Holdings of Lannebo Global Growth
Lannebo Kapitalförvaltning AB · Original filing · Compare with another fund · Report an error
- Net assets
- 2.1B SEK including 2.1B SEK in equities, 99.0 %
- Positions
- 41 in 12 countries
- Top ten
- 38.8 % of net assets
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 67,292 | 111.8M SEK | 5.36 % |
| 2 | Microsoft Corp | 25,991 | 91.7M SEK | 4.40 % |
| 3 | Alphabet Inc | 33,208 | 91M SEK | 4.36 % |
| 4 | Samsung Electronics Co Ltd | 85,285 | 88.7M SEK | 4.25 % |
| 5 | Amazon.com Inc | 42,769 | 84.9M SEK | 4.07 % |
| 6 | Broadcom Inc | 28,279 | 83.4M SEK | 4.00 % |
| 7 | Eli Lilly & Co | 8,219 | 72M SEK | 3.45 % |
| 8 | Taiwan Semiconductor Manufacturing Co Ltd | 131,845 | 69.1M SEK | 3.32 % |
| 9 | Spotify Technology SA | 13,685 | 63.2M SEK | 3.03 % |
| 10 | Argenx SE | 7,945 | 54.1M SEK | 2.60 % |
| 11 | Airtel Africa PLC | 1,248,846 | 54.1M SEK | 2.59 % |
| 12 | Deere & Co | 10,029 | 53.8M SEK | 2.58 % |
| 13 | Accton Technology Corp | 117,000 | 52.6M SEK | 2.52 % |
| 14 | Dexcom Inc | 81,600 | 48.8M SEK | 2.34 % |
| 15 | Keyence Corp | 14,800 | 48.6M SEK | 2.33 % |
| 16 | MercadoLibre Inc | 2,918 | 48.1M SEK | 2.31 % |
| 17 | Adyen NV | 5,063 | 47.3M SEK | 2.27 % |
| 18 | Boston Scientific Corp | 78,614 | 47M SEK | 2.25 % |
| 19 | Natera Inc | 24,163 | 46M SEK | 2.21 % |
| 20 | SK hynix Inc | 9,118 | 45.8M SEK | 2.20 % |
| 21 | Nextpower Inc | 39,598 | 45.5M SEK | 2.18 % |
| 22 | Innovent Biologics Inc | 426,000 | 43.9M SEK | 2.11 % |
| 23 | Bilibili Inc | 207,240 | 43M SEK | 2.06 % |
| 24 | First Solar Inc | 22,470 | 42.2M SEK | 2.03 % |
| 25 | Intuitive Surgical Inc | 9,575 | 42M SEK | 2.02 % |
| 26 | nVent Electric PLC | 37,144 | 41.9M SEK | 2.01 % |
| 27 | Hitachi Ltd | 156,100 | 41.7M SEK | 2.00 % |
| 28 | Sony Group Corp | 215,700 | 41.4M SEK | 1.99 % |
| 29 | Progressive Corp/The | 21,574 | 40.7M SEK | 1.95 % |
| 30 | Alibaba Group Holding Ltd | 274,344 | 39.7M SEK | 1.90 % |
| 31 | Mastercard Inc | 7,449 | 35.5M SEK | 1.70 % |
| 32 | ServiceNow Inc | 35,220 | 35.1M SEK | 1.68 % |
| 33 | Generac Holdings Inc | 18,500 | 34.4M SEK | 1.65 % |
| 34 | Zhejiang Sanhua Intelligent Controls Co Ltd | 1,010,000 | 34.4M SEK | 1.65 % |
| 35 | Airtac International Group | 116,000 | 34.3M SEK | 1.65 % |
| 36 | Constellation Software Inc/Canada | 2,008 | 33.5M SEK | 1.61 % |
| 37 | Intuit Inc | 8,014 | 33M SEK | 1.58 % |
| 38 | Kia Corp | 36,309 | 32.8M SEK | 1.57 % |
| 39 | Repligen Corp | 28,600 | 32.1M SEK | 1.54 % |
| 40 | Ocular Therapeutix Inc | 300,000 | 24.2M SEK | 1.16 % |
| 41 | Onward Medical NV | 277,641 | 10.1M SEK | 0.48 % |
Sector breakdown
- Technology 31.0 %
- Health care 15.0 %
- Communication 9.5 %
- Consumer discretionary 8.4 %
- Financials 6.0 %
- Industrials 4.6 %
- Unattributed 25.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- SEK 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 58.5 %
- South Korea 8.1 %
- Japan 6.4 %
- Hong Kong SAR China 6.1 %
- Taiwan 5.9 %
- Netherlands 2.8 %
- Belgium 2.6 %
- United Kingdom 2.6 %
- Ireland 2.0 %
- China 1.7 %
- Cayman Islands 1.7 %
- Canada 1.6 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 22 | 1.2B SEK | 58.46 % |
| 2 | South Korea | 3 | 167.3M SEK | 8.11 % |
| 3 | Japan | 3 | 131.8M SEK | 6.39 % |
| 4 | Hong Kong SAR China | 3 | 126.6M SEK | 6.14 % |
| 5 | Taiwan | 2 | 121.8M SEK | 5.90 % |
| 6 | Netherlands | 2 | 57.4M SEK | 2.78 % |
| 7 | Belgium | 1 | 54.1M SEK | 2.62 % |
| 8 | United Kingdom | 1 | 54.1M SEK | 2.62 % |
| 9 | Ireland | 1 | 41.9M SEK | 2.03 % |
| 10 | China | 1 | 34.4M SEK | 1.67 % |
| 11 | Cayman Islands | 1 | 34.3M SEK | 1.66 % |
| 12 | Canada | 1 | 33.5M SEK | 1.62 % |
Cite this page
Titelia. "Holdings of Lannebo Global Growth". https://titelia.com/en/funds/SE51371