North Growth Management Ltd. 13F Holdings

CIK 0001745796 · VANCOUVER, A1

As of Sep 30, 2025, North Growth Management Ltd. reported 47 positions worth $574.3K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CIENA CORPCIENTechnology325,000$47.3K8.24%
JABIL INCJBLTechnology202,000$43.8K7.63%
APPLIED MATERIALS INCAMATTechnology144,000$29.6K5.15%
LUMENTUM HOLDINGS INCLITETechnology152,000$24.8K4.32%
MOTOROLA SOLUTIONS INCMSITechnology48,000$21.8K3.80%
COHERENT CORPCOHRTechnology200,000$21.5K3.75%
BOOKING HOLDINGS INCBKNGIndustrials3,000 8.2K3.17%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical210,000 7.7K3.09%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials152,000 6.7K2.90%
TAPESTRY INCTPRConsumer Cyclical145,000 6.4K2.85%
BRINKER INTERNATIONAL INCEATConsumer Cyclical127,000 6.1K2.80%
NVIDIA CORPNVDATechnology82,000 5.3K2.66%
ELECTRONIC ARTS INCEACommunication Services72,000 4.5K2.52%
HP INCHPQTechnology470,000 2.8K2.23%
JACOBS SOLUTIONS INCJIndustrials85,000 2.7K2.21%
ULTA BEAUTY INCULTAConsumer Cyclical23,000 2.5K2.18%
QUALCOMM INCQCOMTechnology72,000 1.9K2.07%
NVR INCNVRConsumer Cyclical1,000 1.3K1.96%
WATTS WATER TECHNOLOGIES INCWTSIndustrials40,000 1.1K1.94%
GLOBAL PAYMENTS INCGPNIndustrials134,000 1.1K1.93%
INTEGER HOLDINGS CORPITGRHealthcare103,000 0.6K1.84%
TEXAS INSTRUMENTS INCTXNTechnology57,000 0.5K1.83%
UNITED RENTALS INCURIIndustrials11,000 0.2K1.77%
ABERCROMBIE & FITCH COANFConsumer Cyclical119,000 0.1K1.77%
THERMO FISHER SCIENTIFIC INCTMOHealthcare21,000 0.0K1.74%