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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | SE | 42 | 4.2B SEK | 46.32 % |
| 2 | US | 40 | 2.6B SEK | 28.66 % |
| 3 | GB | 5 | 545.7M SEK | 5.95 % |
| 4 | KR | 3 | 233.6M SEK | 2.55 % |
| 5 | DE | 3 | 215.9M SEK | 2.36 % |
| 6 | FI | 2 | 197.4M SEK | 2.15 % |
| 7 | JP | 4 | 185.2M SEK | 2.02 % |
| 8 | HK | 4 | 182.8M SEK | 1.99 % |
| 9 | TW | 1 | 151.1M SEK | 1.65 % |
| 10 | IE | 2 | 124.4M SEK | 1.36 % |
| 11 | FR | 2 | 115.9M SEK | 1.26 % |
| 12 | IT | 2 | 101.8M SEK | 1.11 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Bure Equity AB | 119,543 | 26M SEK | 0.28 % |
| 102 | Thule Group AB | 125,827 | 25.6M SEK | 0.27 % |
| 103 | Castellum AB | 231,055 | 25.2M SEK | 0.27 % |
| 104 | Wihlborgs Fastigheter AB | 291,564 | 25.1M SEK | 0.27 % |
| 105 | AddTech AB | 78,209 | 24.8M SEK | 0.27 % |
| 106 | Beijer Ref AB | 191,977 | 24.7M SEK | 0.26 % |
| 107 | Lifco AB | 87,020 | 24.5M SEK | 0.26 % |
| 108 | Nolato AB | 507,952 | 24.2M SEK | 0.26 % |
| 109 | PriceSmart Inc | 16,789 | 24.1M SEK | 0.26 % |
| 110 | Electrolux Professional AB | 475,672 | 24M SEK | 0.26 % |
| 111 | Essity AB | 95,481 | 23.2M SEK | 0.25 % |
| 112 | Watts Water Technologies Inc | 7,959 | 22M SEK | 0.23 % |
| 113 | Core & Main Inc | 40,649 | 19.1M SEK | 0.20 % |
| 114 | Sedana Medical AB | 1,926,967 | 17.8M SEK | 0.19 % |
| 115 | Svenska Handelsbanken AB | 116,090 | 14.3M SEK | 0.15 % |
| 116 | Sagax AB | 73,233 | 12.7M SEK | 0.14 % |