CIK 1745796
North Growth Management Ltd.
Institutional 13F holdings & portfolio
Holdings
47
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–47 of 47
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CIEN | CIENA | 247K | $1M+ | SH |
| JBL | JABIL | 204K | $1M+ | SH |
| LITE | LUMENTUM | 95K | $1M+ | SH |
| AMAT | APPLIED MATERIALS | 133K | $1M+ | SH |
| COHR | COHERENT | 145K | $1M+ | SH |
| EAT | BRINKER INTERNATIONAL | 140K | $1M+ | SH |
| SGI | SOMNIGROUP INTERNATIONAL | 213K | $1M+ | SH |
| TPR | TAPESTRY | 147K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS | 48K | $1M+ | SH |
| JCI | JOHNSON CONTROLS | 153K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS | 3K | $1M+ | SH |
| NVDA | NVIDIA | 83K | $1M+ | SH |
| ANF | ABERCROMBIE & FITCH | 120K | $1M+ | SH |
| EA | ELECTRONIC ARTS INC | 73K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 503K | $1M+ | SH |
| ULTA | ULTA BEAUTY | 23K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC | 23K | $1M+ | SH |
| TXN | TEXAS INSTRUMENTS | 73K | $1M+ | SH |
| J | JACOBS SOLUTIONS | 95K | $1M+ | SH |
| GPN | GLOBAL PAYMENTS | 153K | $1M+ | SH |
| IQV | IQVIA | 51K | $1M+ | SH |
| WTS | WATTS WATER | 40K | $1M+ | SH |
| WST | WEST PHARMACEUTICAL SERVICES | 39K | $1M+ | SH |
| HPQ | HP | 476K | $1M+ | SH |
| NVR | NVR | 1K | $1M+ | SH |
| ITGR | INTEGER HOLDINGS | 129K | $1M+ | SH |
| AZO | AUTOZONE | 3K | $1M+ | SH |
| QCOM | QUALCOMM | 57K | $1M+ | SH |
| INMD | INMODE | 662K | $1M+ | SH |
| AAPL | APPLE | 34K | $1M+ | SH |
| MSFT | MICROSOFT | 19K | $1M+ | SH |
| CROX | CROCS | 103K | $1M+ | SH |
| URI | UNITED RENTALS | 11K | $1M+ | SH |
| FDX | FEDEX CORP | 29K | $1M+ | SH |
| ARHS | ARHAUS | 702K | $1M+ | SH |
| ELV | ELEVANCE HEALTH | 22K | $1M+ | SH |
| NKE | NIKE CL B | 116K | $1M+ | SH |
| ALGN | ALIGN TECHNOLOGY | 45K | $1M+ | SH |
| BIIB | BIOGEN | 34K | $1M+ | SH |
| ATKR | ATKORE | 94K | $1M+ | SH |
| FBIN | FORTUNE BRANDS | 114K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE | 31K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 15K | $1M+ | SH |
| AMTM | AMENTUM HOLDINGS | 98K | $1M+ | SH |
| MBC | MASTERBRAND | 218K | $1M+ | SH |
| ZYME | ZYMEWORKS INC | 45K | $1M+ | SH |
| LULU | LULULEMON ATHLETICA | 1K | $100K–$500K | SH |