Lannebo Fonder Ab as of March 31, 2023
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 33 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualys (QLYS) | 9.5 | $59M | 205k | 288.30 | |
| Alphabet Inc Cap Stk Cl A (GOOGL) | 6.8 | $43M | 410k | 103.73 | |
| Palo Alto Networks (PANW) | 6.0 | $37M | 187k | 199.74 | |
| Apple (AAPL) | 5.4 | $34M | 205k | 164.90 | |
| Microchip Technology (MCHP) | 5.4 | $34M | 400k | 83.78 | |
| salesforce (CRM) | 5.3 | $33M | 165k | 199.78 | |
| Amazon (AMZN) | 5.1 | $32M | 308k | 103.29 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $31M | 84k | 363.40 | |
| International Business Machines (IBM) | 4.6 | $29M | 220k | 131.09 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $27M | 70k | 385.37 | |
| Amdocs SHS (DOX) | 4.3 | $27M | 280k | 96.03 | |
| Intuit (INTU) | 4.3 | $27M | 60k | 445.83 | |
| Oracle Corporation (ORCL) | 3.9 | $24M | 260k | 92.92 | |
| Walt Disney Company (DIS) | 3.1 | $20M | 195k | 100.13 | |
| NVIDIA Corporation (NVDA) | 3.1 | $19M | 70k | 277.77 | |
| Fortinet (FTNT) | 3.0 | $19M | 285k | 66.46 | |
| Veeva Sys Cl A Com (VEEV) | 3.0 | $19M | 103k | 183.79 | |
| Autodesk (ADSK) | 2.9 | $18M | 88k | 208.16 | |
| Advanced Micro Devices (AMD) | 2.9 | $18M | 185k | 98.01 | |
| Electronic Arts (EA) | 2.6 | $16M | 135k | 120.45 | |
| eBay (EBAY) | 2.2 | $14M | 305k | 44.37 | |
| Cognizant Technology Solutio Cl A (CTSH) | 2.0 | $13M | 205k | 60.93 | |
| First Solar (FSLR) | 1.4 | $8.7M | 40k | 217.50 | |
| Cisco Systems (CSCO) | 1.3 | $7.8M | 150k | 52.27 | |
| SPS Commerce (SPSC) | 0.6 | $3.5M | 23k | 152.30 | |
| Cyberark Software SHS (CYBR) | 0.4 | $2.3M | 16k | 148.00 | |
| Verint Systems (VRNT) | 0.3 | $2.0M | 55k | 37.24 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.8M | 14k | 130.00 | |
| Omnicell (OMCL) | 0.3 | $1.6M | 28k | 58.68 | |
| Viavi Solutions Inc equities (VIAV) | 0.3 | $1.6M | 150k | 10.83 | |
| New Relic | 0.2 | $1.3M | 17k | 75.29 | |
| Varonis Sys (VRNS) | 0.2 | $1.1M | 44k | 26.00 | |
| Upland Software (UPLD) | 0.1 | $627k | 146k | 4.30 |
