$268 Million is the total value of LANNEBO FONDER AB's 23 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inccap stk cl a | $22,467,000 | -13.4% | 21,500 | 0.0% | 8.39% | +6.9% | |
| RHT | Red Hat Inc | $15,808,000 | +28.9% | 90,000 | 0.0% | 5.90% | +59.2% | |
| IBM | International Business Machs | $14,777,000 | -24.8% | 130,000 | 0.0% | 5.52% | -7.1% | |
| ADBE | Adobe Inc | $13,744,000 | -16.2% | 60,750 | 0.0% | 5.13% | +3.5% | |
| MCHP | MicroChip Technology Inc | $12,946,000 | -8.9% | 180,000 | 0.0% | 4.84% | +12.6% | |
| PYPL | Paypal Hldgs Inc | $12,614,000 | -4.3% | 150,000 | 0.0% | 4.71% | +18.2% | |
| CRM | Salesforce Com Inc | $10,958,000 | -13.9% | 80,000 | 0.0% | 4.09% | +6.4% | |
| INTU | Intuit | $10,817,000 | -13.4% | 54,950 | 0.0% | 4.04% | +6.9% | |
| GOOG | Alphabet Inccap stk cl c | $9,865,000 | -13.2% | 9,526 | 0.0% | 3.68% | +7.2% | |
| FB | Facebook Inccl a | $9,832,000 | -20.3% | 75,000 | 0.0% | 3.67% | -1.6% | |
| ORCL | Oracle Corp | $9,459,000 | -12.4% | 209,500 | 0.0% | 3.53% | +8.1% | |
| CTXS | Citrix Sys Inc | $8,709,000 | -7.8% | 85,000 | 0.0% | 3.25% | +13.8% | |
| EA | Electronic Arts Inc | $8,286,000 | -34.5% | 105,000 | 0.0% | 3.10% | -19.1% | |
| INTC | Intel Corp | $5,866,000 | -0.8% | 125,000 | 0.0% | 2.19% | +22.5% | |
| NFLX | Netflix Inc | $3,881,000 | -28.5% | 14,500 | 0.0% | 1.45% | -11.6% | |
| AMD | Advanced Micro Devices Inc | $1,846,000 | -40.2% | 100,000 | 0.0% | 0.69% | -26.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-08
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.