Holdings of Lannebo Marknad Global

Name: Holdings of Lannebo Marknad Global
Creator: Titelia

Lannebo Kapitalförvaltning AB · 1082 declared positions · as of Mar 31, 2026

Sector breakdown

Technology 29.2 %
Financials 14.6 %
Health care 10.1 %
Communication 9.3 %
Consumer discretionary 7.4 %
Industrials 6.3 %
Consumer staples 4.0 %
Materials 2.7 %
Real estate 1.5 %
Utilities 1.2 %
Unattributed 13.7 %

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 70.9 %
JP 5.7 %
GB 3.1 %
CH 3.1 %
CA 2.9 %
DE 2.8 %
FR 2.3 %
NL 1.9 %
AU 1.6 %
ES 1.1 %
SE 1.0 %
IT 0.9 %
Other countries 3.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	454	10.6B SEK	70.89 %
2	JP	150	849.9M SEK	5.68 %
3	GB	56	467.3M SEK	3.12 %
4	CH	40	456.8M SEK	3.05 %
5	CA	53	428.3M SEK	2.86 %
6	DE	48	419.7M SEK	2.80 %
7	FR	41	336.9M SEK	2.25 %
8	NL	28	282.5M SEK	1.89 %
9	AU	36	235.2M SEK	1.57 %
10	ES	15	162.5M SEK	1.09 %
11	SE	36	143.4M SEK	0.96 %
12	IT	19	127.6M SEK	0.85 %

Positions

Rank	Company	Shares	Value	Weight
1	NVIDIA Corp	573,604	953M SEK	6.33 %
2	Microsoft Corp	175,457	618.7M SEK	4.11 %
3	Apple Inc	255,630	618M SEK	4.11 %
4	Amazon.com Inc	191,155	379.3M SEK	2.52 %
5	Alphabet Inc	125,295	343.2M SEK	2.28 %
6	Broadcom Inc	111,925	330M SEK	2.19 %
7	Alphabet Inc	104,845	286.5M SEK	1.90 %
8	Meta Platforms Inc	46,892	255.6M SEK	1.70 %
9	ASML Holding NV	11,902	146.2M SEK	0.97 %
10	JPMorgan Chase & Co	47,083	131.9M SEK	0.88 %
11	Eli Lilly & Co	13,931	122.1M SEK	0.81 %
12	Visa Inc	42,029	121M SEK	0.80 %
13	Mastercard Inc	21,042	100.2M SEK	0.67 %
14	Walmart Inc	83,000	98.3M SEK	0.65 %
15	Johnson & Johnson	41,669	97M SEK	0.64 %
16	AbbVie Inc	43,633	90.4M SEK	0.60 %
17	Micron Technology Inc	27,824	89.5M SEK	0.60 %
18	Home Depot Inc/The	28,076	88M SEK	0.58 %
19	Procter & Gamble Co/The	63,339	87.2M SEK	0.58 %
20	Netflix Inc	91,301	83.6M SEK	0.56 %
21	Applied Materials Inc	25,585	83.3M SEK	0.55 %
22	Lam Research Corp	40,607	82.7M SEK	0.55 %
23	Coca-Cola Co/The	110,565	80.1M SEK	0.53 %
24	Advanced Micro Devices Inc	40,607	78.7M SEK	0.52 %
25	Cisco Systems, Inc.	97,700	72.2M SEK	0.48 %
26	Merck & Co Inc	61,666	70.7M SEK	0.47 %
27	AstraZeneca PLC	36,531	67.4M SEK	0.45 %
28	Novartis AG	44,468	63.7M SEK	0.42 %
29	Verizon Communications Inc	129,674	62M SEK	0.41 %
30	HSBC Holdings PLC	403,753	62M SEK	0.41 %
31	Roche Holding AG	16,470	61.4M SEK	0.41 %
32	Intel Corp	144,796	60.9M SEK	0.40 %
33	AT&T Inc	218,104	60.2M SEK	0.40 %
34	Goldman Sachs Group Inc/The	7,443	60M SEK	0.40 %
35	Oracle Corp	42,411	59.4M SEK	0.40 %
36	UnitedHealth Group Inc	22,331	57.6M SEK	0.38 %
37	Nestle SA	61,832	57.5M SEK	0.38 %
38	Palantir Technologies Inc	39,946	55.7M SEK	0.37 %
39	Bank of America Corp	117,267	54.5M SEK	0.36 %
40	International Business Machines Corp.	23,036	53.2M SEK	0.35 %
41	GE Vernova Inc	6,342	52.7M SEK	0.35 %
42	Linde PLC	11,088	52.4M SEK	0.35 %
43	SAP SE	31,857	51.4M SEK	0.34 %
44	Royal Bank of Canada	32,860	50.4M SEK	0.34 %
45	Citigroup Inc	44,878	48.5M SEK	0.32 %
46	TJX Cos Inc/The	31,480	47.9M SEK	0.32 %
47	Allianz SE	11,733	46.3M SEK	0.31 %
48	Morgan Stanley	29,348	46M SEK	0.31 %
49	KLA Corp	3,216	45.1M SEK	0.30 %
50	Amgen Inc	13,391	44.9M SEK	0.30 %
51	Thermo Fisher Scientific Inc	9,416	44.1M SEK	0.29 %
52	Commonwealth Bank of Australia	39,383	43.1M SEK	0.29 %
53	Mitsubishi UFJ Financial Group Inc	272,600	42.4M SEK	0.28 %
54	Iberdrola SA	193,574	42M SEK	0.28 %
55	Salesforce Inc	23,558	41.9M SEK	0.28 %
56	Texas Instruments Inc	22,641	41.9M SEK	0.28 %
57	Toyota Motor Corp.	221,070	41.9M SEK	0.28 %
58	Schneider Electric SE	16,626	41.8M SEK	0.28 %
59	Wells Fargo & Co	54,828	41.6M SEK	0.28 %
60	Abbott Laboratories	42,275	41.3M SEK	0.27 %
61	McDonald's Corp.	13,946	41.3M SEK	0.27 %
62	S&P Global Inc	9,987	40.5M SEK	0.27 %
63	Siemens AG	17,772	40.1M SEK	0.27 %
64	Gilead Sciences Inc	30,179	40.1M SEK	0.27 %
65	Welltower Inc	21,085	39.7M SEK	0.26 %
66	American Express Co	13,545	39M SEK	0.26 %
67	PepsiCo Inc	26,352	39M SEK	0.26 %
68	Pfizer Inc	145,000	38.8M SEK	0.26 %
69	Intuitive Surgical Inc	8,806	38.7M SEK	0.26 %
70	Booking Holdings Inc	934	37.5M SEK	0.25 %
71	Banco Santander SA	348,775	36.3M SEK	0.24 %
72	ABB Ltd	47,589	35.7M SEK	0.24 %
73	Sony Group Corp	185,400	35.6M SEK	0.24 %
74	Lowe's Cos Inc	15,827	35.6M SEK	0.24 %
75	Walt Disney Co/The	38,475	35.3M SEK	0.23 %
76	Toronto-Dominion Bank/The	39,706	35.2M SEK	0.23 %
77	ServiceNow Inc	33,990	33.9M SEK	0.23 %
78	Blackrock Inc	3,664	33.6M SEK	0.22 %
79	Shopify Inc	29,320	33M SEK	0.22 %
80	Deere & Co	6,148	33M SEK	0.22 %
81	QUALCOMM Inc	26,500	32.5M SEK	0.22 %
82	Uber Technologies Inc	46,550	31.9M SEK	0.21 %
83	Adobe Inc	13,668	31.7M SEK	0.21 %
84	Union Pacific Corp	13,630	31.5M SEK	0.21 %
85	Arista Networks Inc	26,857	31.4M SEK	0.21 %
86	T-Mobile US Inc	15,375	30.8M SEK	0.20 %
87	Palo Alto Networks Inc	20,085	30.7M SEK	0.20 %
88	Comcast Corp	111,858	30.6M SEK	0.20 %
89	Tokyo Electron Ltd	13,700	30.5M SEK	0.20 %
90	Zurich Insurance Group AG	4,564	30.4M SEK	0.20 %
91	Deutsche Telekom AG	86,128	30.2M SEK	0.20 %
92	Bristol-Myers Squibb Co	51,000	29.5M SEK	0.20 %
93	Danaher Corp	16,246	29.3M SEK	0.20 %
94	Accenture PLC	15,453	29.2M SEK	0.19 %
95	Equinix Inc	3,087	28.8M SEK	0.19 %
96	Siemens Energy AG	18,039	28.2M SEK	0.19 %
97	Hitachi Ltd	105,300	28.1M SEK	0.19 %
98	Intuit Inc	6,804	28M SEK	0.19 %
99	Prologis Inc	22,211	28M SEK	0.19 %
100	Chubb Ltd	9,000	27.9M SEK	0.19 %