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The Analysis of North Growth Management Ltd.'s Holdings & P&L

Currently, North Growth Management Ltd. holds 48 types of securities in its portfolio with a total value $780.2K. In the most recent quarter, they have increased their positions in BKNG (+88.0K shares, valued at $15.8K), MCO (+18.0K shares, valued at $8.1K), N/A (+23.0K shares, valued at $4.7K); decreased their positions in CIEN (-44.0K shares, valued at $21.6K), N/A (-20.0K shares, valued at $14.5K), JBL (-27.0K shares, valued at $10.4K); initiated new positions in MCO (+18.0K shares, valued at $8.1K), N/A (+7.0K shares, valued at $1.1K).

1M P&L

+37.1M+6.57%

3M P&L

+10.6M+1.80%

HY P&L

+69.6M+13.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Communication Equipment79.4K

13.2%

2Electronic Components57.9K

9.6%

3Semiconductors46.0K

7.6%

Top Industries by Stock Count

1Semiconductors3 stocks

7.5%

2Communication Equipment2 stocks

5.0%

3Medical Instruments & Supplies2 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APPLIED MATERIALS APPLIED MATERIALS91.0K shares-18.02%2026-06-302026-07-22

JBL JABIL150.0K shares-15.25%2026-06-302026-07-22

CIEN CIENA113.0K shares-28.03%2026-06-302026-07-22

LUMENTUM LUMENTUM53.0K shares0.00%2026-06-302026-07-22

COHR COHERENT96.0K shares-15.79%2026-06-302026-07-22

EAT BRINKER INTERNATIONAL144.0K shares1.41%2026-06-302026-07-22

MSI MOTOROLA SOLUTIONS58.0K shares11.54%2026-06-302026-07-22

WST WEST PHARMACEUTICAL SERVICES62.0K shares0.00%2026-06-302026-07-22

Sponsored

JOHNSON CONTROLS JOHNSON CONTROLS152.0K shares0.66%2026-06-302026-07-22

TPR TAPESTRY151.0K shares9.42%2026-06-302026-07-22

TXN TEXAS INSTRUMENTS71.0K shares-4.05%2026-06-302026-07-22

NVDA NVIDIA94.0K shares1.08%2026-06-302026-07-22

WTS WATTS WATER47.0K shares0.00%2026-06-302026-07-22

HPQ HP835.0K shares0.72%2026-06-302026-07-22

IQV IQVIA89.0K shares17.11%2026-06-302026-07-22

BKNG BOOKING HOLDINGS92.0K shares2200.00%2026-06-302026-07-22

Sponsored

TMO THERMO FISHER SCIENTIFIC32.0K shares18.52%2026-06-302026-07-22

SGI SOMNIGROUP INTERNATIONAL204.0K shares0.99%2026-06-302026-07-22

INTEGER HOLDINGS INTEGER HOLDINGS161.0K shares1.26%2026-06-302026-07-22

CROX CROCS124.0K shares0.81%2026-06-302026-07-22

GPN GLOBAL PAYMENTS205.0K shares15.17%2026-06-302026-07-22

URI UNITED RENTALS13.0K shares-7.14%2026-06-302026-07-22

WBD WARNER BROS DISCOVERY INC517.0K shares0.78%2026-06-302026-07-22

AAPL APPLE46.0K shares12.20%2026-06-302026-07-22

Sponsored

ADOBE SYSTEMS ADOBE SYSTEMS61.0K shares60.53%2026-06-302026-07-22

ELV ELEVANCE HEALTH30.0K shares15.38%2026-06-302026-07-22

ANF ABERCROMBIE & FITCH123.0K shares0.82%2026-06-302026-07-22

NVR NVR2.0K shares0.00%2026-06-302026-07-22

BIIB BIOGEN50.0K shares42.86%2026-06-302026-07-22

AZO AUTOZONE3.0K shares0.00%2026-06-302026-07-22

J JACOBS SOLUTIONS82.0K shares1.23%2026-06-302026-07-22

ULTA BEAUTY ULTA BEAUTY21.0K shares0.00%2026-06-302026-07-22

Sponsored

ALGN ALIGN TECHNOLOGY56.0K shares21.74%2026-06-302026-07-22

ODFL OLD DOMINION FREIGHT LINE42.0K shares23.53%2026-06-302026-07-22

MCO MOODY'S18.0K sharesnew addition2026-06-302026-07-22

NKE NIKE CL B179.0K shares33.58%2026-06-302026-07-22

EA ELECTRONIC ARTS INC36.0K shares2.86%2026-06-302026-07-22

MSFT MICROSOFT19.0K shares0.00%2026-06-302026-07-22

ARHAUS ARHAUS816.0K shares0.74%2026-06-302026-07-22

FBIN FORTUNE BRANDS123.0K shares0.82%2026-06-302026-07-22

Sponsored

QCOM QUALCOMM32.0K shares-28.89%2026-06-302026-07-22

FDX FEDEX CORP15.0K shares-21.05%2026-06-302026-07-22

MBC MASTERBRAND433.0K shares0.70%2026-06-302026-07-22

FSLR FIRST SOLAR INC15.0K shares0.00%2026-06-302026-07-22

AMTM AMENTUM HOLDINGS173.0K shares0.58%2026-06-302026-07-22

ZYME ZYMEWORKS INC46.0K shares0.00%2026-06-302026-07-22

FEDEX FREIGHT FEDEX FREIGHT7.0K sharesnew addition2026-06-302026-07-22

LULU LULULEMON ATHLETICA1.0K shares0.00%2026-06-302026-07-22

Sponsored

APPLIED MATERIALS

-18.02%

Shares91.0K

Event2026-06-30

Filed2026-07-22

JBL

JABIL

-15.25%

Shares150.0K

Event2026-06-30

Filed2026-07-22

CIEN

CIENA

-28.03%

Shares113.0K

Event2026-06-30

Filed2026-07-22

LUMENTUM

0.00%

Shares53.0K

Event2026-06-30

Filed2026-07-22

COHR

COHERENT

-15.79%

Shares96.0K

Event2026-06-30

Filed2026-07-22

EAT

BRINKER INTERNATIONAL

1.41%

Shares144.0K

Event2026-06-30

Filed2026-07-22

MSI

MOTOROLA SOLUTIONS

11.54%

Shares58.0K

Event2026-06-30

Filed2026-07-22

WST

WEST PHARMACEUTICAL SERVICES

0.00%

Shares62.0K

Event2026-06-30

Filed2026-07-22

JOHNSON CONTROLS

0.66%

Shares152.0K

Event2026-06-30

Filed2026-07-22

TPR

TAPESTRY

9.42%

Shares151.0K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRUMENTS

-4.05%

Shares71.0K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA

1.08%

Shares94.0K

Event2026-06-30

Filed2026-07-22

WTS

WATTS WATER

0.00%

Shares47.0K

Event2026-06-30

Filed2026-07-22

HPQ

0.72%

Shares835.0K

Event2026-06-30

Filed2026-07-22

IQV

IQVIA

17.11%

Shares89.0K

Event2026-06-30

Filed2026-07-22

BKNG

BOOKING HOLDINGS

2200.00%

Shares92.0K

Event2026-06-30

Filed2026-07-22

TMO

THERMO FISHER SCIENTIFIC

18.52%

Shares32.0K

Event2026-06-30

Filed2026-07-22

SGI

SOMNIGROUP INTERNATIONAL

0.99%

Shares204.0K

Event2026-06-30

Filed2026-07-22

INTEGER HOLDINGS

1.26%

Shares161.0K

Event2026-06-30

Filed2026-07-22

CROX

CROCS

0.81%

Shares124.0K

Event2026-06-30

Filed2026-07-22

GPN

GLOBAL PAYMENTS

15.17%

Shares205.0K

Event2026-06-30

Filed2026-07-22

URI

UNITED RENTALS

-7.14%

Shares13.0K

Event2026-06-30

Filed2026-07-22

WBD

WARNER BROS DISCOVERY INC

0.78%

Shares517.0K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE

12.20%

Shares46.0K

Event2026-06-30

Filed2026-07-22

ADOBE SYSTEMS

60.53%

Shares61.0K

Event2026-06-30

Filed2026-07-22

ELV

ELEVANCE HEALTH

15.38%

Shares30.0K

Event2026-06-30

Filed2026-07-22

ANF

ABERCROMBIE & FITCH

0.82%

Shares123.0K

Event2026-06-30

Filed2026-07-22

NVR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

BIIB

BIOGEN

42.86%

Shares50.0K

Event2026-06-30

Filed2026-07-22

AZO

AUTOZONE

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

JACOBS SOLUTIONS

1.23%

Shares82.0K

Event2026-06-30

Filed2026-07-22

ULTA BEAUTY

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-22

ALGN

ALIGN TECHNOLOGY

21.74%

Shares56.0K

Event2026-06-30

Filed2026-07-22

ODFL

OLD DOMINION FREIGHT LINE

23.53%

Shares42.0K

Event2026-06-30

Filed2026-07-22

MCO

MOODY'S

New

Shares18.0K

Event2026-06-30

Filed2026-07-22

NKE

NIKE CL B

33.58%

Shares179.0K

Event2026-06-30

Filed2026-07-22

ELECTRONIC ARTS INC

2.86%

Shares36.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-22

ARHAUS

0.74%

Shares816.0K

Event2026-06-30

Filed2026-07-22

FBIN

FORTUNE BRANDS

0.82%

Shares123.0K

Event2026-06-30

Filed2026-07-22

QCOM

QUALCOMM

-28.89%

Shares32.0K

Event2026-06-30

Filed2026-07-22

FDX

FEDEX CORP

-21.05%

Shares15.0K

Event2026-06-30

Filed2026-07-22

MBC

MASTERBRAND

0.70%

Shares433.0K

Event2026-06-30

Filed2026-07-22

FSLR

FIRST SOLAR INC

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-22

AMTM

AMENTUM HOLDINGS

0.58%

Shares173.0K

Event2026-06-30

Filed2026-07-22

ZYME

ZYMEWORKS INC

0.00%

Shares46.0K

Event2026-06-30

Filed2026-07-22

FEDEX FREIGHT

New

Shares7.0K

Event2026-06-30

Filed2026-07-22

LULU

LULULEMON ATHLETICA

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available