$157 Million is the total value of LANNEBO FONDER AB's 21 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc | $20,937,000 | +15.7% | 145,740 | -6.4% | 13.32% | -4.5% |
| MSFT | Sell | Microsoft Corp | $14,484,000 | -3.1% | 219,923 | -8.3% | 9.21% | -20.0% |
| GOOGL | Buy | Alphabet Inccap stk cl a | $11,445,000 | +15.0% | 13,500 | +8.0% | 7.28% | -5.0% |
| FB | Facebook Inccl a | $10,086,000 | +22.9% | 71,000 | 0.0% | 6.42% | +1.5% | |
| AMZN | Sell | Amazon Com Inc | $9,929,000 | +13.8% | 11,200 | -2.6% | 6.32% | -6.0% |
| ADBE | Adobe Sys Inc | $9,857,000 | +26.7% | 75,750 | 0.0% | 6.27% | +4.6% | |
| RHT | Buy | Red Hat Inc | $8,650,000 | +38.9% | 100,000 | +11.1% | 5.50% | +14.7% |
| PYPL | Buy | Paypal Hldgs Inc | $7,959,000 | +21.6% | 185,000 | +12.1% | 5.06% | +0.4% |
| GOOG | Alphabet Inccap stk cl c | $7,902,000 | +6.9% | 9,526 | 0.0% | 5.03% | -11.7% | |
| CRM | Buy | Salesforce Com Inc | $7,424,000 | +35.0% | 90,000 | +12.5% | 4.72% | +11.5% |
| CTXS | Citrix Sys Inc | $7,088,000 | -6.9% | 85,000 | 0.0% | 4.51% | -23.1% | |
| ORCL | Buy | Oracle Corp | $6,223,000 | +47.5% | 139,500 | +27.4% | 3.96% | +21.8% |
| DOX | Amdocs Ltd | $6,099,000 | +4.6% | 100,000 | 0.0% | 3.88% | -13.6% | |
| CSCO | Cisco Sys Inc | $5,738,000 | +11.5% | 169,769 | 0.0% | 3.65% | -7.9% | |
| INTU | Intuit | $5,608,000 | +1.9% | 48,350 | 0.0% | 3.57% | -15.9% | |
| INTC | Intel Corp | $5,411,000 | -0.9% | 150,000 | 0.0% | 3.44% | -18.2% | |
| EA | New | Electronic Arts Inc | $5,371,000 | – | 60,000 | +100.0% | 3.42% | – |
| MLNX | New | Mellanox Technologies Ltd | $2,548,000 | – | 50,000 | +100.0% | 1.62% | – |
| EBAY | eBay Inc | $1,846,000 | +11.9% | 55,000 | 0.0% | 1.17% | -7.6% | |
| LOGM | New | LogMeln Inc | $1,424,000 | – | 14,606 | +100.0% | 0.91% | – |
| DVMT | Dell Technologies Inc | $1,162,000 | +16.4% | 18,140 | 0.0% | 0.74% | -3.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 32 | Q3 2023 | 13.1% |
| Apple Inc | 32 | Q3 2023 | 14.6% |
| Alphabet Inc Cap Stk | 32 | Q3 2023 | 8.9% |
| Adobe Systems Incorporated | 32 | Q3 2023 | 6.8% |
| Intuit | 32 | Q3 2023 | 5.0% |
| Amdocs Ltd | 32 | Q3 2023 | 4.9% |
| Oracle Corp | 32 | Q3 2023 | 4.4% |
| Cisco Sys Inc | 32 | Q3 2023 | 6.6% |
| Ebay Inc. | 32 | Q3 2023 | 2.9% |
| Amazon Com Inc | 31 | Q3 2023 | 7.9% |
View LANNEBO FONDER AB's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-21 |
| 13F-HR | 2022-01-27 |
| 13F-HR | 2021-11-03 |
View LANNEBO FONDER AB's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.