North Growth Management Ltd. Top Holdings and 13F Report (2025) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $473.69 thousand in total holdings as of March 31, 2025.North Growth Management Ltd. owns shares of 47 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.45% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 46 new stocks and bought additional shares in 20 stocks.North Growth Management Ltd. sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Jabil $33,457Ciena $25,951Motorola Solutions $22,049Brinker International $21,418Applied Materials $21,091 Largest New Holdings this Quarter 053332102 - AutoZone $3,660 Holding Largest Purchases this Quarter AutoZone 1,000 shares (about $3.66K)Biogen 16,000 shares (about $2.19K)Atkore 35,000 shares (about $2.10K)NIKE 33,000 shares (about $2.08K)Abercrombie & Fitch 26,000 shares (about $1.98K) Largest Sales this Quarter Tapestry 84,000 shares (about $5.91K)Jabil 38,000 shares (about $5.17K)Brinker International 30,000 shares (about $4.46K)Ciena 29,000 shares (about $1.75K)Coherent 23,000 shares (about $1.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Growth Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJBLJabil$33,457$5,168 ▼-13.4%246,0007.1%Computer and TechnologyCIENCiena$25,951$1,754 ▼-6.3%429,0005.5%Computer and TechnologyMSIMotorola Solutions$22,0490.0%50,0004.7%Computer and TechnologyEATBrinker International$21,418$4,462 ▼-17.2%144,0004.5%Retail/WholesaleAMATApplied Materials$21,0910.0%145,0004.5%Computer and TechnologyCOHRCoherent$16,166$1,493 ▼-8.5%249,0003.4%Business ServicesBKNGBooking$15,6170.0%3,0003.3%Retail/WholesaleTPXTempur Sealy International$15,126$60 ▲0.4%253,0003.2%Retail/WholesaleLITELumentum$13,4890.0%216,0002.8%Computer and TechnologyHPQHP$13,110$28 ▲0.2%473,0002.8%Computer and TechnologyQCOMQUALCOMM$13,0860.0%85,0002.8%Computer and TechnologyJCIJohnson Controls International$12,6710.0%158,0002.7%ConstructionELVElevance Health$12,0760.0%28,0002.5%MedicalINMDInMode$11,683$1,330 ▲12.8%659,0002.5%MedicalITGRInteger$11,510$117 ▲1.0%98,0002.4%MedicalGPNGlobal Payments$11,367$1,078 ▲10.5%116,0002.4%Business ServicesJJacobs Solutions$11,083$120 ▲1.1%92,0002.3%Business ServicesWBDWarner Bros. Discovery$11,024$32 ▲0.3%1,027,0002.3%Consumer DiscretionaryNVDANVIDIA$10,7740.0%99,0002.3%Computer and TechnologyEAElectronic Arts$10,442$1,450 ▲16.1%72,0002.2%Consumer DiscretionaryTXNTexas Instruments$10,358$179 ▲1.8%58,0002.2%Computer and TechnologyTPRTapestry$10,266$5,906 ▼-36.5%146,0002.2%Retail/WholesaleNVRNVR$10,2290.0%1,0002.2%ConstructionCROXCrocs$9,0730.0%85,0001.9%Consumer DiscretionaryULTAUlta Beauty$8,444$1,101 ▲15.0%23,0001.8%Retail/WholesaleAAPLApple$8,2420.0%37,0001.7%Computer and TechnologyFDXFedEx$8,196$241 ▲3.0%34,0001.7%TransportationWTSWatts Water Technologies$8,1810.0%40,0001.7%Computer and TechnologyANFAbercrombie & Fitch$8,075$1,981 ▲32.5%106,0001.7%Retail/WholesaleMSFTMicrosoft$7,7260.0%21,0001.6%Computer and TechnologyTMOThermo Fisher Scientific$6,9980.0%14,0001.5%MedicalFBINFortune Brands Innovations$6,8980.0%113,0001.5%Retail/WholesaleCRLCharles River Laboratories International$5,8660.0%39,0001.2%MedicalARHSArhaus$5,513$783 ▲16.5%634,0001.2%Retail/WholesaleWSTWest Pharmaceutical Services$5,489$1,537 ▲38.9%25,0001.2%MedicalNKENIKE$5,431$2,084 ▲62.3%86,0001.1%Consumer DiscretionaryURIUnited Rentals$5,3750.0%9,0001.1%ConstructionALGNAlign Technology$5,175$157 ▲3.1%33,0001.1%MedicalODFLOld Dominion Freight Line$5,095$822 ▲19.2%31,0001.1%TransportationBIIBBiogen$4,653$2,190 ▲88.9%34,0001.0%MedicalATKRAtkore$4,320$2,100 ▲94.6%72,0000.9%IndustrialsAZOAutoZone$3,660$3,660 ▲New Holding1,0000.8%Retail/WholesaleMBCMasterBrand$2,3170.0%177,0000.5%Consumer DiscretionaryFSLRFirst Solar$1,8880.0%15,0000.4%EnergyAMENTUM HOLDINGS$1,669$18 ▲1.1%92,0000.4%COMZYMEZymeworks$1,1540.0%97,0000.2%MedicalLULULululemon Athletica$2040.0%1,0000.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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