Holdings of Lärarfond Offensiv

Name: Holdings of Lärarfond Offensiv
Creator: Titelia

Lannebo Kapitalförvaltning AB ·116 declared positions · as of Mar 31, 2026

Original filing · Net assets 9.4B SEK · Ten largest lines: 25.7 % of the equity sleeve

Sector breakdown

Technology 12.1 %
Financials 9.0 %
Health care 6.4 %
Industrials 6.4 %
Consumer discretionary 5.5 %
Communication 4.8 %
Consumer staples 2.0 %
Materials 1.9 %
Utilities 1.1 %
Real estate 0.7 %
Funds 0.3 %
Unattributed 49.9 %

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

SE 46.3 %
US 28.7 %
GB 6.0 %
KR 2.5 %
DE 2.4 %
FI 2.2 %
JP 2.0 %
HK 2.0 %
TW 1.6 %
IE 1.4 %
FR 1.3 %
IT 1.1 %
Other countries 2.6 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	SE	42	4.2B SEK	46.32 %
2	US	40	2.6B SEK	28.66 %
3	GB	5	545.7M SEK	5.95 %
4	KR	3	233.6M SEK	2.55 %
5	DE	3	215.9M SEK	2.36 %
6	FI	2	197.4M SEK	2.15 %
7	JP	4	185.2M SEK	2.02 %
8	HK	4	182.8M SEK	1.99 %
9	TW	1	151.1M SEK	1.65 %
10	IE	2	124.4M SEK	1.36 %
11	FR	2	115.9M SEK	1.26 %
12	IT	2	101.8M SEK	1.11 %

Positions

Rank	Company	Shares	Value	Weight
1	AstraZeneca PLC	187,313	347.3M SEK	3.71 %
2	Alfa Laval AB	498,861	253.3M SEK	2.70 %
3	Swedish Orphan Biovitrum AB	642,950	252.2M SEK	2.69 %
4	Volvo AB	824,134	251.8M SEK	2.69 %
5	Atlas Copco AB	1,654,064	239.6M SEK	2.56 %
6	Hexagon AB	2,450,810	220.7M SEK	2.36 %
7	SKF AB	924,522	207.3M SEK	2.21 %
8	Alphabet Inc	71,724	196.5M SEK	2.10 %
9	Getinge AB	1,027,588	193.8M SEK	2.07 %
10	Investor AB	545,110	193.1M SEK	2.06 %
11	NVIDIA Corp	114,390	190M SEK	2.03 %
12	Indutrade AB	872,922	187.2M SEK	2.00 %
13	Microsoft Corp	51,438	181.4M SEK	1.94 %
14	Swedbank AB	550,676	175.6M SEK	1.87 %
15	Sinch AB	6,682,165	164.7M SEK	1.76 %
16	AAK AB	647,631	157M SEK	1.68 %
17	Taiwan Semiconductor Manufacturing Co Ltd	46,944	151.1M SEK	1.61 %
18	AUTOLIV INC SDR	151,391	149.4M SEK	1.60 %
19	Telefonaktiebolaget LM Ericsson	1,391,416	147.9M SEK	1.58 %
20	Nordea Bank Abp	917,251	147.7M SEK	1.58 %
21	EQT AB	503,288	144.2M SEK	1.54 %
22	Apple Inc	57,683	139.5M SEK	1.49 %
23	Samsung Electronics Co Ltd	122,556	127.5M SEK	1.36 %
24	Epiroc AB	548,657	125.7M SEK	1.34 %
25	Amazon.com Inc	63,006	125M SEK	1.33 %
26	Electrolux AB	2,118,360	124M SEK	1.32 %
27	Assa Abloy AB	358,266	120.5M SEK	1.29 %
28	Lindab International AB	744,314	113.5M SEK	1.21 %
29	Traton SE	311,754	104.9M SEK	1.12 %
30	Fastighets AB Balder	1,826,179	100.7M SEK	1.07 %
31	Hexpol AB	1,386,574	99.3M SEK	1.06 %
32	Broadcom Inc	32,986	97.3M SEK	1.04 %
33	Billerud Aktiebolag	1,205,511	87.8M SEK	0.94 %
34	Visa Inc	30,287	87.2M SEK	0.93 %
35	JPMorgan Chase & Co	30,830	86.4M SEK	0.92 %
36	Cboe Global Markets Inc	32,216	86.3M SEK	0.92 %
37	Jazz Pharmaceuticals PLC	42,772	77M SEK	0.82 %
38	Skandinaviska Enskilda Banken AB	434,593	74.9M SEK	0.80 %
39	Gilead Sciences Inc	56,162	74.6M SEK	0.80 %
40	Linde PLC	14,417	68.1M SEK	0.73 %
41	Novo Nordisk A/S	200,210	67.9M SEK	0.72 %
42	Societe Generale SA	97,727	66.2M SEK	0.71 %
43	BioGaia AB	543,961	64.9M SEK	0.69 %
44	KB Financial Group Inc	71,581	63.2M SEK	0.67 %
45	AIA Group Ltd	599,000	61.8M SEK	0.66 %
46	Prologis Inc	48,222	60.7M SEK	0.65 %
47	AT&T Inc	217,553	60.1M SEK	0.64 %
48	Deutsche Telekom AG	162,398	57M SEK	0.61 %
49	Medicover AB	300,016	56.5M SEK	0.60 %
50	Haleon PLC	1,167,789	54.8M SEK	0.59 %
51	Shin-Etsu Chemical Co Ltd	145,300	54.5M SEK	0.58 %
52	Colgate-Palmolive Co	66,842	54.3M SEK	0.58 %
53	Fresenius SE & Co. KGaA	111,026	54M SEK	0.58 %
54	WW Grainger Inc	5,132	53.3M SEK	0.57 %
55	Enel SpA	514,053	52.9M SEK	0.56 %
56	Constellation Energy Corp.	19,221	51.1M SEK	0.55 %
57	Rio Tinto PLC	58,166	50.7M SEK	0.54 %
58	STORA ENSO R SEK	451,574	49.7M SEK	0.53 %
59	Accor SA	111,293	49.6M SEK	0.53 %
60	Rollins Inc	97,469	49.6M SEK	0.53 %
61	Thermo Fisher Scientific Inc	10,453	48.9M SEK	0.52 %
62	Prysmian SpA	45,089	48.9M SEK	0.52 %
63	Svenska Cellulosa AB SCA	448,653	48.8M SEK	0.52 %
64	Spotify Technology SA	10,366	47.9M SEK	0.51 %
65	Unilever PLC	90,682	47.8M SEK	0.51 %
66	nVent Electric PLC	41,999	47.3M SEK	0.51 %
67	Mitsui Fudosan Co Ltd	474,316	47M SEK	0.50 %
68	Progressive Corp/The	24,890	47M SEK	0.50 %
69	Albertsons Cos Inc	288,548	46.8M SEK	0.50 %
70	Aon PLC	15,034	46.2M SEK	0.49 %
71	Blackrock Inc	4,978	45.6M SEK	0.49 %
72	Contemporary Amperex Technology Co Ltd	60,500	45.1M SEK	0.48 %
73	Antofagasta PLC	107,580	45M SEK	0.48 %
74	Boston Scientific Corp	74,900	44.8M SEK	0.48 %
75	Hitachi Ltd	166,800	44.6M SEK	0.48 %
76	Trane Technologies PLC	11,162	44.3M SEK	0.47 %
77	Kia Corp	47,563	43M SEK	0.46 %
78	Atlas Copco AB	259,353	42.3M SEK	0.45 %
79	ICICI Bank Ltd	171,318	42.3M SEK	0.45 %
80	Alibaba Group Holding Ltd	289,300	41.8M SEK	0.45 %
81	First Citizens BancShares Inc/NC	2,304	41.4M SEK	0.44 %
82	International Business Machines Corp.	17,618	40.7M SEK	0.43 %
83	Engcon AB	624,455	40.4M SEK	0.43 %
84	MercadoLibre Inc	2,450	40.4M SEK	0.43 %
85	Sony Group Corp	203,500	39.1M SEK	0.42 %
86	Meta Platforms Inc	7,136	38.9M SEK	0.42 %
87	Comfort Systems USA Inc	2,898	38.1M SEK	0.41 %
88	Beijer Alma AB	156,809	37.5M SEK	0.40 %
89	Hydro One Ltd	94,313	37M SEK	0.39 %
90	Telenor ASA	211,103	35.2M SEK	0.38 %
91	ANTA Sports Products Ltd	370,600	34.1M SEK	0.36 %
92	First Solar Inc	17,569	33M SEK	0.35 %
93	Cytokinetics Inc	49,440	31M SEK	0.33 %
94	Intuit Inc	7,128	29.4M SEK	0.31 %
95	TopBuild Corp	8,750	29.3M SEK	0.31 %
96	Constellation Software Inc/Canada	1,755	29.3M SEK	0.31 %
97	ServiceNow Inc	28,635	28.5M SEK	0.30 %
98	Generac Holdings Inc	15,300	28.5M SEK	0.30 %
99	Nobia AB	14,358,934	28.2M SEK	0.30 %
100	Adyen NV	2,954	27.6M SEK	0.29 %