Lannebo Fonder Ab as of Sept. 30, 2021
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 36 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.7 | $78M | 278k | 281.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $60M | 23k | 2673.51 | |
| Apple (AAPL) | 6.6 | $53M | 375k | 141.50 | |
| Amazon (AMZN) | 6.5 | $53M | 16k | 3285.06 | |
| Palo Alto Networks (PANW) | 5.6 | $46M | 95k | 479.00 | |
| salesforce (CRM) | 5.5 | $45M | 165k | 271.22 | |
| Intuit (INTU) | 4.4 | $36M | 67k | 539.50 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $35M | 60k | 575.72 | |
| Microchip Technology (MCHP) | 4.3 | $35M | 225k | 153.49 | |
| Facebook Cl A (META) | 4.1 | $33M | 98k | 339.39 | |
| Advanced Micro Devices (AMD) | 3.8 | $31M | 300k | 102.90 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $30M | 87k | 347.68 | |
| Walt Disney Company (DIS) | 3.5 | $28M | 165k | 169.17 | |
| International Business Machines (IBM) | 3.4 | $28M | 200k | 138.93 | |
| Oracle Corporation (ORCL) | 3.0 | $24M | 280k | 87.13 | |
| NVIDIA Corporation (NVDA) | 3.0 | $24M | 116k | 207.16 | |
| Amdocs SHS (DOX) | 2.5 | $20M | 265k | 75.71 | |
| Electronic Arts (EA) | 2.4 | $19M | 135k | 142.25 | |
| eBay (EBAY) | 2.4 | $19M | 275k | 69.67 | |
| Paypal Holdings (PYPL) | 2.3 | $18M | 70k | 260.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $15M | 5.5k | 2665.40 | |
| Fireeye | 1.4 | $11M | 615k | 17.80 | |
| Cisco Systems (CSCO) | 1.3 | $11M | 200k | 54.43 | |
| Veeva Sys Cl A Com (VEEV) | 1.3 | $10M | 35k | 288.17 | |
| Autodesk (ADSK) | 1.2 | $10M | 35k | 285.17 | |
| SPS Commerce (SPSC) | 0.6 | $4.9M | 31k | 161.31 | |
| Upland Software (UPLD) | 0.5 | $4.2M | 127k | 33.44 | |
| Ping Identity Hldg Corp | 0.5 | $4.2M | 170k | 24.57 | |
| Viavi Solutions Inc equities (VIAV) | 0.5 | $3.9M | 250k | 15.74 | |
| Omnicell (OMCL) | 0.5 | $3.8M | 26k | 148.43 | |
| Mimecast Ord Shs | 0.4 | $3.2M | 50k | 63.60 | |
| CyberArk Software SHS (CYBR) | 0.4 | $3.2M | 20k | 157.80 | |
| Verint Systems (VRNT) | 0.3 | $2.6M | 59k | 44.80 | |
| Varonis Sys (VRNS) | 0.3 | $2.3M | 38k | 60.85 | |
| Cognyte Software Ord Shs (CGNT) | 0.2 | $2.0M | 97k | 20.55 | |
| New Relic | 0.2 | $1.6M | 22k | 71.77 |
