LF
Lannebo Fonder AB Historical SEC 13F Holdings & Archive (Q4 2023)
Lannebo Fonder ABCIK: 0001748965
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$757.8M
Reporting period: 2023-12-31 · Number of holdings: 33
LANNEBO FONDER AB disclosed 33 holdings in its latest 13F filing for the period ending 2023-12-31, with total reported value of $757.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 21.71
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 66
- Sizing Uniformity
- 90.97
Lannebo Fonder AB's disclosed holdings carry a Herfindahl concentration index of 0.054 — mathematically equivalent to about 18 equally-sized positions, well below its 33 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.90), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.89% | — | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.61% | — | +0.38% | |
| 3 | PANW | Palo Alto Networks Inc | Stock-Tech | 7.29% | — | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.24% | — | — | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 6.16% | — | — | |
| 6 | ADBE | Adobe Inc | Stock-Tech | 5.90% | — | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.23% | — | — | |
| 8 | MCHP | Microchip Technology Inc | Stock-Tech | 5.00% | — | +4.15% | |
| 9 | INTU | Intuit Inc | Stock-Tech | 4.99% | — | — | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 4.86% | — | — | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 4.76% | — | — | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 4.40% | — | +16.89% | |
| 13 | ADSK | Autodesk Inc | Stock-Tech | 3.86% | — | — | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 3.64% | — | — | |
| 15 | DOX | Amdocs Limited | Stock-Tech | 3.26% | — | — | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 3.14% | — | — | |
| 17 | FTNT | Fortinet Inc | Stock-Tech | 3.03% | — | +6.89% | |
| 18 | EA | Electronic Arts Inc | Stock-Comm Services | 2.95% | — | +20.89% | |
| 19 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 2.44% | — | +19.02% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | — | — | |
| 21 | FSLR | First Solar Inc | Stock-Tech | 1.50% | — | — | |
| 22 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.40% | — | -4.48% | |
| 23 | QLYS | Qualys Inc | Stock-Tech | 0.39% | — | -12.78% | |
| 24 | SPSC | Sps Commerce Inc | Stock-Tech | 0.32% | — | -2.35% | |
| 25 | VRNS | Varonis Systems Inc | Stock-Tech | 0.21% | — | — | |
| 26 | VTY | Verint Systems Inc | Stock-Other | 0.16% | — | — | |
| 27 | OMCL | Omnicell Inc | Stock-Healthcare | 0.14% | — | — | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.04% | — | — | |
| 29 | MCO | Moody's CORP | Stock-Financials | 0.04% | — | — | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.03% | — | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.03% | — | — | |
| 32 | CSX | Csx CORP | Stock-Industrials | 0.03% | — | — | |
| 33 | CPRT | Copart Inc | Stock-Industrials | 0.03% | — | — |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+18.4%
- Stdev
- +19.4%
- Beta
- +1.25
- Alpha
- -7.5%
- Max Drawdown
- -18.8%
- Annualized Perf
- +17%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.74
- Stutzer
- +0.27
- Treynor
- +0.14
- Sterling
- +0.78
- Calmar
- +0.9
- Information Ratio
- -0.21
- Tracking Error
- +11.2%
- Stdev Down
- +10.1%
- Winning Months %
- +61.1%
- Losing Months %
- +38.9%
- Best 12 Months
- +30.2%
- Worst 12 Months
- +0.4%
- Efficiency Ratio
- +0.37
- Sharpe
- +0.91
- Stdev Sectors
- +25.6%
- Skewness
- +0.28
- Kurtosis
- -0.35
- Upside Potential
- +3.56
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q4 | 33 | $757.8M | 0 | ||
| 2023 Q3 | 30 | $673.5M | 0 | ||
| 2023 Q2 | 32 | $711.8M | 0 | ||
| 2023 Q1 | 33 | $623.1M | 0 | ||
| 2022 Q4 | 34 | $520.5M | 0 | ||
| 2022 Q3 | 34 | $500.8M | 0 | ||
| 2022 Q2 | 34 | $549.5M | 0 | ||
| 2022 Q1 | 35 | $723.0M | 0 | ||
| 2021 Q4 | 35 | $832.5M | 0 | ||
| 2021 Q3 | 36 | $806.9M | 0 | ||
| 2021 Q2 | 37 | $814.3M | 96 | ||
| 2021 Q1 | 39 | $746.8M | 11 | ||
| 2020 Q4 | 37 | $752.9M | 16 | ||
| 2020 Q3 | 39 | $702.3M | 19 | ||
| 2020 Q2 | 37 | $588.2M | 49 | ||
| 2020 Q1 | 34 | $355.9M | 25 | ||
| 2019 Q4 | 34 | $378.1M | 16 | ||
| 2019 Q3 | 24 | $329.4M | 15 | ||
| 2019 Q2 | 24 | $329.7M | 8 | ||
| 2019 Q1 | 23 | $312.8M | 19 | ||
| 2018 Q4 | 23 | $267.7M | 24 | ||
| 2018 Q3 | 24 | $330.6M | 18 | ||
| 2018 Q2 | 23 | $292.5M | 23 | ||
| 2018 Q1 | 23 | $232.8M | 13 | ||
| 2017 Q4 | 23 | $209.3M | 14 | ||
| 2017 Q3 | 21 | $185.7M | 10 | ||
| 2017 Q2 | 22 | $174.2M | 11 | ||
| 2017 Q1 | 21 | $157.2M | 21 | ||
| 2016 Q4 | 18 | $129.8M | 13 | ||
| 2016 Q3 | 18 | $120.2M | 13 | ||
| 2016 Q2 | 18 | $116.9M | 11 | ||
| 2016 Q1 | 18 | $123.3M | 14 | ||
| 2015 Q4 | 19 | $122.5M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Lannebo Fonder AB and what type of investor is it?
Lannebo Fonder AB is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-12-31), the firm manages a tracked equity portfolio valued at approximately $757.8M, spread across 33 disclosed positions.
What are Lannebo Fonder AB's largest equity positions?
Based on the latest 13F filing, Lannebo Fonder AB's top holdings by market value are:
1. Microsoft CORP (MSFT) — $75.0M (9.9%)
2. Alphabet Inc-cl A (GOOGL) — $57.7M (7.6%)
3. Palo Alto Networks Inc (PANW) — $55.2M (7.3%)
4. Amazon.com Inc (AMZN) — $47.3M (6.2%)
5. Salesforce Inc (CRM) — $46.7M (6.2%)
What changes did Lannebo Fonder AB make in its most recent portfolio filing?
No notable portfolio changes were recorded for Lannebo Fonder AB in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Lannebo Fonder AB focus on?
Lannebo Fonder AB is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 73.5%
• Communication Services: 10.6%
• Consumer Discretionary: 6.3%
• Financials: 4.9%
• Health Care: 4.6%
• Industrials: 0.1%
Investment Profile
Lannebo Fonder AB returned an annualized 17.0% over the trailing 36 months — underperforming the S&P 500 by 7.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.25 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 73.5% of the portfolio concentrated in Information Technology.
It has added to its CRM position over the past two quarters (+$11.6M, now $46.7M), while trimming ORCL over the same stretch (-$3.8M, still holding $27.5M).
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