Holdings of Lannebo Global
Lannebo Kapitalförvaltning AB ·74 declared positions · as of Mar 31, 2026
Original filing · Net assets 20.3B SEK · Ten largest lines: 32.5 % of the equity sleeve
Sector breakdown
- Technology 26.1 %
- Financials 14.5 %
- Communication 11.2 %
- Health care 5.8 %
- Industrials 5.3 %
- Consumer discretionary 5.2 %
- Consumer staples 4.7 %
- Materials 4.2 %
- Utilities 2.0 %
- Real estate 1.3 %
- Funds 0.7 %
- Unattributed 19.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- SEK 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 58.4 %
- GB 6.4 %
- TW 5.2 %
- KR 4.7 %
- JP 4.3 %
- HK 4.1 %
- IE 2.6 %
- FR 2.5 %
- DE 2.5 %
- IT 2.2 %
- IN 1.8 %
- CA 1.7 %
- Other countries 3.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 39 | 11.7B SEK | 58.36 % |
| 2 | GB | 5 | 1.3B SEK | 6.43 % |
| 3 | TW | 3 | 1B SEK | 5.21 % |
| 4 | KR | 3 | 954.3M SEK | 4.75 % |
| 5 | JP | 4 | 866.7M SEK | 4.31 % |
| 6 | HK | 4 | 814.7M SEK | 4.05 % |
| 7 | IE | 2 | 524.3M SEK | 2.61 % |
| 8 | FR | 2 | 510.3M SEK | 2.54 % |
| 9 | DE | 2 | 494.1M SEK | 2.46 % |
| 10 | IT | 2 | 434.4M SEK | 2.16 % |
| 11 | IN | 2 | 368M SEK | 1.83 % |
| 12 | CA | 2 | 339.9M SEK | 1.69 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 556,547 | 924.6M SEK | 4.56 % |
| 2 | Alphabet Inc | 335,180 | 918.2M SEK | 4.53 % |
| 3 | Microsoft Corp | 250,266 | 882.5M SEK | 4.36 % |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 1,408,000 | 738.4M SEK | 3.64 % |
| 5 | Apple Inc | 278,084 | 672.3M SEK | 3.32 % |
| 6 | Amazon.com Inc | 296,788 | 588.8M SEK | 2.91 % |
| 7 | Broadcom Inc | 163,769 | 482.9M SEK | 2.38 % |
| 8 | Samsung Electronics Co Ltd | 462,091 | 480.6M SEK | 2.37 % |
| 9 | JPMorgan Chase & Co | 156,347 | 438.1M SEK | 2.16 % |
| 10 | Visa Inc | 141,268 | 406.7M SEK | 2.01 % |
| 11 | AstraZeneca PLC | 206,047 | 382M SEK | 1.89 % |
| 12 | Cboe Global Markets Inc | 138,357 | 370.5M SEK | 1.83 % |
| 13 | Gilead Sciences Inc | 257,148 | 341.4M SEK | 1.69 % |
| 14 | Linde PLC | 70,641 | 333.6M SEK | 1.65 % |
| 15 | Jazz Pharmaceuticals PLC | 175,676 | 316.4M SEK | 1.56 % |
| 16 | AT&T Inc | 1,082,197 | 298.9M SEK | 1.48 % |
| 17 | Colgate-Palmolive Co | 363,470 | 295.1M SEK | 1.46 % |
| 18 | KB Financial Group Inc | 329,163 | 290.5M SEK | 1.43 % |
| 19 | Societe Generale SA | 413,017 | 280M SEK | 1.38 % |
| 20 | AIA Group Ltd | 2,657,200 | 273.9M SEK | 1.35 % |
| 21 | Shin-Etsu Chemical Co Ltd | 723,200 | 271M SEK | 1.34 % |
| 22 | WW Grainger Inc | 25,584 | 265.9M SEK | 1.31 % |
| 23 | Prologis Inc | 204,399 | 257.4M SEK | 1.27 % |
| 24 | Fresenius SE & Co. KGaA | 528,231 | 257M SEK | 1.27 % |
| 25 | Haleon PLC | 5,467,782 | 256.8M SEK | 1.27 % |
| 26 | Spotify Technology SA | 55,278 | 255.3M SEK | 1.26 % |
| 27 | Unilever PLC | 462,894 | 244.2M SEK | 1.21 % |
| 28 | Albertsons Cos Inc | 1,485,887 | 241.2M SEK | 1.19 % |
| 29 | Prysmian SpA | 220,643 | 239.2M SEK | 1.18 % |
| 30 | Rollins Inc | 468,424 | 238.3M SEK | 1.18 % |
| 31 | Trane Technologies PLC | 59,920 | 237.9M SEK | 1.17 % |
| 32 | Deutsche Telekom AG | 676,177 | 237.1M SEK | 1.17 % |
| 33 | Rio Tinto PLC | 264,535 | 230.8M SEK | 1.14 % |
| 34 | Accor SA | 516,601 | 230.3M SEK | 1.14 % |
| 35 | Thermo Fisher Scientific Inc | 48,983 | 229.4M SEK | 1.13 % |
| 36 | Contemporary Amperex Technology Co Ltd | 295,000 | 219.9M SEK | 1.09 % |
| 37 | Progressive Corp/The | 115,261 | 217.7M SEK | 1.07 % |
| 38 | Blackrock Inc | 23,745 | 217.5M SEK | 1.07 % |
| 39 | Boston Scientific Corp | 352,449 | 210.7M SEK | 1.04 % |
| 40 | International Business Machines Corp. | 90,700 | 209.4M SEK | 1.03 % |
| 41 | nVent Electric PLC | 184,530 | 207.9M SEK | 1.03 % |
| 42 | ICICI Bank Ltd | 839,038 | 207M SEK | 1.02 % |
| 43 | Aon PLC | 66,940 | 205.8M SEK | 1.02 % |
| 44 | Hitachi Ltd | 761,300 | 203.5M SEK | 1.00 % |
| 45 | Atlas Copco AB | 1,241,536 | 202.6M SEK | 1.00 % |
| 46 | Constellation Energy Corp. | 75,391 | 200.6M SEK | 0.99 % |
| 47 | Hydro One Ltd | 503,860 | 197.6M SEK | 0.98 % |
| 48 | Mitsui Fudosan Co Ltd | 1,989,205 | 197.2M SEK | 0.97 % |
| 49 | Enel SpA | 1,897,133 | 195.2M SEK | 0.96 % |
| 50 | Sony Group Corp | 1,014,770 | 195M SEK | 0.96 % |
| 51 | Eurobank SA | 5,113,072 | 191.3M SEK | 0.94 % |
| 52 | Mitra Adiperkasa Tbk PT | 276,828,100 | 187.1M SEK | 0.92 % |
| 53 | Kia Corp | 202,848 | 183.2M SEK | 0.90 % |
| 54 | Antofagasta PLC | 424,305 | 177.3M SEK | 0.88 % |
| 55 | Meta Platforms Inc | 32,415 | 176.7M SEK | 0.87 % |
| 56 | Accton Technology Corp | 370,000 | 166.5M SEK | 0.82 % |
| 57 | First Citizens BancShares Inc/NC | 9,235 | 165.8M SEK | 0.82 % |
| 58 | ANTA Sports Products Ltd | 1,801,800 | 165.7M SEK | 0.82 % |
| 59 | Comfort Systems USA Inc | 12,295 | 161.5M SEK | 0.80 % |
| 60 | Bharti Airtel Ltd | 899,340 | 161M SEK | 0.79 % |
| 61 | First Solar Inc | 85,524 | 160.7M SEK | 0.79 % |
| 62 | Alibaba Group Holding Ltd | 1,072,684 | 155.1M SEK | 0.77 % |
| 63 | MercadoLibre Inc | 8,755 | 144.2M SEK | 0.71 % |
| 64 | Cytokinetics Inc | 228,000 | 143.2M SEK | 0.71 % |
| 65 | Constellation Software Inc/Canada | 8,538 | 142.3M SEK | 0.70 % |
| 66 | Sinbon Electronics Co Ltd | 1,893,000 | 141.6M SEK | 0.70 % |
| 67 | Adyen NV | 15,036 | 140.4M SEK | 0.69 % |
| 68 | ServiceNow Inc | 139,319 | 138.8M SEK | 0.68 % |
| 69 | Intuit Inc | 33,361 | 137.4M SEK | 0.68 % |
| 70 | TopBuild Corp | 35,524 | 118.9M SEK | 0.59 % |
| 71 | PriceSmart Inc | 82,412 | 118.2M SEK | 0.58 % |
| 72 | Generac Holdings Inc | 61,000 | 113.5M SEK | 0.56 % |
| 73 | Watts Water Technologies Inc | 40,050 | 110.8M SEK | 0.55 % |
| 74 | Core & Main Inc | 204,004 | 96M SEK | 0.47 % |