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Disclosery

LANNEBO FONDER AB

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13F filer, CIK 1748965, Stockholm, Sweden

LANNEBO FONDER AB reported $500,832,000 across 34 holdings for the quarter ended 2022-09-30, in a 13F-HR filed 2022-10-20. Its ten largest share positions make up 60.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-22-110219

Period
2022-09-30
Reported value
$501M
Holdings
34
Top 10 weight
60.14%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+427,500$40.9M
PANWadded+110,000$18M
FSLRnew+30,000$3.97M
GOOGadded+28,994$2.79M
CTSHadded+30,000$1.72M

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
MANDIANT INC NPVexited-500,000-$10.9M
MCHPreduced-50,000-$3.05M
AMZNreduced-20,000-$2.26M
AAPLreduced-10,000-$1.38M
NVDAreduced-10,000-$1.21M

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, Q3 2022

Share positions as resolved from 13F-HR 0001104659-22-110219, largest first. % of portfolio is the value over $500,832,000, 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 247,000 shares; 2022Q2: 210,000 shares; 2022Q3: 205,000 shares 205,000$47.7M9.53%-5,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,500 shares; 2022Q2: 22,500 shares; 2022Q3: 450,000 shares 450,000$43M8.59%+427,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 16,400 shares; 2022Q2: 328,000 shares; 2022Q3: 308,000 shares 308,000$34.8M6.95%-20,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 285,000 shares; 2022Q2: 230,000 shares; 2022Q3: 220,000 shares 220,000$30.4M6.07%-10,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 56,500 shares; 2022Q2: 56,500 shares; 2022Q3: 166,500 shares 166,500$27.3M5.45%+110,000Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 220,000 shares; 2022Q3: 220,000 shares 220,000$26.1M5.22%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 450,000 shares; 2022Q2: 450,000 shares; 2022Q3: 400,000 shares 400,000$24.4M4.87%-50,000Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares; 2022Q3: 60,000 shares 60,000$23.2M4.64%0Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 280,000 shares; 2022Q2: 280,000 shares; 2022Q3: 280,000 shares 280,000$22.2M4.44%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 77,000 shares; 2022Q2: 77,000 shares; 2022Q3: 77,000 shares 77,000$21.9M4.37%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 140,000 shares; 2022Q2: 140,000 shares; 2022Q3: 145,000 shares 145,000$20.9M4.16%+5,000Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 195,000 shares; 2022Q2: 195,000 shares; 2022Q3: 195,000 shares 195,000$18.4M3.67%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares; 2022Q3: 60,000 shares 60,000$16.5M3.3%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 260,000 shares; 2022Q2: 260,000 shares; 2022Q3: 260,000 shares 260,000$15.9M3.17%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 135,000 shares; 2022Q3: 135,000 shares 135,000$15.6M3.12%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 75,000 shares; 2022Q2: 83,000 shares; 2022Q3: 93,000 shares 93,000$15.3M3.06%+10,000Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 80,000 shares; 2022Q2: 80,000 shares; 2022Q3: 80,000 shares 80,000$14.9M2.98%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 210,000 shares; 2022Q2: 210,000 shares; 2022Q3: 210,000 shares 210,000$13.3M2.66%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 175,000 shares; 2022Q3: 205,000 shares 205,000$11.8M2.35%+30,000Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 275,000 shares; 2022Q2: 275,000 shares; 2022Q3: 305,000 shares 305,000$11.2M2.24%+30,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 90,000 shares; 2022Q2: 80,000 shares; 2022Q3: 70,000 shares 70,000$8.5M1.7%-10,000Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 70,000 shares; 2022Q2: 70,000 shares; 2022Q3: 70,000 shares 70,000$6.03M1.2%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 150,000 shares; 2022Q2: 150,000 shares; 2022Q3: 150,000 shares 150,000$6M1.2%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 30,000 shares 30,000$3.97M0.79%newTimeline
PING IDENTITY HOLDING CORPPING IDENTITY HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 125,000 shares; 2022Q2: 125,000 shares; 2022Q3: 105,000 shares 105,000$2.95M0.59%-20,000
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,526 shares; 2022Q2: 1,526 shares; 2022Q3: 30,520 shares 30,520$2.93M0.59%+28,994Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,000 shares; 2022Q2: 23,000 shares; 2022Q3: 23,000 shares 23,000$2.86M0.57%0Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,000 shares; 2022Q2: 18,000 shares; 2022Q3: 18,000 shares 18,000$2.7M0.54%0
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 210,000 shares; 2022Q3: 200,000 shares 200,000$2.61M0.52%-10,000Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,000 shares; 2022Q2: 23,000 shares; 2022Q3: 24,000 shares 24,000$2.09M0.42%+1,000Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 55,000 shares; 2022Q2: 55,000 shares; 2022Q3: 55,000 shares 55,000$1.85M0.37%0
UPLDUPLAND SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 145,865 shares; 2022Q2: 145,865 shares; 2022Q3: 145,865 shares 145,865$1.19M0.24%0Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 43,500 shares; 2022Q2: 43,500 shares; 2022Q3: 43,500 shares 43,500$1.15M0.23%0Timeline
NEW RELIC INCNEW RELIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,000 shares; 2022Q2: 17,000 shares; 2022Q3: 17,000 shares 17,000$975K0.19%0

Sold out in Q3 2022

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

SecurityShares beforeValue beforeType
MANDIANT INC NPVMANDIANT INC NPV500,000$10.9Mshares

How Q3 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 0001104659-22-110219 base2022-10-20acceptance time not in the bulk data set