North Growth Management Ltd. Top Holdings and 13F Report (2025) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $532.85 thousand in total holdings as of June 30, 2025.North Growth Management Ltd. owns shares of 47 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.02% of the portfolio was purchased this quarter.About 5.10% 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 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Jabil $45,517Ciena $33,069Applied Materials $26,606Brinker International $23,074Coherent $22,208 Largest New Holdings this Quarter 46266C105 - IQVIA $5,224 Holding Largest Purchases this Quarter IQVIA 33,000 shares (about $5.22K)Global Payments 18,000 shares (about $1.45K)Abercrombie & Fitch 13,000 shares (about $1.08K)West Pharmaceutical Services 4,000 shares (about $877.10)Atkore 9,000 shares (about $632.56) Largest Sales this Quarter Jabil 37,000 shares (about $8.06K)Warner Bros. Discovery 471,000 shares (about $5.39K)Brinker International 16,000 shares (about $2.88K)Elevance Health 6,000 shares (about $2.36K)Ciena 22,000 shares (about $1.79K) 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$45,517$8,058 ▼-15.0%209,0008.5%Computer and TechnologyCIENCiena$33,069$1,788 ▼-5.1%407,0006.2%Computer and TechnologyAMATApplied Materials$26,6060.0%145,0005.0%Computer and TechnologyEATBrinker International$23,074$2,884 ▼-11.1%128,0004.3%Retail/WholesaleCOHRCoherent$22,2080.0%249,0004.2%Business ServicesLITELumentum$20,5690.0%216,0003.9%Computer and TechnologyMSIMotorola Solutions$20,212$842 ▼-4.0%48,0003.8%Computer and TechnologyBKNGBooking$19,6260.0%3,0003.7%Retail/WholesaleTPXTempur Sealy International$17,1900.0%253,0003.2%Retail/WholesaleJCIJohnson Controls International$16,7060.0%158,0003.1%ConstructionNVDANVIDIA$15,7060.0%99,0002.9%Computer and TechnologyQCOMQUALCOMM$13,5670.0%85,0002.5%Computer and TechnologyTPRTapestry$12,8030.0%146,0002.4%Retail/WholesaleJJacobs Solutions$12,0510.0%92,0002.3%Business ServicesITGRInteger$11,9940.0%98,0002.3%MedicalTXNTexas Instruments$11,9670.0%58,0002.2%Computer and TechnologyHPQHP$11,5810.0%473,0002.2%Computer and TechnologyEAElectronic Arts$11,5390.0%72,0002.2%Consumer DiscretionaryULTAUlta Beauty$10,7770.0%23,0002.0%Retail/WholesaleGPNGlobal Payments$10,764$1,446 ▲15.5%134,0002.0%Business ServicesNVRNVR$10,4290.0%1,0002.0%ConstructionMSFTMicrosoft$10,2370.0%21,0001.9%Computer and TechnologyANFAbercrombie & Fitch$9,886$1,080 ▲12.3%119,0001.9%Retail/WholesaleWTSWatts Water Technologies$9,8650.0%40,0001.9%Computer and TechnologyINMDInMode$9,5100.0%659,0001.8%MedicalCROXCrocs$8,6520.0%85,0001.6%Consumer DiscretionaryELVElevance Health$8,642$2,357 ▼-21.4%22,0001.6%MedicalFDXFedEx$7,6420.0%34,0001.4%TransportationAAPLApple$7,6120.0%37,0001.4%Computer and TechnologyURIUnited Rentals$6,4620.0%9,0001.2%ConstructionWBDWarner Bros. Discovery$6,367$5,394 ▼-45.9%556,0001.2%Consumer DiscretionaryWSTWest Pharmaceutical Services$6,359$877 ▲16.0%29,0001.2%MedicalTMOThermo Fisher Scientific$6,184$412 ▲7.1%15,0001.2%MedicalALGNAlign Technology$6,1680.0%33,0001.2%MedicalNKENIKE$6,0780.0%86,0001.1%Consumer DiscretionaryARHSArhaus$6,058$563 ▲10.3%699,0001.1%Retail/WholesaleFBINFortune Brands Innovations$5,8330.0%113,0001.1%Retail/WholesaleATKRAtkore$5,693$633 ▲12.5%81,0001.1%IndustrialsIQVIQVIA$5,224$5,224 ▲New Holding33,0001.0%MedicalODFLOld Dominion Freight Line$4,9980.0%31,0000.9%TransportationAZOAutoZone$4,5920.0%1,0000.9%Retail/WholesaleBIIBBiogen$4,2710.0%34,0000.8%MedicalFSLRFirst Solar$2,4720.0%15,0000.5%EnergyMBCMasterBrand$2,365$427 ▲22.0%216,0000.4%Consumer DiscretionaryAMENTUM HOLDINGS$2,296$118 ▲5.4%97,0000.4%COMZYMEZymeworks$1,2160.0%97,0000.2%MedicalLULUlululemon athletica$2140.0%1,0000.0%Consumer DiscretionaryCRLCharles River Laboratories International$0$5,866 ▼-100.0%00.0%MedicalShowing 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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