Holdings of Lannebo Teknik
Lannebo Kapitalförvaltning AB ·26 declared positions · as of Mar 31, 2026
Original filing · Net assets 6.5B SEK · Ten largest lines: 51.1 % of the equity sleeve
Sector breakdown
- Technology 68.2 %
- Communication 9.9 %
- Consumer discretionary 4.8 %
- Financials 4.6 %
- Industrials 3.1 %
- Funds 2.4 %
- Consumer staples 1.5 %
- 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
- US 76.3 %
- NL 6.9 %
- DE 4.5 %
- JP 4.4 %
- TW 3.2 %
- ES 3.2 %
- CA 1.5 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 19 | 4.8B SEK | 76.29 % |
| NL | 2 | 440.9M SEK | 6.94 % |
| DE | 1 | 286.1M SEK | 4.51 % |
| JP | 1 | 278.7M SEK | 4.39 % |
| TW | 1 | 204.4M SEK | 3.22 % |
| ES | 1 | 201M SEK | 3.17 % |
| CA | 1 | 94.5M SEK | 1.49 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Microsoft Corp | 139,000 | 490.2M SEK | 7.59 % |
| Broadcom Inc | 112,337 | 331.2M SEK | 5.13 % |
| Apple Inc | 135,000 | 326.4M SEK | 5.06 % |
| Palo Alto Networks Inc | 207,951 | 317.6M SEK | 4.92 % |
| NVIDIA Corp | 189,000 | 314M SEK | 4.87 % |
| Amazon.com Inc | 153,600 | 304.7M SEK | 4.72 % |
| Alphabet Inc | 108,500 | 297.2M SEK | 4.61 % |
| Mastercard Inc | 60,853 | 289.7M SEK | 4.49 % |
| ASML Holding NV | 23,400 | 287.5M SEK | 4.45 % |
| Infineon Technologies AG | 685,991 | 286.1M SEK | 4.43 % |
| Nintendo Co Ltd | 530,500 | 278.7M SEK | 4.32 % |
| Autodesk Inc | 118,410 | 270M SEK | 4.18 % |
| Microchip Technology Inc | 411,449 | 253.2M SEK | 3.92 % |
| Salesforce Inc | 142,295 | 253M SEK | 3.92 % |
| Veeva Systems Inc | 144,489 | 241.8M SEK | 3.75 % |
| Fortinet Inc | 263,040 | 204.8M SEK | 3.17 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 63,500 | 204.4M SEK | 3.17 % |
| Amadeus IT Group SA | 376,127 | 201M SEK | 3.11 % |
| International Business Machines Corp. | 84,800 | 195.8M SEK | 3.03 % |
| Uber Technologies Inc | 285,000 | 195.3M SEK | 3.03 % |
| Cognizant Technology Solutions Corp. | 319,000 | 186.4M SEK | 2.89 % |
| Intuit Inc | 41,000 | 168.9M SEK | 2.62 % |
| Adyen NV | 16,431 | 153.4M SEK | 2.38 % |
| Akamai Technologies Inc | 138,000 | 151M SEK | 2.34 % |
| Constellation Software Inc/Canada | 5,669 | 94.5M SEK | 1.46 % |
| Meta Platforms Inc | 9,588 | 52.3M SEK | 0.81 % |