Holdings of Lannebo Emerging Markets

Name: Holdings of Lannebo Emerging Markets
Creator: Titelia

Lannebo Kapitalförvaltning AB · 429 declared positions · as of Mar 31, 2026

Sector breakdown

Technology 23.3 %
Communication 6.1 %
Financials 5.9 %
Consumer discretionary 4.1 %
Materials 1.8 %
Utilities 0.7 %
Industrials 0.6 %
Health care 0.4 %
Real estate 0.3 %
Unattributed 56.8 %

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

HK 23.0 %
TW 22.9 %
KR 18.5 %
IN 11.8 %
ZA 4.5 %
BR 4.1 %
MX 2.8 %
CN 1.9 %
US 1.6 %
PL 1.4 %
TH 1.2 %
MY 1.1 %
Other countries 5.1 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	HK	66	1.1B SEK	23.03 %
2	TW	66	1B SEK	22.88 %
3	KR	52	843.6M SEK	18.48 %
4	IN	77	538.3M SEK	11.79 %
5	ZA	22	206.7M SEK	4.53 %
6	BR	26	186.7M SEK	4.09 %
7	MX	16	129.5M SEK	2.84 %
8	CN	21	88.3M SEK	1.93 %
9	US	7	72.4M SEK	1.59 %
10	PL	13	61.7M SEK	1.35 %
11	TH	10	56.1M SEK	1.23 %
12	MY	8	51.1M SEK	1.12 %

Positions

Rank	Company	Shares	Value	Weight
1	Taiwan Semiconductor Manufacturing Co Ltd	783,000	410.6M SEK	8.75 %
2	Samsung Electronics Co Ltd	284,303	295.7M SEK	6.30 %
3	Tencent Holdings Ltd	384,800	226.3M SEK	4.82 %
4	SK hynix Inc	33,707	169.2M SEK	3.60 %
5	Alibaba Group Holding Ltd	1,060,300	153.3M SEK	3.27 %
6	China Construction Bank Corp	7,338,000	74.8M SEK	1.59 %
7	Delta Electronics Inc	147,000	60.4M SEK	1.29 %
8	HDFC Bank Ltd	232,300	55.1M SEK	1.17 %
9	Xiaomi Corp	1,406,000	54.3M SEK	1.16 %
10	Hon Hai Precision Industry Co Ltd	949,000	53M SEK	1.13 %
11	MediaTek Inc	115,000	51.1M SEK	1.09 %
12	ICICI Bank Ltd	162,200	40M SEK	0.85 %
13	Ping An Insurance Group Co of China Ltd	491,000	35.5M SEK	0.76 %
14	ASE Technology Holding Co Ltd	328,000	32.1M SEK	0.68 %
15	Industrial & Commercial Bank of China Ltd	3,795,000	31.6M SEK	0.67 %
16	NU Holdings Ltd/Cayman Islands	230,500	31.6M SEK	0.67 %
17	Bharti Airtel Ltd	175,000	31.3M SEK	0.67 %
18	Infosys Ltd	242,900	31.3M SEK	0.67 %
19	Meituan	304,630	30.7M SEK	0.65 %
20	ITAU UNIBANCO HOLDING SA	370,482	29.4M SEK	0.63 %
21	BYD Co Ltd	223,300	28.7M SEK	0.61 %
22	Anglogold Ashanti Plc	30,800	28.2M SEK	0.60 %
23	KB Financial Group Inc	29,265	25.8M SEK	0.55 %
24	Hyundai Motor Co	9,250	25.6M SEK	0.55 %
25	Naspers Ltd	53,040	25.4M SEK	0.54 %
26	Bank of China Ltd	4,110,000	24.8M SEK	0.53 %
27	Gold Fields Ltd	54,772	23.2M SEK	0.49 %
28	NetEase Inc	106,600	22.1M SEK	0.47 %
29	Grupo Mexico SAB de CV	215,000	21.8M SEK	0.46 %
30	FirstRand Ltd	446,500	21.4M SEK	0.46 %
31	SK Square Co Ltd	7,100	20.6M SEK	0.44 %
32	JD.com Inc	146,226	20.1M SEK	0.43 %
33	Standard Bank Group Ltd	116,846	19.8M SEK	0.42 %
34	Doosan Enerbility Co Ltd	34,302	19.6M SEK	0.42 %
35	Shinhan Financial Group Co Ltd	35,493	19.4M SEK	0.41 %
36	United Microelectronics Corp	1,111,000	18.7M SEK	0.40 %
37	Elite Material Co Ltd	24,000	18.6M SEK	0.40 %
38	Grupo Financiero Banorte SAB de CV	173,000	18.2M SEK	0.39 %
39	China Merchants Bank Co Ltd	296,500	17.8M SEK	0.38 %
40	Accton Technology Corp	39,000	17.5M SEK	0.37 %
41	Trip.com Group Ltd	37,900	17.5M SEK	0.37 %
42	Baidu Inc	136,450	17.5M SEK	0.37 %
43	Quanta Computer Inc	209,000	17.3M SEK	0.37 %
44	Axis Bank Ltd	144,000	16.8M SEK	0.36 %
45	Delta Electronics Thailand PCL	219,000	16.5M SEK	0.35 %
46	CTBC Financial Holding Co Ltd	1,064,000	16.3M SEK	0.35 %
47	Tata Consultancy Services Ltd	68,000	16.1M SEK	0.34 %
48	NAVER Corp	12,797	16M SEK	0.34 %
49	B3 SA - Brasil Bolsa Balcao	473,000	15.9M SEK	0.34 %
50	Asia Vital Components Co Ltd	26,000	15.4M SEK	0.33 %
51	OTP Bank Nyrt	15,250	15.4M SEK	0.33 %
52	Cathay Financial Holding Co Ltd	725,666	15.2M SEK	0.32 %
53	Hana Financial Group Inc	22,458	14.9M SEK	0.32 %
54	America Movil SAB de CV	1,209,000	14.5M SEK	0.31 %
55	Credicorp Ltd	4,400	14.2M SEK	0.30 %
56	Fubon Financial Holding Co Ltd	539,526	13.8M SEK	0.29 %
57	Malayan Banking Bhd	512,757	13.7M SEK	0.29 %
58	Unimicron Technology Corp	103,000	13.6M SEK	0.29 %
59	Capitec Bank Holdings Ltd	5,930	13.6M SEK	0.29 %
60	Bajaj Finance Ltd	167,000	13.4M SEK	0.29 %
61	China Life Insurance Co Ltd	445,000	13.3M SEK	0.28 %
62	Bank Central Asia Tbk PT	3,648,800	13.2M SEK	0.28 %
63	Banco Bradesco S.A.	374,200	13.1M SEK	0.28 %
64	MTN Group Ltd	119,000	12.9M SEK	0.28 %
65	Wuxi Biologics Cayman Inc	320,000	12.8M SEK	0.27 %
66	WEG SA	137,500	12.8M SEK	0.27 %
67	Chunghwa Telecom Co Ltd	322,000	12.8M SEK	0.27 %
68	Chroma ATE Inc	29,000	12.7M SEK	0.27 %
69	Powszechna Kasa Oszczednosci Bank Polski SA	57,000	12.7M SEK	0.27 %
70	Valterra Platinum Ltd	16,200	12.6M SEK	0.27 %
71	CIMB Group Holdings Bhd	684,765	12.2M SEK	0.26 %
72	Maruti Suzuki India Ltd	9,800	12.1M SEK	0.26 %
73	Celltrion Inc	9,856	12.1M SEK	0.26 %
74	Fomento Economico Mexicano SAB de CV	114,800	12M SEK	0.26 %
75	BeOne Medicines Ltd	56,600	11.8M SEK	0.25 %
76	Cemex SAB de CV	1,087,000	11.8M SEK	0.25 %
77	Hindustan Unilever Ltd	56,000	11.6M SEK	0.25 %
78	Wal-Mart de Mexico SAB de CV	370,625	11.4M SEK	0.24 %
79	Kotak Mahindra Bank Ltd	320,000	11.4M SEK	0.24 %
80	E.Sun Financial Holding Co Ltd	1,198,110	11.3M SEK	0.24 %
81	Power Grid Corp of India Ltd	380,000	11.3M SEK	0.24 %
82	Yuanta Financial Holding Co Ltd	846,576	11.3M SEK	0.24 %
83	Titan Co Ltd	28,300	11.2M SEK	0.24 %
84	Cia de Saneamento Basico do Estado de Sao Paulo SABESP	38,879	11.2M SEK	0.24 %
85	Axia Energia SA	105,000	11.2M SEK	0.24 %
86	Woori Financial Group Inc	55,930	11.1M SEK	0.24 %
87	TS Financial Holding Co Ltd	1,607,712	11.1M SEK	0.24 %
88	Agricultural Bank of China Ltd	1,603,000	10.8M SEK	0.23 %
89	State Bank of India	108,000	10.6M SEK	0.23 %
90	Itausa SA	413,032	10.5M SEK	0.22 %
91	Public Bank Bhd	949,600	10.5M SEK	0.22 %
92	Samsung C&T Corp	6,600	10.4M SEK	0.22 %
93	Kia Corp	11,500	10.4M SEK	0.22 %
94	Innovent Biologics Inc	100,500	10.4M SEK	0.22 %
95	Geely Automobile Holdings Ltd	402,000	10.2M SEK	0.22 %
96	Yum China Holdings Inc	21,800	10.2M SEK	0.22 %
97	Southern Copper Corp	6,102	10M SEK	0.21 %
98	Contemporary Amperex Technology Co Ltd	18,040	10M SEK	0.21 %
99	Hyundai Mobis Co Ltd	4,200	9.9M SEK	0.21 %
100	Samsung SDI Co Ltd	3,875	9.8M SEK	0.21 %