Data as of Q4 2025 (Dec 31, 2025)
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Showing Q4 2023 data
LANNEBO FONDER AB's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

LANNEBO FONDER AB

โ€ขCIK: 1748965โ€ขFiling: Q4 2023

**LANNEBO FONDER AB** manages $758M across a diversified portfolio of 33 positions. The fund exhibits a strong technology tilt, with top holdings including MSFT at $75.0M and GOOGL at $57.7M. Significant allocations are also maintained in PANW ($55.2M), AMZN ($47.3M), and CRM ($46.7M). This concentration suggests a focus on established, market-leading enterprise technology names.

Total AUM
$757.8M
QoQ Performance
N/A
Positions
33
Top 10 Concentration
63.2%
Latest Filing
Q4 2023

Top Holdings Allocation

MSFT
GOOGL
PANW
AMZN
CRM
ADBE
AAPL
MCHP
MSFT9.9%
GOOGL7.6%
PANW7.3%
AMZN6.2%
CRM6.2%
ADBE5.9%
AAPL5.2%
MCHP5.0%

๐Ÿ“ˆ Biggest Buys

MSFT
Microsoft Corp
NEW
9.9% of portfolio
GOOGL
Alphabet Inc Cap Stk
NEW
7.6% of portfolio
PANW
Palo Alto Networks Inc
NEW
7.3% of portfolio
AMZN
Amazon Com Inc
NEW
6.2% of portfolio
CRM
Salesforce Inc
NEW
6.2% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Technology53.3%
Other35.5%
Consumer6.2%
Financial4.9%
Industrial0.0%