North Growth Management Ltd. Top Holdings and 13F Report (2026) About North Growth Management Ltd.Investment ActivityNorth Growth Management Ltd. has $653.27 thousand in total holdings as of March 31, 2026.North Growth Management Ltd. owns shares of 47 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 9.41% of the portfolio was purchased this quarter.About 16.96% of the portfolio was sold this quarter.This quarter, North Growth Management Ltd. has purchased 47 new stocks and bought additional shares in 29 stocks.North Growth Management Ltd. sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Ciena $61,030Jabil $47,008Applied Materials $38,058Lumentum $37,567Coherent $27,094 Largest New Holdings this Quarter 00724F101 - Adobe $9,303 Holding Largest Purchases this Quarter Adobe 38,000 shares (about $9.30K)HP 353,000 shares (about $6.78K)West Pharmaceutical Services 23,000 shares (about $5.77K)NVR 1,000 shares (about $5.23K)IQVIA 25,000 shares (about $4.24K) Largest Sales this Quarter Ciena 90,000 shares (about $34.99K)Lumentum 42,000 shares (about $29.77K)Electronic Arts 38,000 shares (about $7.80K)Applied Materials 22,000 shares (about $7.54K)Coherent 31,000 shares (about $7.37K) 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$61,030$34,985 ▼-36.4%157,0009.3%Computer and TechnologyJBLJabil$47,008$7,171 ▼-13.2%177,0007.2%Computer and TechnologyAMATApplied Materials$38,058$7,543 ▼-16.5%111,0005.8%Computer and TechnologyLITELumentum$37,567$29,770 ▼-44.2%53,0005.8%Computer and TechnologyCOHRCoherent$27,094$7,368 ▼-21.4%114,0004.1%Business ServicesMSIMotorola Solutions$22,556$1,735 ▲8.3%52,0003.5%Computer and TechnologyEATBrinker International$20,343$287 ▲1.4%142,0003.1%Retail/WholesaleJCIJohnson Controls International$19,769$262 ▼-1.3%151,0003.0%ConstructionTPRTapestry$19,427$1,267 ▼-6.1%138,0003.0%Retail/WholesaleNVDANVIDIA$16,247$1,747 ▲12.0%93,0002.5%Computer and TechnologyHPQHP$15,922$6,780 ▲74.2%829,0002.4%Computer and TechnologyWSTWest Pharmaceutical Services$15,554$5,770 ▲59.0%62,0002.4%MedicalBKNGBooking$15,448$3,862 ▲33.3%4,0002.4%Retail/WholesaleSOMNIGROUP INTERNATIONAL$14,959$815 ▼-5.2%202,0002.3%COMTXNTexas Instruments$14,448$195 ▲1.4%74,0002.2%Computer and TechnologyWBDWarner Bros. Discovery$14,097$275 ▲2.0%513,0002.2%Consumer DiscretionaryITGRInteger$14,035$2,648 ▲23.3%159,0002.1%MedicalWTSWatts Water Technologies$13,519$2,013 ▲17.5%47,0002.1%Computer and TechnologyTMOThermo Fisher Scientific$13,099$1,941 ▲17.4%27,0002.0%MedicalIQVIQVIA$12,898$4,243 ▲49.0%76,0002.0%MedicalGPNGlobal Payments$11,998$1,685 ▲16.3%178,0001.8%Business ServicesANFAbercrombie & Fitch$11,184$183 ▲1.7%122,0001.7%Retail/WholesaleAZOAutoZone$11,1600.0%3,0001.7%Retail/WholesaleULTAUlta Beauty$10,984$1,046 ▼-8.7%21,0001.7%Retail/WholesaleNVRNVR$10,451$5,226 ▲100.0%2,0001.6%ConstructionAAPLApple$10,357$1,768 ▲20.6%41,0001.6%Computer and TechnologyJJacobs Solutions$10,331$1,786 ▼-14.7%81,0001.6%Business ServicesCROXCrocs$10,188$1,657 ▲19.4%123,0001.6%Consumer DiscretionaryURIUnited Rentals$9,961$2,135 ▲27.3%14,0001.5%ConstructionADBEAdobe$9,303$9,303 ▲New Holding38,0001.4%Computer and TechnologyINMDInMode$9,245$191 ▲2.1%676,0001.4%MedicalALGNAlign Technology$7,937$173 ▲2.2%46,0001.2%MedicalELVElevance Health$7,555$1,162 ▲18.2%26,0001.2%MedicalEAElectronic Arts$7,184$7,800 ▼-52.1%35,0001.1%Consumer DiscretionaryMSFTMicrosoft$7,1570.0%19,0001.1%Computer and TechnologyNKENIKE$7,059$948 ▲15.5%134,0001.1%Consumer DiscretionaryFDXFedEx$6,679$3,515 ▼-34.5%19,0001.0%TransportationODFLOld Dominion Freight Line$6,586$581 ▲9.7%34,0001.0%TransportationBIIBBiogen$6,395$183 ▲2.9%35,0001.0%MedicalQCOMQualcomm$5,803$1,547 ▼-21.1%45,0000.9%Computer and TechnologyARHSArhaus$5,489$732 ▲15.4%810,0000.8%Retail/WholesaleFBINFortune Brands Innovations$4,767$313 ▲7.0%122,0000.7%Retail/WholesaleAMENTUM HOLDINGS$4,475$1,925 ▲75.5%172,0000.7%COMMBCMasterBrand$3,573$1,762 ▲97.2%430,0000.5%Consumer DiscretionaryFSLRFirst Solar$3,0220.0%15,0000.5%EnergyZYMEWORKS INC$1,140$25 ▲2.2%46,0000.2%COMLULUlululemon athletica$2040.0%1,0000.0%Consumer DiscretionaryATKRAtkore$0$5,933 ▼-100.0%00.0%IndustrialsShowing 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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