North Growth Management Ltd. Top Holdings and 13F Report (2025) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $527.10 thousand in total holdings as of December 31, 2024.North Growth Management Ltd. owns shares of 46 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 1.11% of the portfolio was purchased this quarter.About 7.09% of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 48 new stocks and bought additional shares in 4 stocks.North Growth Management Ltd. sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Jabil $40,851Ciena $38,874Coherent $25,722Applied Materials $23,546Motorola Solutions $23,189 Largest Purchases this Quarter NIKE 37,000 shares (about $2.82K)Charles River Laboratories International 6,000 shares (about $1.10K)Biogen 7,000 shares (about $1.06K)First Solar 5,000 shares (about $874.00) Largest Sales this Quarter Ciena 73,000 shares (about $6.20K)Brinker International 39,000 shares (about $5.16K)Tapestry 60,000 shares (about $3.93K)Motorola Solutions 7,000 shares (about $3.25K)Applied Materials 19,000 shares (about $3.09K) 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$40,851$719 ▼-1.7%284,0007.8%Computer and TechnologyCIENCiena$38,874$6,196 ▼-13.7%458,0007.4%Computer and TechnologyCOHRCoherent$25,722$473 ▼-1.8%272,0004.9%Business ServicesAMATApplied Materials$23,546$3,085 ▼-11.6%145,0004.5%Computer and TechnologyMSIMotorola Solutions$23,189$3,246 ▼-12.3%50,0004.4%Computer and TechnologyEATBrinker International$23,010$5,157 ▼-18.3%174,0004.4%Retail/WholesaleLITELumentum$18,095$251 ▼-1.4%216,0003.4%Computer and TechnologyBKNGBooking$16,7680.0%3,0003.2%Retail/WholesaleHPQHP$15,390$261 ▼-1.7%472,0002.9%Computer and TechnologyTPRTapestry$15,049$3,926 ▼-20.7%230,0002.9%Retail/WholesaleTPXTempur Sealy International$14,261$226 ▼-1.6%252,0002.7%Retail/WholesaleNVDANVIDIA$13,307$269 ▼-2.0%99,0002.5%Computer and TechnologyQCOMQUALCOMM$13,040$153 ▼-1.2%85,0002.5%Computer and TechnologyITGRInteger$12,876$265 ▼-2.0%97,0002.4%MedicalJCIJohnson Controls International$12,435$157 ▼-1.3%158,0002.4%ConstructionJJacobs Solutions$12,200$268 ▼-2.2%91,0002.3%Business ServicesANFAbercrombie & Fitch$11,969$299 ▼-2.4%80,0002.3%Retail/WholesaleGPNGlobal Payments$11,711$112 ▼-0.9%105,0002.2%Business ServicesNVRNVR$11,4670.0%1,0002.2%ConstructionWBDWarner Bros. Discovery$10,820$190 ▼-1.7%1,024,0002.1%Consumer DiscretionaryTXNTexas Instruments$10,768$189 ▼-1.7%57,0002.0%Computer and TechnologyELVElevance Health$10,2010.0%28,0001.9%MedicalINMDInMode$9,760$184 ▼-1.8%584,0001.9%MedicalFDXFedEx$9,422$1,428 ▼-13.2%33,0001.8%TransportationCROXCrocs$9,320$219 ▼-2.3%85,0001.8%Consumer DiscretionaryAAPLApple$9,253$1,751 ▼-15.9%37,0001.8%Computer and TechnologyEAElectronic Arts$9,029$146 ▼-1.6%62,0001.7%Consumer DiscretionaryULTAUlta Beauty$8,7100.0%20,0001.7%Retail/WholesaleMSFTMicrosoft$8,643$1,235 ▼-12.5%21,0001.6%Computer and TechnologyWTSWatts Water Technologies$8,125$203 ▼-2.4%40,0001.5%Computer and TechnologyFBINFortune Brands Innovations$7,712$136 ▼-1.7%113,0001.5%Retail/WholesaleTMOThermo Fisher Scientific$7,2870.0%14,0001.4%MedicalCRLCharles River Laboratories International$7,168$1,103 ▲18.2%39,0001.4%MedicalALGNAlign Technology$6,766$211 ▼-3.0%32,0001.3%MedicalURIUnited Rentals$6,0170.0%9,0001.1%ConstructionWSTWest Pharmaceutical Services$5,960$331 ▼-5.3%18,0001.1%MedicalARHSArhaus$5,110$85 ▼-1.6%544,0001.0%Retail/WholesaleODFLOld Dominion Freight Line$4,560$1,403 ▼-23.5%26,0000.9%TransportationNKENIKE$4,036$2,818 ▲231.3%53,0000.8%Consumer DiscretionaryATKRAtkore$3,118$2,275 ▼-42.2%37,0000.6%Industrial ProductsBIIBBiogen$2,734$1,063 ▲63.6%18,0000.5%MedicalFSLRFirst Solar$2,622$874 ▲50.0%15,0000.5%Oils/EnergyMBCMasterBrand$2,583$44 ▼-1.7%177,0000.5%Consumer DiscretionaryAMENTUM HOLDINGS$1,920$42 ▼-2.2%91,0000.4%COMZYMEZymeworks$1,4190.0%97,0000.3%MedicalLULULululemon Athletica$2750.0%1,0000.1%Consumer DiscretionaryAXNXAxonics$0$1,771 ▼-100.0%00.0%MedicalCSIQCanadian Solar$0$449 ▼-100.0%00.0%Oils/EnergyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
