$329 Million is the total value of LANNEBO FONDER AB's 24 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple Inc | $37,793,000 | +20.3% | 168,740 | +6.3% | 11.48% | +20.4% |
| GOOGL | Buy | Alphabet Inccap stk cl a | $29,307,000 | +17.7% | 24,000 | +4.3% | 8.90% | +17.8% |
| IBM | Buy | International Business Machs | $22,540,000 | +21.1% | 155,000 | +14.8% | 6.84% | +21.2% |
| MCHP | Buy | MicroChip Technology Inc | $18,582,000 | +19.1% | 200,000 | +11.1% | 5.64% | +19.2% |
| INTU | Buy | Intuit | $16,355,000 | +6.2% | 61,500 | +4.3% | 4.97% | +6.3% |
| ORCL | Buy | Oracle Corp | $12,107,000 | +1.4% | 220,000 | +5.0% | 3.68% | +1.5% |
| FEYE | Buy | Fireeye Inc | $6,670,000 | +45.3% | 500,000 | +61.3% | 2.02% | +45.4% |
| ATVI | New | Activision Blizzard Inc | $2,646,000 | – | 50,000 | +100.0% | 0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-12
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.