Lannebo Fonder Ab as of Dec. 31, 2022
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.4 | $49M | 205k | 239.82 | |
Alphabet Inc Cap Stk Cl A (GOOGL) | 7.6 | $40M | 450k | 88.23 | |
International Business Machines (IBM) | 6.0 | $31M | 220k | 140.89 | |
Mastercard Incorporated Cl A (MA) | 5.6 | $29M | 84k | 347.73 | |
Microchip Technology (MCHP) | 5.4 | $28M | 400k | 70.25 | |
Palo Alto Networks (PANW) | 5.3 | $27M | 197k | 139.54 | |
Apple (AAPL) | 5.1 | $27M | 205k | 129.93 | |
Amazon (AMZN) | 5.0 | $26M | 308k | 84.00 | |
Amdocs SHS (DOX) | 4.9 | $26M | 280k | 90.90 | |
Intuit (INTU) | 4.5 | $23M | 60k | 389.22 | |
Oracle Corporation (ORCL) | 4.1 | $21M | 260k | 81.74 | |
Adobe Systems Incorporated (ADBE) | 3.9 | $20M | 60k | 336.53 | |
salesforce (CRM) | 3.7 | $19M | 145k | 132.59 | |
Walt Disney Company (DIS) | 3.3 | $17M | 195k | 86.88 | |
Electronic Arts (EA) | 3.2 | $17M | 135k | 122.18 | |
Veeva Sys Cl A Com (VEEV) | 2.9 | $15M | 93k | 161.38 | |
Autodesk (ADSK) | 2.9 | $15M | 80k | 186.88 | |
Advanced Micro Devices (AMD) | 2.6 | $14M | 210k | 64.77 | |
Fortinet (FTNT) | 2.4 | $13M | 260k | 48.89 | |
eBay (EBAY) | 2.4 | $13M | 305k | 41.47 | |
Cognizant Technology Solutio Cl A (CTSH) | 2.3 | $12M | 205k | 57.19 | |
NVIDIA Corporation (NVDA) | 2.0 | $10M | 70k | 146.14 | |
Cisco Systems (CSCO) | 1.4 | $7.1M | 150k | 47.64 | |
First Solar (FSLR) | 1.2 | $6.0M | 40k | 149.80 | |
SPS Commerce (SPSC) | 0.6 | $3.0M | 23k | 128.43 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.7M | 31k | 88.73 | |
Cyberark Software SHS (CYBR) | 0.4 | $2.0M | 16k | 129.68 | |
Verint Systems (VRNT) | 0.4 | $2.0M | 55k | 36.27 | |
Viavi Solutions Inc equities (VIAV) | 0.3 | $1.6M | 150k | 10.51 | |
Omnicell (OMCL) | 0.3 | $1.4M | 28k | 50.43 | |
Varonis Sys (VRNS) | 0.2 | $1.0M | 44k | 23.93 | |
Upland Software (UPLD) | 0.2 | $1.0M | 146k | 7.13 | |
New Relic | 0.2 | $960k | 17k | 56.47 | |
Qualys (QLYS) | 0.2 | $786k | 7.0k | 112.29 |