$588 Million is the total value of LANNEBO FONDER AB's 37 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $46,235,000 | +43.5% | 126,740 | 0.0% | 7.86% | -13.2% | |
| AMZN | Amazon Com Inc | $40,003,000 | +41.5% | 14,500 | 0.0% | 6.80% | -14.4% | |
| GOOGL | Alphabet Inccap stk cl a | $35,168,000 | +22.0% | 24,800 | 0.0% | 5.98% | -26.1% | |
| INTU | Intuit | $22,955,000 | +28.8% | 77,500 | 0.0% | 3.90% | -22.1% | |
| PYPL | Paypal Hldgs Inc | $19,688,000 | +82.0% | 113,000 | 0.0% | 3.35% | +10.1% | |
| EA | Electronic Arts Inc | $17,827,000 | +31.8% | 135,000 | 0.0% | 3.03% | -20.2% | |
| CTXS | Citrix Sys Inc | $16,418,000 | +4.5% | 111,000 | 0.0% | 2.79% | -36.8% | |
| GOOG | Alphabet Inccap stk cl c | $10,639,000 | +21.6% | 7,526 | 0.0% | 1.81% | -26.4% | |
| FEYE | Fireeye Inc | $6,958,000 | +15.1% | 571,500 | 0.0% | 1.18% | -30.4% | |
| NFLX | Netflix Inc | $5,916,000 | +21.2% | 13,000 | 0.0% | 1.01% | -26.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-10
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.