North Growth Management Ltd.

Est. AUM

$653.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CIENA	COM	$61.0M	157000	9.34%	SOLE
2	JABIL	COM	$47.0M	177000	7.20%	SOLE
3	APPLIED MATERIALS	COM	$38.1M	111000	5.83%	SOLE
4	LUMENTUM	COM	$37.6M	53000	5.75%	SOLE
5	COHERENT	COM	$27.1M	114000	4.15%	SOLE
6	MOTOROLA SOLUTIONS	COM	$22.6M	52000	3.45%	SOLE
7	BRINKER INTERNATIONAL	COM	$20.3M	142000	3.11%	SOLE
8	JOHNSON CONTROLS	COM	$19.8M	151000	3.03%	SOLE
9	TAPESTRY	COM	$19.4M	138000	2.97%	SOLE
10	NVIDIA	COM	$16.2M	93000	2.49%	SOLE
11	HP	COM	$15.9M	829000	2.44%	SOLE
12	WEST PHARMACEUTICAL SERVICES	COM	$15.6M	62000	2.38%	SOLE
13	BOOKING HOLDINGS	COM	$15.4M	4000	2.36%	SOLE
14	SOMNIGROUP INTERNATIONAL	COM	$15.0M	202000	2.29%	SOLE
15	TEXAS INSTRUMENTS	COM	$14.4M	74000	2.21%	SOLE
16	WARNER BROS DISCOVERY INC	COM	$14.1M	513000	2.16%	SOLE
17	INTEGER HOLDINGS	COM	$14.0M	159000	2.15%	SOLE
18	WATTS WATER	COM	$13.5M	47000	2.07%	SOLE
19	THERMO FISHER SCIENTIFIC	COM	$13.1M	27000	2.01%	SOLE
20	IQVIA	COM	$12.9M	76000	1.97%	SOLE
21	GLOBAL PAYMENTS	COM	$12.0M	178000	1.84%	SOLE
22	ABERCROMBIE & FITCH	COM	$11.2M	122000	1.71%	SOLE
23	AUTOZONE	COM	$11.2M	3000	1.71%	SOLE
24	ULTA BEAUTY	COM	$11.0M	21000	1.68%	SOLE
25	NVR	COM	$10.5M	2000	1.60%	SOLE
26	APPLE	COM	$10.4M	41000	1.59%	SOLE
27	JACOBS SOLUTIONS	COM	$10.3M	81000	1.58%	SOLE
28	CROCS	COM	$10.2M	123000	1.56%	SOLE
29	UNITED RENTALS	COM	$10.0M	14000	1.52%	SOLE
30	ADOBE SYSTEMS	COM	$9.3M	38000	1.42%	SOLE
31	INMODE	COM	$9.2M	676000	1.42%	SOLE
32	ALIGN TECHNOLOGY	COM	$7.9M	46000	1.21%	SOLE
33	ELEVANCE HEALTH	COM	$7.6M	26000	1.16%	SOLE
34	ELECTRONIC ARTS INC	COM	$7.2M	35000	1.10%	SOLE
35	MICROSOFT	COM	$7.2M	19000	1.10%	SOLE
36	NIKE CL B	COM	$7.1M	134000	1.08%	SOLE
37	FEDEX CORP	COM	$6.7M	19000	1.02%	SOLE
38	OLD DOMINION FREIGHT LINE	COM	$6.6M	34000	1.01%	SOLE
39	BIOGEN	COM	$6.4M	35000	0.98%	SOLE
40	QUALCOMM	COM	$5.8M	45000	0.89%	SOLE
41	ARHAUS	COM	$5.5M	810000	0.84%	SOLE
42	FORTUNE BRANDS	COM	$4.8M	122000	0.73%	SOLE
43	AMENTUM HOLDINGS	COM	$4.5M	172000	0.69%	SOLE
44	MASTERBRAND	COM	$3.6M	430000	0.55%	SOLE
45	FIRST SOLAR INC	COM	$3.0M	15000	0.46%	SOLE
46	ZYMEWORKS INC	COM	$1.1M	46000	0.17%	SOLE
47	LULULEMON ATHLETICA	COM	$204K	1000	0.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.