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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | HK | 66 | 1.1B SEK | 23.03 % |
| 2 | TW | 66 | 1B SEK | 22.88 % |
| 3 | KR | 52 | 843.6M SEK | 18.48 % |
| 4 | IN | 77 | 538.3M SEK | 11.79 % |
| 5 | ZA | 22 | 206.7M SEK | 4.53 % |
| 6 | BR | 26 | 186.7M SEK | 4.09 % |
| 7 | MX | 16 | 129.5M SEK | 2.84 % |
| 8 | CN | 21 | 88.3M SEK | 1.93 % |
| 9 | US | 7 | 72.4M SEK | 1.59 % |
| 10 | PL | 13 | 61.7M SEK | 1.35 % |
| 11 | TH | 10 | 56.1M SEK | 1.23 % |
| 12 | MY | 8 | 51.1M SEK | 1.12 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Bangkok Dusit Medical Services PCL | 959,200 | 5.2M SEK | 0.11 % |
| 202 | Grupo Aeroportuario del Sureste SAB de CV | 16,400 | 5.2M SEK | 0.11 % |
| 203 | Hon Precision Inc | 5,000 | 5.2M SEK | 0.11 % |
| 204 | Tech Mahindra Ltd | 37,000 | 5.1M SEK | 0.11 % |
| 205 | Grasim Industries Ltd | 20,000 | 5.1M SEK | 0.11 % |
| 206 | Yangtze Optical Fibre & Cable Joint Stock Ltd Co | 23,000 | 5.1M SEK | 0.11 % |
| 207 | Kanzhun Ltd | 39,900 | 5.1M SEK | 0.11 % |
| 208 | Hero MotoCorp Ltd | 10,000 | 5.1M SEK | 0.11 % |
| 209 | Santander Bank Polska SA | 3,400 | 5.1M SEK | 0.11 % |
| 210 | Banco do Brasil SA | 120,000 | 5M SEK | 0.11 % |
| 211 | Max Healthcare Institute Ltd | 52,000 | 5M SEK | 0.11 % |
| 212 | Eternal Ltd | 218,000 | 5M SEK | 0.11 % |
| 213 | Raia Drogasil SA | 116,211 | 5M SEK | 0.11 % |
| 214 | Trent Ltd | 15,000 | 5M SEK | 0.11 % |
| 215 | Hua Nan Financial Holdings Co Ltd | 497,948 | 4.9M SEK | 0.10 % |
| 216 | GDS Holdings Ltd | 104,500 | 4.9M SEK | 0.10 % |
| 217 | XP Inc | 27,000 | 4.9M SEK | 0.10 % |
| 218 | Sino Biopharmaceutical Ltd | 680,000 | 4.9M SEK | 0.10 % |
| 219 | JBS NV | 28,000 | 4.8M SEK | 0.10 % |
| 220 | Divi's Laboratories Ltd | 8,000 | 4.8M SEK | 0.10 % |
| 221 | Press Metal Aluminium Holdings Bhd | 252,000 | 4.7M SEK | 0.10 % |
| 222 | WuXi AppTec Co Ltd | 33,000 | 4.7M SEK | 0.10 % |
| 223 | Ping An Insurance Group Co of China Ltd | 60,000 | 4.7M SEK | 0.10 % |
| 224 | Chailease Holding Co Ltd | 143,047 | 4.7M SEK | 0.10 % |
| 225 | Largan Precision Co Ltd | 7,200 | 4.6M SEK | 0.10 % |
| 226 | Innolux Corp | 650,000 | 4.6M SEK | 0.10 % |
| 227 | LG Electronics Inc | 7,018 | 4.6M SEK | 0.10 % |
| 228 | China Steel Corp | 817,000 | 4.6M SEK | 0.10 % |
| 229 | Vodacom Group Ltd | 57,000 | 4.6M SEK | 0.10 % |
| 230 | Ecopro BM Co Ltd | 3,800 | 4.5M SEK | 0.10 % |
| 231 | Allegro.eu SA | 66,700 | 4.5M SEK | 0.10 % |
| 232 | Cipla Ltd/India | 36,500 | 4.5M SEK | 0.10 % |
| 233 | LS Electric Co Ltd | 1,000 | 4.5M SEK | 0.10 % |
| 234 | SBI Life Insurance Co Ltd | 25,000 | 4.5M SEK | 0.10 % |
| 235 | Alteogen Inc | 2,100 | 4.5M SEK | 0.10 % |
| 236 | Avenue Supermarts Ltd | 11,200 | 4.5M SEK | 0.09 % |
| 237 | Alchip Technologies Ltd | 6,000 | 4.4M SEK | 0.09 % |
| 238 | China Mengniu Dairy Co Ltd | 212,000 | 4.4M SEK | 0.09 % |
| 239 | China Merchants Bank Co Ltd | 81,500 | 4.4M SEK | 0.09 % |
| 240 | Bajaj Auto Ltd | 5,000 | 4.4M SEK | 0.09 % |
| 241 | Haier Smart Home Co Ltd | 175,000 | 4.4M SEK | 0.09 % |
| 242 | Zhaojin Mining Industry Co Ltd | 114,000 | 4.4M SEK | 0.09 % |
| 243 | COSCO SHIPPING Holdings Co Ltd | 241,000 | 4.4M SEK | 0.09 % |
| 244 | Northam Platinum Holdings Ltd | 23,000 | 4.4M SEK | 0.09 % |
| 245 | Hansoh Pharmaceutical Group Co Ltd | 100,000 | 4.3M SEK | 0.09 % |
| 246 | CG Power & Industrial Solutions Ltd | 65,000 | 4.3M SEK | 0.09 % |
| 247 | Telefonica Brasil SA | 55,760 | 4.2M SEK | 0.09 % |
| 248 | Commercial International Bank - Egypt (CIB) | 197,536 | 4.2M SEK | 0.09 % |
| 249 | Taiwan Cooperative Financial Holding Co Ltd | 594,291 | 4.2M SEK | 0.09 % |
| 250 | NEPI Rockcastle NV | 54,926 | 4.2M SEK | 0.09 % |
| 251 | Far EasTone Telecommunications Co Ltd | 150,000 | 4.1M SEK | 0.09 % |
| 252 | Britannia Industries Ltd | 7,500 | 4.1M SEK | 0.09 % |
| 253 | Evergreen Marine Corp Taiwan Ltd | 68,600 | 4.1M SEK | 0.09 % |
| 254 | CD Projekt SA | 6,700 | 4.1M SEK | 0.09 % |
| 255 | SK Telecom Co Ltd | 8,500 | 4M SEK | 0.09 % |
| 256 | International Games System Co Ltd | 18,000 | 4M SEK | 0.09 % |
| 257 | Arca Continental SAB de CV | 37,000 | 4M SEK | 0.09 % |
| 258 | Indus Towers Ltd | 95,000 | 4M SEK | 0.09 % |
| 259 | PharmaEssentia Corp | 22,194 | 4M SEK | 0.08 % |
| 260 | Doosan Co Ltd | 620 | 4M SEK | 0.08 % |
| 261 | eMemory Technology Inc | 5,000 | 3.9M SEK | 0.08 % |
| 262 | Rede D'Or Sao Luiz SA | 55,000 | 3.9M SEK | 0.08 % |
| 263 | Advantech Co Ltd | 40,970 | 3.9M SEK | 0.08 % |
| 264 | LPP SA | 68 | 3.9M SEK | 0.08 % |
| 265 | Global Unichip Corp | 6,000 | 3.9M SEK | 0.08 % |
| 266 | Ashok Leyland Ltd | 250,000 | 3.9M SEK | 0.08 % |
| 267 | Komercni Banka AS | 8,000 | 3.9M SEK | 0.08 % |
| 268 | POSCO Future M Co Ltd | 3,035 | 3.8M SEK | 0.08 % |
| 269 | Lupin Ltd | 16,500 | 3.8M SEK | 0.08 % |
| 270 | Alpha Bank SA | 110,000 | 3.8M SEK | 0.08 % |
| 271 | Torrent Pharmaceuticals Ltd | 9,000 | 3.8M SEK | 0.08 % |
| 272 | Zijin Gold International Co Ltd | 18,000 | 3.8M SEK | 0.08 % |
| 273 | King Slide Works Co Ltd | 4,000 | 3.8M SEK | 0.08 % |
| 274 | China Overseas Land & Investment Ltd | 269,500 | 3.8M SEK | 0.08 % |
| 275 | Tata Consumer Products Ltd | 37,000 | 3.8M SEK | 0.08 % |
| 276 | Bank of Communications Co Ltd | 434,000 | 3.7M SEK | 0.08 % |
| 277 | Horizon Robotics | 461,200 | 3.7M SEK | 0.08 % |
| 278 | Fibra Uno Administracion SA de CV | 240,000 | 3.7M SEK | 0.08 % |
| 279 | Samvardhana Motherson International Ltd | 350,000 | 3.7M SEK | 0.08 % |
| 280 | Foxconn Industrial Internet Co Ltd | 52,000 | 3.7M SEK | 0.08 % |
| 281 | Banco Santander Chile | 4,700,000 | 3.7M SEK | 0.08 % |
| 282 | Banco de Credito e Inversiones SA | 6,000 | 3.7M SEK | 0.08 % |
| 283 | China Yangtze Power Co Ltd | 98,000 | 3.7M SEK | 0.08 % |
| 284 | Bizlink Holding Inc | 7,000 | 3.6M SEK | 0.08 % |
| 285 | Varun Beverages Ltd | 94,000 | 3.6M SEK | 0.08 % |
| 286 | Rumo SA | 122,000 | 3.6M SEK | 0.08 % |
| 287 | Wipro Ltd | 179,000 | 3.6M SEK | 0.08 % |
| 288 | Meritz Financial Group Inc | 5,200 | 3.6M SEK | 0.08 % |
| 289 | Coca-Cola Femsa SAB de CV | 38,900 | 3.6M SEK | 0.08 % |
| 290 | SenseTime Group Inc | 1,600,000 | 3.6M SEK | 0.08 % |
| 291 | HDFC Life Insurance Co Ltd | 60,000 | 3.6M SEK | 0.08 % |
| 292 | Cholamandalam Investment and Finance Co Ltd | 26,000 | 3.5M SEK | 0.08 % |
| 293 | HYBE Co Ltd | 1,900 | 3.5M SEK | 0.08 % |
| 294 | Korea Investment Holdings Co Ltd | 2,800 | 3.5M SEK | 0.08 % |
| 295 | Motiva Infraestrutura de Mobilidade SA | 122,000 | 3.5M SEK | 0.08 % |
| 296 | Cia de Minas Buenaventura SAA | 10,200 | 3.5M SEK | 0.07 % |
| 297 | Jio Financial Services Ltd | 155,000 | 3.5M SEK | 0.07 % |
| 298 | Shanghai Commercial & Savings Bank Ltd/The | 298,333 | 3.5M SEK | 0.07 % |
| 299 | Clicks Group Ltd | 21,500 | 3.5M SEK | 0.07 % |
| 300 | Zhongji Innolight Co Ltd | 4,400 | 3.5M SEK | 0.07 % |