$521 Thousand is the total value of LANNEBO FONDER AB's 34 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MA | Buy | Mastercard Incorporatedcl a | $29,209 | -99.9% | 84,000 | +9.1% | 5.61% | +28.4% |
| PANW | Buy | Palo Alto Networks Inc | $27,420 | -99.9% | 196,500 | +18.0% | 5.27% | -3.3% |
| FTNT | New | Fortinet Inc | $12,711 | – | 260,000 | +100.0% | 2.44% | – |
| FSLR | Buy | First Solar Inc | $5,992 | -99.8% | 40,000 | +33.3% | 1.15% | +45.3% |
| OMCL | Buy | Omnicell Com | $1,412 | -99.9% | 28,000 | +16.7% | 0.27% | -35.0% |
| QLYS | New | Qualys Inc | $786 | – | 7,000 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
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.