Titelia

Holdings of Lärarfond Försiktig

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

Original filing · Net assets 1B SEK · Ten largest lines: 29.4 % of the equity sleeve

Sector breakdown

  • Technology 9.8 %
  • Financials 8.0 %
  • Industrials 6.5 %
  • Health care 6.4 %
  • Consumer discretionary 5.5 %
  • Communication 4.0 %
  • Consumer staples 1.6 %
  • Materials 1.5 %
  • Utilities 0.8 %
  • Real estate 0.6 %
  • Funds 0.2 %
  • Unattributed 55.1 %

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 53.6 %
  • US 23.8 %
  • GB 5.9 %
  • FI 2.5 %
  • DE 2.3 %
  • KR 2.1 %
  • HK 1.6 %
  • JP 1.6 %
  • TW 1.3 %
  • FR 1.0 %
  • IE 1.0 %
  • DK 0.9 %
  • Other countries 2.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
SE42202.8M SEK53.60 %
US4090.1M SEK23.82 %
GB522.1M SEK5.85 %
FI29.5M SEK2.50 %
DE38.8M SEK2.33 %
KR37.9M SEK2.09 %
HK46.2M SEK1.65 %
JP46.1M SEK1.62 %
TW15M SEK1.31 %
FR23.9M SEK1.04 %
IE23.8M SEK1.00 %
DK13.3M SEK0.86 %

Positions

CompanySharesValueWeight
AstraZeneca PLC 8,31515.4M SEK1.48 %
Alfa Laval AB 23,89612.1M SEK1.17 %
Swedish Orphan Biovitrum AB 30,79912.1M SEK1.16 %
Volvo AB 39,46912.1M SEK1.16 %
Atlas Copco AB 79,24211.5M SEK1.10 %
Hexagon AB 117,38410.6M SEK1.02 %
SKF AB 44,2889.9M SEK0.96 %
Getinge AB 49,2099.3M SEK0.89 %
Investor AB 26,1109.3M SEK0.89 %
Indutrade AB 41,8039M SEK0.86 %
Swedbank AB 26,3738.4M SEK0.81 %
Sinch AB 319,9567.9M SEK0.76 %
AAK AB 31,0167.5M SEK0.72 %
AUTOLIV INC SDR 7,2507.2M SEK0.69 %
Telefonaktiebolaget LM Ericsson 66,6577.1M SEK0.68 %
Nordea Bank Abp 43,9407.1M SEK0.68 %
EQT AB 24,1056.9M SEK0.66 %
Alphabet Inc 2,3996.6M SEK0.63 %
NVIDIA Corp 3,8146.3M SEK0.61 %
Microsoft Corp 1,7156M SEK0.58 %
Epiroc AB 26,2836M SEK0.58 %
Electrolux AB 101,4605.9M SEK0.57 %
Assa Abloy AB 17,1615.8M SEK0.56 %
Lindab International AB 35,6575.4M SEK0.52 %
Traton SE 14,9345M SEK0.48 %
Taiwan Semiconductor Manufacturing Co Ltd 1,5445M SEK0.48 %
Fastighets AB Balder 87,4734.8M SEK0.46 %
Hexpol AB 66,3734.8M SEK0.46 %
Apple Inc 1,9244.7M SEK0.45 %
Samsung Electronics Co Ltd 4,0834.2M SEK0.41 %
Amazon.com Inc 2,1274.2M SEK0.41 %
Billerud Aktiebolag 57,7474.2M SEK0.40 %
Skandinaviska Enskilda Banken AB 20,8253.6M SEK0.35 %
Novo Nordisk A/S 9,5933.3M SEK0.31 %
Broadcom Inc 1,1003.2M SEK0.31 %
BioGaia AB 26,0543.1M SEK0.30 %
JPMorgan Chase & Co 1,0432.9M SEK0.28 %
Visa Inc 9972.9M SEK0.28 %
Cboe Global Markets Inc 1,0312.8M SEK0.27 %
Medicover AB 14,3722.7M SEK0.26 %
Gilead Sciences Inc 1,8472.5M SEK0.24 %
STORA ENSO R SEK 21,6292.4M SEK0.23 %
Svenska Cellulosa AB SCA 21,4862.3M SEK0.22 %
Linde PLC 4882.3M SEK0.22 %
Societe Generale SA 3,3752.3M SEK0.22 %
KB Financial Group Inc 2,4622.2M SEK0.21 %
Prologis Inc 1,7062.1M SEK0.21 %
Jazz Pharmaceuticals PLC 1,1862.1M SEK0.21 %
AIA Group Ltd 20,0002.1M SEK0.20 %
AT&T Inc 7,4422.1M SEK0.20 %
Deutsche Telekom AG 5,6722M SEK0.19 %
Engcon AB 29,8291.9M SEK0.19 %
Haleon PLC 39,0231.8M SEK0.18 %
Fresenius SE & Co. KGaA 3,7071.8M SEK0.17 %
Shin-Etsu Chemical Co Ltd 4,8001.8M SEK0.17 %
WW Grainger Inc 1731.8M SEK0.17 %
Beijer Alma AB 7,5121.8M SEK0.17 %
Colgate-Palmolive Co 2,1971.8M SEK0.17 %
Prysmian SpA 1,5901.7M SEK0.17 %
Rio Tinto PLC 1,9511.7M SEK0.16 %
Rollins Inc 3,3291.7M SEK0.16 %
Constellation Energy Corp. 6231.7M SEK0.16 %
Spotify Technology SA 3581.7M SEK0.16 %
Accor SA 3,7071.7M SEK0.16 %
Contemporary Amperex Technology Co Ltd 2,2001.6M SEK0.16 %
nVent Electric PLC 1,4511.6M SEK0.16 %
Progressive Corp/The 8611.6M SEK0.16 %
Unilever PLC 3,0761.6M SEK0.16 %
Albertsons Cos Inc 9,8881.6M SEK0.15 %
Antofagasta PLC 3,7531.6M SEK0.15 %
Enel SpA 14,8631.5M SEK0.15 %
Boston Scientific Corp 2,5231.5M SEK0.15 %
Blackrock Inc 1641.5M SEK0.14 %
Mitsui Fudosan Co Ltd 15,0571.5M SEK0.14 %
First Citizens BancShares Inc/NC 831.5M SEK0.14 %
Kia Corp 1,6311.5M SEK0.14 %
Hitachi Ltd 5,5001.5M SEK0.14 %
MercadoLibre Inc 891.5M SEK0.14 %
ICICI Bank Ltd 5,8271.4M SEK0.14 %
Trane Technologies PLC 3611.4M SEK0.14 %
International Business Machines Corp. 6161.4M SEK0.14 %
Alibaba Group Holding Ltd 9,8001.4M SEK0.14 %
Atlas Copco AB 8,6381.4M SEK0.14 %
Thermo Fisher Scientific Inc 2991.4M SEK0.13 %
Meta Platforms Inc 2551.4M SEK0.13 %
Aon PLC 4511.4M SEK0.13 %
Nobia AB 700,3831.4M SEK0.13 %
Sony Group Corp 7,1501.4M SEK0.13 %
Comfort Systems USA Inc 1021.3M SEK0.13 %
Thule Group AB 6,2821.3M SEK0.12 %
Bure Equity AB 5,7261.2M SEK0.12 %
AddTech AB 3,8211.2M SEK0.12 %
Castellum AB 11,0681.2M SEK0.12 %
Wihlborgs Fastigheter AB 13,9651.2M SEK0.12 %
Beijer Ref AB 9,1931.2M SEK0.11 %
Lifco AB 4,1691.2M SEK0.11 %
Telenor ASA 7,0321.2M SEK0.11 %
Nolato AB 24,3331.2M SEK0.11 %
Electrolux Professional AB 22,7861.1M SEK0.11 %
ANTA Sports Products Ltd 12,2001.1M SEK0.11 %