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Disclosery

LANNEBO FONDER AB

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13F filer, CIK 1748965, Stockholm, Sweden

LANNEBO FONDER AB reported $549,489,000 across 34 holdings for the quarter ended 2022-06-30, in a 13F-HR filed 2022-07-15. Its ten largest share positions make up 59.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-22-080046

Period
2022-06-30
Reported value
$549M
Holdings
34
Top 10 weight
59.16%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+311,600$33.1M
IBMadded+20,000$2.82M
CTSHadded+40,000$2.7M
VEEVadded+8,000$1.58M
OMCLadded+3,000$341K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
METAexited-47,000-$10.5M
MSFTreduced-37,000-$9.5M
AAPLreduced-55,000-$7.52M
GOOGreduced-3,000-$6.56M
NVDAreduced-10,000-$1.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2022

Share positions as resolved from 13F-HR 0001104659-22-080046, largest first. % of portfolio is the value over $549,489,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 247,000 shares; 2022Q2: 210,000 shares 210,000$53.9M9.82%-37,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,500 shares; 2022Q2: 22,500 shares 22,500$49M8.92%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 16,400 shares; 2022Q2: 328,000 shares 328,000$34.8M6.34%+311,600Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 285,000 shares; 2022Q2: 230,000 shares 230,000$31.4M5.72%-55,000Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 220,000 shares 220,000$31.1M5.65%+20,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 56,500 shares; 2022Q2: 56,500 shares 56,500$27.9M5.08%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 450,000 shares; 2022Q2: 450,000 shares 450,000$26.1M4.76%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 77,000 shares; 2022Q2: 77,000 shares 77,000$24.3M4.42%0Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 280,000 shares; 2022Q2: 280,000 shares 280,000$23.3M4.25%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares 60,000$23.1M4.21%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 140,000 shares; 2022Q2: 140,000 shares 140,000$23.1M4.2%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares 60,000$22M4%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 195,000 shares; 2022Q2: 195,000 shares 195,000$18.4M3.35%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 260,000 shares; 2022Q2: 260,000 shares 260,000$18.2M3.31%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 75,000 shares; 2022Q2: 83,000 shares 83,000$16.4M2.99%+8,000Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 135,000 shares 135,000$16.4M2.99%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 210,000 shares; 2022Q2: 210,000 shares 210,000$16.1M2.92%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 80,000 shares; 2022Q2: 80,000 shares 80,000$13.8M2.5%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 90,000 shares; 2022Q2: 80,000 shares 80,000$12.1M2.21%-10,000Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 175,000 shares 175,000$11.8M2.15%+40,000Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 275,000 shares; 2022Q2: 275,000 shares 275,000$11.5M2.09%0Timeline
MANDIANT INC NPVMANDIANT INC NPVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 555,000 shares; 2022Q2: 500,000 shares 500,000$10.9M1.99%-55,000
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 150,000 shares; 2022Q2: 150,000 shares 150,000$6.4M1.16%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 70,000 shares; 2022Q2: 70,000 shares 70,000$4.89M0.89%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,526 shares; 2022Q2: 1,526 shares 1,526$3.34M0.61%-3,000Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 210,000 shares 210,000$2.78M0.51%+10,000Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,000 shares; 2022Q2: 23,000 shares 23,000$2.62M0.48%+3,000Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,000 shares; 2022Q2: 23,000 shares 23,000$2.6M0.47%0Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 55,000 shares; 2022Q2: 55,000 shares 55,000$2.33M0.42%0
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,000 shares; 2022Q2: 18,000 shares 18,000$2.3M0.42%0
PING IDENTITY HOLDING CORPPING IDENTITY HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 125,000 shares; 2022Q2: 125,000 shares 125,000$2.27M0.41%0
UPLDUPLAND SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 145,865 shares; 2022Q2: 145,865 shares 145,865$2.12M0.39%0Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 43,500 shares; 2022Q2: 43,500 shares 43,500$1.27M0.23%0Timeline
NEW RELIC INCNEW RELIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,000 shares; 2022Q2: 17,000 shares 17,000$851K0.15%0

Sold out in Q2 2022

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC47,000$10.5Mshares

How Q2 2022 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-22-080046 base2022-07-15acceptance time not in the bulk data set