13F-HR filed by LANNEBO FONDER AB
LANNEBO FONDER AB filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-07-13, with 32 holding rows worth $711,848,000.
- Accession
- 0001104659-23-080480
- Filer
- CIK 1748965
- Filed
- 2023-07-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 32 entries on the cover page, a total value of $711,848,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $711,848,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-18860. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 199,000 | $67,841,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 410,000 | $49,389,000 | thousands, detected and multiplied | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 186,500 | $47,423,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 308,000 | $40,095,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 205,000 | $39,465,000 | thousands, detected and multiplied | |
| Adobe Inc | 00724F101 | COM | 74,527 | $36,380,000 | thousands, detected and multiplied | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 400,000 | $35,560,000 | thousands, detected and multiplied | |
| Salesforce.com, Inc | 79466L302 | COM | 165,000 | $35,131,000 | thousands, detected and multiplied | |
| MasterCard, Inc | 57636Q104 | COM | 86,177 | $33,674,000 | thousands, detected and multiplied | |
| Oracle Corporation | 68389X105 | COM | 260,000 | $31,327,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 220,000 | $29,624,000 | thousands, detected and multiplied | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 141,187 | $28,152,000 | thousands, detected and multiplied | |
| AMDOCS LTD | G02602103 | SHS | 280,000 | $27,773,000 | thousands, detected and multiplied | |
| FORTINET INC COM | 34959E109 | Stock | 363,067 | $27,466,000 | thousands, detected and multiplied | |
| Intuit Inc. | 461202103 | COM | 60,000 | $27,456,000 | thousands, detected and multiplied | |
| AUTODESK INC COM | 052769106 | Stock | 131,845 | $27,314,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 158,166 | $17,947,000 | thousands, detected and multiplied | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 135,000 | $17,668,000 | thousands, detected and multiplied | |
| Walt Disney Co | 254687106 | COM | 195,000 | $17,363,000 | thousands, detected and multiplied | |
| EBAY INC. COM | 278642103 | Stock | 305,000 | $13,756,000 | thousands, detected and multiplied | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 205,000 | $13,374,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 30,663 | $12,891,000 | thousands, detected and multiplied | |
| FIRST SOLAR INC COM | 336433107 | Stock | 60,500 | $11,156,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 150,000 | $7,781,000 | thousands, detected and multiplied | |
| SPS COMM INC COM | 78463M107 | Stock | 16,042 | $3,084,000 | thousands, detected and multiplied | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 15,500 | $2,415,000 | thousands, detected and multiplied | |
| QUALYS INC COM | 74758T303 | Stock | 18,208 | $2,374,000 | thousands, detected and multiplied | |
| OMNICELL COM COM | 68213N109 | Stock | 28,000 | $2,069,000 | thousands, detected and multiplied | |
| VERINT SYS INC | 92343X100 | COM | 55,000 | $1,953,000 | thousands, detected and multiplied | |
| VIAVI SOLUTIONS INC | 925550105 | COM | 150,000 | $1,683,000 | thousands, detected and multiplied | |
| VARONIS SYS INC | 922280102 | COM | 43,500 | $1,153,000 | thousands, detected and multiplied | |
| NEW RELIC INC | 64829B100 | COMMON STOCK | 17,000 | $1,111,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-23-080480 | this filing | 2023-07-13 | acceptance time not in the bulk data set |