LANNEBO FONDER AB

PrivateCIK: 1748965
Location

STOCKHOLM, V7

33
Positions
$757.8K
Total AUM (reported)
4.39M
Total Shares

Allocation by class

TOTAL AUM$757.8K33 positions
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 324.8%4–1038.4%11–2536.3%Rest0.5%TOP 1063.2%0%100%
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

SOLE
COM
Shares199K
TypeSH
Market value$75.0K
9.89%
Sole
199K
Shared
0.00
None
0.00

Alphabet Inc Cap Stk

SOLE
CL A
Shares411.58K
TypeSH
Market value$57.7K
7.61%
Sole
411.58K
Shared
0.00
None
0.00

Palo Alto Networks Inc

SOLE
COM
Shares186.50K
TypeSH
Market value$55.2K
7.29%
Sole
186.50K
Shared
0.00
None
0.00

Amazon Com Inc

SOLE
COM
Shares308K
TypeSH
Market value$47.3K
6.24%
Sole
308K
Shared
0.00
None
0.00

Salesforce Inc

SOLE
COM
Shares175.90K
TypeSH
Market value$46.7K
6.16%
Sole
175.90K
Shared
0.00
None
0.00

Adobe Inc

SOLE
COM
Shares74.53K
TypeSH
Market value$44.7K
5.90%
Sole
74.53K
Shared
0.00
None
0.00

Apple Inc

SOLE
COM
Shares205K
TypeSH
Market value$39.7K
5.23%
Sole
205K
Shared
0.00
None
0.00

Microchip Technology Inc.

SOLE
COM
Shares416.60K
TypeSH
Market value$37.9K
5.00%
Sole
416.60K
Shared
0.00
None
0.00

Intuit

SOLE
COM
Shares60K
TypeSH
Market value$37.8K
4.99%
Sole
60K
Shared
0.00
None
0.00

Mastercard Incorporated

SOLE
CL A
Shares86.18K
TypeSH
Market value$36.8K
4.86%
Sole
86.18K
Shared
0.00
None
0.00

International Business Machs

SOLE
COM
Shares220K
TypeSH
Market value$36.0K
4.76%
Sole
220K
Shared
0.00
None
0.00

Veeva Sys Inc

SOLE
CL A COM
Shares170.29K
TypeSH
Market value$33.3K
4.40%
Sole
170.29K
Shared
0.00
None
0.00

Autodesk Inc

SOLE
COM
Shares119.34K
TypeSH
Market value$29.3K
3.86%
Sole
119.34K
Shared
0.00
None
0.00

Oracle Corp

SOLE
COM
Shares260K
TypeSH
Market value$27.5K
3.64%
Sole
260K
Shared
0.00
None
0.00

Amdocs Ltd

SOLE
SHS
Shares280K
TypeSH
Market value$24.7K
3.26%
Sole
280K
Shared
0.00
None
0.00

Advanced Micro Devices Inc

SOLE
COM
Shares158.17K
TypeSH
Market value$23.8K
3.14%
Sole
158.17K
Shared
0.00
None
0.00

Fortinet Inc

SOLE
COM
Shares388.07K
TypeSH
Market value$23.0K
3.03%
Sole
388.07K
Shared
0.00
None
0.00

Electronic Arts Inc

SOLE
COM
Shares163.20K
TypeSH
Market value$22.4K
2.95%
Sole
163.20K
Shared
0.00
None
0.00

Cognizant Technology Solutio

SOLE
CL A
Shares244K
TypeSH
Market value$18.5K
2.44%
Sole
244K
Shared
0.00
None
0.00

Nvidia Corporation

SOLE
COM
Shares30.66K
TypeSH
Market value$15.3K
2.02%
Sole
30.66K
Shared
0.00
None
0.00

First Solar Inc

SOLE
COM
Shares65.40K
TypeSH
Market value$11.4K
1.50%
Sole
65.40K
Shared
0.00
None
0.00

Cyberark Software Ltd

SOLE
SHS
Shares13.85K
TypeSH
Market value$3.1K
0.40%
Sole
13.85K
Shared
0.00
None
0.00

Qualys Inc

SOLE
COM
Shares15.01K
TypeSH
Market value$3.0K
0.39%
Sole
15.01K
Shared
0.00
None
0.00

Sps Comm Inc

SOLE
COM
Shares12.44K
TypeSH
Market value$2.4K
0.32%
Sole
12.44K
Shared
0.00
None
0.00

Varonis Sys Inc

SOLE
COM
Shares35.50K
TypeSH
Market value$1.6K
0.21%
Sole
35.50K
Shared
0.00
None
0.00
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