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LANNEBO FONDER AB

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13F filer, CIK 1748965, Stockholm, Sweden

LANNEBO FONDER AB reported $711,848,000 across 32 holdings for the quarter ended 2023-06-30, in a 13F-HR filed 2023-07-13. Its ten largest share positions make up 58.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-23-080480

Period
2023-06-30
Reported value
$712M
Holdings
32
Top 10 weight
58.48%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+185,500$63.2M
ADSKadded+43,845$9.08M
VEEVadded+38,187$7.61M
FTNTadded+78,067$5.91M
FSLRadded+20,500$3.78M

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
QLYSreduced-186,792-$24.4M
NVDAreduced-39,337-$16.5M
AMDreduced-26,834-$3.04M
SPSCreduced-6,958-$1.34M
UPLDexited-145,865-$627K

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 2023

Share positions as resolved from 13F-HR 0001104659-23-080480, largest first. % of portfolio is the value over $711,848,000, 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; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 247,000 shares; 2022Q2: 210,000 shares; 2022Q3: 205,000 shares; 2022Q4: 205,000 shares; 2023Q1: 13,500 shares; 2023Q2: 199,000 shares 199,000$67.8M9.53%+185,500Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,500 shares; 2022Q2: 22,500 shares; 2022Q3: 450,000 shares; 2022Q4: 450,000 shares; 2023Q1: 410,000 shares; 2023Q2: 410,000 shares 410,000$49.4M6.94%0Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 56,500 shares; 2022Q2: 56,500 shares; 2022Q3: 166,500 shares; 2022Q4: 196,500 shares; 2023Q1: 186,500 shares; 2023Q2: 186,500 shares 186,500$47.4M6.66%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 16,400 shares; 2022Q2: 328,000 shares; 2022Q3: 308,000 shares; 2022Q4: 308,000 shares; 2023Q1: 308,000 shares; 2023Q2: 308,000 shares 308,000$40.1M5.63%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 285,000 shares; 2022Q2: 230,000 shares; 2022Q3: 220,000 shares; 2022Q4: 205,000 shares; 2023Q1: 205,000 shares; 2023Q2: 205,000 shares 205,000$39.5M5.54%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares; 2022Q3: 60,000 shares; 2022Q4: 60,000 shares; 2023Q1: 70,000 shares; 2023Q2: 74,527 shares 74,527$36.4M5.11%+4,527Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 450,000 shares; 2022Q2: 450,000 shares; 2022Q3: 400,000 shares; 2022Q4: 400,000 shares; 2023Q1: 400,000 shares; 2023Q2: 400,000 shares 400,000$35.6M5%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 140,000 shares; 2022Q2: 140,000 shares; 2022Q3: 145,000 shares; 2022Q4: 145,000 shares; 2023Q1: 165,000 shares; 2023Q2: 165,000 shares 165,000$35.1M4.94%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 77,000 shares; 2022Q2: 77,000 shares; 2022Q3: 77,000 shares; 2022Q4: 84,000 shares; 2023Q1: 84,000 shares; 2023Q2: 86,177 shares 86,177$33.7M4.73%+2,177Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 260,000 shares; 2022Q2: 260,000 shares; 2022Q3: 260,000 shares; 2022Q4: 260,000 shares; 2023Q1: 260,000 shares; 2023Q2: 260,000 shares 260,000$31.3M4.4%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 220,000 shares; 2022Q3: 220,000 shares; 2022Q4: 220,000 shares; 2023Q1: 220,000 shares; 2023Q2: 220,000 shares 220,000$29.6M4.16%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 75,000 shares; 2022Q2: 83,000 shares; 2022Q3: 93,000 shares; 2022Q4: 93,000 shares; 2023Q1: 103,000 shares; 2023Q2: 141,187 shares 141,187$28.2M3.95%+38,187Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 280,000 shares; 2022Q2: 280,000 shares; 2022Q3: 280,000 shares; 2022Q4: 280,000 shares; 2023Q1: 280,000 shares; 2023Q2: 280,000 shares 280,000$27.8M3.9%0Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 260,000 shares; 2023Q1: 285,000 shares; 2023Q2: 363,067 shares 363,067$27.5M3.86%+78,067Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 60,000 shares; 2022Q2: 60,000 shares; 2022Q3: 60,000 shares; 2022Q4: 60,000 shares; 2023Q1: 60,000 shares; 2023Q2: 60,000 shares 60,000$27.5M3.86%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 80,000 shares; 2022Q2: 80,000 shares; 2022Q3: 80,000 shares; 2022Q4: 80,000 shares; 2023Q1: 88,000 shares; 2023Q2: 131,845 shares 131,845$27.3M3.84%+43,845Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 210,000 shares; 2022Q2: 210,000 shares; 2022Q3: 210,000 shares; 2022Q4: 210,000 shares; 2023Q1: 185,000 shares; 2023Q2: 158,166 shares 158,166$17.9M2.52%-26,834Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 135,000 shares; 2022Q3: 135,000 shares; 2022Q4: 135,000 shares; 2023Q1: 135,000 shares; 2023Q2: 135,000 shares 135,000$17.7M2.48%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 195,000 shares; 2022Q2: 195,000 shares; 2022Q3: 195,000 shares; 2022Q4: 195,000 shares; 2023Q1: 195,000 shares; 2023Q2: 195,000 shares 195,000$17.4M2.44%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 275,000 shares; 2022Q2: 275,000 shares; 2022Q3: 305,000 shares; 2022Q4: 305,000 shares; 2023Q1: 305,000 shares; 2023Q2: 305,000 shares 305,000$13.8M1.93%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 135,000 shares; 2022Q2: 175,000 shares; 2022Q3: 205,000 shares; 2022Q4: 205,000 shares; 2023Q1: 205,000 shares; 2023Q2: 205,000 shares 205,000$13.4M1.88%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 90,000 shares; 2022Q2: 80,000 shares; 2022Q3: 70,000 shares; 2022Q4: 70,000 shares; 2023Q1: 70,000 shares; 2023Q2: 30,663 shares 30,663$12.9M1.81%-39,337Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 30,000 shares; 2022Q4: 40,000 shares; 2023Q1: 40,000 shares; 2023Q2: 60,500 shares 60,500$11.2M1.57%+20,500Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 150,000 shares; 2022Q2: 150,000 shares; 2022Q3: 150,000 shares; 2022Q4: 150,000 shares; 2023Q1: 150,000 shares; 2023Q2: 150,000 shares 150,000$7.78M1.09%0Timeline
SPSCSPS COMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,000 shares; 2022Q2: 23,000 shares; 2022Q3: 23,000 shares; 2022Q4: 23,000 shares; 2023Q1: 23,000 shares; 2023Q2: 16,042 shares 16,042$3.08M0.43%-6,958Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,000 shares; 2022Q2: 18,000 shares; 2022Q3: 18,000 shares; 2022Q4: 15,500 shares; 2023Q1: 15,500 shares; 2023Q2: 15,500 shares 15,500$2.42M0.34%0
QLYSQUALYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,000 shares; 2023Q1: 205,000 shares; 2023Q2: 18,208 shares 18,208$2.37M0.33%-186,792Timeline
OMCLOMNICELL COMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,000 shares; 2022Q2: 23,000 shares; 2022Q3: 24,000 shares; 2022Q4: 28,000 shares; 2023Q1: 28,000 shares; 2023Q2: 28,000 shares 28,000$2.07M0.29%0Timeline
VERINT SYS INCVERINT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 55,000 shares; 2022Q2: 55,000 shares; 2022Q3: 55,000 shares; 2022Q4: 55,000 shares; 2023Q1: 55,000 shares; 2023Q2: 55,000 shares 55,000$1.95M0.27%0
VIAVVIAVI SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 200,000 shares; 2022Q2: 210,000 shares; 2022Q3: 200,000 shares; 2022Q4: 150,000 shares; 2023Q1: 150,000 shares; 2023Q2: 150,000 shares 150,000$1.68M0.24%0Timeline
VRNSVARONIS SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 43,500 shares; 2022Q2: 43,500 shares; 2022Q3: 43,500 shares; 2022Q4: 43,500 shares; 2023Q1: 43,500 shares; 2023Q2: 43,500 shares 43,500$1.15M0.16%0Timeline
NEW RELIC INCNEW RELIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,000 shares; 2022Q2: 17,000 shares; 2022Q3: 17,000 shares; 2022Q4: 17,000 shares; 2023Q1: 17,000 shares; 2023Q2: 17,000 shares 17,000$1.11M0.16%0

Sold out in Q2 2023

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

SecurityShares beforeValue beforeType
UPLDUPLAND SOFTWARE INC145,865$627Kshares

How Q2 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 0001104659-23-080480 base2023-07-13acceptance time not in the bulk data set