Universe · entity
North Growth Management Ltd.
Institutional manager (13F) · CIK 1745796
13F holdings · as of 2026-03-31 · top 47 · reported portfolio $653k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CIENA | $61k | 157,000 |
| 2 | JABIL | $47k | 177,000 |
| 3 | APPLIED MATERIALS | $38k | 111,000 |
| 4 | LUMENTUM | $38k | 53,000 |
| 5 | COHERENT | $27k | 114,000 |
| 6 | MOTOROLA SOLUTIONS | $23k | 52,000 |
| 7 | BRINKER INTERNATIONAL | $20k | 142,000 |
| 8 | JOHNSON CONTROLS | $20k | 151,000 |
| 9 | TAPESTRY | $19k | 138,000 |
| 10 | NVIDIA | $16k | 93,000 |
| 11 | HP | $16k | 829,000 |
| 12 | WEST PHARMACEUTICAL SERVICES | $16k | 62,000 |
| 13 | BOOKING HOLDINGS | $15k | 4,000 |
| 14 | SOMNIGROUP INTERNATIONAL | $15k | 202,000 |
| 15 | TEXAS INSTRUMENTS | $14k | 74,000 |
| 16 | WARNER BROS DISCOVERY INC | $14k | 513,000 |
| 17 | INTEGER HOLDINGS | $14k | 159,000 |
| 18 | WATTS WATER | $14k | 47,000 |
| 19 | THERMO FISHER SCIENTIFIC | $13k | 27,000 |
| 20 | IQVIA | $13k | 76,000 |
| 21 | GLOBAL PAYMENTS | $12k | 178,000 |
| 22 | ABERCROMBIE & FITCH | $11k | 122,000 |
| 23 | AUTOZONE | $11k | 3,000 |
| 24 | ULTA BEAUTY | $11k | 21,000 |
| 25 | NVR | $10k | 2,000 |
| 26 | APPLE | $10k | 41,000 |
| 27 | JACOBS SOLUTIONS | $10k | 81,000 |
| 28 | CROCS | $10k | 123,000 |
| 29 | UNITED RENTALS | $10k | 14,000 |
| 30 | ADOBE SYSTEMS | $9k | 38,000 |
| 31 | INMODE | $9k | 676,000 |
| 32 | ALIGN TECHNOLOGY | $8k | 46,000 |
| 33 | ELEVANCE HEALTH | $8k | 26,000 |
| 34 | ELECTRONIC ARTS INC | $7k | 35,000 |
| 35 | MICROSOFT | $7k | 19,000 |
| 36 | NIKE CL B | $7k | 134,000 |
| 37 | FEDEX CORP | $7k | 19,000 |
| 38 | OLD DOMINION FREIGHT LINE | $7k | 34,000 |
| 39 | BIOGEN | $6k | 35,000 |
| 40 | QUALCOMM | $6k | 45,000 |
| 41 | ARHAUS | $5k | 810,000 |
| 42 | FORTUNE BRANDS | $5k | 122,000 |
| 43 | AMENTUM HOLDINGS | $4k | 172,000 |
| 44 | MASTERBRAND | $4k | 430,000 |
| 45 | FIRST SOLAR INC | $3k | 15,000 |
| 46 | ZYMEWORKS INC | $1k | 46,000 |
| 47 | LULULEMON ATHLETICA | $204 | 1,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.