Lannebo Fonder AB 13F Holdings · last filed Q4 2023
Lannebo Fonder AB reported 33 securities worth $757.82M in its SEC 13F filing for Q4 2023 (period ended 2023-12-31). Top holdings: MSFT (9.89%), GOOGL (7.61%), PANW (7.29%). Among its top 25 positions this quarter: 6 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | $75.0M | 9.89% | 199,000 | Hold |
| 2 | GOOGL | Alphabet Inc Cap Stk | $57.7M | 7.61% | 411,577 | Added |
| 3 | PANW | Palo Alto Networks Inc | $55.2M | 7.29% | 186,500 | Hold |
| 4 | AMZN | Amazon Com Inc | $47.3M | 6.24% | 308,000 | Hold |
| 5 | CRM | Salesforce Inc | $46.7M | 6.16% | 175,900 | Hold |
| 6 | ADBE | Adobe Inc | $44.7M | 5.90% | 74,527 | Hold |
| 7 | AAPL | Apple Inc | $39.7M | 5.23% | 205,000 | Hold |
| 8 | MCHP | Microchip Technology Inc. | $37.9M | 5.00% | 416,600 | Added |
| 9 | INTU | Intuit | $37.8M | 4.99% | 60,000 | Hold |
| 10 | MA | Mastercard Incorporated | $36.8M | 4.86% | 86,177 | Hold |
| 11 | IBM | International Business Machs | $36.0M | 4.76% | 220,000 | Hold |
| 12 | VEEV | Veeva Sys Inc | $33.3M | 4.40% | 170,287 | Added |
| 13 | ADSK | Autodesk Inc | $29.3M | 3.86% | 119,345 | Hold |
| 14 | ORCL | Oracle Corp | $27.5M | 3.64% | 260,000 | Hold |
| 15 | DOX | Amdocs Ltd | $24.7M | 3.26% | 280,000 | Hold |
| 16 | AMD | Advanced Micro Devices Inc | $23.8M | 3.14% | 158,166 | Hold |
| 17 | FTNT | Fortinet Inc | $23.0M | 3.03% | 388,067 | Added |
| 18 | EA | Electronic Arts Inc | $22.4M | 2.95% | 163,200 | Added |
| 19 | CTSH | Cognizant Technology Solutio | $18.5M | 2.44% | 244,000 | Added |
| 20 | NVDA | Nvidia Corporation | $15.3M | 2.02% | 30,663 | Hold |
| 21 | FSLR | First Solar Inc | $11.4M | 1.50% | 65,400 | Hold |
| 22 | CYBR | Cyberark Software Ltd | $3.1M | 0.40% | 13,850 | Trimmed |
| 23 | QLYS | Qualys Inc | $3.0M | 0.39% | 15,008 | Trimmed |
| 24 | SPSC | Sps Comm Inc | $2.4M | 0.32% | 12,442 | Trimmed |
| 25 | VRNS | Varonis Sys Inc | $1.6M | 0.21% | 35,500 | Hold |
Source: SEC Form 13F filings · as of 2023-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR