StockDriftsStockDriftsTop 33 Lannebo Fonder Ab Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | 9.89% | 199.0K | $75K | +0.00%(+0) | — | 2023-12-31 | |
| GOOGL | Alphabet Inc Cap Stk | 7.61% | 411.6K | $58K | +0.38%(+1.58K) | — | 2023-12-31 | |
| PANW | Palo Alto Networks Inc | 7.29% | 186.5K | $55K | +0.00%(+0) | — | 2023-12-31 | |
| AMZN | Amazon Com Inc | 6.24% | 308.0K | $47K | +0.00%(+0) | — | 2023-12-31 | |
| CRM | Salesforce Inc | 6.16% | 175.9K | $47K | +0.00%(+0) | — | 2023-12-31 | |
| ADBE | Adobe Inc | 5.9% | 74.5K | $45K | +0.00%(+0) | — | 2023-12-31 | |
| AAPL | Apple Inc | 5.23% | 205.0K | $40K | +0.00%(+0) | — | 2023-12-31 | |
| MCHP | Microchip Technology Inc. | 5% | 416.6K | $38K | +4.15%(+16.60K) | — | 2023-12-31 | |
| INTU | Intuit | 4.99% | 60.0K | $38K | +0.00%(+0) | — | 2023-12-31 | |
| MA | Mastercard Incorporated | 4.86% | 86.2K | $37K | +0.00%(+0) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lannebo Fonder Ab reports $757.82K in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (9.9%), GOOGL (7.6%) and PANW (7.3%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lannebo Fonder Ab’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1748965). View Lannebo Fonder Ab’s 13F filings on SEC