$549 Million is the total value of LANNEBO FONDER AB's 34 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | Microsoft Corp | $53,934,000 | -29.2% | 210,000 | -15.0% | 9.82% | -6.8% |
| AAPL | Sell | Apple Inc | $31,446,000 | -36.8% | 230,000 | -19.3% | 5.72% | -16.9% |
| NVDA | Sell | Nvidia Corporation | $12,127,000 | -50.6% | 80,000 | -11.1% | 2.21% | -35.0% |
| Sell | Mandiant Inc | $10,910,000 | -11.9% | 500,000 | -9.9% | 1.98% | +15.9% | |
| GOOG | Sell | Alphabet Inccap stk cl c | $3,338,000 | -73.6% | 1,526 | -66.3% | 0.61% | -65.3% |
| FB | Exit | Meta Platforms Inccl a | $0 | – | -47,000 | -100.0% | -1.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
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.