Lannebo Fonder Ab as of Sept. 30, 2023
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 30 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.4 | $63M | 199k | 318.70 | |
Alphabet Inc Cap Stk Cl A (GOOGL) | 8.1 | $55M | 410k | 133.78 | |
Palo Alto Networks (PANW) | 6.6 | $44M | 187k | 237.59 | |
Amazon (AMZN) | 5.9 | $40M | 308k | 128.49 | |
Adobe Systems Incorporated (ADBE) | 5.7 | $38M | 75k | 514.47 | |
salesforce (CRM) | 5.4 | $36M | 176k | 207.20 | |
Apple (AAPL) | 5.3 | $35M | 205k | 172.78 | |
Mastercard Incorporated Cl A (MA) | 5.1 | $34M | 86k | 399.41 | |
Microchip Technology (MCHP) | 4.7 | $32M | 400k | 79.43 | |
Intuit (INTU) | 4.6 | $31M | 60k | 520.97 | |
International Business Machines (IBM) | 4.6 | $31M | 220k | 141.75 | |
Veeva Sys Cl A Com (VEEV) | 4.4 | $30M | 146k | 204.75 | |
Oracle Corporation (ORCL) | 4.1 | $28M | 260k | 106.36 | |
Autodesk (ADSK) | 3.7 | $25M | 119k | 210.61 | |
Amdocs SHS (DOX) | 3.6 | $24M | 280k | 85.70 | |
Fortinet (FTNT) | 3.2 | $22M | 363k | 59.18 | |
Advanced Micro Devices (AMD) | 2.4 | $17M | 158k | 104.29 | |
Electronic Arts (EA) | 2.4 | $16M | 135k | 120.61 | |
Cognizant Technology Solutio Cl A (CTSH) | 2.1 | $14M | 205k | 68.17 | |
eBay (EBAY) | 2.0 | $14M | 305k | 44.42 | |
NVIDIA Corporation (NVDA) | 2.0 | $14M | 31k | 440.01 | |
First Solar (FSLR) | 1.6 | $11M | 65k | 164.08 | |
Cisco Systems (CSCO) | 1.2 | $8.1M | 150k | 54.02 | |
Qualys (QLYS) | 0.4 | $2.7M | 17k | 154.99 | |
Cyberark Software SHS (CYBR) | 0.4 | $2.4M | 15k | 165.52 | |
SPS Commerce (SPSC) | 0.3 | $2.2M | 13k | 173.76 | |
Omnicell (OMCL) | 0.2 | $1.3M | 28k | 45.86 | |
Varonis Sys (VRNS) | 0.2 | $1.1M | 36k | 30.90 | |
Viavi Solutions Inc equities (VIAV) | 0.2 | $1.1M | 116k | 9.27 | |
Verint Systems (VRNT) | 0.2 | $1.0M | 44k | 23.35 |