Lannebo Fonder Ab as of Sept. 30, 2022
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 34 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.5 | $48M | 205k | 232.90 | |
Alphabet Cl A (GOOGL) | 8.6 | $43M | 450k | 95.65 | |
Amazon (AMZN) | 6.9 | $35M | 308k | 113.00 | |
Apple (AAPL) | 6.1 | $30M | 220k | 138.20 | |
Palo Alto Networks (PANW) | 5.4 | $27M | 167k | 163.79 | |
International Business Machines (IBM) | 5.2 | $26M | 220k | 118.81 | |
Microchip Technology (MCHP) | 4.9 | $24M | 400k | 61.03 | |
Intuit (INTU) | 4.6 | $23M | 60k | 387.32 | |
Amdocs SHS (DOX) | 4.4 | $22M | 280k | 79.45 | |
Mastercard Incorporated Cl A (MA) | 4.4 | $22M | 77k | 284.34 | |
salesforce (CRM) | 4.2 | $21M | 145k | 143.84 | |
Walt Disney Company (DIS) | 3.7 | $18M | 195k | 94.33 | |
Adobe Systems Incorporated (ADBE) | 3.3 | $17M | 60k | 275.20 | |
Oracle Corporation (ORCL) | 3.2 | $16M | 260k | 61.07 | |
Electronic Arts (EA) | 3.1 | $16M | 135k | 115.71 | |
Veeva Sys Cl A Com (VEEV) | 3.1 | $15M | 93k | 164.88 | |
Autodesk (ADSK) | 3.0 | $15M | 80k | 186.80 | |
Advanced Micro Devices (AMD) | 2.7 | $13M | 210k | 63.36 | |
Cognizant Technology Solutio Cl A (CTSH) | 2.4 | $12M | 205k | 57.44 | |
eBay (EBAY) | 2.2 | $11M | 305k | 36.81 | |
NVIDIA Corporation (NVDA) | 1.7 | $8.5M | 70k | 121.39 | |
Paypal Holdings (PYPL) | 1.2 | $6.0M | 70k | 86.07 | |
Cisco Systems (CSCO) | 1.2 | $6.0M | 150k | 40.00 | |
First Solar (FSLR) | 0.8 | $4.0M | 30k | 132.27 | |
Ping Identity Hldg Corp | 0.6 | $2.9M | 105k | 28.07 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.9M | 31k | 96.13 | |
SPS Commerce (SPSC) | 0.6 | $2.9M | 23k | 124.22 | |
Cyberark Software SHS (CYBR) | 0.5 | $2.7M | 18k | 149.94 | |
Viavi Solutions Inc equities (VIAV) | 0.5 | $2.6M | 200k | 13.05 | |
Omnicell (OMCL) | 0.4 | $2.1M | 24k | 87.04 | |
Verint Systems (VRNT) | 0.4 | $1.8M | 55k | 33.58 | |
Upland Software (UPLD) | 0.2 | $1.2M | 146k | 8.13 | |
Varonis Sys (VRNS) | 0.2 | $1.2M | 44k | 26.53 | |
New Relic | 0.2 | $975k | 17k | 57.35 |