North Growth Management Ltd. Top Holdings and 13F Report (2024) → How Biden has already won 2024 (From Porter & Company) (Ad) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $523.84 thousand in total holdings as of March 31, 2024.North Growth Management Ltd. owns shares of 47 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.17% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 46 new stocks and bought additional shares in 7 stocks.North Growth Management Ltd. sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Jabil $38,561Applied Materials $33,576Ciena $26,109Coherent $21,074Motorola Solutions $20,121 Largest New Holdings this Quarter Lululemon Athletica $131 Holding Largest Purchases this Quarter Old Dominion Freight Line 15,000 shares (about $3.29K)Crocs 17,000 shares (about $2.45K)Jabil 15,000 shares (about $2.01K)West Pharmaceutical Services 4,000 shares (about $1.55K)Lumentum 20,000 shares (about $948.44) Largest Sales this Quarter Abercrombie & Fitch 33,000 shares (about $4.12K)NVIDIA 4,000 shares (about $3.58K)Coherent 45,000 shares (about $2.73K)United Rentals 2,000 shares (about $1.39K)Thermo Fisher Scientific 2,000 shares (about $1.18K) 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$38,561$2,008 ▲5.5%288,0007.4%Computer and TechnologyAMATApplied Materials$33,576$206 ▼-0.6%163,0006.4%Computer and TechnologyCIENCiena$26,109$198 ▼-0.8%528,0005.0%Computer and TechnologyCOHRCoherent$21,074$2,725 ▼-11.5%348,0004.0%Business ServicesMSIMotorola Solutions$20,1210.0%57,0003.8%Computer and TechnologyQCOMQUALCOMM$19,992$169 ▼-0.8%118,0003.8%Computer and TechnologyNVDANVIDIA$17,023$3,584 ▼-17.4%19,0003.2%Computer and TechnologyELVElevance Health$14,5240.0%28,0002.8%MedicalTPXTempur Sealy International$14,478$114 ▼-0.8%255,0002.8%Retail/WholesaleHPQHP$14,437$121 ▼-0.8%478,0002.8%Computer and TechnologyJJacobs Solutions$14,217$155 ▼-1.1%92,0002.7%Business ServicesGPNGlobal Payments$14,149$133 ▼-0.9%106,0002.7%Business ServicesTPRTapestry$13,695$143 ▼-1.0%288,0002.6%Retail/WholesaleNVRNVR$12,5140.0%2,0002.4%ConstructionBKNGBooking$12,4070.0%3,0002.4%Retail/WholesaleCROXCrocs$12,403$2,452 ▲24.6%86,0002.4%Consumer DiscretionaryANFAbercrombie & Fitch$11,980$4,118 ▼-25.6%96,0002.3%Retail/WholesaleINMDInMode$11,454$86 ▼-0.7%530,0002.2%MedicalFDXFedEx$10,9520.0%38,0002.1%TransportationALGNAlign Technology$10,7790.0%33,0002.1%MedicalITGRInteger$10,6780.0%92,0002.0%MedicalEATBrinker International$10,506$100 ▼-0.9%211,0002.0%Retail/WholesaleJCIJohnson Controls International$10,424$65 ▼-0.6%160,0002.0%Industrial ProductsLITELumentum$10,338$948 ▲10.1%218,0002.0%Computer and TechnologyMSFTMicrosoft$10,245$427 ▼-4.0%24,0002.0%Computer and TechnologyFBINFortune Brands Innovations$9,680$85 ▼-0.9%114,0001.8%Retail/WholesaleCRLCharles River Laboratories International$8,839$1,071 ▼-10.8%33,0001.7%MedicalTXNTexas Instruments$8,5240.0%49,0001.6%Computer and TechnologyEAElectronic Arts$8,2940.0%63,0001.6%Consumer DiscretionaryTMOThermo Fisher Scientific$8,256$1,179 ▼-12.5%14,0001.6%MedicalWTSWatts Water Technologies$7,535$215 ▼-2.8%35,0001.4%Computer and TechnologyAAPLApple$7,5190.0%44,0001.4%Computer and TechnologyARHSArhaus$7,389$62 ▼-0.8%480,0001.4%Retail/WholesaleATKRAtkore$7,321$385 ▲5.6%38,0001.4%Industrial ProductsRHRH$6,742$355 ▼-5.0%19,0001.3%Consumer StaplesODFLOld Dominion Freight Line$6,581$3,291 ▲100.0%30,0001.3%TransportationWBDWarner Bros. Discovery$6,460$742 ▲13.0%740,0001.2%Consumer DiscretionaryURIUnited Rentals$6,245$1,388 ▼-18.2%9,0001.2%ConstructionULTAUlta Beauty$6,2090.0%12,0001.2%Retail/WholesaleWSTWest Pharmaceutical Services$6,191$1,548 ▲33.3%16,0001.2%MedicalSEDGSolarEdge Technologies$5,708$71 ▼-1.2%80,0001.1%Oils/EnergyMBCMasterBrand$3,356$37 ▼-1.1%179,0000.6%Consumer DiscretionaryBIIBBiogen$2,4410.0%11,0000.5%MedicalAXNXAxonics$1,752$70 ▼-3.8%25,0000.3%MedicalZYMEZymeworks$1,0200.0%97,0000.2%MedicalCSIQCanadian Solar$1,0070.0%51,0000.2%Oils/EnergyLULULululemon Athletica$131New Holding00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. 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