Titelia

Holdings of Lannebo Marknad Global

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

Original filing · Net assets 15B SEK · Ten largest lines: 27.2 % of the equity sleeve

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.

RankCountryLinesValueShare
1US45410.6B SEK70.89 %
2JP150849.9M SEK5.68 %
3GB56467.3M SEK3.12 %
4CH40456.8M SEK3.05 %
5CA53428.3M SEK2.86 %
6DE48419.7M SEK2.80 %
7FR41336.9M SEK2.25 %
8NL28282.5M SEK1.89 %
9AU36235.2M SEK1.57 %
10ES15162.5M SEK1.09 %
11SE36143.4M SEK0.96 %
12IT19127.6M SEK0.85 %

Positions

RankCompanySharesValueWeight
301Monster Beverage Corp 14,45010M SEK0.07 %
302Truist Financial Corp 22,77610M SEK0.07 %
303Carrier Global Corp 18,4349.9M SEK0.07 %
304Fifth Third Bancorp 22,3339.9M SEK0.07 %
305Generali 26,0229.9M SEK0.07 %
306Fujitsu Ltd 51,8009.8M SEK0.07 %
307Republic Services Inc 4,7009.8M SEK0.07 %
308DR Horton Inc 7,5009.8M SEK0.07 %
309Public Storage 3,7939.8M SEK0.07 %
310Westinghouse Air Brake Technologies Corp 4,1049.8M SEK0.06 %
311Reckitt Benckiser Group PLC 15,2169.7M SEK0.06 %
312Waters Corp 3,4189.7M SEK0.06 %
313Mondelez International Inc 17,6309.7M SEK0.06 %
314MetLife Inc 14,2499.6M SEK0.06 %
315Keurig Dr Pepper Inc 38,0509.5M SEK0.06 %
316United Rentals Inc 1,3759.5M SEK0.06 %
317Koninklijke Ahold Delhaize NV 21,5459.5M SEK0.06 %
318Archer-Daniels-Midland Co 13,7009.5M SEK0.06 %
319Holcim AG 12,2009.4M SEK0.06 %
320Rio Tinto Ltd 8,8959.4M SEK0.06 %
321MSCI Inc 1,8209.3M SEK0.06 %
322PayPal Holdings Inc 21,4809.3M SEK0.06 %
323Kenvue Inc 56,0009.2M SEK0.06 %
324Hartford Insurance Group Inc/The 7,0929.1M SEK0.06 %
325Sandvik AB 25,5389.1M SEK0.06 %
326Roper Technologies Inc 2,7059.1M SEK0.06 %
327Standard Chartered PLC 46,6449.1M SEK0.06 %
328Legrand SA 6,3029.1M SEK0.06 %
329Iron Mountain Inc 9,3509.1M SEK0.06 %
330Coherent Corp 4,0009.1M SEK0.06 %
331Kimberly-Clark Corp 9,8329M SEK0.06 %
332FANUC Corp 28,2009M SEK0.06 %
333Datadog Inc 7,9008.9M SEK0.06 %
334Fujikura Ltd. 36,0008.8M SEK0.06 %
335BASF SE 15,3208.8M SEK0.06 %
336Vestas Wind Systems A/S 31,4738.8M SEK0.06 %
3373i Group PLC 28,6598.8M SEK0.06 %
338Givaudan SA 2748.7M SEK0.06 %
339Kinross Gold Corp 30,0008.7M SEK0.06 %
340Nasdaq Inc 10,7228.7M SEK0.06 %
341Panasonic Holdings Corp. 56,0008.7M SEK0.06 %
342Ford Motor Co 78,6128.6M SEK0.06 %
343Transurban Group 94,2518.6M SEK0.06 %
344Arch Capital Group Ltd 9,4138.6M SEK0.06 %
345UCB SA 3,0298.6M SEK0.06 %
346Robinhood Markets Inc 12,9748.6M SEK0.06 %
347Orange SA 44,1008.6M SEK0.06 %
348IQVIA Holdings Inc 5,2538.5M SEK0.06 %
349Waste Connections Inc 5,5148.5M SEK0.06 %
350Ventas Inc 10,8648.5M SEK0.06 %
351Sysco Corp 12,4008.4M SEK0.06 %
352Microchip Technology Inc 13,5678.4M SEK0.06 %
353Constellation Software Inc/Canada 5008.3M SEK0.06 %
354Murata Manufacturing Co Ltd 40,8008.3M SEK0.06 %
355Old Dominion Freight Line Inc 4,4708.3M SEK0.06 %
356Chugai Pharmaceutical Co Ltd 16,1008.3M SEK0.06 %
357Hershey Co/The 4,1808.3M SEK0.06 %
358Prudential Financial, Inc. 8,8738.3M SEK0.05 %
359Rockwell Automation Inc 2,4068.2M SEK0.05 %
360Tractor Supply Co 19,0008.2M SEK0.05 %
361Komatsu Ltd 22,7008.2M SEK0.05 %
362Goodman Group 48,9978.2M SEK0.05 %
363Snowflake Inc 5,6808.2M SEK0.05 %
364Martin Marietta Materials Inc 1,4498.1M SEK0.05 %
365Prudential PLC 62,1048.1M SEK0.05 %
366Fairfax Financial Holdings Ltd 5008.1M SEK0.05 %
367Carvana Co 2,7008.1M SEK0.05 %
368Assa Abloy AB 23,9978.1M SEK0.05 %
369Sampo Oyj 79,7808.1M SEK0.05 %
370State Street Corp 6,5897.9M SEK0.05 %
371Cie de Saint-Gobain SA 10,2867.9M SEK0.05 %
372ResMed Inc 3,6887.9M SEK0.05 %
373Strategy Inc 6,5637.8M SEK0.05 %
374Agilent Technologies Inc 7,1467.8M SEK0.05 %
375M&T Bank Corp 3,9397.8M SEK0.05 %
376United Overseas Bank Ltd 28,5007.7M SEK0.05 %
377ORIX Corp 27,8007.7M SEK0.05 %
378Sompo Holdings Inc 21,3007.7M SEK0.05 %
379Dollarama Inc 6,5567.6M SEK0.05 %
380Nutrien Ltd 10,6407.6M SEK0.05 %
381Williams-Sonoma Inc 4,3367.5M SEK0.05 %
382Erste Group Bank AG 7,4007.5M SEK0.05 %
383Celestica Inc 2,8007.5M SEK0.05 %
384Ferrovial SE 12,3287.5M SEK0.05 %
385Vulcan Materials Co 2,8837.5M SEK0.05 %
386Aviva PLC 98,9727.5M SEK0.05 %
387MS&AD Insurance Group Holdings Inc 30,8007.4M SEK0.05 %
388Intact Financial Corp 4,3007.4M SEK0.05 %
389Tapestry Inc 5,5007.4M SEK0.05 %
390STMicroelectronics NV 23,5277.4M SEK0.05 %
391Rocket Lab Corp 12,0007.3M SEK0.05 %
392Prysmian SpA 6,7707.3M SEK0.05 %
393Mettler-Toledo International Inc 6107.3M SEK0.05 %
394Ingersoll Rand Inc 9,5977.3M SEK0.05 %
395Fiserv Inc 13,7387.3M SEK0.05 %
396Telefonaktiebolaget LM Ericsson 68,6007.3M SEK0.05 %
397Astellas Pharma Inc 48,1007.3M SEK0.05 %
398Axon Enterprise Inc 1,7927.2M SEK0.05 %
399ASM International NV 1,0357.2M SEK0.05 %
400Daiichi Life Group, Inc. 84,5007.2M SEK0.05 %