The Analysis of North Growth Management Ltd.'s Holdings

Currently, North Growth Management Ltd. holds 47 types of securities in its portfolio with a total value $574.3K. In the most recent quarter, they have increased their positions in AZO (+1.0K shares, valued at $4.9K), TMO (+6.0K shares, valued at $2.9K), IQV (+11.0K shares, valued at $2.1K); decreased their positions in CIEN (-82.0K shares, valued at $11.9K), LITE (-64.0K shares, valued at $10.4K), COHR (-49.0K shares, valued at $5.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CIEN CIENA325.0K shares-20.15%2025-09-302025-10-22

JBL JABIL202.0K shares-3.35%2025-09-302025-10-22

AMAT APPLIED MATERIALS144.0K shares-0.69%2025-09-302025-10-22

LITE LUMENTUM152.0K shares-29.63%2025-09-302025-10-22

MSI MOTOROLA SOLUTIONS48.0K shares0.00%2025-09-302025-10-22

COHR COHERENT200.0K shares-19.68%2025-09-302025-10-22

BKNG BOOKING HOLDINGS3.0K shares0.00%2025-09-302025-10-22

SGI SOMNIGROUP INTERNATIONAL210.0K shares-17.00%2025-09-302025-10-22

Sponsored

JCI JOHNSON CONTROLS152.0K shares-3.80%2025-09-302025-10-22

TPR TAPESTRY145.0K shares-0.68%2025-09-302025-10-22

EAT BRINKER INTERNATIONAL127.0K shares-0.78%2025-09-302025-10-22

NVDA NVIDIA82.0K shares-17.17%2025-09-302025-10-22

EA ELECTRONIC ARTS INC72.0K shares0.00%2025-09-302025-10-22

HPQ HP470.0K shares-0.63%2025-09-302025-10-22

J JACOBS SOLUTIONS85.0K shares-7.61%2025-09-302025-10-22

ULTA ULTA BEAUTY23.0K shares0.00%2025-09-302025-10-22

Sponsored

QCOM QUALCOMM72.0K shares-15.29%2025-09-302025-10-22

NVR NVR1.0K shares0.00%2025-09-302025-10-22

WTS WATTS WATER40.0K shares0.00%2025-09-302025-10-22

GPN GLOBAL PAYMENTS134.0K shares0.00%2025-09-302025-10-22

ITGR INTEGER HOLDINGS103.0K shares5.10%2025-09-302025-10-22

TXN TEXAS INSTRUMENTS57.0K shares-1.72%2025-09-302025-10-22

URI UNITED RENTALS11.0K shares22.22%2025-09-302025-10-22

ANF ABERCROMBIE & FITCH119.0K shares0.00%2025-09-302025-10-22

Sponsored

TMO THERMO FISHER SCIENTIFIC21.0K shares40.00%2025-09-302025-10-22

AZO AUTOZONE2.0K shares100.00%2025-09-302025-10-22

INMD INMODE654.0K shares-0.76%2025-09-302025-10-22

WBD WARNER BROS DISCOVERY INC499.0K shares-10.25%2025-09-302025-10-22

MSFT MICROSOFT19.0K shares-9.52%2025-09-302025-10-22

WST WEST PHARMACEUTICAL SERVICES34.0K shares17.24%2025-09-302025-10-22

AAPL APPLE34.0K shares-8.11%2025-09-302025-10-22

IQV IQVIA44.0K shares33.33%2025-09-302025-10-22

Sponsored

ARHS ARHAUS694.0K shares-0.72%2025-09-302025-10-22

ELV ELEVANCE HEALTH22.0K shares0.00%2025-09-302025-10-22

CROX CROCS85.0K shares0.00%2025-09-302025-10-22

FDX FEDEX CORP28.0K shares-17.65%2025-09-302025-10-22

FBIN FORTUNE BRANDS113.0K shares0.00%2025-09-302025-10-22

NKE NIKE CL B85.0K shares-1.16%2025-09-302025-10-22

ATKR ATKORE93.0K shares14.81%2025-09-302025-10-22

ALGN ALIGN TECHNOLOGY45.0K shares36.36%2025-09-302025-10-22

Sponsored

BIIB BIOGEN34.0K shares0.00%2025-09-302025-10-22

ODFL OLD DOMINION FREIGHT LINE31.0K shares0.00%2025-09-302025-10-22

FSLR FIRST SOLAR INC15.0K shares0.00%2025-09-302025-10-22

MBC MASTERBRAND215.0K shares-0.46%2025-09-302025-10-22

AMTM AMENTUM HOLDINGS97.0K shares0.00%2025-09-302025-10-22

ZYME ZYMEWORKS INC82.0K shares-15.46%2025-09-302025-10-22

LULU LULULEMON ATHLETICA1.0K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available