Titelia

Holdings of Lannebo Marknad Global

Lannebo Kapitalförvaltning AB ·1082 declared positions · as of Mar 31, 2026

Original filing · Net assets 15B SEK · Ten largest lines: 27.2 % of the equity sleeve

Sector breakdown

  • Technology 29.2 %
  • Financials 14.6 %
  • Health care 10.1 %
  • Communication 9.3 %
  • Consumer discretionary 7.4 %
  • Industrials 6.3 %
  • Consumer staples 4.0 %
  • Materials 2.7 %
  • Real estate 1.5 %
  • Utilities 1.2 %
  • Unattributed 13.7 %

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

  • US 70.9 %
  • JP 5.7 %
  • GB 3.1 %
  • CH 3.1 %
  • CA 2.9 %
  • DE 2.8 %
  • FR 2.3 %
  • NL 1.9 %
  • AU 1.6 %
  • ES 1.1 %
  • SE 1.0 %
  • IT 0.9 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US45410.6B SEK70.89 %
2JP150849.9M SEK5.68 %
3GB56467.3M SEK3.12 %
4CH40456.8M SEK3.05 %
5CA53428.3M SEK2.86 %
6DE48419.7M SEK2.80 %
7FR41336.9M SEK2.25 %
8NL28282.5M SEK1.89 %
9AU36235.2M SEK1.57 %
10ES15162.5M SEK1.09 %
11SE36143.4M SEK0.96 %
12IT19127.6M SEK0.85 %

Positions

RankCompanySharesValueWeight
1,001TELUS CORP COM (NON CANADIAN 10,3931.3M SEK0.01 %
1,002CAR Group Ltd 8,5001.3M SEK0.01 %
1,003Land Securities Group PLC 18,2001.3M SEK0.01 %
1,004Hankyu Hanshin Holdings Inc 4,6001.3M SEK0.01 %
1,005Toho Co Ltd/Tokyo 12,5001.2M SEK0.01 %
1,006WiseTech Global Ltd 5,0001.2M SEK0.01 %
1,007Shimadzu Corp 5,6001.2M SEK0.01 %
1,008TELECOM ITALIA SPA 160,0001.2M SEK0.01 %
1,009Swatch Group AG/The 6001.2M SEK0.01 %
1,010Banca Mediolanum SpA 6,5001.2M SEK0.01 %
1,011TOPPAN Holdings Inc 5,0001.2M SEK0.01 %
1,012Eisai Co Ltd 4,2001.2M SEK0.01 %
1,013Sofina SA 5351.2M SEK0.01 %
1,014Continental AG 1,8661.2M SEK0.01 %
1,015Yangzijiang Shipbuilding Holdings Ltd 43,5001.2M SEK0.01 %
1,016BioMerieux 1,2001.2M SEK0.01 %
1,017Industrivarden AB 2,6001.2M SEK0.01 %
1,018Meridian Energy Ltd 40,0381.2M SEK0.01 %
1,019Raiffeisen Bank International AG 3,0001.2M SEK0.01 %
1,020JX Advanced Metals Corp. 6,0001.2M SEK0.01 %
1,021Futu Holdings Ltd 9001.2M SEK0.01 %
1,022Financiere de Tubize SA 5001.2M SEK0.01 %
1,023Standard Life PLC 13,5951.2M SEK0.01 %
1,024Wharf Real Estate Investment Co Ltd 42,0001.2M SEK0.01 %
1,025Amundi SA 1,4001.1M SEK0.01 %
1,026Nemetschek SE 1,6001.1M SEK0.01 %
1,027Sodexo SA 2,3001.1M SEK0.01 %
1,028BKW AG 6001.1M SEK0.01 %
1,029Sysmex Corp 13,5001.1M SEK0.01 %
1,030Nexon Co Ltd 6,3001.1M SEK0.01 %
1,031International Consolidated Airlines Group SA 25,0001.1M SEK0.01 %
1,032Open Text Corp 5,2001.1M SEK0.01 %
1,033Lifco AB 3,9001.1M SEK0.01 %
1,034Hyatt Hotels Corp 8001.1M SEK0.01 %
1,035Aisin Corp 8,3001.1M SEK0.01 %
1,036Snap Inc 24,4291.1M SEK0.01 %
1,037FirstService Corp 8001.1M SEK0.01 %
1,038Mapfre SA 25,0001M SEK0.01 %
1,039D'ieteren Group 6001M SEK0.01 %
1,040Renault SA 3,2611M SEK0.01 %
1,041Recordati Industria Chimica e Farmaceutica SpA 1,9001M SEK0.01 %
1,042M3, Inc. 10,5001M SEK0.01 %
1,043EXOR NV 1,4001M SEK0.01 %
1,044Otsuka Corp 5,500994.9K SEK0.01 %
1,045Shimano Inc 1,000983.8K SEK0.01 %
1,046CapitaLand Investment Ltd/Singapore 48,300970.1K SEK0.01 %
1,047Infratil Ltd 15,291968.1K SEK0.01 %
1,048Nippon Sanso Holdings Corp 2,900960.8K SEK0.01 %
1,049InPost SA 5,800960K SEK0.01 %
1,050Oklo Inc 2,000944.8K SEK0.01 %
1,051Fastighets AB Balder 17,000937.4K SEK0.01 %
1,052Unicharm Corp 16,800936.1K SEK0.01 %
1,053Dr. Ing. h.c. F. Porsche Aktiengesellschaft 2,200935.2K SEK0.01 %
1,054Industrivarden AB 2,000930.4K SEK0.01 %
1,055Contact Energy Ltd 18,329921.3K SEK0.01 %
1,056Porsche Automobil Holding SE 2,700920.5K SEK0.01 %
1,057Sagax AB 5,256914.5K SEK0.01 %
1,058ROCKWOOL A/S 3,300853.7K SEK0.01 %
1,059EDP Renovaveis SA 5,525830.2K SEK0.01 %
1,060Swire Pacific Ltd 8,000829.6K SEK0.01 %
1,061Indra Sistemas SA 1,600829.6K SEK0.01 %
1,062CTS Eventim AG & Co KGaA 1,500817.6K SEK0.01 %
1,063BCE Inc 3,410817K SEK0.01 %
1,064Randstad NV 3,226790K SEK0.01 %
1,065Gecina SA 1,057786.6K SEK0.01 %
1,066Delivery Hero SE 4,300729.2K SEK0.00 %
1,067Hulic Co Ltd 6,500712.1K SEK0.00 %
1,068Henderson Land Development Co Ltd 20,000702.8K SEK0.00 %
1,069ANA Holdings Inc 4,000671.6K SEK0.00 %
1,070Holmen AB 1,964661.9K SEK0.00 %
1,071Zensho Holdings Co Ltd 1,200659.5K SEK0.00 %
1,072Qantas Airways Ltd 12,000655.3K SEK0.00 %
1,073Aeroports de Paris SA 543623.4K SEK0.00 %
1,074JD Sports Fashion PLC 70,000621.4K SEK0.00 %
1,075Japan Airlines Co Ltd 4,000613.1K SEK0.00 %
1,076MonotaRO Co Ltd 6,000612.6K SEK0.00 %
1,077Covivio SA/France 1,065599.1K SEK0.00 %
1,078Nissan Motor Co Ltd 30,000598.2K SEK0.00 %
1,079ZOZO Inc 8,400555.8K SEK0.00 %
1,080Demant A/S 1,593453.7K SEK0.00 %
1,081IGM Financial Inc 1,000452.4K SEK0.00 %
1,082CONTRA CYBERARK SOFTWA 970415.8K SEK0.00 %