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

Currently, North Growth Management Ltd. holds 47 types of securities in its portfolio with a total value $653.3K. In the most recent quarter, they have increased their positions in ADBE (+38.0K shares, valued at $9.3K), N/A (+353.0K shares, valued at $6.8K), WST (+23.0K shares, valued at $5.8K); decreased their positions in CIEN (-90.0K shares, valued at $35.0K), LITE (-42.0K shares, valued at $29.8K), EA (-38.0K shares, valued at $7.8K); initiated new positions in ADBE (+38.0K shares, valued at $9.3K).

1M P&L

+19.2M+2.79%

3M P&L

+58.5M+9.00%

HY P&L

+167.4M+30.91%

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 Equipment121.2K

19.9%

2Electronic Components47.0K

7.7%

3Semiconductor Equipment & Materials38.1K

6.2%

Top Industries by Stock Count

1Communication Equipment3 stocks

6.8%

2Semiconductors3 stocks

6.8%

3Building Products & Equipment2 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CIEN CIENA157.0K shares-36.44%2026-03-312026-04-24

JBL JABIL177.0K shares-13.24%2026-03-312026-04-24

AMAT APPLIED MATERIALS111.0K shares-16.54%2026-03-312026-04-24

LITE LUMENTUM53.0K shares-44.21%2026-03-312026-04-24

COHERENT COHERENT114.0K shares-21.38%2026-03-312026-04-24

MSI MOTOROLA SOLUTIONS52.0K shares8.33%2026-03-312026-04-24

EAT BRINKER INTERNATIONAL142.0K shares1.43%2026-03-312026-04-24

JCI JOHNSON CONTROLS151.0K shares-1.31%2026-03-312026-04-24

Sponsored

TPR TAPESTRY138.0K shares-6.12%2026-03-312026-04-24

NVDA NVIDIA93.0K shares12.05%2026-03-312026-04-24

HP HP829.0K shares74.16%2026-03-312026-04-24

WST WEST PHARMACEUTICAL SERVICES62.0K shares58.97%2026-03-312026-04-24

BKNG BOOKING HOLDINGS4.0K shares33.33%2026-03-312026-04-24

SGI SOMNIGROUP INTERNATIONAL202.0K shares-5.16%2026-03-312026-04-24

TXN TEXAS INSTRUMENTS74.0K shares1.37%2026-03-312026-04-24

WBD WARNER BROS DISCOVERY INC513.0K shares1.99%2026-03-312026-04-24

Sponsored

ITGR INTEGER HOLDINGS159.0K shares23.26%2026-03-312026-04-24

WTS WATTS WATER47.0K shares17.50%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC27.0K shares17.39%2026-03-312026-04-24

IQV IQVIA76.0K shares49.02%2026-03-312026-04-24

GPN GLOBAL PAYMENTS178.0K shares16.34%2026-03-312026-04-24

ANF ABERCROMBIE & FITCH122.0K shares1.67%2026-03-312026-04-24

AZO AUTOZONE3.0K shares0.00%2026-03-312026-04-24

ULTA ULTA BEAUTY21.0K shares-8.70%2026-03-312026-04-24

Sponsored

NVR NVR2.0K shares100.00%2026-03-312026-04-24

AAPL APPLE41.0K shares20.59%2026-03-312026-04-24

J JACOBS SOLUTIONS81.0K shares-14.74%2026-03-312026-04-24

CROX CROCS123.0K shares19.42%2026-03-312026-04-24

URI UNITED RENTALS14.0K shares27.27%2026-03-312026-04-24

ADBE ADOBE SYSTEMS38.0K sharesnew addition2026-03-312026-04-24

INMD INMODE676.0K shares2.11%2026-03-312026-04-24

ALGN ALIGN TECHNOLOGY46.0K shares2.22%2026-03-312026-04-24

Sponsored

ELV ELEVANCE HEALTH26.0K shares18.18%2026-03-312026-04-24

EA ELECTRONIC ARTS INC35.0K shares-52.05%2026-03-312026-04-24

MSFT MICROSOFT19.0K shares0.00%2026-03-312026-04-24

NKE NIKE CL B134.0K shares15.52%2026-03-312026-04-24

FDX FEDEX CORP19.0K shares-34.48%2026-03-312026-04-24

ODFL OLD DOMINION FREIGHT LINE34.0K shares9.68%2026-03-312026-04-24

BIIB BIOGEN35.0K shares2.94%2026-03-312026-04-24

QCOM QUALCOMM45.0K shares-21.05%2026-03-312026-04-24

Sponsored

ARHS ARHAUS810.0K shares15.38%2026-03-312026-04-24

FBIN FORTUNE BRANDS122.0K shares7.02%2026-03-312026-04-24

AMTM AMENTUM HOLDINGS172.0K shares75.51%2026-03-312026-04-24

MBC MASTERBRAND430.0K shares97.25%2026-03-312026-04-24

FSLR FIRST SOLAR INC15.0K shares0.00%2026-03-312026-04-24

ZYMEWORKS INC ZYMEWORKS INC46.0K shares2.22%2026-03-312026-04-24

LULU LULULEMON ATHLETICA1.0K shares0.00%2026-03-312026-04-24

CIEN

CIENA

-36.44%

Shares157.0K

Event2026-03-31

Filed2026-04-24

JBL

JABIL

-13.24%

Shares177.0K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATERIALS

-16.54%

Shares111.0K

Event2026-03-31

Filed2026-04-24

LITE

LUMENTUM

-44.21%

Shares53.0K

Event2026-03-31

Filed2026-04-24

COHERENT

-21.38%

Shares114.0K

Event2026-03-31

Filed2026-04-24

MSI

MOTOROLA SOLUTIONS

8.33%

Shares52.0K

Event2026-03-31

Filed2026-04-24

EAT

BRINKER INTERNATIONAL

1.43%

Shares142.0K

Event2026-03-31

Filed2026-04-24

JCI

JOHNSON CONTROLS

-1.31%

Shares151.0K

Event2026-03-31

Filed2026-04-24

TPR

TAPESTRY

-6.12%

Shares138.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA

12.05%

Shares93.0K

Event2026-03-31

Filed2026-04-24

74.16%

Shares829.0K

Event2026-03-31

Filed2026-04-24

WST

WEST PHARMACEUTICAL SERVICES

58.97%

Shares62.0K

Event2026-03-31

Filed2026-04-24

BKNG

BOOKING HOLDINGS

33.33%

Shares4.0K

Event2026-03-31

Filed2026-04-24

SGI

SOMNIGROUP INTERNATIONAL

-5.16%

Shares202.0K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRUMENTS

1.37%

Shares74.0K

Event2026-03-31

Filed2026-04-24

WBD

WARNER BROS DISCOVERY INC

1.99%

Shares513.0K

Event2026-03-31

Filed2026-04-24

ITGR

INTEGER HOLDINGS

23.26%

Shares159.0K

Event2026-03-31

Filed2026-04-24

WTS

WATTS WATER

17.50%

Shares47.0K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC

17.39%

Shares27.0K

Event2026-03-31

Filed2026-04-24

IQV

IQVIA

49.02%

Shares76.0K

Event2026-03-31

Filed2026-04-24

GPN

GLOBAL PAYMENTS

16.34%

Shares178.0K

Event2026-03-31

Filed2026-04-24

ANF

ABERCROMBIE & FITCH

1.67%

Shares122.0K

Event2026-03-31

Filed2026-04-24

AZO

AUTOZONE

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

ULTA

ULTA BEAUTY

-8.70%

Shares21.0K

Event2026-03-31

Filed2026-04-24

NVR

100.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE

20.59%

Shares41.0K

Event2026-03-31

Filed2026-04-24

JACOBS SOLUTIONS

-14.74%

Shares81.0K

Event2026-03-31

Filed2026-04-24

CROX

CROCS

19.42%

Shares123.0K

Event2026-03-31

Filed2026-04-24

URI

UNITED RENTALS

27.27%

Shares14.0K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE SYSTEMS

New

Shares38.0K

Event2026-03-31

Filed2026-04-24

INMD

INMODE

2.11%

Shares676.0K

Event2026-03-31

Filed2026-04-24

ALGN

ALIGN TECHNOLOGY

2.22%

Shares46.0K

Event2026-03-31

Filed2026-04-24

ELV

ELEVANCE HEALTH

18.18%

Shares26.0K

Event2026-03-31

Filed2026-04-24

ELECTRONIC ARTS INC

-52.05%

Shares35.0K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-24

NKE

NIKE CL B

15.52%

Shares134.0K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

-34.48%

Shares19.0K

Event2026-03-31

Filed2026-04-24

ODFL

OLD DOMINION FREIGHT LINE

9.68%

Shares34.0K

Event2026-03-31

Filed2026-04-24

BIIB

BIOGEN

2.94%

Shares35.0K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM

-21.05%

Shares45.0K

Event2026-03-31

Filed2026-04-24

ARHS

ARHAUS

15.38%

Shares810.0K

Event2026-03-31

Filed2026-04-24

FBIN

FORTUNE BRANDS

7.02%

Shares122.0K

Event2026-03-31

Filed2026-04-24

AMTM

AMENTUM HOLDINGS

75.51%

Shares172.0K

Event2026-03-31

Filed2026-04-24

MBC

MASTERBRAND

97.25%

Shares430.0K

Event2026-03-31

Filed2026-04-24

FSLR

FIRST SOLAR INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-24

ZYMEWORKS INC

2.22%

Shares46.0K

Event2026-03-31

Filed2026-04-24

LULU

LULULEMON ATHLETICA

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available