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Size ($ in 1000's)
At 12/31/2023: $757,815
At 09/30/2023: $673,494
Lannebo Fonder AB holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lannebo Fonder AB 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Lannebo Fonder AB top holdings by largest position size, as per the latest 13f filing made by Lannebo Fonder AB.
In the Lannebo Fonder AB-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lannebo Fonder AB in that top holding, then the share count change between reporting periods, and finally the Lannebo Fonder AB top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Microsoft Corp |
199,000 |
UNCH |
$74,976 | | MSFT | 199,000 | UNCH | $74,976 | | Alphabet Inc Cap Stk |
411,577 |
+1,577 |
$57,674 | | GOOGL | 411,577 | +1,577 | $57,674 | | Palo Alto Networks Inc |
186,500 |
UNCH |
$55,223 | | PANW | 186,500 | UNCH | $55,223 | | Amazon Com Inc |
308,000 |
UNCH |
$47,264 | | AMZN | 308,000 | UNCH | $47,264 | | Salesforce Inc |
175,900 |
UNCH |
$46,704 | | CRM | 175,900 | UNCH | $46,704 | | Adobe Inc |
74,527 |
UNCH |
$44,715 | | ADBE | 74,527 | UNCH | $44,715 | | Apple Inc |
205,000 |
UNCH |
$39,665 | | AAPL | 205,000 | UNCH | $39,665 | | Microchip Technology Inc. |
416,600 |
+16,600 |
$37,909 | | MCHP | 416,600 | +16,600 | $37,909 | | Intuit |
60,000 |
UNCH |
$37,808 | | INTU | 60,000 | UNCH | $37,808 | | Mastercard Incorporated |
86,177 |
UNCH |
$36,830 | | MA | 86,177 | UNCH | $36,830 | | International Business Machs |
220,000 |
UNCH |
$36,038 | | IBM | 220,000 | UNCH | $36,038 | | Veeva Sys Inc |
170,287 |
+24,600 |
$33,347 | | VEEV | 170,287 | +24,600 | $33,347 | | Autodesk Inc |
119,345 |
UNCH |
$29,278 | | ADSK | 119,345 | UNCH | $29,278 | | Oracle Corp |
260,000 |
UNCH |
$27,547 | | ORCL | 260,000 | UNCH | $27,547 | | Amdocs Ltd |
280,000 |
UNCH |
$24,678 | | DOX | 280,000 | UNCH | $24,678 | | Advanced Micro Devices Inc |
158,166 |
UNCH |
$23,767 | | AMD | 158,166 | UNCH | $23,767 | | Fortinet Inc |
388,067 |
+25,000 |
$22,968 | | FTNT | 388,067 | +25,000 | $22,968 | | Electronic Arts Inc |
163,200 |
+28,200 |
$22,362 | | EA | 163,200 | +28,200 | $22,362 | | Cognizant Technology Solutio |
244,000 |
+39,000 |
$18,483 | | CTSH | 244,000 | +39,000 | $18,483 | | Nvidia Corporation |
30,663 |
UNCH |
$15,279 | | NVDA | 30,663 | UNCH | $15,279 | | First Solar Inc |
65,400 |
UNCH |
$11,366 | | FSLR | 65,400 | UNCH | $11,366 | | Cyberark Software Ltd |
13,850 |
-650 |
$3,053 | | CYBR | 13,850 | -650 | $3,053 | | Qualys Inc |
15,008 |
-2,200 |
$2,968 | | QLYS | 15,008 | -2,200 | $2,968 | | Sps Comm Inc |
12,442 |
-300 |
$2,446 | | SPSC | 12,442 | -300 | $2,446 | | Varonis Sys Inc |
35,500 |
UNCH |
$1,620 | | VRNS | 35,500 | UNCH | $1,620 | | Verint Sys Inc |
44,200 |
UNCH |
$1,209 | | VRNT | 44,200 | UNCH | $1,209 | | Omnicell Com |
28,000 |
UNCH |
$1,077 | | OMCL | 28,000 | UNCH | $1,077 | | Kla Corp |
475 |
+475 |
$278 | | KLAC | 475 | +475 | $278 | | Moodys Corp |
708 |
+708 |
$277 | | MCO | 708 | +708 | $277 | | Norfolk Southn Corp |
1,095 |
+1,095 |
$259 | | NSC | 1,095 | +1,095 | $259 | | Union Pac Corp |
1,031 |
+1,031 |
$253 | | UNP | 1,031 | +1,031 | $253 | | Csx Corp |
7,200 |
+7,200 |
$250 | | CSX | 7,200 | +7,200 | $250 |
See Full List: All Stocks Held By Lannebo Fonder AB
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lannebo Fonder AB
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