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Disclosery

LANNEBO FONDER AB

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13F filer, CIK 1748965, Stockholm, Sweden

LANNEBO FONDER AB reported $623,138,000 across 33 holdings for the quarter ended 2023-03-31, in a 13F-HR filed 2023-05-02. Its ten largest share positions make up 57.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-23-054944

Period
2023-03-31
Reported value
$623M
Holdings
33
Top 10 weight
57.34%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QLYSadded+198,000$57.1M
CRMadded+20,000$4M
ADBEadded+10,000$3.85M
VEEVadded+10,000$1.84M
ADSKadded+8,000$1.67M

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
MSFTreduced-191,500-$24.9M
GOOGLreduced-40,000-$4.15M
GOOGexited-30,520-$2.71M
AMDreduced-25,000-$2.45M
PANWreduced-10,000-$2M

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, Q1 2023

Share positions as resolved from 13F-HR 0001104659-23-054944, largest first. % of portfolio is the value over $623,138,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,000 shares; 2023Q1: 205,000 shares 205,000$59.1M9.48%+198,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,500 shares; 2022Q2: 22,500 shares; 2022Q3: 450,000 shares; 2022Q4: 450,000 shares; 2023Q1: 410,000 shares 410,000$42.5M6.82%-40,000Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 56,500 shares; 2022Q2: 56,500 shares; 2022Q3: 166,500 shares; 2022Q4: 196,500 shares; 2023Q1: 186,500 shares 186,500$37.3M5.98%-10,000Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 285,000 shares; 2022Q2: 230,000 shares; 2022Q3: 220,000 shares; 2022Q4: 205,000 shares; 2023Q1: 205,000 shares 205,000$33.8M5.42%0Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 450,000 shares; 2022Q2: 450,000 shares; 2022Q3: 400,000 shares; 2022Q4: 400,000 shares; 2023Q1: 400,000 shares 400,000$33.5M5.38%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 140,000 shares; 2022Q2: 140,000 shares; 2022Q3: 145,000 shares; 2022Q4: 145,000 shares; 2023Q1: 165,000 shares 165,000$33M5.29%+20,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 16,400 shares; 2022Q2: 328,000 shares; 2022Q3: 308,000 shares; 2022Q4: 308,000 shares; 2023Q1: 308,000 shares 308,000$31.8M5.11%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 77,000 shares; 2022Q2: 77,000 shares; 2022Q3: 77,000 shares; 2022Q4: 84,000 shares; 2023Q1: 84,000 shares 84,000$30.5M4.9%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 220,000 shares; 2022Q3: 220,000 shares; 2022Q4: 220,000 shares; 2023Q1: 220,000 shares 220,000$28.8M4.63%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares; 2022Q3: 60,000 shares; 2022Q4: 60,000 shares; 2023Q1: 70,000 shares 70,000$27M4.33%+10,000Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 280,000 shares; 2022Q2: 280,000 shares; 2022Q3: 280,000 shares; 2022Q4: 280,000 shares; 2023Q1: 280,000 shares 280,000$26.9M4.31%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares; 2022Q3: 60,000 shares; 2022Q4: 60,000 shares; 2023Q1: 60,000 shares 60,000$26.8M4.29%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 260,000 shares; 2022Q2: 260,000 shares; 2022Q3: 260,000 shares; 2022Q4: 260,000 shares; 2023Q1: 260,000 shares 260,000$24.2M3.88%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 195,000 shares; 2022Q2: 195,000 shares; 2022Q3: 195,000 shares; 2022Q4: 195,000 shares; 2023Q1: 195,000 shares 195,000$19.5M3.13%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 90,000 shares; 2022Q2: 80,000 shares; 2022Q3: 70,000 shares; 2022Q4: 70,000 shares; 2023Q1: 70,000 shares 70,000$19.4M3.12%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 260,000 shares; 2023Q1: 285,000 shares 285,000$18.9M3.04%+25,000Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 75,000 shares; 2022Q2: 83,000 shares; 2022Q3: 93,000 shares; 2022Q4: 93,000 shares; 2023Q1: 103,000 shares 103,000$18.9M3.04%+10,000Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 80,000 shares; 2022Q2: 80,000 shares; 2022Q3: 80,000 shares; 2022Q4: 80,000 shares; 2023Q1: 88,000 shares 88,000$18.3M2.94%+8,000Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 210,000 shares; 2022Q2: 210,000 shares; 2022Q3: 210,000 shares; 2022Q4: 210,000 shares; 2023Q1: 185,000 shares 185,000$18.1M2.91%-25,000Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 135,000 shares; 2022Q3: 135,000 shares; 2022Q4: 135,000 shares; 2023Q1: 135,000 shares 135,000$16.3M2.61%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 275,000 shares; 2022Q2: 275,000 shares; 2022Q3: 305,000 shares; 2022Q4: 305,000 shares; 2023Q1: 305,000 shares 305,000$13.5M2.17%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 175,000 shares; 2022Q3: 205,000 shares; 2022Q4: 205,000 shares; 2023Q1: 205,000 shares 205,000$12.5M2%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 30,000 shares; 2022Q4: 40,000 shares; 2023Q1: 40,000 shares 40,000$8.7M1.4%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 150,000 shares; 2022Q2: 150,000 shares; 2022Q3: 150,000 shares; 2022Q4: 150,000 shares; 2023Q1: 150,000 shares 150,000$7.84M1.26%0Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,000 shares; 2022Q2: 23,000 shares; 2022Q3: 23,000 shares; 2022Q4: 23,000 shares; 2023Q1: 23,000 shares 23,000$3.5M0.56%0Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,000 shares; 2022Q2: 18,000 shares; 2022Q3: 18,000 shares; 2022Q4: 15,500 shares; 2023Q1: 15,500 shares 15,500$2.29M0.37%0
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 55,000 shares; 2022Q2: 55,000 shares; 2022Q3: 55,000 shares; 2022Q4: 55,000 shares; 2023Q1: 55,000 shares 55,000$2.05M0.33%0
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 247,000 shares; 2022Q2: 210,000 shares; 2022Q3: 205,000 shares; 2022Q4: 205,000 shares; 2023Q1: 13,500 shares 13,500$1.75M0.28%-191,500Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,000 shares; 2022Q2: 23,000 shares; 2022Q3: 24,000 shares; 2022Q4: 28,000 shares; 2023Q1: 28,000 shares 28,000$1.64M0.26%0Timeline
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 210,000 shares; 2022Q3: 200,000 shares; 2022Q4: 150,000 shares; 2023Q1: 150,000 shares 150,000$1.62M0.26%0Timeline
NEW RELIC INCNEW RELIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,000 shares; 2022Q2: 17,000 shares; 2022Q3: 17,000 shares; 2022Q4: 17,000 shares; 2023Q1: 17,000 shares 17,000$1.28M0.21%0
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 43,500 shares; 2022Q2: 43,500 shares; 2022Q3: 43,500 shares; 2022Q4: 43,500 shares; 2023Q1: 43,500 shares 43,500$1.13M0.18%0Timeline
UPLDUPLAND SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 145,865 shares; 2022Q2: 145,865 shares; 2022Q3: 145,865 shares; 2022Q4: 145,865 shares; 2023Q1: 145,865 shares 145,865$627K0.1%0Timeline

Sold out in Q1 2023

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

SecurityShares beforeValue beforeType
GOOGALPHABET INC30,520$2.71Mshares

How Q1 2023 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 0001104659-23-054944 base2023-05-02acceptance time not in the bulk data set