Holdings of Lärarfond Offensiv
Lannebo Kapitalförvaltning AB ·116 declared positions · as of Mar 31, 2026
Original filing · Net assets 9.4B SEK · Ten largest lines: 25.7 % of the equity sleeve
Sector breakdown
- Technology 12.1 %
- Financials 9.0 %
- Health care 6.4 %
- Industrials 6.4 %
- Consumer discretionary 5.5 %
- Communication 4.8 %
- Consumer staples 2.0 %
- Materials 1.9 %
- Utilities 1.1 %
- Real estate 0.7 %
- Funds 0.3 %
- Unattributed 49.9 %
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
- SE 46.3 %
- US 28.7 %
- GB 6.0 %
- KR 2.5 %
- DE 2.4 %
- FI 2.2 %
- JP 2.0 %
- HK 2.0 %
- TW 1.6 %
- IE 1.4 %
- FR 1.3 %
- IT 1.1 %
- Other countries 2.6 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| SE | 42 | 4.2B SEK | 46.32 % |
| US | 40 | 2.6B SEK | 28.66 % |
| GB | 5 | 545.7M SEK | 5.95 % |
| KR | 3 | 233.6M SEK | 2.55 % |
| DE | 3 | 215.9M SEK | 2.36 % |
| FI | 2 | 197.4M SEK | 2.15 % |
| JP | 4 | 185.2M SEK | 2.02 % |
| HK | 4 | 182.8M SEK | 1.99 % |
| TW | 1 | 151.1M SEK | 1.65 % |
| IE | 2 | 124.4M SEK | 1.36 % |
| FR | 2 | 115.9M SEK | 1.26 % |
| IT | 2 | 101.8M SEK | 1.11 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| AstraZeneca PLC | 187,313 | 347.3M SEK | 3.71 % |
| Alfa Laval AB | 498,861 | 253.3M SEK | 2.70 % |
| Swedish Orphan Biovitrum AB | 642,950 | 252.2M SEK | 2.69 % |
| Volvo AB | 824,134 | 251.8M SEK | 2.69 % |
| Atlas Copco AB | 1,654,064 | 239.6M SEK | 2.56 % |
| Hexagon AB | 2,450,810 | 220.7M SEK | 2.36 % |
| SKF AB | 924,522 | 207.3M SEK | 2.21 % |
| Alphabet Inc | 71,724 | 196.5M SEK | 2.10 % |
| Getinge AB | 1,027,588 | 193.8M SEK | 2.07 % |
| Investor AB | 545,110 | 193.1M SEK | 2.06 % |
| NVIDIA Corp | 114,390 | 190M SEK | 2.03 % |
| Indutrade AB | 872,922 | 187.2M SEK | 2.00 % |
| Microsoft Corp | 51,438 | 181.4M SEK | 1.94 % |
| Swedbank AB | 550,676 | 175.6M SEK | 1.87 % |
| Sinch AB | 6,682,165 | 164.7M SEK | 1.76 % |
| AAK AB | 647,631 | 157M SEK | 1.68 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 46,944 | 151.1M SEK | 1.61 % |
| AUTOLIV INC SDR | 151,391 | 149.4M SEK | 1.60 % |
| Telefonaktiebolaget LM Ericsson | 1,391,416 | 147.9M SEK | 1.58 % |
| Nordea Bank Abp | 917,251 | 147.7M SEK | 1.58 % |
| EQT AB | 503,288 | 144.2M SEK | 1.54 % |
| Apple Inc | 57,683 | 139.5M SEK | 1.49 % |
| Samsung Electronics Co Ltd | 122,556 | 127.5M SEK | 1.36 % |
| Epiroc AB | 548,657 | 125.7M SEK | 1.34 % |
| Amazon.com Inc | 63,006 | 125M SEK | 1.33 % |
| Electrolux AB | 2,118,360 | 124M SEK | 1.32 % |
| Assa Abloy AB | 358,266 | 120.5M SEK | 1.29 % |
| Lindab International AB | 744,314 | 113.5M SEK | 1.21 % |
| Traton SE | 311,754 | 104.9M SEK | 1.12 % |
| Fastighets AB Balder | 1,826,179 | 100.7M SEK | 1.07 % |
| Hexpol AB | 1,386,574 | 99.3M SEK | 1.06 % |
| Broadcom Inc | 32,986 | 97.3M SEK | 1.04 % |
| Billerud Aktiebolag | 1,205,511 | 87.8M SEK | 0.94 % |
| Visa Inc | 30,287 | 87.2M SEK | 0.93 % |
| JPMorgan Chase & Co | 30,830 | 86.4M SEK | 0.92 % |
| Cboe Global Markets Inc | 32,216 | 86.3M SEK | 0.92 % |
| Jazz Pharmaceuticals PLC | 42,772 | 77M SEK | 0.82 % |
| Skandinaviska Enskilda Banken AB | 434,593 | 74.9M SEK | 0.80 % |
| Gilead Sciences Inc | 56,162 | 74.6M SEK | 0.80 % |
| Linde PLC | 14,417 | 68.1M SEK | 0.73 % |
| Novo Nordisk A/S | 200,210 | 67.9M SEK | 0.72 % |
| Societe Generale SA | 97,727 | 66.2M SEK | 0.71 % |
| BioGaia AB | 543,961 | 64.9M SEK | 0.69 % |
| KB Financial Group Inc | 71,581 | 63.2M SEK | 0.67 % |
| AIA Group Ltd | 599,000 | 61.8M SEK | 0.66 % |
| Prologis Inc | 48,222 | 60.7M SEK | 0.65 % |
| AT&T Inc | 217,553 | 60.1M SEK | 0.64 % |
| Deutsche Telekom AG | 162,398 | 57M SEK | 0.61 % |
| Medicover AB | 300,016 | 56.5M SEK | 0.60 % |
| Haleon PLC | 1,167,789 | 54.8M SEK | 0.59 % |
| Shin-Etsu Chemical Co Ltd | 145,300 | 54.5M SEK | 0.58 % |
| Colgate-Palmolive Co | 66,842 | 54.3M SEK | 0.58 % |
| Fresenius SE & Co. KGaA | 111,026 | 54M SEK | 0.58 % |
| WW Grainger Inc | 5,132 | 53.3M SEK | 0.57 % |
| Enel SpA | 514,053 | 52.9M SEK | 0.56 % |
| Constellation Energy Corp. | 19,221 | 51.1M SEK | 0.55 % |
| Rio Tinto PLC | 58,166 | 50.7M SEK | 0.54 % |
| STORA ENSO R SEK | 451,574 | 49.7M SEK | 0.53 % |
| Accor SA | 111,293 | 49.6M SEK | 0.53 % |
| Rollins Inc | 97,469 | 49.6M SEK | 0.53 % |
| Thermo Fisher Scientific Inc | 10,453 | 48.9M SEK | 0.52 % |
| Prysmian SpA | 45,089 | 48.9M SEK | 0.52 % |
| Svenska Cellulosa AB SCA | 448,653 | 48.8M SEK | 0.52 % |
| Spotify Technology SA | 10,366 | 47.9M SEK | 0.51 % |
| Unilever PLC | 90,682 | 47.8M SEK | 0.51 % |
| nVent Electric PLC | 41,999 | 47.3M SEK | 0.51 % |
| Mitsui Fudosan Co Ltd | 474,316 | 47M SEK | 0.50 % |
| Progressive Corp/The | 24,890 | 47M SEK | 0.50 % |
| Albertsons Cos Inc | 288,548 | 46.8M SEK | 0.50 % |
| Aon PLC | 15,034 | 46.2M SEK | 0.49 % |
| Blackrock Inc | 4,978 | 45.6M SEK | 0.49 % |
| Contemporary Amperex Technology Co Ltd | 60,500 | 45.1M SEK | 0.48 % |
| Antofagasta PLC | 107,580 | 45M SEK | 0.48 % |
| Boston Scientific Corp | 74,900 | 44.8M SEK | 0.48 % |
| Hitachi Ltd | 166,800 | 44.6M SEK | 0.48 % |
| Trane Technologies PLC | 11,162 | 44.3M SEK | 0.47 % |
| Kia Corp | 47,563 | 43M SEK | 0.46 % |
| Atlas Copco AB | 259,353 | 42.3M SEK | 0.45 % |
| ICICI Bank Ltd | 171,318 | 42.3M SEK | 0.45 % |
| Alibaba Group Holding Ltd | 289,300 | 41.8M SEK | 0.45 % |
| First Citizens BancShares Inc/NC | 2,304 | 41.4M SEK | 0.44 % |
| International Business Machines Corp. | 17,618 | 40.7M SEK | 0.43 % |
| Engcon AB | 624,455 | 40.4M SEK | 0.43 % |
| MercadoLibre Inc | 2,450 | 40.4M SEK | 0.43 % |
| Sony Group Corp | 203,500 | 39.1M SEK | 0.42 % |
| Meta Platforms Inc | 7,136 | 38.9M SEK | 0.42 % |
| Comfort Systems USA Inc | 2,898 | 38.1M SEK | 0.41 % |
| Beijer Alma AB | 156,809 | 37.5M SEK | 0.40 % |
| Hydro One Ltd | 94,313 | 37M SEK | 0.39 % |
| Telenor ASA | 211,103 | 35.2M SEK | 0.38 % |
| ANTA Sports Products Ltd | 370,600 | 34.1M SEK | 0.36 % |
| First Solar Inc | 17,569 | 33M SEK | 0.35 % |
| Cytokinetics Inc | 49,440 | 31M SEK | 0.33 % |
| Intuit Inc | 7,128 | 29.4M SEK | 0.31 % |
| TopBuild Corp | 8,750 | 29.3M SEK | 0.31 % |
| Constellation Software Inc/Canada | 1,755 | 29.3M SEK | 0.31 % |
| ServiceNow Inc | 28,635 | 28.5M SEK | 0.30 % |
| Generac Holdings Inc | 15,300 | 28.5M SEK | 0.30 % |
| Nobia AB | 14,358,934 | 28.2M SEK | 0.30 % |
| Adyen NV | 2,954 | 27.6M SEK | 0.29 % |