Stock Ideas

Latest Lannebo Fonder AB Stock Portfolio


About Lannebo Fonder AB and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, LANNEBO FONDER AB reported an equity portfolio of $757.8 Millions as of 31 Dec, 2023.

The top stock holdings of LANNEBO FONDER AB are MSFT, GOOG, PANW. The fund has invested 9.9% of it's portfolio in MICROSOFT CORP and 7.6% of portfolio in ALPHABET INC CAP STK.

The fund managers got completely rid off EBAY INC. (EBAY), CISCO SYS INC (CSCO) and VIAVI SOLUTIONS INC (VIAV) stocks. They significantly reduced their stock positions in QUALYS INC (QLYS), CYBERARK SOFTWARE LTD (CYBR) and SPS COMM INC (SPSC). LANNEBO FONDER AB opened new stock positions in KLA CORP (KLAC), MOODYS CORP (MCO) and NORFOLK SOUTHN CORP (NSC). The fund showed a lot of confidence in some stocks as they added substantially to ELECTRONIC ARTS INC (EA), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and VEEVA SYS INC (VEEV).
Equity Portfolio Value
Last Reported on: 24 Jan, 2024

New Buys

Ticker$ Bought
kla corp278,000
moodys corp277,000
norfolk southn corp259,000
union pac corp253,000
csx corp250,000
copart inc244,000

New stocks bought by Lannebo Fonder AB

Additions to existing portfolio by Lannebo Fonder AB


Ticker% Reduced
qualys inc-12.78
cyberark software ltd-4.48
sps comm inc-2.35

Lannebo Fonder AB reduced stake in above stock

Sold off

Ticker$ Sold
ebay inc.-13,548,000
cisco sys inc-8,103,000
viavi solutions inc-1,074,000

Lannebo Fonder AB got rid off the above stocks

Current Stock Holdings of Lannebo Fonder AB

Last Reported on: 24 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions