LF

Lannebo Fonder Portfolio holdings

AUM $758M
1-Year Est. Return 53.89%
This Quarter Est. Return
1 Year Est. Return
+53.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$673M
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$921K
3
+$804K

Top Sells

1
+$17.4M
2
+$2.63M
3
+$1.11M
4
SPSC icon
SPS Commerce
SPSC
+$573K
5
VIAV icon
Viavi Solutions
VIAV
+$317K

Sector Composition

1 Technology 71.82%
2 Communication Services 10.56%
3 Consumer Discretionary 7.89%
4 Financials 5.11%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSC icon
26
SPS Commerce
SPSC
$3.42B
$2.21M 0.33%
12,742
-3,300
OMCL icon
27
Omnicell
OMCL
$2.1B
$1.28M 0.19%
28,000
VRNS icon
28
Varonis Systems
VRNS
$3.94B
$1.1M 0.16%
35,500
-8,000
VIAV icon
29
Viavi Solutions
VIAV
$4.02B
$1.07M 0.16%
115,800
-34,200
VRNT
30
DELISTED
Verint Systems
VRNT
$1.03M 0.15%
44,200
-10,800
DIS icon
31
Walt Disney
DIS
$199B
– –
-195,000
NEWR
32
DELISTED
New Relic, Inc.
NEWR
– –
-17,000
1
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