Holdings of Lärarfond Försiktig
Lannebo Kapitalförvaltning AB ·116 declared positions · as of Mar 31, 2026
Original filing · Net assets 1B SEK · Ten largest lines: 29.4 % of the equity sleeve
Sector breakdown
- Technology 9.8 %
- Financials 8.0 %
- Industrials 6.5 %
- Health care 6.4 %
- Consumer discretionary 5.5 %
- Communication 4.0 %
- Consumer staples 1.6 %
- Materials 1.5 %
- Utilities 0.8 %
- Real estate 0.6 %
- Funds 0.2 %
- Unattributed 55.1 %
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
- SE 53.6 %
- US 23.8 %
- GB 5.9 %
- FI 2.5 %
- DE 2.3 %
- KR 2.1 %
- HK 1.6 %
- JP 1.6 %
- TW 1.3 %
- FR 1.0 %
- IE 1.0 %
- DK 0.9 %
- Other countries 2.3 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| SE | 42 | 202.8M SEK | 53.60 % |
| US | 40 | 90.1M SEK | 23.82 % |
| GB | 5 | 22.1M SEK | 5.85 % |
| FI | 2 | 9.5M SEK | 2.50 % |
| DE | 3 | 8.8M SEK | 2.33 % |
| KR | 3 | 7.9M SEK | 2.09 % |
| HK | 4 | 6.2M SEK | 1.65 % |
| JP | 4 | 6.1M SEK | 1.62 % |
| TW | 1 | 5M SEK | 1.31 % |
| FR | 2 | 3.9M SEK | 1.04 % |
| IE | 2 | 3.8M SEK | 1.00 % |
| DK | 1 | 3.3M SEK | 0.86 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Hydro One Ltd | 2,839 | 1.1M SEK | 0.11 % |
| Essity AB | 4,574 | 1.1M SEK | 0.11 % |
| TopBuild Corp | 311 | 1M SEK | 0.10 % |
| Generac Holdings Inc | 545 | 1M SEK | 0.10 % |
| First Solar Inc | 528 | 992.2K SEK | 0.10 % |
| Cytokinetics Inc | 1,569 | 985.1K SEK | 0.09 % |
| Constellation Software Inc/Canada | 58 | 966.8K SEK | 0.09 % |
| ServiceNow Inc | 955 | 951.2K SEK | 0.09 % |
| PriceSmart Inc | 615 | 881.7K SEK | 0.08 % |
| Intuit Inc | 214 | 881.5K SEK | 0.08 % |
| Sedana Medical AB | 92,302 | 851K SEK | 0.08 % |
| Adyen NV | 90 | 840.3K SEK | 0.08 % |
| Watts Water Technologies Inc | 289 | 799.2K SEK | 0.08 % |
| Core & Main Inc | 1,472 | 692.7K SEK | 0.07 % |
| Svenska Handelsbanken AB | 5,562 | 684.4K SEK | 0.07 % |
| Sagax AB | 3,509 | 610.6K SEK | 0.06 % |