Titelia

Holdings of Lannebo Emerging Markets

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

Original filing · Net assets 4.7B SEK · Ten largest lines: 34 % of the equity sleeve

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.

CountryLinesValueShare
HK661.1B SEK23.03 %
TW661B SEK22.88 %
KR52843.6M SEK18.48 %
IN77538.3M SEK11.79 %
ZA22206.7M SEK4.53 %
BR26186.7M SEK4.09 %
MX16129.5M SEK2.84 %
CN2188.3M SEK1.93 %
US772.4M SEK1.59 %
PL1361.7M SEK1.35 %
TH1056.1M SEK1.23 %
MY851.1M SEK1.12 %

Positions

CompanySharesValueWeight
Bangkok Dusit Medical Services PCL 959,2005.2M SEK0.11 %
Grupo Aeroportuario del Sureste SAB de CV 16,4005.2M SEK0.11 %
Hon Precision Inc 5,0005.2M SEK0.11 %
Tech Mahindra Ltd 37,0005.1M SEK0.11 %
Grasim Industries Ltd 20,0005.1M SEK0.11 %
Yangtze Optical Fibre & Cable Joint Stock Ltd Co 23,0005.1M SEK0.11 %
Kanzhun Ltd 39,9005.1M SEK0.11 %
Hero MotoCorp Ltd 10,0005.1M SEK0.11 %
Santander Bank Polska SA 3,4005.1M SEK0.11 %
Banco do Brasil SA 120,0005M SEK0.11 %
Max Healthcare Institute Ltd 52,0005M SEK0.11 %
Eternal Ltd 218,0005M SEK0.11 %
Raia Drogasil SA 116,2115M SEK0.11 %
Trent Ltd 15,0005M SEK0.11 %
Hua Nan Financial Holdings Co Ltd 497,9484.9M SEK0.10 %
GDS Holdings Ltd 104,5004.9M SEK0.10 %
XP Inc 27,0004.9M SEK0.10 %
Sino Biopharmaceutical Ltd 680,0004.9M SEK0.10 %
JBS NV 28,0004.8M SEK0.10 %
Divi's Laboratories Ltd 8,0004.8M SEK0.10 %
Press Metal Aluminium Holdings Bhd 252,0004.7M SEK0.10 %
WuXi AppTec Co Ltd 33,0004.7M SEK0.10 %
Ping An Insurance Group Co of China Ltd 60,0004.7M SEK0.10 %
Chailease Holding Co Ltd 143,0474.7M SEK0.10 %
Largan Precision Co Ltd 7,2004.6M SEK0.10 %
Innolux Corp 650,0004.6M SEK0.10 %
LG Electronics Inc 7,0184.6M SEK0.10 %
China Steel Corp 817,0004.6M SEK0.10 %
Vodacom Group Ltd 57,0004.6M SEK0.10 %
Ecopro BM Co Ltd 3,8004.5M SEK0.10 %
Allegro.eu SA 66,7004.5M SEK0.10 %
Cipla Ltd/India 36,5004.5M SEK0.10 %
LS Electric Co Ltd 1,0004.5M SEK0.10 %
SBI Life Insurance Co Ltd 25,0004.5M SEK0.10 %
Alteogen Inc 2,1004.5M SEK0.10 %
Avenue Supermarts Ltd 11,2004.5M SEK0.09 %
Alchip Technologies Ltd 6,0004.4M SEK0.09 %
China Mengniu Dairy Co Ltd 212,0004.4M SEK0.09 %
China Merchants Bank Co Ltd 81,5004.4M SEK0.09 %
Bajaj Auto Ltd 5,0004.4M SEK0.09 %
Haier Smart Home Co Ltd 175,0004.4M SEK0.09 %
Zhaojin Mining Industry Co Ltd 114,0004.4M SEK0.09 %
COSCO SHIPPING Holdings Co Ltd 241,0004.4M SEK0.09 %
Northam Platinum Holdings Ltd 23,0004.4M SEK0.09 %
Hansoh Pharmaceutical Group Co Ltd 100,0004.3M SEK0.09 %
CG Power & Industrial Solutions Ltd 65,0004.3M SEK0.09 %
Telefonica Brasil SA 55,7604.2M SEK0.09 %
Commercial International Bank - Egypt (CIB) 197,5364.2M SEK0.09 %
Taiwan Cooperative Financial Holding Co Ltd 594,2914.2M SEK0.09 %
NEPI Rockcastle NV 54,9264.2M SEK0.09 %
Far EasTone Telecommunications Co Ltd 150,0004.1M SEK0.09 %
Britannia Industries Ltd 7,5004.1M SEK0.09 %
Evergreen Marine Corp Taiwan Ltd 68,6004.1M SEK0.09 %
CD Projekt SA 6,7004.1M SEK0.09 %
SK Telecom Co Ltd 8,5004M SEK0.09 %
International Games System Co Ltd 18,0004M SEK0.09 %
Arca Continental SAB de CV 37,0004M SEK0.09 %
Indus Towers Ltd 95,0004M SEK0.09 %
PharmaEssentia Corp 22,1944M SEK0.08 %
Doosan Co Ltd 6204M SEK0.08 %
eMemory Technology Inc 5,0003.9M SEK0.08 %
Rede D'Or Sao Luiz SA 55,0003.9M SEK0.08 %
Advantech Co Ltd 40,9703.9M SEK0.08 %
LPP SA 683.9M SEK0.08 %
Global Unichip Corp 6,0003.9M SEK0.08 %
Ashok Leyland Ltd 250,0003.9M SEK0.08 %
Komercni Banka AS 8,0003.9M SEK0.08 %
POSCO Future M Co Ltd 3,0353.8M SEK0.08 %
Lupin Ltd 16,5003.8M SEK0.08 %
Alpha Bank SA 110,0003.8M SEK0.08 %
Torrent Pharmaceuticals Ltd 9,0003.8M SEK0.08 %
Zijin Gold International Co Ltd 18,0003.8M SEK0.08 %
King Slide Works Co Ltd 4,0003.8M SEK0.08 %
China Overseas Land & Investment Ltd 269,5003.8M SEK0.08 %
Tata Consumer Products Ltd 37,0003.8M SEK0.08 %
Bank of Communications Co Ltd 434,0003.7M SEK0.08 %
Horizon Robotics 461,2003.7M SEK0.08 %
Fibra Uno Administracion SA de CV 240,0003.7M SEK0.08 %
Samvardhana Motherson International Ltd 350,0003.7M SEK0.08 %
Foxconn Industrial Internet Co Ltd 52,0003.7M SEK0.08 %
Banco Santander Chile 4,700,0003.7M SEK0.08 %
Banco de Credito e Inversiones SA 6,0003.7M SEK0.08 %
China Yangtze Power Co Ltd 98,0003.7M SEK0.08 %
Bizlink Holding Inc 7,0003.6M SEK0.08 %
Varun Beverages Ltd 94,0003.6M SEK0.08 %
Rumo SA 122,0003.6M SEK0.08 %
Wipro Ltd 179,0003.6M SEK0.08 %
Meritz Financial Group Inc 5,2003.6M SEK0.08 %
Coca-Cola Femsa SAB de CV 38,9003.6M SEK0.08 %
SenseTime Group Inc 1,600,0003.6M SEK0.08 %
HDFC Life Insurance Co Ltd 60,0003.6M SEK0.08 %
Cholamandalam Investment and Finance Co Ltd 26,0003.5M SEK0.08 %
HYBE Co Ltd 1,9003.5M SEK0.08 %
Korea Investment Holdings Co Ltd 2,8003.5M SEK0.08 %
Motiva Infraestrutura de Mobilidade SA 122,0003.5M SEK0.08 %
Cia de Minas Buenaventura SAA 10,2003.5M SEK0.07 %
Jio Financial Services Ltd 155,0003.5M SEK0.07 %
Shanghai Commercial & Savings Bank Ltd/The 298,3333.5M SEK0.07 %
Clicks Group Ltd 21,5003.5M SEK0.07 %
Zhongji Innolight Co Ltd 4,4003.5M SEK0.07 %