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 $639.3K. In the most recent quarter, they have increased their positions in AZO (+1.0K shares, valued at $3.4K), TXN (+16.0K shares, valued at $2.8K), ITGR (+26.0K shares, valued at $2.0K); decreased their positions in LITE (-57.0K shares, valued at $20.9K), CIEN (-78.0K shares, valued at $18.2K), N/A (-55.0K shares, valued at $10.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CIEN CIENA247.0K shares-24.00%2025-12-312026-02-13history
JBL JABIL204.0K shares0.99%2025-12-312026-02-13history
LITE LUMENTUM95.0K shares-37.50%2025-12-312026-02-13history
AMAT APPLIED MATERIALS133.0K shares-7.64%2025-12-312026-02-13history
COHERENT COHERENT145.0K shares-27.50%2025-12-312026-02-13history
EAT BRINKER INTERNATIONAL140.0K shares10.24%2025-12-312026-02-13history
SGI SOMNIGROUP INTERNATIONAL213.0K shares1.43%2025-12-312026-02-13history
TPR TAPESTRY147.0K shares1.38%2025-12-312026-02-13history
Sponsored
MSI MOTOROLA SOLUTIONS48.0K shares0.00%2025-12-312026-02-13history
JCI JOHNSON CONTROLS153.0K shares0.66%2025-12-312026-02-13history
BKNG BOOKING HOLDINGS3.0K shares0.00%2025-12-312026-02-13history
NVDA NVIDIA83.0K shares1.22%2025-12-312026-02-13history
ANF ABERCROMBIE & FITCH120.0K shares0.84%2025-12-312026-02-13history
EA ELECTRONIC ARTS INC73.0K shares1.39%2025-12-312026-02-13history
WBD WARNER BROS DISCOVERY INC503.0K shares0.80%2025-12-312026-02-13history
ULTA ULTA BEAUTY23.0K shares0.00%2025-12-312026-02-13history
Sponsored
TMO THERMO FISHER SCIENTIFIC23.0K shares9.52%2025-12-312026-02-13history
TXN TEXAS INSTRUMENTS73.0K shares28.07%2025-12-312026-02-13history
J JACOBS SOLUTIONS95.0K shares11.76%2025-12-312026-02-13history
GPN GLOBAL PAYMENTS153.0K shares14.18%2025-12-312026-02-13history
IQV IQVIA51.0K shares15.91%2025-12-312026-02-13history
WTS WATTS WATER40.0K shares0.00%2025-12-312026-02-13history
WST WEST PHARMACEUTICAL SERVICES39.0K shares14.71%2025-12-312026-02-13history
HP HP476.0K shares1.28%2025-12-312026-02-13history
Sponsored
NVR NVR1.0K shares0.00%2025-12-312026-02-13history
ITGR INTEGER HOLDINGS129.0K shares25.24%2025-12-312026-02-13history
AZO AUTOZONE3.0K shares50.00%2025-12-312026-02-13history
QCOM QUALCOMM57.0K shares-20.83%2025-12-312026-02-13history
INMD INMODE662.0K shares1.22%2025-12-312026-02-13history
AAPL APPLE34.0K shares0.00%2025-12-312026-02-13history
MSFT MICROSOFT19.0K shares0.00%2025-12-312026-02-13history
CROX CROCS103.0K shares21.18%2025-12-312026-02-13history
Sponsored
URI UNITED RENTALS11.0K shares0.00%2025-12-312026-02-13history
FDX FEDEX CORP29.0K shares3.57%2025-12-312026-02-13history
ARHS ARHAUS702.0K shares1.15%2025-12-312026-02-13history
ELV ELEVANCE HEALTH22.0K shares0.00%2025-12-312026-02-13history
NKE NIKE CL B116.0K shares36.47%2025-12-312026-02-13history
ALGN ALIGN TECHNOLOGY45.0K shares0.00%2025-12-312026-02-13history
BIIB BIOGEN34.0K shares0.00%2025-12-312026-02-13history
ATKR ATKORE94.0K shares1.08%2025-12-312026-02-13history
Sponsored
FBIN FORTUNE BRANDS114.0K shares0.88%2025-12-312026-02-13history
ODFL OLD DOMINION FREIGHT LINE31.0K shares0.00%2025-12-312026-02-13history
FSLR FIRST SOLAR INC15.0K shares0.00%2025-12-312026-02-13history
AMTM AMENTUM HOLDINGS98.0K shares1.03%2025-12-312026-02-13history
MBC MASTERBRAND218.0K shares1.40%2025-12-312026-02-13history
ZYMEWORKS INC ZYMEWORKS INC45.0K shares-45.12%2025-12-312026-02-13history
LULU LULULEMON ATHLETICA1.0K shares0.00%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available