Lannebo Fonder Ab as of June 30, 2023
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 32 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.5 | $68M | 199k | 340.91 | |
| Alphabet Inc Cap Stk Cl A (GOOGL) | 6.9 | $49M | 410k | 120.46 | |
| Palo Alto Networks (PANW) | 6.7 | $47M | 187k | 254.28 | |
| Amazon (AMZN) | 5.6 | $40M | 308k | 130.18 | |
| Apple (AAPL) | 5.5 | $40M | 205k | 192.51 | |
| Adobe Systems Incorporated (ADBE) | 5.1 | $36M | 75k | 488.15 | |
| Microchip Technology (MCHP) | 5.0 | $36M | 400k | 88.90 | |
| salesforce (CRM) | 4.9 | $35M | 165k | 212.92 | |
| Mastercard Incorporated Cl A (MA) | 4.7 | $34M | 86k | 390.75 | |
| Oracle Corporation (ORCL) | 4.4 | $31M | 260k | 120.49 | |
| International Business Machines (IBM) | 4.2 | $30M | 220k | 134.65 | |
| Veeva Sys Cl A Com (VEEV) | 4.0 | $28M | 141k | 199.40 | |
| Amdocs SHS (DOX) | 3.9 | $28M | 280k | 99.19 | |
| Fortinet (FTNT) | 3.9 | $28M | 363k | 75.65 | |
| Intuit (INTU) | 3.9 | $28M | 60k | 457.60 | |
| Autodesk (ADSK) | 3.8 | $27M | 132k | 207.17 | |
| Advanced Micro Devices (AMD) | 2.5 | $18M | 158k | 113.47 | |
| Electronic Arts (EA) | 2.5 | $18M | 135k | 130.87 | |
| Walt Disney Company (DIS) | 2.4 | $17M | 195k | 89.04 | |
| eBay (EBAY) | 1.9 | $14M | 305k | 45.10 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.9 | $13M | 205k | 65.24 | |
| NVIDIA Corporation (NVDA) | 1.8 | $13M | 31k | 420.41 | |
| First Solar (FSLR) | 1.6 | $11M | 61k | 184.40 | |
| Cisco Systems (CSCO) | 1.1 | $7.8M | 150k | 51.87 | |
| SPS Commerce (SPSC) | 0.4 | $3.1M | 16k | 192.25 | |
| Cyberark Software SHS (CYBR) | 0.3 | $2.4M | 16k | 155.81 | |
| Qualys (QLYS) | 0.3 | $2.4M | 18k | 130.38 | |
| Omnicell (OMCL) | 0.3 | $2.1M | 28k | 73.89 | |
| Verint Systems (VRNT) | 0.3 | $2.0M | 55k | 35.51 | |
| Viavi Solutions Inc equities (VIAV) | 0.2 | $1.7M | 150k | 11.22 | |
| Varonis Sys (VRNS) | 0.2 | $1.2M | 44k | 26.51 | |
| New Relic | 0.2 | $1.1M | 17k | 65.35 |
