Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Tunnusluvut
- Juoksevat kulut1,62%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaSEK
- Lainoitusaste80%
- Avaintietoasiakirja
Tietoa rahastosta
Ei tietoa saatavilla.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.10.2025
Jakauma
- Osakkeet98,2%
- Lyhyt korko1,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8.7.The Lannebo Teknik fund rose 4.5 percent in June, which was worse than the fund's benchmark index, which rose 8.3 percent. Since the beginning of the year, the fund has decreased 4.4 percent and is thus worse than the index, which has decreased 4.0 percent. This is stated in a monthly report from managers Johan Nilke and Andreas Dahl. The managers initially write that the US market continued its strong development through June, with both the S&P 500 and Nasdaq 100 closing at new record levels. "The positive price development can be explained by renewed optimism about the trade agreement between the US and China and resumed negotiations with Canada, but also by macroeconomic data that showed stable job growth and declining inflation, which in turn increased the likelihood of future interest rate cuts by the Federal Reserve," the managers write. It is added that the AI and technology sector developed the strongest, with companies such as Nvidia, Micron and Microsoft performing particularly well. For the fund, Nintendo and Nvidia were the biggest contributors in June. The second-generation Nintendo Switch was released during the month, which was described as the fastest-selling gaming console ever, with 3.5 million units sold in the first four days. "Given the strong launch and a software-driven cycle (generally higher game pricing and a higher proportion of digital games than before), we believe this could be a transformative earnings cycle for the company." Nvidia's strength is instead explained by the company's continued technological superiority. "Nvidia's share price continued its positive development in the wake of evidence of continued technological superiority, as new data showed that the company's Blackwell chip, which is mainly used for training AI models, was more than twice as fast compared to previous generations. Continued improvements in the trading climate during June also contributed positively to the share's positive development." Mastercard was also found in the negative balance after it emerged that Walmart and Amazon, for example, are considering starting to use the cryptocurrency stablecoin as a means of payment to avoid card fees. "We understand that this news has raised concerns about disruptive competition, but believe that the market's fear in this case is exaggerated as we have difficulty seeing sufficient incentives for consumers to change payment methods." Adobe was also weighed down during the month after Meta announced that it would launch a new AI tool that allows companies to create their own advertising campaigns from scratch. At the end of the month, the fund's largest holdings were Microsoft, Alphabet and Amazon with portfolio weights of 8.2, 5.9 and 5.9 percent respectively. The fund's largest geographical exposure was to the US with 75.0 percent of allocated capital, followed by the Netherlands and Japan with 6.0 and 5.4 percent of allocated capital, respectively.
·26.7. · MuokattuI'm so sick of this fund. The last 1.5-2 years it has performed lousy compared to other technology funds. In 1 year this has given 5.95% while DnB technology has given 16.86% and SEB technology has given 15.06%. If you look at 3 years there are hair-raising differences. This has given 60% and the other two over 100%! Swapping this fund now.
14.6.2022 · Muokattu14.6.2022 · MuokattuLannebo Teknik minskade -2,8 procent i maj. Köpt aktier i franska Dassault Systemes. Månadsrapport: https://cms-media.lannebo.se/wp-content/uploads/sites/2/2022/06/08112802/lannebo-teknik-22-05.pdf- 14.6.2022 · Muokattu14.6.2022 · MuokattuFörvaltaren Helen Groth intervjuas i Di. https://www.di.se/nyheter/teknikforvaltaren-koplage-efter-raset-pa-60-procent-en-ny-parla/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Tunnusluvut
- Juoksevat kulut1,62%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaSEK
- Lainoitusaste80%
- Avaintietoasiakirja
Tietoa rahastosta
Ei tietoa saatavilla.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 31.10.2025
Jakauma
- Osakkeet98,2%
- Lyhyt korko1,8%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8.7.The Lannebo Teknik fund rose 4.5 percent in June, which was worse than the fund's benchmark index, which rose 8.3 percent. Since the beginning of the year, the fund has decreased 4.4 percent and is thus worse than the index, which has decreased 4.0 percent. This is stated in a monthly report from managers Johan Nilke and Andreas Dahl. The managers initially write that the US market continued its strong development through June, with both the S&P 500 and Nasdaq 100 closing at new record levels. "The positive price development can be explained by renewed optimism about the trade agreement between the US and China and resumed negotiations with Canada, but also by macroeconomic data that showed stable job growth and declining inflation, which in turn increased the likelihood of future interest rate cuts by the Federal Reserve," the managers write. It is added that the AI and technology sector developed the strongest, with companies such as Nvidia, Micron and Microsoft performing particularly well. For the fund, Nintendo and Nvidia were the biggest contributors in June. The second-generation Nintendo Switch was released during the month, which was described as the fastest-selling gaming console ever, with 3.5 million units sold in the first four days. "Given the strong launch and a software-driven cycle (generally higher game pricing and a higher proportion of digital games than before), we believe this could be a transformative earnings cycle for the company." Nvidia's strength is instead explained by the company's continued technological superiority. "Nvidia's share price continued its positive development in the wake of evidence of continued technological superiority, as new data showed that the company's Blackwell chip, which is mainly used for training AI models, was more than twice as fast compared to previous generations. Continued improvements in the trading climate during June also contributed positively to the share's positive development." Mastercard was also found in the negative balance after it emerged that Walmart and Amazon, for example, are considering starting to use the cryptocurrency stablecoin as a means of payment to avoid card fees. "We understand that this news has raised concerns about disruptive competition, but believe that the market's fear in this case is exaggerated as we have difficulty seeing sufficient incentives for consumers to change payment methods." Adobe was also weighed down during the month after Meta announced that it would launch a new AI tool that allows companies to create their own advertising campaigns from scratch. At the end of the month, the fund's largest holdings were Microsoft, Alphabet and Amazon with portfolio weights of 8.2, 5.9 and 5.9 percent respectively. The fund's largest geographical exposure was to the US with 75.0 percent of allocated capital, followed by the Netherlands and Japan with 6.0 and 5.4 percent of allocated capital, respectively.·26.7. · MuokattuI'm so sick of this fund. The last 1.5-2 years it has performed lousy compared to other technology funds. In 1 year this has given 5.95% while DnB technology has given 16.86% and SEB technology has given 15.06%. If you look at 3 years there are hair-raising differences. This has given 60% and the other two over 100%! Swapping this fund now.
- 14.6.2022 · Muokattu14.6.2022 · MuokattuLannebo Teknik minskade -2,8 procent i maj. Köpt aktier i franska Dassault Systemes. Månadsrapport: https://cms-media.lannebo.se/wp-content/uploads/sites/2/2022/06/08112802/lannebo-teknik-22-05.pdf
- 14.6.2022 · Muokattu14.6.2022 · MuokattuFörvaltaren Helen Groth intervjuas i Di. https://www.di.se/nyheter/teknikforvaltaren-koplage-efter-raset-pa-60-procent-en-ny-parla/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Tunnusluvut
- Juoksevat kulut1,62%
- OmaisuusluokkaOsake
- KategoriaSektori teknologia osakkeet
- PerusvaluuttaSEK
- Lainoitusaste80%
- Avaintietoasiakirja
Tietoa rahastosta
Ei tietoa saatavilla.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8.7.The Lannebo Teknik fund rose 4.5 percent in June, which was worse than the fund's benchmark index, which rose 8.3 percent. Since the beginning of the year, the fund has decreased 4.4 percent and is thus worse than the index, which has decreased 4.0 percent. This is stated in a monthly report from managers Johan Nilke and Andreas Dahl. The managers initially write that the US market continued its strong development through June, with both the S&P 500 and Nasdaq 100 closing at new record levels. "The positive price development can be explained by renewed optimism about the trade agreement between the US and China and resumed negotiations with Canada, but also by macroeconomic data that showed stable job growth and declining inflation, which in turn increased the likelihood of future interest rate cuts by the Federal Reserve," the managers write. It is added that the AI and technology sector developed the strongest, with companies such as Nvidia, Micron and Microsoft performing particularly well. For the fund, Nintendo and Nvidia were the biggest contributors in June. The second-generation Nintendo Switch was released during the month, which was described as the fastest-selling gaming console ever, with 3.5 million units sold in the first four days. "Given the strong launch and a software-driven cycle (generally higher game pricing and a higher proportion of digital games than before), we believe this could be a transformative earnings cycle for the company." Nvidia's strength is instead explained by the company's continued technological superiority. "Nvidia's share price continued its positive development in the wake of evidence of continued technological superiority, as new data showed that the company's Blackwell chip, which is mainly used for training AI models, was more than twice as fast compared to previous generations. Continued improvements in the trading climate during June also contributed positively to the share's positive development." Mastercard was also found in the negative balance after it emerged that Walmart and Amazon, for example, are considering starting to use the cryptocurrency stablecoin as a means of payment to avoid card fees. "We understand that this news has raised concerns about disruptive competition, but believe that the market's fear in this case is exaggerated as we have difficulty seeing sufficient incentives for consumers to change payment methods." Adobe was also weighed down during the month after Meta announced that it would launch a new AI tool that allows companies to create their own advertising campaigns from scratch. At the end of the month, the fund's largest holdings were Microsoft, Alphabet and Amazon with portfolio weights of 8.2, 5.9 and 5.9 percent respectively. The fund's largest geographical exposure was to the US with 75.0 percent of allocated capital, followed by the Netherlands and Japan with 6.0 and 5.4 percent of allocated capital, respectively.·26.7. · MuokattuI'm so sick of this fund. The last 1.5-2 years it has performed lousy compared to other technology funds. In 1 year this has given 5.95% while DnB technology has given 16.86% and SEB technology has given 15.06%. If you look at 3 years there are hair-raising differences. This has given 60% and the other two over 100%! Swapping this fund now.
- 14.6.2022 · Muokattu14.6.2022 · MuokattuLannebo Teknik minskade -2,8 procent i maj. Köpt aktier i franska Dassault Systemes. Månadsrapport: https://cms-media.lannebo.se/wp-content/uploads/sites/2/2022/06/08112802/lannebo-teknik-22-05.pdf
- 14.6.2022 · Muokattu14.6.2022 · MuokattuFörvaltaren Helen Groth intervjuas i Di. https://www.di.se/nyheter/teknikforvaltaren-koplage-efter-raset-pa-60-procent-en-ny-parla/
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 31.10.2025
Jakauma
- Osakkeet98,2%
- Lyhyt korko1,8%