North Growth Management Ltd. Top Holdings and 13F Report (2025) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $574.28 thousand in total holdings as of September 30, 2025.North Growth Management Ltd. owns shares of 47 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.75% of the portfolio was purchased this quarter.About 7.89% of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 47 new stocks and bought additional shares in 8 stocks.North Growth Management Ltd. sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings Ciena $47,349Jabil $43,830Applied Materials $29,564Lumentum $24,794Motorola Solutions $21,842 Largest Purchases this Quarter AutoZone 1,000 shares (about $4.95K)Thermo Fisher Scientific 6,000 shares (about $2.86K)IQVIA 11,000 shares (about $2.08K)United Rentals 2,000 shares (about $1.85K)Align Technology 12,000 shares (about $1.50K) Largest Sales this Quarter Ciena 82,000 shares (about $11.95K)Lumentum 64,000 shares (about $10.44K)Coherent 49,000 shares (about $5.27K)Tempur Sealy International 43,000 shares (about $3.63K)NVIDIA 17,000 shares (about $3.16K) 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 PortfolioSectorCIENCiena$47,349$11,947 ▼-20.1%325,0008.2%Computer and TechnologyJBLJabil$43,830$1,519 ▼-3.3%202,0007.6%Computer and TechnologyAMATApplied Materials$29,564$205 ▼-0.7%144,0005.1%Computer and TechnologyLITELumentum$24,794$10,440 ▼-29.6%152,0004.3%Computer and TechnologyMSIMotorola Solutions$21,8420.0%48,0003.8%Computer and TechnologyCOHRCoherent$21,516$5,271 ▼-19.7%200,0003.7%Business ServicesBKNGBooking$18,1850.0%3,0003.2%Retail/WholesaleTPXTempur Sealy International$17,748$3,634 ▼-17.0%210,0003.1%Retail/WholesaleJCIJohnson Controls International$16,675$658 ▼-3.8%152,0002.9%ConstructionTPRTapestry$16,393$113 ▼-0.7%145,0002.9%Retail/WholesaleEATBrinker International$16,103$127 ▼-0.8%127,0002.8%Retail/WholesaleNVDANVIDIA$15,261$3,164 ▼-17.2%82,0002.7%Computer and TechnologyEAElectronic Arts$14,4790.0%72,0002.5%Consumer DiscretionaryHPQHP$12,809$82 ▼-0.6%470,0002.2%Computer and TechnologyJJacobs Solutions$12,687$1,045 ▼-7.6%85,0002.2%Business ServicesULTAUlta Beauty$12,5140.0%23,0002.2%Retail/WholesaleQCOMQUALCOMM$11,906$2,150 ▼-15.3%72,0002.1%Computer and TechnologyNVRNVR$11,2570.0%1,0002.0%ConstructionWTSWatts Water Technologies$11,1310.0%40,0001.9%Computer and TechnologyGPNGlobal Payments$11,1000.0%134,0001.9%Business ServicesITGRInteger$10,593$514 ▲5.1%103,0001.8%MedicalTXNTexas Instruments$10,522$185 ▼-1.7%57,0001.8%Computer and TechnologyURIUnited Rentals$10,189$1,853 ▲22.2%11,0001.8%ConstructionANFAbercrombie & Fitch$10,1390.0%119,0001.8%Retail/WholesaleTMOThermo Fisher Scientific$9,995$2,856 ▲40.0%21,0001.7%MedicalAZOAutoZone$9,893$4,947 ▲100.0%2,0001.7%Retail/WholesaleINMDInMode$9,751$75 ▼-0.8%654,0001.7%MedicalWBDWarner Bros. Discovery$9,740$1,113 ▼-10.3%499,0001.7%Consumer DiscretionaryMSFTMicrosoft$9,697$1,021 ▼-9.5%19,0001.7%Computer and TechnologyWSTWest Pharmaceutical Services$8,930$1,313 ▲17.2%34,0001.6%MedicalAAPLApple$8,591$758 ▼-8.1%34,0001.5%Computer and TechnologyIQVIQVIA$8,319$2,080 ▲33.3%44,0001.4%MedicalARHSArhaus$7,378$53 ▼-0.7%694,0001.3%Retail/WholesaleELVElevance Health$7,1320.0%22,0001.2%MedicalCROXCrocs$7,0910.0%85,0001.2%Consumer DiscretionaryFDXFedEx$6,706$1,437 ▼-17.6%28,0001.2%TransportationFBINFortune Brands Innovations$6,0100.0%113,0001.0%Retail/WholesaleNKENIKE$5,923$70 ▼-1.2%85,0001.0%Consumer DiscretionaryATKRAtkore$5,824$751 ▲14.8%93,0001.0%IndustrialsALGNAlign Technology$5,621$1,499 ▲36.4%45,0001.0%MedicalBIIBBiogen$4,7310.0%34,0000.8%MedicalODFLOld Dominion Freight Line$4,3060.0%31,0000.7%TransportationFSLRFirst Solar$3,2710.0%15,0000.6%EnergyMBCMasterBrand$2,830$13 ▼-0.5%215,0000.5%Consumer DiscretionaryAMENTUM HOLDINGS$2,3140.0%97,0000.4%COMZYMEZymeworks$1,409$258 ▼-15.5%82,0000.2%MedicalLULUlululemon athletica$2320.0%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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