$174 Million is the total value of LANNEBO FONDER AB's 22 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 4.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $20,989,000 | +0.2% | 145,740 | 0.0% | 12.05% | -9.5% | |
| MSFT | Buy | Microsoft Corp | $15,849,000 | +9.4% | 229,923 | +4.5% | 9.10% | -1.2% |
| GOOGL | Alphabet Inccap stk cl a | $12,551,000 | +9.7% | 13,500 | 0.0% | 7.20% | -1.0% | |
| FB | Buy | Facebook Inccl a | $11,474,000 | +13.8% | 76,000 | +7.0% | 6.59% | +2.7% |
| AMZN | Amazon Com Inc | $10,842,000 | +9.2% | 11,200 | 0.0% | 6.22% | -1.5% | |
| ADBE | Adobe Sys Inc | $10,714,000 | +8.7% | 75,750 | 0.0% | 6.15% | -1.9% | |
| PYPL | Paypal Hldgs Inc | $9,929,000 | +24.8% | 185,000 | 0.0% | 5.70% | +12.6% | |
| RHT | Red Hat Inc | $9,575,000 | +10.7% | 100,000 | 0.0% | 5.50% | -0.1% | |
| GOOG | Alphabet Inccap stk cl c | $8,657,000 | +9.6% | 9,526 | 0.0% | 4.97% | -1.1% | |
| CRM | Salesforce Com Inc | $7,794,000 | +5.0% | 90,000 | 0.0% | 4.47% | -5.3% | |
| ORCL | Buy | Oracle Corp | $7,496,000 | +20.5% | 149,500 | +7.2% | 4.30% | +8.7% |
| CTXS | Citrix Sys Inc | $6,764,000 | -4.6% | 85,000 | 0.0% | 3.88% | -13.9% | |
| DOX | Amdocs Ltd | $6,446,000 | +5.7% | 100,000 | 0.0% | 3.70% | -4.6% | |
| INTU | Intuit | $6,421,000 | +14.5% | 48,350 | 0.0% | 3.69% | +3.3% | |
| EA | Electronic Arts Inc | $6,343,000 | +18.1% | 60,000 | 0.0% | 3.64% | +6.6% | |
| INTC | Buy | Intel Corp | $5,398,000 | -0.2% | 160,000 | +6.7% | 3.10% | -10.0% |
| CSCO | Cisco Sys Inc | $5,314,000 | -7.4% | 169,769 | 0.0% | 3.05% | -16.4% | |
| NFLX | New | Netflix Inc | $4,482,000 | – | 30,000 | +100.0% | 2.57% | – |
| MLNX | Buy | Mellanox Technologies Ltd | $2,598,000 | +2.0% | 60,000 | +20.0% | 1.49% | -8.0% |
| EBAY | eBay Inc | $1,921,000 | +4.1% | 55,000 | 0.0% | 1.10% | -6.0% | |
| LOGM | LogMeln Inc | $1,526,000 | +7.2% | 14,606 | 0.0% | 0.88% | -3.3% | |
| DVMT | Dell Technologies Inc | $1,109,000 | -4.6% | 18,140 | 0.0% | 0.64% | -13.8% |
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.