Lannebo Fonder Ab Portfolio Holdings by Sector

Lannebo Fonder Ab

$758 Million
Q4 2023

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT PANW ADBE ORCL DOX FTNT CYBR QLYS 11 stocks	$261,403 34.49% of portfolio	1	3	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM INTU ADSK 3 stocks	$113,790 15.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MCHP AMD NVDA 3 stocks	$76,955 10.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$57,674 7.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM CTSH 2 stocks	$54,521 7.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$47,264 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$39,665 5.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$36,830 4.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV OMCL 2 stocks	$34,424 4.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$22,362 2.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$11,366 1.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC UNP CSX 3 stocks	$762 0.1% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$278 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$277 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$244 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lannebo Fonder Ab, based on Form 13F filings with the SEC.

News

Stay updated on Lannebo Fonder Ab with notifications on news.