North Growth Management Ltd. Top Holdings and 13F Report (2026) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $780.24 thousand in total holdings as of June 30, 2026.North Growth Management Ltd. owns shares of 48 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.99% of the portfolio was purchased this quarter.About 8.78% of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 47 new stocks and bought additional shares in 28 stocks.North Growth Management Ltd. sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Applied Materials $65,750Jabil $57,884Ciena $55,474Lumentum $45,306Coherent $37,929 Largest New Holdings this Quarter 615369105 - Moody's $8,116 Holding314352105 - FEDEX FREIGHT $1,126 Holding Largest Purchases this Quarter Booking 88,000 shares (about $15.76K)Moody's 18,000 shares (about $8.12K)Adobe 23,000 shares (about $4.75K)Biogen 15,000 shares (about $3.25K)Thermo Fisher Scientific 5,000 shares (about $2.51K) Largest Sales this Quarter Ciena 44,000 shares (about $21.60K)Applied Materials 20,000 shares (about $14.45K)Jabil 27,000 shares (about $10.42K)Coherent 18,000 shares (about $7.11K)Qualcomm 13,000 shares (about $2.43K) 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 PortfolioSectorAMATApplied Materials$65,750$14,451 â–¼-18.0%91,0008.4%Computer and TechnologyJBLJabil$57,884$10,419 â–¼-15.3%150,0007.4%Computer and TechnologyCIENCiena$55,474$21,600 â–¼-28.0%113,0007.1%Computer and TechnologyLITELumentum$45,3060.0%53,0005.8%Computer and TechnologyCOHRCoherent$37,929$7,112 â–¼-15.8%96,0004.9%Business ServicesEATBrinker International$24,123$335 â–²1.4%144,0003.1%Retail/WholesaleMSIMotorola Solutions$23,892$2,472 â–²11.5%58,0003.1%Computer and TechnologyWSTWest Pharmaceutical Services$22,4320.0%62,0002.9%MedicalJCIJohnson Controls International$22,228$146 â–²0.7%152,0002.8%ConstructionTPRTapestry$22,158$1,908 â–²9.4%151,0002.8%Retail/WholesaleTXNTexas Instruments$21,274$899 â–¼-4.1%71,0002.7%Computer and TechnologyNVDANVIDIA$18,784$200 â–²1.1%94,0002.4%Computer and TechnologyWTSWatts Water Technologies$18,3720.0%47,0002.4%Computer and TechnologyHPQHP$18,325$132 â–²0.7%835,0002.3%Computer and TechnologyIQVIQVIA$17,108$2,499 â–²17.1%89,0002.2%MedicalBKNGBooking$16,476$15,760 â–²2,200.0%92,0002.1%Retail/WholesaleTMOThermo Fisher Scientific$16,034$2,505 â–²18.5%32,0002.1%MedicalSOMNIGROUP INTERNATIONAL$15,988$157 â–²1.0%204,0002.0%COMITGRInteger$15,019$187 â–²1.3%161,0001.9%MedicalCROXCrocs$14,919$120 â–²0.8%124,0001.9%Consumer DiscretionaryGPNGlobal Payments$14,890$1,961 â–²15.2%205,0001.9%Business ServicesURIUnited Rentals$14,257$1,097 â–¼-7.1%13,0001.8%ConstructionWBDWarner Bros. Discovery$13,792$107 â–²0.8%517,0001.8%Consumer DiscretionaryAAPLApple$13,363$1,453 â–²12.2%46,0001.7%Computer and TechnologyADBEAdobe$12,593$4,748 â–²60.5%61,0001.6%Computer and TechnologyELVElevance Health$11,518$1,536 â–²15.4%30,0001.5%MedicalANFAbercrombie & Fitch$11,103$90 â–²0.8%123,0001.4%Retail/WholesaleNVRNVR$10,8950.0%2,0001.4%ConstructionBIIBBiogen$10,837$3,251 â–²42.9%50,0001.4%MedicalAZOAutoZone$10,6390.0%3,0001.4%Retail/WholesaleJJacobs Solutions$10,306$126 â–²1.2%82,0001.3%Business ServicesULTAUlta Beauty$9,5500.0%21,0001.2%Retail/WholesaleALGNAlign Technology$9,449$1,687 â–²21.7%56,0001.2%MedicalODFLOld Dominion Freight Line$9,133$1,740 â–²23.5%42,0001.2%TransportationMCOMoody's$8,116$8,116 â–²New Holding18,0001.0%FinanceNKENIKE$7,329$1,842 â–²33.6%179,0000.9%Consumer DiscretionaryEAElectronic Arts$7,281$202 â–²2.9%36,0000.9%Consumer DiscretionaryMSFTMicrosoft$7,2680.0%19,0000.9%Computer and TechnologyARHSArhaus$6,869$51 â–²0.7%816,0000.9%Retail/WholesaleFBINFortune Brands Innovations$6,767$55 â–²0.8%123,0000.9%Retail/WholesaleQCOMQualcomm$5,979$2,429 â–¼-28.9%32,0000.8%Computer and TechnologyFDXFedEx$4,669$1,245 â–¼-21.1%15,0000.6%TransportationMBCMasterBrand$4,459$31 â–²0.7%433,0000.6%Consumer DiscretionaryFSLRFirst Solar$3,6430.0%15,0000.5%EnergyAMENTUM HOLDINGS$3,574$21 â–²0.6%173,0000.5%COMZYMEWORKS INC$1,2010.0%46,0000.2%COMFEDEX FREIGHT$1,126$1,126 â–²New Holding7,0000.1%COMLULUlululemon athletica$1540.0%1,0000.0%Consumer DiscretionaryINMDInMode$0$9,245 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. 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