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.

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

Positions

CompanySharesValueWeight
Capital One Financial Corp 16,02127.8M SEK0.19 %
UBS Group AG 76,13027.7M SEK0.18 %
Progressive Corp/The 14,67527.7M SEK0.18 %
Vertex Pharmaceuticals Inc 6,46327.5M SEK0.18 %
Trane Technologies PLC 6,87327.3M SEK0.18 %
Stryker Corp 8,67427.2M SEK0.18 %
Unilever PLC 51,40027.1M SEK0.18 %
Banco Bilbao Vizcaya Argentaria SA 135,19327.1M SEK0.18 %
Medtronic PLC 32,33526.7M SEK0.18 %
Corning Inc 20,50026.6M SEK0.18 %
Novo Nordisk A/S 77,25826.2M SEK0.17 %
Newmont Corp 25,09825.9M SEK0.17 %
McKesson Corp 3,13525.8M SEK0.17 %
Air Liquide SA 13,20325.8M SEK0.17 %
Enel SpA 248,98225.6M SEK0.17 %
CME Group Inc 9,09425.6M SEK0.17 %
Charles Schwab Corp/The 28,50025.5M SEK0.17 %
Sumitomo Mitsui Financial Group Inc 84,80025.4M SEK0.17 %
Amphenol Corp 21,08525.4M SEK0.17 %
Marvell Technology Inc 26,76725.3M SEK0.17 %
AIA Group Ltd 242,20025M SEK0.17 %
GSK PLC 95,81324.8M SEK0.17 %
Sanofi SA 26,54824.1M SEK0.16 %
Cadence Design Systems Inc 8,97623.8M SEK0.16 %
Automatic Data Processing Inc 12,17423.6M SEK0.16 %
Rio Tinto PLC 27,00023.6M SEK0.16 %
Crowdstrike Holdings Inc 6,32623.5M SEK0.16 %
American Tower Corp 14,18023.3M SEK0.15 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 3,87222.9M SEK0.15 %
UniCredit SpA 33,69022.5M SEK0.15 %
Agnico Eagle Mines Ltd 11,65422.5M SEK0.15 %
Boston Scientific Corp 37,35322.3M SEK0.15 %
CVS Health Corp 31,97321.9M SEK0.15 %
Western Digital Corp 8,45421.8M SEK0.14 %
Advantest Corp 17,60021.4M SEK0.14 %
L'Oreal SA 5,58121.4M SEK0.14 %
Intercontinental Exchange Inc 14,27721.4M SEK0.14 %
AXA SA 49,49921.3M SEK0.14 %
BNP Paribas SA 23,88621.2M SEK0.14 %
O'Reilly Automotive Inc 24,05021.1M SEK0.14 %
Westpac Banking Corp 81,97021.1M SEK0.14 %
MercadoLibre Inc 1,27120.9M SEK0.14 %
Bank of Montreal 16,22820.9M SEK0.14 %
Waste Management Inc 9,50620.8M SEK0.14 %
Mizuho Financial Group Inc 56,89020.7M SEK0.14 %
DBS Group Holdings Ltd 48,90020.5M SEK0.14 %
Cie Financiere Richemont SA 12,47020.5M SEK0.14 %
Marsh & McLennan Cos Inc 12,27120.3M SEK0.13 %
Canadian Imperial Bank of Commerce 22,51220.3M SEK0.13 %
Howmet Aerospace Inc 9,19420.2M SEK0.13 %
CRH PLC 19,96120M SEK0.13 %
Constellation Energy Corp. 7,50020M SEK0.13 %
Warner Bros Discovery Inc 76,15219.9M SEK0.13 %
Bank of New York Mellon Corp/The 17,56719.9M SEK0.13 %
National Australia Bank Ltd 73,39619.8M SEK0.13 %
Ecolab Inc 7,82619.8M SEK0.13 %
Marriott International Inc/MD 6,35019.8M SEK0.13 %
Seagate Technology Holdings PLC 5,30019.8M SEK0.13 %
Bank of Nova Scotia/The 29,79619.6M SEK0.13 %
EssilorLuxottica SA 8,94719.5M SEK0.13 %
US Bancorp 39,26819.5M SEK0.13 %
PNC Financial Services Group Inc/The 9,81019.4M SEK0.13 %
General Motors Co 27,35319.4M SEK0.13 %
Tokio Marine Holdings Inc 44,00019.3M SEK0.13 %
Quanta Services Inc 3,65019.1M SEK0.13 %
Freeport-McMoRan Inc 34,00019M SEK0.13 %
Hilton Worldwide Holdings Inc 6,50018.8M SEK0.13 %
HCA Healthcare Inc 4,13018.6M SEK0.12 %
Starbucks Corp 21,69418.5M SEK0.12 %
SoftBank Group Corp 86,90018.5M SEK0.12 %
FedEx Corp 5,36718.2M SEK0.12 %
Johnson Controls International plc 14,51218.1M SEK0.12 %
Intesa Sanpaolo SpA 318,28318M SEK0.12 %
Hong Kong Exchanges & Clearing Ltd 37,48917.7M SEK0.12 %
Engie SA 57,67417.5M SEK0.12 %
Cencora Inc 5,80017.4M SEK0.12 %
Spotify Technology SA 3,75417.3M SEK0.12 %
Sherwin-Williams Co/The 5,67117.3M SEK0.12 %
Synopsys Inc 4,57317.3M SEK0.11 %
RELX PLC 55,22317.2M SEK0.11 %
Cigna Group/The 6,72817.1M SEK0.11 %
Fast Retailing Co Ltd 4,60017M SEK0.11 %
Moody's Corp 4,07416.9M SEK0.11 %
Vinci SA 11,98416.9M SEK0.11 %
Motorola Solutions Inc 4,06216.8M SEK0.11 %
Manulife Financial Corp 51,10016.7M SEK0.11 %
Colgate-Palmolive Co 20,58416.7M SEK0.11 %
Zoetis Inc 14,70016.6M SEK0.11 %
United Parcel Service Inc 17,62016.5M SEK0.11 %
Infineon Technologies AG 39,01416.3M SEK0.11 %
CSX Corp 41,59616.3M SEK0.11 %
Recruit Holdings Co Ltd 41,50016.2M SEK0.11 %
ING Groep NV 66,61316.2M SEK0.11 %
Lloyds Banking Group PLC 1,391,01916.1M SEK0.11 %
Autodesk Inc 7,05616.1M SEK0.11 %
ANZ Group Holdings Ltd 68,19016M SEK0.11 %
Hoya Corp 10,00015.9M SEK0.11 %
Aon PLC 5,16415.9M SEK0.11 %
Elevance Health Inc 5,67615.8M SEK0.11 %
Emerson Electric Co. 12,66015.8M SEK0.11 %