.00 | 0.00 |
Cisco Sys IncSOLE | COM | 150K | SH | $8.1K 1.20% | 150K | 0.00 | 0.00 |
Qualys IncSOLE | COM | 17.21K | SH | $2.7K 0.40% | 17.21K | 0.00 | 0.00 |
Cyberark Software LtdSOLE | SHS | 14.50K | SH | $2.4K 0.36% | 14.50K | 0.00 | 0.00 |
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