$723 Million is the total value of LANNEBO FONDER AB's 35 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet Inccap stk cl a | $62,580,000 | -4.0% | 22,500 | 0.0% | 8.66% | +10.5% | |
| MCHP | Microchip Technology Inc. | $33,813,000 | -13.7% | 450,000 | 0.0% | 4.68% | -0.6% | |
| INTU | Intuit | $28,850,000 | -25.2% | 60,000 | 0.0% | 3.99% | -13.9% | |
| ADBE | Adobe Systems Incorporated | $27,337,000 | -19.7% | 60,000 | 0.0% | 3.78% | -7.5% | |
| IBM | International Business Machs | $26,004,000 | -2.7% | 200,000 | 0.0% | 3.60% | +12.0% | |
| ORCL | Oracle Corp | $21,510,000 | -5.1% | 260,000 | 0.0% | 2.98% | +9.2% | |
| ADSK | Autodesk Inc | $17,148,000 | -23.8% | 80,000 | 0.0% | 2.37% | -12.2% | |
| EA | Electronic Arts Inc | $17,079,000 | -4.1% | 135,000 | 0.0% | 2.36% | +10.4% | |
| EBAY | Ebay Inc. | $15,747,000 | -13.9% | 275,000 | 0.0% | 2.18% | -0.9% | |
| PYPL | Paypal Hldgs Inc | $8,096,000 | -38.7% | 70,000 | 0.0% | 1.12% | -29.4% | |
| CYBR | Cyberark Software Ltd | $3,038,000 | -2.6% | 18,000 | 0.0% | 0.42% | +12.0% | |
| OMCL | Omnicell Com | $2,590,000 | -28.2% | 20,000 | 0.0% | 0.36% | -17.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-21
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.