Lannebo Fonder Ab
Latest statistics and disclosures from Lannebo Fonder Ab's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, PANW, AMZN, CRM, and represent 37.19% of Lannebo Fonder Ab's stock portfolio.
- Added to shares of these 10 stocks: VEEV, EA, CTSH, MCHP, FTNT, KLAC, MCO, NSC, UNP, CSX.
- Started 6 new stock positions in MCO, KLAC, CSX, CPRT, UNP, NSC.
- Reduced shares in these 6 stocks: EBAY (-$14M), , VIAV, QLYS, CYBR, SPSC.
- Sold out of its positions in CSCO, EBAY, VIAV.
- Lannebo Fonder Ab was a net seller of stock by $-7.0M.
- Lannebo Fonder Ab has $758M in assets under management (AUM), dropping by 12.52%.
- Central Index Key (CIK): 0001748965
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Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $75M | 199k | 376.76 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 7.6 | $58M | 412k | 140.13 |
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| Palo Alto Networks (PANW) | 7.3 | $55M | 187k | 296.10 |
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| Amazon (AMZN) | 6.2 | $47M | 308k | 153.45 |
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| salesforce (CRM) | 6.2 | $47M | 176k | 265.51 |
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| Adobe Systems Incorporated (ADBE) | 5.9 | $45M | 75k | 599.98 |
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| Apple (AAPL) | 5.2 | $40M | 205k | 193.49 |
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| Microchip Technology (MCHP) | 5.0 | $38M | +4% | 417k | 91.00 |
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| Intuit (INTU) | 5.0 | $38M | 60k | 630.13 |
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| Mastercard Incorporated Cl A (MA) | 4.9 | $37M | 86k | 427.38 |
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| International Business Machines (IBM) | 4.8 | $36M | 220k | 163.81 |
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| Veeva Sys Cl A Com (VEEV) | 4.4 | $33M | +16% | 170k | 195.83 |
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| Autodesk (ADSK) | 3.9 | $29M | 119k | 245.32 |
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| Oracle Corporation (ORCL) | 3.6 | $28M | 260k | 105.95 |
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| Amdocs SHS (DOX) | 3.3 | $25M | 280k | 88.14 |
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| Advanced Micro Devices (AMD) | 3.1 | $24M | 158k | 150.27 |
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| Fortinet (FTNT) | 3.0 | $23M | +6% | 388k | 59.19 |
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| Electronic Arts (EA) | 3.0 | $22M | +20% | 163k | 137.02 |
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| Cognizant Technology Solutio Cl A (CTSH) | 2.4 | $19M | +19% | 244k | 75.75 |
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| NVIDIA Corporation (NVDA) | 2.0 | $15M | 31k | 498.29 |
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| First Solar (FSLR) | 1.5 | $11M | 65k | 173.79 |
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| Cyberark Software SHS (CYBR) | 0.4 | $3.1M | -4% | 14k | 220.43 |
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| Qualys (QLYS) | 0.4 | $3.0M | -12% | 15k | 197.76 |
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| SPS Commerce (SPSC) | 0.3 | $2.4M | -2% | 12k | 196.59 |
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| Varonis Sys (VRNS) | 0.2 | $1.6M | 36k | 45.63 |
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| Verint Systems (VRNT) | 0.2 | $1.2M | 44k | 27.35 |
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| Omnicell (OMCL) | 0.1 | $1.1M | 28k | 38.46 |
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| Kla Corp Com New (KLAC) | 0.0 | $278k | NEW | 475.00 | 585.26 |
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| Moody's Corporation (MCO) | 0.0 | $277k | NEW | 708.00 | 391.24 |
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| Norfolk Southern (NSC) | 0.0 | $259k | NEW | 1.1k | 236.53 |
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| Union Pacific Corporation (UNP) | 0.0 | $253k | NEW | 1.0k | 245.39 |
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| CSX Corporation (CSX) | 0.0 | $250k | NEW | 7.2k | 34.72 |
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| Copart (CPRT) | 0.0 | $244k | NEW | 5.0k | 49.01 |
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Past Filings by Lannebo Fonder Ab
SEC 13F filings are viewable for Lannebo Fonder Ab going back to 2015
- Lannebo Fonder Ab 2023 Q4 filed Jan. 24, 2024
- Lannebo Fonder Ab 2023 Q3 filed Oct. 13, 2023
- Lannebo Fonder Ab 2023 Q2 filed July 13, 2023
- Lannebo Fonder Ab 2023 Q1 filed May 2, 2023
- Lannebo Fonder Ab 2022 Q4 filed Jan. 24, 2023
- Lannebo Fonder Ab 2022 Q3 filed Oct. 20, 2022
- Lannebo Fonder Ab 2022 Q2 filed July 15, 2022
- Lannebo Fonder Ab 2022 Q1 filed April 21, 2022
- Lannebo Fonder Ab 2021 Q4 filed Jan. 27, 2022
- Lannebo Fonder Ab 2021 Q3 filed Nov. 3, 2021
- Lannebo Fonder Ab 2021 Q2 filed July 20, 2021
- Lannebo Fonder Ab 2021 Q1 filed April 29, 2021
- Lannebo Fonder Ab 2020 Q4 filed Feb. 4, 2021
- Lannebo Fonder Ab 2020 Q3 filed Oct. 30, 2020
- Lannebo Fonder Ab 2020 Q2 filed Aug. 10, 2020
- Lannebo Fonder Ab 2020 Q1 filed May 11, 2020