North Growth Management Ltd. Top Holdings and 13F Report (2024) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $537.06 thousand in total holdings as of September 30, 2024.North Growth Management Ltd. owns shares of 48 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 45 new stocks and bought additional shares in 17 stocks.North Growth Management Ltd. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Jabil $34,625Applied Materials $33,056Ciena $32,677Motorola Solutions $25,610Coherent $24,587 Largest New Holdings this Quarter AMENTUM HOLDINGS $2,997 HoldingNIKE $1,420 HoldingLululemon Athletica $195 Holding Largest Purchases this Quarter AMENTUM HOLDINGS 93,000 shares (about $3.00K)Atkore 25,000 shares (about $2.11K)NIKE 16,000 shares (about $1.42K)Watts Water Technologies 5,000 shares (about $1.03K)Integer 7,000 shares (about $909.08) Largest Sales this Quarter NVR 1,000 shares (about $14.03K)Coherent 52,000 shares (about $4.62K)Canadian Solar 24,000 shares (about $399.11) 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$34,625$120 ▲0.3%289,0006.4%Computer and TechnologyAMATApplied Materials$33,056$202 ▲0.6%164,0006.2%Computer and TechnologyCIENCiena$32,677$123 ▲0.4%531,0006.1%Computer and TechnologyMSIMotorola Solutions$25,6100.0%57,0004.8%Computer and TechnologyCOHRCoherent$24,587$4,616 ▼-15.8%277,0004.6%Business ServicesHPQHP$17,220$36 ▲0.2%480,0003.2%Computer and TechnologyEATBrinker International$16,263$76 ▲0.5%213,0003.0%Retail/WholesaleQCOMQUALCOMM$14,6910.0%86,0002.7%Computer and TechnologyELVElevance Health$14,6350.0%28,0002.7%MedicalBKNGBooking$14,4900.0%3,0002.7%Retail/WholesaleNVRNVR$14,031$14,031 ▼-50.0%1,0002.6%ConstructionTPXTempur Sealy International$13,980$55 ▲0.4%256,0002.6%Retail/WholesaleLITELumentum$13,9050.0%219,0002.6%Computer and TechnologyTPRTapestry$13,617$47 ▲0.3%290,0002.5%Retail/WholesaleITGRInteger$12,857$909 ▲7.6%99,0002.4%MedicalCROXCrocs$12,543$144 ▲1.2%87,0002.3%Consumer DiscretionaryJCIJohnson Controls International$12,4450.0%160,0002.3%ConstructionNVDANVIDIA$12,2480.0%101,0002.3%Computer and TechnologyJJacobs Solutions$12,1650.0%93,0002.3%Business ServicesTXNTexas Instruments$12,0730.0%58,0002.2%Computer and TechnologyANFAbercrombie & Fitch$11,402$139 ▲1.2%82,0002.1%Retail/WholesaleGPNGlobal Payments$10,8950.0%106,0002.0%Business ServicesMSFTMicrosoft$10,5280.0%24,0002.0%Computer and TechnologyFDXFedEx$10,3960.0%38,0001.9%TransportationFBINFortune Brands Innovations$10,2850.0%115,0001.9%Retail/WholesaleAAPLApple$10,2660.0%44,0001.9%Computer and TechnologyINMDInMode$10,083$34 ▲0.3%595,0001.9%MedicalEAElectronic Arts$9,0110.0%63,0001.7%Consumer DiscretionaryTMOThermo Fisher Scientific$8,8210.0%14,0001.6%MedicalWBDWarner Bros. Discovery$8,595$8 ▲0.1%1,042,0001.6%Consumer DiscretionaryWTSWatts Water Technologies$8,431$1,028 ▲13.9%41,0001.6%Computer and TechnologyALGNAlign Technology$8,4000.0%33,0001.6%MedicalULTAUlta Beauty$7,9300.0%20,0001.5%Retail/WholesaleURIUnited Rentals$7,0410.0%9,0001.3%ConstructionODFLOld Dominion Freight Line$6,8390.0%34,0001.3%TransportationARHSArhaus$6,813$887 ▲15.0%553,0001.3%Retail/WholesaleCRLCharles River Laboratories International$6,4510.0%33,0001.2%MedicalWSTWest Pharmaceutical Services$5,559$878 ▲18.8%19,0001.0%MedicalATKRAtkore$5,414$2,115 ▲64.1%64,0001.0%Industrial ProductsMBCMasterBrand$3,336$19 ▲0.6%180,0000.6%Consumer DiscretionaryAMENTUM HOLDINGS$2,997$2,997 ▲New Holding93,0000.6%COMFSLRFirst Solar$2,5880.0%10,0000.5%Oils/EnergyBIIBBiogen$2,2050.0%11,0000.4%MedicalAXNXAxonics$1,7710.0%25,0000.3%MedicalNKENIKE$1,420$1,420 ▲New Holding16,0000.3%Consumer DiscretionaryZYMEZymeworks$1,2160.0%97,0000.2%MedicalCSIQCanadian Solar$449$399 ▼-47.1%27,0000.1%Oils/EnergyLULULululemon Athletica$195$195 ▲New Holding1,0000.0%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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