North Growth Management Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, North Growth Management Ltd. held in its portfolio 47 assets valued at $639,298 (i.e. $639.30K).
The most valuable assets in the portfolio included: CIENA ($57.73K), JABIL ($46.57K), and LUMENTUM ($34.88K).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
North Growth Management Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CIENA | 247000 | 57728 | COM |
| JABIL | 204000 | 46573 | COM |
| LUMENTUM | 95000 | 34882 | COM |
| APPLIED MATERIALS | 133000 | 34146 | COM |
| COHERENT | 145000 | 26849 | COM |
| BRINKER INTERNATIONAL | 140000 | 20041 | COM |
| SOMNIGROUP INTERNATIONAL | 213000 | 19017 | COM |
| TAPESTRY | 147000 | 18723 | COM |
| MOTOROLA SOLUTIONS | 48000 | 18530 | COM |
| JOHNSON CONTROLS | 153000 | 18381 | COM |
| BOOKING HOLDINGS | 3000 | 18251 | COM |
| NVIDIA | 83000 | 15414 | COM |
| ABERCROMBIE & FITCH | 120000 | 15098 | COM |
| ELECTRONIC ARTS INC | 73000 | 14845 | COM |
| WARNER BROS DISCOVERY INC | 503000 | 14499 | COM |
| ULTA BEAUTY | 23000 | 14014 | COM |
| THERMO FISHER SCIENTIFIC | 23000 | 13484 | COM |
| TEXAS INSTRUMENTS | 73000 | 12653 | COM |
| JACOBS SOLUTIONS | 95000 | 12616 | COM |
| GLOBAL PAYMENTS | 153000 | 11816 | COM |
| IQVIA | 51000 | 11402 | COM |
| WATTS WATER | 40000 | 11134 | COM |
| WEST PHARMACEUTICAL SERVICES | 39000 | 10809 | COM |
| HP | 476000 | 10607 | COM |
| NVR | 1000 | 10334 | COM |
| INTEGER HOLDINGS | 129000 | 10151 | COM |
| AUTOZONE | 3000 | 10130 | COM |
| QUALCOMM | 57000 | 9806 | COM |
| INMODE | 662000 | 9729 | COM |
| APPLE | 34000 | 9269 | COM |
| MICROSOFT | 19000 | 9164 | COM |
| CROCS | 103000 | 8843 | COM |
| UNITED RENTALS | 11000 | 8742 | COM |
| FEDEX CORP | 29000 | 8314 | COM |
| ARHAUS | 702000 | 7874 | COM |
| ELEVANCE HEALTH | 22000 | 7831 | COM |
| NIKE CL B | 116000 | 7398 | COM |
| ALIGN TECHNOLOGY | 45000 | 7085 | COM |
| BIOGEN | 34000 | 6016 | COM |
| ATKORE | 94000 | 5933 | COM |
| FORTUNE BRANDS | 114000 | 5699 | COM |
| OLD DOMINION FREIGHT LINE | 31000 | 4854 | COM |
| FIRST SOLAR INC | 15000 | 3922 | COM |
| AMENTUM HOLDINGS | 98000 | 2835 | COM |
| MASTERBRAND | 218000 | 2401 | COM |
| ZYMEWORKS INC | 45000 | 1183 | COM |
| LULULEMON ATHLETICA | 1000 | 273 | COM |
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