Titelia

Holdings of Lannebo Marknad Europa

Lannebo Kapitalförvaltning AB · Original filing · Compare with another fund · Report an error

Net assets
1.9B SEK including 1.9B SEK in equities, 98.5 %
Positions
351 in 17 countries
Top ten
22.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Banque Cantonale Vaudoise 600917.6K SEK0.05 %
302Indra Sistemas SA 1,700881.5K SEK0.05 %
303Ayvens SA 8,000879.8K SEK0.05 %
304Talanx AG 750869.3K SEK0.05 %
305Renault SA 2,700860K SEK0.04 %
306Nemetschek SE 1,200839K SEK0.04 %
307Raiffeisen Bank International AG 2,100838.1K SEK0.04 %
308Industrivarden AB 1,800833.4K SEK0.04 %
309Sodexo SA 1,700822.9K SEK0.04 %
310EXOR NV 1,100792.6K SEK0.04 %
311Sofina SA 342780.8K SEK0.04 %
312Bayerische Motoren Werke Aktiengesellschaft 900769K SEK0.04 %
313Sagax AB 4,400765.6K SEK0.04 %
314Lifco AB 2,700760.9K SEK0.04 %
315Syensqo SA 1,400760.3K SEK0.04 %
316Barry Callebaut AG 45738.9K SEK0.04 %
317Aeroports de Paris SA 640734.8K SEK0.04 %
318Swatch Group AG/The 350719.9K SEK0.04 %
319D'ieteren Group 407706.7K SEK0.04 %
320Recordati Industria Chimica e Farmaceutica SpA 1,300699.8K SEK0.04 %
321Fastighets AB Balder 12,000661.7K SEK0.03 %
322BKW AG 350648.1K SEK0.03 %
323Industrivarden AB 1,380642K SEK0.03 %
324Scout24 SE 875633.9K SEK0.03 %
325BioMerieux 626630.8K SEK0.03 %
326Mapfre SA 15,000627.9K SEK0.03 %
327Covivio SA/France 1,116627.8K SEK0.03 %
328EMS-Chemie Holding AG 85627.3K SEK0.03 %
329International Consolidated Airlines Group SA 14,000617.7K SEK0.03 %
330Porsche Automobil Holding SE 1,800613.7K SEK0.03 %
331Barratt Redrow PLC 18,686611K SEK0.03 %
332Gecina SA 808601.3K SEK0.03 %
333Randstad NV 2,322568.6K SEK0.03 %
334Verisure PLC 5,800566.5K SEK0.03 %
335Financiere de Tubize SA 240558.5K SEK0.03 %
336Deutsche Lufthansa AG 7,000552.9K SEK0.03 %
337Dr. Ing. h.c. F. Porsche Aktiengesellschaft 1,300552.6K SEK0.03 %
338CTS Eventim AG & Co KGaA 1,000545.1K SEK0.03 %
339Lotus Bakeries NV 5534.5K SEK0.03 %
340Demant A/S 1,800512.7K SEK0.03 %
341Salmar ASA 900497.3K SEK0.03 %
342L E Lundbergforetagen AB 900478.8K SEK0.03 %
343JD Sports Fashion PLC 49,000434.9K SEK0.02 %
344CVC Capital Partners PLC 3,500428.3K SEK0.02 %
345Buzzi SpA 900425.6K SEK0.02 %
346ROCKWOOL A/S 1,600413.9K SEK0.02 %
347Rational AG 60409.6K SEK0.02 %
348Holmen AB 1,200404.4K SEK0.02 %
349Delivery Hero SE 2,200373.1K SEK0.02 %
350Investment AB Latour 1,800362K SEK0.02 %
351Grifols SA 3,300324.4K SEK0.02 %

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Sector breakdown

  • Financials 19.7 %
  • Health care 11.6 %
  • Industrials 9.4 %
  • Technology 8.1 %
  • Consumer staples 6.3 %
  • Utilities 4.5 %
  • Materials 3.5 %
  • Consumer discretionary 3.1 %
  • Communication 2.8 %
  • Unattributed 30.9 %

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 Kingdom 19.3 %
  • Switzerland 15.8 %
  • Germany 15.4 %
  • France 13.7 %
  • Netherlands 9.4 %
  • Spain 6.1 %
  • Sweden 5.4 %
  • Italy 5.1 %
  • Denmark 2.8 %
  • Finland 1.9 %
  • Belgium 1.4 %
  • United States 1.0 %
  • Other countries 2.7 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United Kingdom56364.8M SEK19.30 %
2Switzerland40298.4M SEK15.78 %
3Germany49291.8M SEK15.44 %
4France42259.7M SEK13.74 %
5Netherlands26177.8M SEK9.40 %
6Spain16114.7M SEK6.07 %
7Sweden39101.6M SEK5.37 %
8Italy2095.8M SEK5.07 %
9Denmark1453.3M SEK2.82 %
10Finland1135.8M SEK1.90 %
11Belgium1125.9M SEK1.37 %
12United States319.1M SEK1.01 %
Cite this page

Titelia. "Holdings of Lannebo Marknad Europa". https://titelia.com/en/funds/SE51522