Holdings of Lannebo Teknik
Lannebo Kapitalförvaltning AB · Original filing · Compare with another fund · Report an error
- Net assets
- 6.5B SEK including 6.3B SEK in equities, 98.4 %
- Positions
- 26 in 7 countries
- Top ten
- 50.3 % of net assets
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Microsoft Corp | 139,000 | 490.2M SEK | 7.59 % |
| 2 | Broadcom Inc | 112,337 | 331.2M SEK | 5.13 % |
| 3 | Apple Inc | 135,000 | 326.4M SEK | 5.06 % |
| 4 | Palo Alto Networks Inc | 207,951 | 317.6M SEK | 4.92 % |
| 5 | NVIDIA Corp | 189,000 | 314M SEK | 4.87 % |
| 6 | Amazon.com Inc | 153,600 | 304.7M SEK | 4.72 % |
| 7 | Alphabet Inc | 108,500 | 297.2M SEK | 4.61 % |
| 8 | Mastercard Inc | 60,853 | 289.7M SEK | 4.49 % |
| 9 | ASML Holding NV | 23,400 | 287.5M SEK | 4.45 % |
| 10 | Infineon Technologies AG | 685,991 | 286.1M SEK | 4.43 % |
| 11 | Nintendo Co Ltd | 530,500 | 278.7M SEK | 4.32 % |
| 12 | Autodesk Inc | 118,410 | 270M SEK | 4.18 % |
| 13 | Microchip Technology Inc | 411,449 | 253.2M SEK | 3.92 % |
| 14 | Salesforce Inc | 142,295 | 253M SEK | 3.92 % |
| 15 | Veeva Systems Inc | 144,489 | 241.8M SEK | 3.75 % |
| 16 | Fortinet Inc | 263,040 | 204.8M SEK | 3.17 % |
| 17 | Taiwan Semiconductor Manufacturing Co Ltd | 63,500 | 204.4M SEK | 3.17 % |
| 18 | Amadeus IT Group SA | 376,127 | 201M SEK | 3.11 % |
| 19 | International Business Machines Corp. | 84,800 | 195.8M SEK | 3.03 % |
| 20 | Uber Technologies Inc | 285,000 | 195.3M SEK | 3.03 % |
| 21 | Cognizant Technology Solutions Corp. | 319,000 | 186.4M SEK | 2.89 % |
| 22 | Intuit Inc | 41,000 | 168.9M SEK | 2.62 % |
| 23 | Adyen NV | 16,431 | 153.4M SEK | 2.38 % |
| 24 | Akamai Technologies Inc | 138,000 | 151M SEK | 2.34 % |
| 25 | Constellation Software Inc/Canada | 5,669 | 94.5M SEK | 1.46 % |
| 26 | Meta Platforms Inc | 9,588 | 52.3M SEK | 0.81 % |
Sector breakdown
- Technology 69.7 %
- Communication 9.9 %
- Financials 7.0 %
- Consumer discretionary 4.8 %
- Industrials 3.1 %
- Unattributed 5.5 %
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
- United States 76.3 %
- Netherlands 6.9 %
- Germany 4.5 %
- Japan 4.4 %
- Taiwan 3.2 %
- Spain 3.2 %
- Canada 1.5 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 19 | 4.8B SEK | 76.29 % |
| 2 | Netherlands | 2 | 440.9M SEK | 6.94 % |
| 3 | Germany | 1 | 286.1M SEK | 4.51 % |
| 4 | Japan | 1 | 278.7M SEK | 4.39 % |
| 5 | Taiwan | 1 | 204.4M SEK | 3.22 % |
| 6 | Spain | 1 | 201M SEK | 3.17 % |
| 7 | Canada | 1 | 94.5M SEK | 1.49 % |
Cite this page
Titelia. "Holdings of Lannebo Teknik". https://titelia.com/en/funds/SE51671