Filed: 1/24/2024ACC: 0001104659-24-006136
📋 What this filing means
LANNEBO FONDER AB filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $757.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$757.8K
Total AUM (reported)
4.39M
Total Shares
Allocation by class
COM$583.5K77.0%
CL A$113.0K14.9%
CL A COM$33.3K4.4%
SHS$27.7K3.7%
COM NEW$278.000.0%
Portfolio Concentration
Top 3$187.9K24.8%
4–10$290.9K38.4%
11–25$275.2K36.3%
Rest$3.8K0.5%
Top 3 weight
24.8%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 4.39M
Sole
Full voting authority
4.39M
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:
Microsoft Corp
SOLEShares199K
TypeSH
Market value$75.0K
9.89%
Sole
199K
Shared
0.00
None
0.00
Alphabet Inc Cap Stk
SOLEShares411.58K
TypeSH
Market value$57.7K
7.61%
Sole
411.58K
Shared
0.00
None
0.00
Palo Alto Networks Inc
SOLEShares186.50K
TypeSH
Market value$55.2K
7.29%
Sole
186.50K
Shared
0.00
None
0.00
Amazon Com Inc
SOLEShares308K
TypeSH
Market value$47.3K
6.24%
Sole
308K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares175.90K
TypeSH
Market value$46.7K
6.16%
Sole
175.90K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares74.53K
TypeSH
Market value$44.7K
5.90%
Sole
74.53K
Shared
0.00
None
0.00
Apple Inc
SOLEShares205K
TypeSH
Market value$39.7K
5.23%
Sole
205K
Shared
0.00
None
0.00
Microchip Technology Inc.
SOLEShares416.60K
TypeSH
Market value$37.9K
5.00%
Sole
416.60K
Shared
0.00
None
0.00
Intuit
SOLEShares60K
TypeSH
Market value$37.8K
4.99%
Sole
60K
Shared
0.00
None
0.00
Mastercard Incorporated
SOLEShares86.18K
TypeSH
Market value$36.8K
4.86%
Sole
86.18K
Shared
0.00
None
0.00
International Business Machs
SOLEShares220K
TypeSH
Market value$36.0K
4.76%
Sole
220K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares170.29K
TypeSH
Market value$33.3K
4.40%
Sole
170.29K
Shared
0.00
None
0.00
Autodesk Inc
SOLEShares119.34K
TypeSH
Market value$29.3K
3.86%
Sole
119.34K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares260K
TypeSH
Market value$27.5K
3.64%
Sole
260K
Shared
0.00
None
0.00
Amdocs Ltd
SOLEShares280K
TypeSH
Market value$24.7K
3.26%
Sole
280K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares158.17K
TypeSH
Market value$23.8K
3.14%
Sole
158.17K
Shared
0.00
None
0.00
Fortinet Inc
SOLEShares388.07K
TypeSH
Market value$23.0K
3.03%
Sole
388.07K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares163.20K
TypeSH
Market value$22.4K
2.95%
Sole
163.20K
Shared
0.00
None
0.00
Cognizant Technology Solutio
SOLEShares244K
TypeSH
Market value$18.5K
2.44%
Sole
244K
Shared
0.00
None
0.00
Nvidia Corporation
SOLEShares30.66K
TypeSH
Market value$15.3K
2.02%
Sole
30.66K
Shared
0.00
None
0.00
First Solar Inc
SOLEShares65.40K
TypeSH
Market value$11.4K
1.50%
Sole
65.40K
Shared
0.00
None
0.00
Cyberark Software Ltd
SOLEShares13.85K
TypeSH
Market value$3.1K
0.40%
Sole
13.85K
Shared
0.00
None
0.00
Qualys Inc
SOLEShares15.01K
TypeSH
Market value$3.0K
0.39%
Sole
15.01K
Shared
0.00
None
0.00
Sps Comm Inc
SOLEShares12.44K
TypeSH
Market value$2.4K
0.32%
Sole
12.44K
Shared
0.00
None
0.00
Varonis Sys Inc
SOLEShares35.50K
TypeSH
Market value$1.6K
0.21%
Sole
35.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 199K | SH | $75.0K 9.89% | 199K | 0.00 | 0.00 |
Alphabet Inc Cap StkSOLE | CL A | 411.58K | SH | $57.7K 7.61% | 411.58K | 0.00 | 0.00 |
Palo Alto Networks IncSOLE | COM | 186.50K | SH | $55.2K 7.29% | 186.50K | 0.00 | 0.00 |
Amazon Com IncSOLE | COM | 308K | SH | $47.3K 6.24% | 308K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 175.90K | SH | $46.7K 6.16% | 175.90K | 0.00 | 0.00 |
Adobe IncSOLE | COM | 74.53K | SH | $44.7K 5.90% | 74.53K | 0.00 | 0.00 |
Apple IncSOLE | COM | 205K | SH | $39.7K 5.23% | 205K | 0.00 | 0.00 |
Microchip Technology Inc.SOLE | COM | 416.60K | SH | $37.9K 5.00% | 416.60K | 0.00 | 0.00 |
IntuitSOLE | COM | 60K | SH | $37.8K 4.99% | 60K | 0.00 | 0.00 |
Mastercard IncorporatedSOLE | CL A | 86.18K | SH | $36.8K 4.86% | 86.18K | 0.00 | 0.00 |
International Business MachsSOLE | COM | 220K | SH | $36.0K 4.76% | 220K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 170.29K | SH | $33.3K 4.40% | 170.29K | 0.00 | 0.00 |
Autodesk IncSOLE | COM | 119.34K | SH | $29.3K 3.86% | 119.34K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 260K | SH | $27.5K 3.64% | 260K | 0.00 | 0.00 |
Amdocs LtdSOLE | SHS | 280K | SH | $24.7K 3.26% | 280K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 158.17K | SH | $23.8K 3.14% | 158.17K | 0.00 | 0.00 |
Fortinet IncSOLE | COM | 388.07K | SH | $23.0K 3.03% | 388.07K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 163.20K | SH | $22.4K 2.95% | 163.20K | 0.00 | 0.00 |
Cognizant Technology SolutioSOLE | CL A | 244K | SH | $18.5K 2.44% | 244K | 0.00 | 0.00 |
Nvidia CorporationSOLE | COM | 30.66K | SH | $15.3K 2.02% | 30.66K | 0.00 | 0.00 |
First Solar IncSOLE | COM | 65.40K | SH | $11.4K 1.50% | 65.40K | 0.00 | 0.00 |
Cyberark Software LtdSOLE | SHS | 13.85K | SH | $3.1K 0.40% | 13.85K | 0.00 | 0.00 |
Qualys IncSOLE | COM | 15.01K | SH | $3.0K 0.39% | 15.01K | 0.00 | 0.00 |
Sps Comm IncSOLE | COM | 12.44K | SH | $2.4K 0.32% | 12.44K | 0.00 | 0.00 |
Varonis Sys IncSOLE | COM | 35.50K | SH | $1.6K 0.21% | 35.50K | 0.00 | 0.00 |
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