13FBOX
LANNEBO FONDER AB · 13F Holdings
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LANNEBO FONDER AB

No.3305 Data as of 2024Q1
Latest AUM (Q1 2024)
$757.8M
QoQ Change Q4 2023
+$4.8M+0.6%
Holdings
33
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
33
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2024 ValueQ1 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MICROSOFT CORPMSFT
9.89%9.94%$75.0M199,000$74.8M199,00000.00%Unchanged
ALPHABET INCGOOGL
7.61%7.63%$57.7M411,577$57.5M411,57700.00%Unchanged
PALO ALTOPANW
7.29%7.3%$55.2M186,500$55.0M186,50000.00%Unchanged
AMAZON COM INCAMZN
6.24%6.21%$47.3M308,000$46.8M308,00000.00%Unchanged
SALESFORCE INCCRM
6.16%6.15%$46.7M175,900$46.3M175,90000.00%Unchanged
ADOBE INC COMADBE
5.9%5.9%$44.7M74,527$44.5M74,52700.00%Unchanged
APPLE INCAAPL
5.23%5.24%$39.7M205,000$39.5M205,00000.00%Unchanged
MICROCHIP TECHNOLOGYMCHP
5%4.99%$37.9M416,600$37.6M416,60000.00%Unchanged
INTUITINTU
4.99%4.98%$37.8M60,000$37.5M60,00000.00%Unchanged
MASTERCARD INCORPORATEDMA
4.86%4.88%$36.8M86,177$36.8M86,17700.00%Unchanged
IINTERNATIONAL BUSINESS MACHSIBM
4.76%4.78%$36.0M220,000$36.0M220,00000.00%Unchanged
VEEVA SYS INCVEEV
4.4%4.35%$33.3M170,287$32.8M170,28700.00%Unchanged
AUTODESK INCADSK
3.86%3.86%$29.3M119,345$29.1M119,34500.00%Unchanged
ORACLE CORPORCL
3.64%3.64%$27.5M260,000$27.4M260,00000.00%Unchanged
AAMDOCS LTD SHSDOX
3.26%3.27%$24.7M280,000$24.6M280,00000.00%Unchanged
ADVANCED MICRO DEVICES INCAMD
3.14%3.1%$23.8M158,166$23.3M158,16600.00%Unchanged
FORTINET INCFTNT
3.03%3.02%$23.0M388,067$22.7M388,06700.00%Unchanged
ELECTRONIC ARTS INCEA
2.95%2.96%$22.4M163,200$22.3M163,20000.00%Unchanged
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
2.44%2.45%$18.5M244,000$18.4M244,00000.00%Unchanged
NVIDIA CORPORATIONNVDA
2.02%2.02%$15.3M30,663$15.2M30,66300.00%Unchanged
FIRST SOLAR INC COMFSLR
1.5%1.5%$11.4M65,400$11.3M65,40000.00%Unchanged
CCYBERARK SOFTWARE LTDCYBR
0.4%0.4%$3.1M13,850$3.0M13,85000.00%Unchanged
QQUALYS INCQLYS
0.39%0.39%$3.0M15,008$2.9M15,00800.00%Unchanged
SSPS COMM INCSPSC
0.32%0.32%$2.4M12,442$2.4M12,44200.00%Unchanged
Varonis Systems, Inc.VRNS
0.21%0.21%$1.6M35,500$1.6M35,50000.00%Unchanged
VVERINT SYS INC COMVTY
0.16%0.16%$1.2M44,200$1.2M44,20000.00%Unchanged
OOmnicell Inc.OMCL
0.14%0.14%$1.1M28,000$1.1M28,00000.00%Unchanged
KLA CORPKLAC
0.04%0.04%$278,000475$276,11847500.00%Unchanged
MOODYS CORPMCO
0.04%0.04%$277,000708$276,51670800.00%Unchanged
NORFOLK SOUTHN CORP COMNSC
0.03%0.03%$259,0001,095$258,8361,09500.00%Unchanged
UNION PAC CORPUNP
0.03%0.03%$253,0001,031$253,2341,03100.00%Unchanged
CSX CORPCSX
0.03%0.03%$250,0007,200$249,6247,20000.00%Unchanged
COPART INC COMCPRT
0.03%0.03%$244,0004,979$243,9714,97900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow