LANNEBO FONDER AB current holdings: USA Stocks
LANNEBO FONDER AB reported $0.00 billion in share positions in stocks (listed in the US), 33 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are MSFT, GOOGL, PANW.
- MSFT: Country of operation United States; Class COM; Shares 199,000; Value $74,976.
- GOOGL: Country of operation United States; Class CL A; Shares 411,577; Value $57,674.
- PANW: Country of operation United States; Class COM; Shares 186,500; Value $55,223.
- AMZN: Country of operation United States; Class COM; Shares 308,000; Value $47,264.
Form 13F-HR as filed (SEC CIK 1748965): quarter ended 2023-12-31, filed 2024-01-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
Microsoft Corp | United States | COM | 199,000 | $74,976 | 9.89% | 2023-12-31 | 2024-01-24 | +35.35% |
|---|
GOOGL
Alphabet Inc Cap Stk | United States | CL A | 411,577 | $57,674 | 7.61% | 2023-12-31 | 2024-01-24 | +144.05% |
|---|
PANW
Palo Alto Networks Inc | United States | COM | 186,500 | $55,223 | 7.29% | 2023-12-31 | 2024-01-24 | +163.44% |
|---|
AMZN
Amazon Com Inc | United States | COM | 308,000 | $47,264 | 6.24% | 2023-12-31 | 2024-01-24 | +62.35% |
|---|
CRM
Salesforce Inc | United States | COM | 175,900 | $46,704 | 6.16% | 2023-12-31 | 2024-01-24 | -14.38% |
|---|
ADBE
Adobe Inc | United States | COM | 74,527 | $44,715 | 5.90% | 2023-12-31 | 2024-01-24 | -60.92% |
|---|
AAPL
Apple Inc | United States | COM | 205,000 | $39,665 | 5.23% | 2023-12-31 | 2024-01-24 | |
|---|
MCHP
Microchip Technology Inc. | United States | COM | 416,600 | $37,909 | 5.00% | 2023-12-31 | 2024-01-24 | -12.64% |
|---|
INTU
Intuit | United States | COM | 60,000 | $37,808 | 4.99% | 2023-12-31 | 2024-01-24 | -57.12% |
|---|
MA
Mastercard Incorporated | United States | CL A | 86,177 | $36,830 | 4.86% | 2023-12-31 | 2024-01-24 | +32.14% |
|---|
IBM
International Business Machs | United States | COM | 220,000 | $36,038 | 4.76% | 2023-12-31 | 2024-01-24 | +34.51% |
|---|
VEEV
Veeva Sys Inc | United States | CL A COM | 170,287 | $33,347 | 4.40% | 2023-12-31 | 2024-01-24 | +44.70% |
|---|
ADSK
Autodesk Inc | United States | COM | 119,345 | $29,278 | 3.86% | 2023-12-31 | 2024-01-24 | -16.55% |
|---|
ORCL
Oracle Corp | United States | COM | 260,000 | $27,547 | 3.64% | 2023-12-31 | 2024-01-24 | +30.69% |
|---|
DOX
Amdocs Ltd | | SHS | 280,000 | $24,678 | 3.26% | 2023-12-31 | 2024-01-24 | -34.47% |
|---|
AMD
Advanced Micro Devices Inc | United States | COM | 158,166 | $23,767 | 3.14% | 2023-12-31 | 2024-01-24 | +312.16% |
|---|
FTNT
Fortinet Inc | United States | COM | 388,067 | $22,968 | 3.03% | 2023-12-31 | 2024-01-24 | +200.63% |
|---|
EA
Electronic Arts Inc | United States | COM | 163,200 | $22,362 | 2.95% | 2023-12-31 | 2024-01-24 | |
|---|
CTSH
Cognizant Technology Solutio | United States | CL A | 244,000 | $18,483 | 2.44% | 2023-12-31 | 2024-01-24 | -24.75% |
|---|
NVDA
Nvidia Corporation | United States | COM | 30,663 | $15,279 | 2.02% | 2023-12-31 | 2024-01-24 | +358.82% |
|---|
FSLR
First Solar Inc | United States | COM | 65,400 | $11,366 | 1.50% | 2023-12-31 | 2024-01-24 | +2.70% |
|---|
CYBR
Cyberark Software Ltd | | SHS | 13,850 | $3,053 | 0.40% | 2023-12-31 | 2024-01-24 | |
|---|
QLYS
Qualys Inc | United States | COM | 15,008 | $2,968 | 0.39% | 2023-12-31 | 2024-01-24 | -9.13% |
|---|
SPSC
Sps Comm Inc | United States | COM | 12,442 | $2,446 | 0.32% | 2023-12-31 | 2024-01-24 | -57.62% |
|---|
VRNS
Varonis Sys Inc | United States | COM | 35,500 | $1,620 | 0.21% | 2023-12-31 | 2024-01-24 | — split 2025-10-29, ratio not on file |
|---|
VRNT
Verint Sys Inc | United States | COM | 44,200 | $1,209 | 0.16% | 2023-12-31 | 2024-01-24 | |
|---|
OMCL
Omnicell Com | United States | COM | 28,000 | $1,077 | 0.14% | 2023-12-31 | 2024-01-24 | -8.82% |
|---|
KLAC
Kla Corp | United States | COM NEW | 475 | $278 | 0.04% | 2023-12-31 | 2024-01-24 | +238.09% |
|---|
MCO
Moodys Corp | United States | COM | 708 | $277 | 0.04% | 2023-12-31 | 2024-01-24 | +16.45% |
|---|
NSC
Norfolk Southn Corp | United States | COM | 1,095 | $259 | 0.03% | 2023-12-31 | 2024-01-24 | +32.41% |
|---|
UNP
Union Pac Corp | United States | COM | 1,031 | $253 | 0.03% | 2023-12-31 | 2024-01-24 | +11.62% |
|---|
CSX
Csx Corp | United States | COM | 7,200 | $250 | 0.03% | 2023-12-31 | 2024-01-24 | +35.36% |
|---|
CPRT
Copart Inc | United States | COM | 4,979 | $244 | 0.03% | 2023-12-31 | 2024-01-24 | -44.61% |
|---|
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