North Growth Management Ltd. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $533 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jabil Inc with a value of $45.5M, Ciena Corp with a value of $33.1M, Applied Materials Inc with a value of $26.6M, Brinker International, Inc with a value of $23.1M, and Coherent with a value of $22.2M.
Examining the 13F form we can see an increase of $59.2M in the current position value, from $474M to 533M.
Below you can find more details about North Growth Management Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$533 Million
Technology: $219 Million
Consumer Cyclical: $129 Million
Industrials: $68 Million
Healthcare: $58.4 Million
Communication Services: $17.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions