$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $31,418,000 | +4.2% | 158,740 | 0.0% | 9.53% | -1.2% | |
| AMZN | Amazon Com Inc | $18,936,000 | +6.3% | 10,000 | 0.0% | 5.74% | +0.9% | |
| ADBE | Adobe Inc | $17,900,000 | +10.6% | 60,750 | 0.0% | 5.43% | +4.9% | |
| PYPL | Paypal Hldgs Inc | $17,169,000 | +10.2% | 150,000 | 0.0% | 5.21% | +4.6% | |
| RHT | Red Hat Inc | $16,898,000 | +2.8% | 90,000 | 0.0% | 5.13% | -2.5% | |
| MCHP | MicroChip Technology Inc | $15,606,000 | +4.5% | 180,000 | 0.0% | 4.73% | -0.9% | |
| INTU | Intuit | $15,405,000 | -0.0% | 58,950 | 0.0% | 4.67% | -5.2% | |
| CRM | Salesforce Com Inc | $12,138,000 | -4.2% | 80,000 | 0.0% | 3.68% | -9.1% | |
| ORCL | Oracle Corp | $11,935,000 | +6.1% | 209,500 | 0.0% | 3.62% | +0.6% | |
| CSCO | Cisco Sys Inc | $11,809,000 | +1.4% | 215,769 | 0.0% | 3.58% | -3.8% | |
| GOOG | Alphabet Inccap stk cl c | $9,216,000 | -7.9% | 8,526 | 0.0% | 2.80% | -12.6% | |
| CTXS | Citrix Sys Inc | $8,342,000 | -1.5% | 85,000 | 0.0% | 2.53% | -6.6% | |
| FB | Facebook Inccl a | $7,334,000 | +15.8% | 38,000 | 0.0% | 2.22% | +9.9% | |
| EBAY | eBay Inc | $7,308,000 | +6.4% | 185,000 | 0.0% | 2.22% | +0.9% | |
| INTC | Intel Corp | $5,984,000 | -10.9% | 125,000 | 0.0% | 1.82% | -15.4% | |
| NFLX | Netflix Inc | $3,673,000 | +3.0% | 10,000 | 0.0% | 1.11% | -2.3% |
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 | 33 | Q4 2023 | 13.1% |
| Apple Inc | 33 | Q4 2023 | 14.6% |
| Alphabet Inc Cap Stk | 33 | Q4 2023 | 8.9% |
| Adobe Systems Incorporated | 33 | Q4 2023 | 6.8% |
| Intuit | 33 | Q4 2023 | 5.0% |
| Amdocs Ltd | 33 | Q4 2023 | 4.9% |
| Oracle Corp | 33 | Q4 2023 | 4.4% |
| Amazon Com Inc | 32 | Q4 2023 | 7.9% |
| Cisco Sys Inc | 32 | Q3 2023 | 6.6% |
| Ebay Inc. | 32 | Q3 2023 | 2.9% |
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.