$330 Million is the total value of LANNEBO FONDER AB's 24 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Buy | Alphabet Inccap stk cl a | $24,904,000 | -6.0% | 23,000 | +2.2% | 7.55% | -10.8% |
| IBM | Buy | International Business Machs | $18,617,000 | +1.5% | 135,000 | +3.8% | 5.65% | -3.7% |
| DOX | Buy | Amdocs Ltd | $13,660,000 | +29.5% | 220,000 | +12.8% | 4.14% | +22.8% |
| EA | Buy | Electronic Arts Inc | $12,658,000 | +8.3% | 125,000 | +8.7% | 3.84% | +2.7% |
| FEYE | Buy | Fireeye Inc | $4,591,000 | +51.9% | 310,000 | +72.2% | 1.39% | +44.2% |
| AMD | Buy | Advanced Micro Devices Inc | $3,948,000 | +54.7% | 130,000 | +30.0% | 1.20% | +46.8% |
| VNE | New | Veoneer Incorporated | $1,385,000 | – | 80,000 | +100.0% | 0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-31
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.