Lannebo Fonder AB 13F 持仓 · 最近申报 2023年Q4
Lannebo Fonder AB 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 7.58 亿美元。前几大持仓：MSFT（9.89%）、GOOGL（7.61%）、PANW（7.29%）。本季前 25 大持仓中：增持 6 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | $75.0M | 9.89% | 199,000 | 持平 |
| 2 | GOOGL | Alphabet Inc Cap Stk | $57.7M | 7.61% | 411,577 | 增持 |
| 3 | PANW | Palo Alto Networks Inc | $55.2M | 7.29% | 186,500 | 持平 |
| 4 | AMZN | Amazon Com Inc | $47.3M | 6.24% | 308,000 | 持平 |
| 5 | CRM | Salesforce Inc | $46.7M | 6.16% | 175,900 | 持平 |
| 6 | ADBE | Adobe Inc | $44.7M | 5.90% | 74,527 | 持平 |
| 7 | AAPL | Apple Inc | $39.7M | 5.23% | 205,000 | 持平 |
| 8 | MCHP | Microchip Technology Inc. | $37.9M | 5.00% | 416,600 | 增持 |
| 9 | INTU | Intuit | $37.8M | 4.99% | 60,000 | 持平 |
| 10 | MA | Mastercard Incorporated | $36.8M | 4.86% | 86,177 | 持平 |
| 11 | IBM | International Business Machs | $36.0M | 4.76% | 220,000 | 持平 |
| 12 | VEEV | Veeva Sys Inc | $33.3M | 4.40% | 170,287 | 增持 |
| 13 | ADSK | Autodesk Inc | $29.3M | 3.86% | 119,345 | 持平 |
| 14 | ORCL | Oracle Corp | $27.5M | 3.64% | 260,000 | 持平 |
| 15 | DOX | Amdocs Ltd | $24.7M | 3.26% | 280,000 | 持平 |
| 16 | AMD | Advanced Micro Devices Inc | $23.8M | 3.14% | 158,166 | 持平 |
| 17 | FTNT | Fortinet Inc | $23.0M | 3.03% | 388,067 | 增持 |
| 18 | EA | Electronic Arts Inc | $22.4M | 2.95% | 163,200 | 增持 |
| 19 | CTSH | Cognizant Technology Solutio | $18.5M | 2.44% | 244,000 | 增持 |
| 20 | NVDA | Nvidia Corporation | $15.3M | 2.02% | 30,663 | 持平 |
| 21 | FSLR | First Solar Inc | $11.4M | 1.50% | 65,400 | 持平 |
| 22 | CYBR | Cyberark Software Ltd | $3.1M | 0.40% | 13,850 | 减持 |
| 23 | QLYS | Qualys Inc | $3.0M | 0.39% | 15,008 | 减持 |
| 24 | SPSC | Sps Comm Inc | $2.4M | 0.32% | 12,442 | 减持 |
| 25 | VRNS | Varonis Sys Inc | $1.6M | 0.21% | 35,500 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR