Titelia

Holdings of Lannebo Emerging Markets

Lannebo Kapitalförvaltning AB ·429 declared positions · as of Mar 31, 2026

Original filing · Net assets 4.7B SEK · Ten largest lines: 34 % of the equity sleeve

Sector breakdown

  • Technology 23.3 %
  • Communication 6.1 %
  • Financials 5.9 %
  • Consumer discretionary 4.1 %
  • Materials 1.8 %
  • Utilities 0.7 %
  • Industrials 0.6 %
  • Health care 0.4 %
  • Real estate 0.3 %
  • Unattributed 56.8 %

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

  • HK 23.0 %
  • TW 22.9 %
  • KR 18.5 %
  • IN 11.8 %
  • ZA 4.5 %
  • BR 4.1 %
  • MX 2.8 %
  • CN 1.9 %
  • US 1.6 %
  • PL 1.4 %
  • TH 1.2 %
  • MY 1.1 %
  • Other countries 5.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
HK661.1B SEK23.03 %
TW661B SEK22.88 %
KR52843.6M SEK18.48 %
IN77538.3M SEK11.79 %
ZA22206.7M SEK4.53 %
BR26186.7M SEK4.09 %
MX16129.5M SEK2.84 %
CN2188.3M SEK1.93 %
US772.4M SEK1.59 %
PL1361.7M SEK1.35 %
TH1056.1M SEK1.23 %
MY851.1M SEK1.12 %

Positions

CompanySharesValueWeight
Advanced Info Service PCL 88,5009.6M SEK0.20 %
HCL Technologies Ltd 71,3009.6M SEK0.20 %
ASPEED Technology Inc 3,0009.6M SEK0.20 %
Lenovo Group Ltd 856,0009.5M SEK0.20 %
HD Hyundai Electric Co Ltd 1,8309.5M SEK0.20 %
SinoPac Financial Holdings Co Ltd 1,030,2409.4M SEK0.20 %
Hindalco Industries Ltd 106,0009.4M SEK0.20 %
Kuaishou Technology 165,0009M SEK0.19 %
Grupo Cibest SA 13,0009M SEK0.19 %
National Bank of Greece SA 61,0008.9M SEK0.19 %
Wiwynn Corp 9,0008.8M SEK0.19 %
Wistron Corp 239,0008.7M SEK0.19 %
Bank Rakyat Indonesia Persero Tbk PT 4,649,6518.7M SEK0.19 %
Yageo Corp 117,6168.5M SEK0.18 %
XPeng Inc 106,0008.4M SEK0.18 %
Samsung Electro-Mechanics Co Ltd 3,3008.4M SEK0.18 %
Banco BTG Pactual SA 80,0008.2M SEK0.18 %
Asustek Computer Inc 50,0008.2M SEK0.17 %
Sociedad Quimica y Minera de Chile S.A. 10,6568.1M SEK0.17 %
LG Energy Solution Ltd 3,3158.1M SEK0.17 %
Sanlam Ltd 162,0008M SEK0.17 %
Mega Financial Holding Co Ltd 696,5268M SEK0.17 %
Contemporary Amperex Technology Co Ltd 10,7008M SEK0.17 %
KE Holdings Inc 173,0008M SEK0.17 %
First Financial Holding Co Ltd 941,1247.9M SEK0.17 %
ZTO Express Cayman Inc 34,3007.9M SEK0.17 %
China Pacific Insurance Group Co Ltd 202,8007.9M SEK0.17 %
China Resources Land Ltd 224,0007.8M SEK0.17 %
Absa Group Ltd 57,8007.8M SEK0.17 %
Piraeus Bank SA 101,0007.7M SEK0.17 %
Equatorial SA 103,8077.7M SEK0.16 %
Tata Steel Ltd 400,0007.7M SEK0.16 %
ANTA Sports Products Ltd 82,8007.6M SEK0.16 %
Samsung Biologics Co Ltd 8127.6M SEK0.16 %
Sun Pharmaceutical Industries Ltd 43,0007.6M SEK0.16 %
Nongfu Spring Co Ltd 133,0007.6M SEK0.16 %
Nan Ya Plastics Corp 344,0007.6M SEK0.16 %
International Container Terminal Services Inc 70,0007.6M SEK0.16 %
Kakao Corp 26,2057.5M SEK0.16 %
Shriram Finance Ltd 85,0007.4M SEK0.16 %
Eicher Motors Ltd 11,1007.3M SEK0.16 %
Impala Platinum Holdings Ltd 55,1147.3M SEK0.16 %
Li Auto Inc 89,0007.3M SEK0.16 %
UltraTech Cement Ltd 6,7007.2M SEK0.15 %
Samsung Life Insurance Co Ltd 5,5007.2M SEK0.15 %
KGHM Polska Miedz SA 10,5007.2M SEK0.15 %
PICC Property & Casualty Co Ltd 410,0007.1M SEK0.15 %
Discovery Ltd 51,1007.1M SEK0.15 %
Ecopro Co Ltd 8,0667M SEK0.15 %
NIO Inc 131,0007M SEK0.15 %
China Hongqiao Group Ltd 163,0006.9M SEK0.15 %
Hyosung Heavy Industries Corp 4506.9M SEK0.15 %
Powszechny Zaklad Ubezpieczen SA 41,9006.9M SEK0.15 %
JENTECH PRECISION INDUSTRIAL CO LTD 6,0006.8M SEK0.14 %
Bank Polska Kasa Opieki SA 12,2006.8M SEK0.14 %
Bank Mandiri Persero Tbk PT 2,540,0006.7M SEK0.14 %
King Yuan Electronics Co Ltd 86,0006.7M SEK0.14 %
Asian Paints Ltd 30,5006.6M SEK0.14 %
Eurobank SA 177,0006.6M SEK0.14 %
Samsung Electronics Co. Ltd. 9,3006.6M SEK0.14 %
Localiza Rent a Car SA 76,8576.6M SEK0.14 %
Lite-On Technology Corp 157,0006.6M SEK0.14 %
TVS Motor Co Ltd 19,0006.4M SEK0.14 %
Uni-President Enterprises Corp 300,0006.3M SEK0.14 %
InterGlobe Aviation Ltd 16,0006.3M SEK0.14 %
CSPC Pharmaceutical Group Ltd 573,0806.3M SEK0.14 %
Akeso Inc 40,0006.3M SEK0.13 %
H World Group Ltd 13,2006.3M SEK0.13 %
Gulf Development PCL 367,7326.3M SEK0.13 %
LG Chem Ltd 3,3586.2M SEK0.13 %
Gold Circuit Electronics Ltd 24,0006.2M SEK0.13 %
Latam Airlines Group SA 26,258,4316.1M SEK0.13 %
Hua Hong Semiconductor Ltd 64,0006M SEK0.13 %
Hanwha Systems Co Ltd 8,5006M SEK0.13 %
CMOC Group Ltd 306,0006M SEK0.13 %
Grupo Aeroportuario del Pacifico SAB de CV 25,5006M SEK0.13 %
Nedbank Group Ltd 40,0755.9M SEK0.13 %
Banco de Chile 3,450,0005.9M SEK0.13 %
Telkom Indonesia Persero Tbk PT 3,438,5005.9M SEK0.13 %
Industrias Penoles SAB de CV 14,0005.9M SEK0.13 %
Cia Paranaense de Energia - Copel 205,0005.8M SEK0.12 %
Hyundai Engineering & Construction Co Ltd 6,5005.7M SEK0.12 %
Pop Mart International Group Ltd 32,8005.7M SEK0.12 %
JD Health International Inc 100,0005.7M SEK0.12 %
Realtek Semiconductor Corp 40,0005.7M SEK0.12 %
China CITIC Bank Corp Ltd 589,0005.7M SEK0.12 %
Apollo Hospitals Enterprise Ltd 7,5005.6M SEK0.12 %
Suzano SA 58,0005.5M SEK0.12 %
Sibanye Stillwater Ltd 192,0005.5M SEK0.12 %
Nestle India Ltd 46,0005.4M SEK0.12 %
New Oriental Education & Technology Group Inc 102,3005.4M SEK0.12 %
Harmony Gold Mining Co Ltd 38,0005.4M SEK0.12 %
KGI Financial Holding Co Ltd 943,8105.4M SEK0.12 %
Mirae Asset Securities Co Ltd 14,1025.4M SEK0.12 %
Novatek Microelectronics Corp 47,5005.4M SEK0.11 %
Samsung Fire & Marine Insurance Co Ltd 1,9605.4M SEK0.11 %
Bid Corp Ltd 23,6005.4M SEK0.11 %
Airports of Thailand PCL 349,9005.3M SEK0.11 %
Dr Reddy's Laboratories Ltd 40,0005.3M SEK0.11 %
Taiwan Mobile Co Ltd 162,0005.3M SEK0.11 %