Lannebo Fonder Ab as of June 30, 2022
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 34 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.8 | $54M | 210k | 256.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 8.9 | $49M | 23k | 2179.24 | |
Amazon (AMZN) | 6.3 | $35M | 328k | 106.21 | |
Apple (AAPL) | 5.7 | $31M | 230k | 136.72 | |
International Business Machines (IBM) | 5.7 | $31M | 220k | 141.19 | |
Palo Alto Networks (PANW) | 5.1 | $28M | 57k | 493.95 | |
Microchip Technology (MCHP) | 4.8 | $26M | 450k | 58.08 | |
Mastercard Incorporated Cl A (MA) | 4.4 | $24M | 77k | 315.48 | |
Amdocs SHS (DOX) | 4.2 | $23M | 280k | 83.31 | |
Intuit (INTU) | 4.2 | $23M | 60k | 385.43 | |
salesforce (CRM) | 4.2 | $23M | 140k | 165.04 | |
Adobe Systems Incorporated (ADBE) | 4.0 | $22M | 60k | 366.07 | |
Walt Disney Company (DIS) | 3.4 | $18M | 195k | 94.40 | |
Oracle Corporation (ORCL) | 3.3 | $18M | 260k | 69.87 | |
Veeva Sys Cl A Com (VEEV) | 3.0 | $16M | 83k | 198.04 | |
Electronic Arts (EA) | 3.0 | $16M | 135k | 121.65 | |
Advanced Micro Devices (AMD) | 2.9 | $16M | 210k | 76.47 | |
Autodesk (ADSK) | 2.5 | $14M | 80k | 171.96 | |
NVIDIA Corporation (NVDA) | 2.2 | $12M | 80k | 151.59 | |
Cognizant Technology Solutio Cl A (CTSH) | 2.1 | $12M | 175k | 67.49 | |
eBay (EBAY) | 2.1 | $12M | 275k | 41.67 | |
Fireeye | 2.0 | $11M | 500k | 21.82 | |
Cisco Systems (CSCO) | 1.2 | $6.4M | 150k | 42.64 | |
Paypal Holdings (PYPL) | 0.9 | $4.9M | 70k | 69.84 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.3M | 1.5k | 2187.42 | |
Viavi Solutions Inc equities (VIAV) | 0.5 | $2.8M | 210k | 13.23 | |
Omnicell (OMCL) | 0.5 | $2.6M | 23k | 113.74 | |
SPS Commerce (SPSC) | 0.5 | $2.6M | 23k | 113.04 | |
Verint Systems (VRNT) | 0.4 | $2.3M | 55k | 42.35 | |
Cyberark Software SHS (CYBR) | 0.4 | $2.3M | 18k | 127.94 | |
Ping Identity Hldg Corp | 0.4 | $2.3M | 125k | 18.14 | |
Upland Software (UPLD) | 0.4 | $2.1M | 146k | 14.52 | |
Varonis Sys (VRNS) | 0.2 | $1.3M | 44k | 29.31 | |
New Relic | 0.2 | $851k | 17k | 50.06 |