Titelia

Holdings of Lannebo Marknad Pacific

Lannebo Kapitalförvaltning AB ·73 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.1B SEK · Ten largest lines: 46 % of the equity sleeve

Sector breakdown

  • Financials 36.3 %
  • Communication 1.9 %
  • Consumer staples 1.5 %
  • Unattributed 60.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • AU 59.6 %
  • HK 18.0 %
  • SG 16.6 %
  • NZ 2.7 %
  • US 1.5 %
  • KY 1.0 %
  • BM 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1AU35642.8M SEK59.56 %
2HK16194.7M SEK18.04 %
3SG13178.7M SEK16.56 %
4NZ529.5M SEK2.73 %
5US116.6M SEK1.53 %
6KY210.7M SEK0.99 %
7BM16.3M SEK0.59 %

Positions

RankCompanySharesValueWeight
1Commonwealth Bank of Australia 87,20895.4M SEK8.59 %
2AIA Group Ltd 633,80065.3M SEK5.88 %
3DBS Group Holdings Ltd 128,10053.8M SEK4.84 %
4Westpac Banking Corp 202,61852.2M SEK4.70 %
5National Australia Bank Ltd 181,28749M SEK4.41 %
6ANZ Group Holdings Ltd 177,82741.7M SEK3.76 %
7Wesfarmers Ltd 80,18338.1M SEK3.43 %
8Hong Kong Exchanges & Clearing Ltd 72,58134.3M SEK3.08 %
9CSL Ltd 36,36033.4M SEK3.01 %
10Oversea-Chinese Banking Corp Ltd 203,90033.1M SEK2.98 %
11Rio Tinto Ltd 30,40032M SEK2.88 %
12Macquarie Group Ltd 21,24628M SEK2.52 %
13Transurban Group 287,51826.3M SEK2.37 %
14Goodman Group 153,28125.5M SEK2.30 %
15United Overseas Bank Ltd 75,50020.4M SEK1.84 %
16Singapore Telecommunications Ltd 559,69020.4M SEK1.84 %
17Fortescue Ltd 153,94320.4M SEK1.84 %
18Brambles Ltd 133,65819.7M SEK1.77 %
19Woolworths Group Ltd 77,66018.4M SEK1.66 %
20Sun Hung Kai Properties Ltd 111,50017.5M SEK1.58 %
21Sea Ltd 20,98016.6M SEK1.49 %
22Northern Star Resources Ltd 122,78916.3M SEK1.47 %
23QBE Insurance Group Ltd. 115,76316M SEK1.44 %
24Evolution Mining Ltd 183,78415.1M SEK1.36 %
25Techtronic Industries Co Ltd 111,00013.8M SEK1.24 %
26BOC Hong Kong Holdings Ltd 224,00011.6M SEK1.05 %
27Telstra Group Ltd. 299,33110.4M SEK0.94 %
28CK Hutchison Holdings Ltd 142,00010.3M SEK0.93 %
29Lynas Rare Earths Ltd 82,30010.2M SEK0.92 %
30Singapore Exchange Ltd 68,1009.8M SEK0.88 %
31Keppel Ltd 111,8009.7M SEK0.87 %
32Fisher & Paykel Healthcare Corp Ltd 44,5009M SEK0.81 %
33Sigma Healthcare Ltd 512,0008.9M SEK0.80 %
34Link REIT 196,0008.6M SEK0.77 %
35Scentre Group 392,5048.5M SEK0.77 %
36Computershare Ltd 39,1417.3M SEK0.65 %
37Cochlear Ltd 6,4997.2M SEK0.65 %
38Suncorp Group Ltd 65,0576.9M SEK0.62 %
39Stockland 242,2866.8M SEK0.61 %
40Insurance Australia Group Ltd 141,7066.8M SEK0.61 %
41WH Group Ltd 525,0006.5M SEK0.59 %
42Hongkong Land Holdings Ltd 85,5006.3M SEK0.57 %
43Grab Holdings Ltd 179,9006.3M SEK0.56 %
44CapitaLand Integrated Commercial Trust 368,8826.2M SEK0.56 %
45Xero Ltd 12,4846.1M SEK0.55 %
46Auckland International Airport Ltd 132,4555.7M SEK0.52 %
47Sembcorp Industries Ltd 106,3005.2M SEK0.47 %
48Contact Energy Ltd 103,3565.2M SEK0.47 %
49ASX Ltd 15,1485.2M SEK0.47 %
50Meridian Energy Ltd 159,4154.8M SEK0.43 %
51MTR Corp Ltd 121,3954.7M SEK0.42 %
52Infratil Ltd 74,0924.7M SEK0.42 %
53Sonic Healthcare Ltd 34,7144.6M SEK0.42 %
54Vicinity Ltd 302,8534.6M SEK0.42 %
55SITC International Holdings Co Ltd 107,0004.4M SEK0.40 %
56HKT Trust & HKT Ltd 298,0004.4M SEK0.40 %
57CapitaLand Ascendas REIT 242,4004.4M SEK0.40 %
58CAR Group Ltd 29,0004.3M SEK0.39 %
59Wilmar International Ltd 150,8004.3M SEK0.39 %
60Medibank Pvt Ltd 148,7004.2M SEK0.38 %
61REA Group Ltd 3,9964.1M SEK0.37 %
62Singapore Airlines Ltd 83,5004.1M SEK0.37 %
63Yangzijiang Shipbuilding Holdings Ltd 136,0003.8M SEK0.34 %
64WiseTech Global Ltd 15,2333.8M SEK0.34 %
65Sino Land Co Ltd 267,5163.7M SEK0.34 %
66CapitaLand Investment Ltd/Singapore 168,9003.4M SEK0.31 %
67Pro Medicus Ltd 4,3183.3M SEK0.30 %
68Futu Holdings Ltd 2,5003.3M SEK0.29 %
69Wharf Real Estate Investment Co Ltd 117,0003.2M SEK0.29 %
70Henderson Land Development Co Ltd 83,0002.9M SEK0.26 %
71Swire Pacific Ltd 24,5002.5M SEK0.23 %
72Qantas Airways Ltd 36,0002M SEK0.18 %
73Wharf Holdings Ltd/The 74,0001.9M SEK0.18 %