Lannebo Fonder Ab as of Dec. 31, 2023
Portfolio Holdings for Lannebo Fonder Ab
Lannebo Fonder Ab holds 33 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $75M | 199k | 376.76 | |
| Alphabet Inc Cap Stk Cl A (GOOGL) | 7.6 | $58M | 412k | 140.13 | |
| Palo Alto Networks (PANW) | 7.3 | $55M | 187k | 296.10 | |
| Amazon (AMZN) | 6.2 | $47M | 308k | 153.45 | |
| salesforce (CRM) | 6.2 | $47M | 176k | 265.51 | |
| Adobe Systems Incorporated (ADBE) | 5.9 | $45M | 75k | 599.98 | |
| Apple (AAPL) | 5.2 | $40M | 205k | 193.49 | |
| Microchip Technology (MCHP) | 5.0 | $38M | 417k | 91.00 | |
| Intuit (INTU) | 5.0 | $38M | 60k | 630.13 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $37M | 86k | 427.38 | |
| International Business Machines (IBM) | 4.8 | $36M | 220k | 163.81 | |
| Veeva Sys Cl A Com (VEEV) | 4.4 | $33M | 170k | 195.83 | |
| Autodesk (ADSK) | 3.9 | $29M | 119k | 245.32 | |
| Oracle Corporation (ORCL) | 3.6 | $28M | 260k | 105.95 | |
| Amdocs SHS (DOX) | 3.3 | $25M | 280k | 88.14 | |
| Advanced Micro Devices (AMD) | 3.1 | $24M | 158k | 150.27 | |
| Fortinet (FTNT) | 3.0 | $23M | 388k | 59.19 | |
| Electronic Arts (EA) | 3.0 | $22M | 163k | 137.02 | |
| Cognizant Technology Solutio Cl A (CTSH) | 2.4 | $19M | 244k | 75.75 | |
| NVIDIA Corporation (NVDA) | 2.0 | $15M | 31k | 498.29 | |
| First Solar (FSLR) | 1.5 | $11M | 65k | 173.79 | |
| Cyberark Software SHS (CYBR) | 0.4 | $3.1M | 14k | 220.43 | |
| Qualys (QLYS) | 0.4 | $3.0M | 15k | 197.76 | |
| SPS Commerce (SPSC) | 0.3 | $2.4M | 12k | 196.59 | |
| Varonis Sys (VRNS) | 0.2 | $1.6M | 36k | 45.63 | |
| Verint Systems (VRNT) | 0.2 | $1.2M | 44k | 27.35 | |
| Omnicell (OMCL) | 0.1 | $1.1M | 28k | 38.46 | |
| Kla Corp Com New (KLAC) | 0.0 | $278k | 475.00 | 585.26 | |
| Moody's Corporation (MCO) | 0.0 | $277k | 708.00 | 391.24 | |
| Norfolk Southern (NSC) | 0.0 | $259k | 1.1k | 236.53 | |
| Union Pacific Corporation (UNP) | 0.0 | $253k | 1.0k | 245.39 | |
| CSX Corporation (CSX) | 0.0 | $250k | 7.2k | 34.72 | |
| Copart (CPRT) | 0.0 | $244k | 5.0k | 49.01 |
