North Growth Management Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$653K
Q ending 2026-03-31
Prior quarter
$639K
Q ending 2025-12-31
Change
+2.2% QoQ · +37.9% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ciena | CIEN | Shares | $61K | 157K |
| Jabil | JBL | Shares | $47K | 177K |
| Applied Materials | AMAT | Shares | $38K | 111K |
| Lumentum | LITE | Shares | $38K | 53K |
| Coherent | COHR | Shares | $27K | 114K |
| Motorola Solutions | MSI | Shares | $23K | 52K |
| Brinker International | EAT | Shares | $20K | 142K |
| Johnson Controls | Shares | $20K | 151K | |
| Tapestry | TPR | Shares | $19K | 138K |
| Nvidia | NVDA | Shares | $16K | 93K |
| Hp | HPQ | Shares | $16K | 829K |
| West Pharmaceutical Services | WST | Shares | $16K | 62K |
| Booking Holdings | BKNG | Shares | $15K | 4K |
| Somnigroup International | SGI | Shares | $15K | 202K |
| Texas Instruments | TXN | Shares | $14K | 74K |
| Warner Bros Discovery Inc | WBD | Shares | $14K | 513K |
| Integer Holdings | ITGR | Shares | $14K | 159K |
| Watts Water | WTS | Shares | $14K | 47K |
| Thermo Fisher Scientific | TMO | Shares | $13K | 27K |
| Iqvia | IQV | Shares | $13K | 76K |
| Global Payments | GPN | Shares | $12K | 178K |
| Abercrombie & Fitch | ANF | Shares | $11K | 122K |
| Autozone | AZO | Shares | $11K | 3K |
| Ulta Beauty | ULTA | Shares | $11K | 21K |
| Nvr | NVR | Shares | $10K | 2K |
| Apple | AAPL | Shares | $10K | 41K |
| Jacobs Solutions | J | Shares | $10K | 81K |
| Crocs | CROX | Shares | $10K | 123K |
| United Rentals | URI | Shares | $10K | 14K |
| Adobe Systems | ADBE | Shares | $9K | 38K |
| Inmode | Shares | $9K | 676K | |
| Align Technology | ALGN | Shares | $8K | 46K |
| Elevance Health | ELV | Shares | $8K | 26K |
| Electronic Arts Inc | EA | Shares | $7K | 35K |
| Microsoft | MSFT | Shares | $7K | 19K |
| Nike Cl B | NKE | Shares | $7K | 134K |
| Fedex Corp | FDX | Shares | $7K | 19K |
| Old Dominion Freight Line | ODFL | Shares | $7K | 34K |
| Biogen | BIIB | Shares | $6K | 35K |
| Qualcomm | QCOM | Shares | $6K | 45K |
| Arhaus | ARHS | Shares | $5K | 810K |
| Fortune Brands | FBIN | Shares | $5K | 122K |
| Amentum Holdings | AMTM | Shares | $4K | 172K |
| Masterbrand | MBC | Shares | $4K | 430K |
| First Solar Inc | FSLR | Shares | $3K | 15K |
| Zymeworks Inc | ZYME | Shares | $1K | 46K |
| Lululemon Athletica | LULU | Shares | $204 | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.