North Growth Management Ltd. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $537 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jabil Inc with a value of $34.6M, Applied Materials Inc with a value of $33.1M, Ciena Corp with a value of $32.7M, Motorola Solutions, Inc. with a value of $25.6M, and Coherent with a value of $24.6M.

Examining the 13F form we can see an increase of $30.9M in the current position value, from $506M to 537M.

Below you can find more details about North Growth Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $537 Million
Technology: $220 Million
Consumer Cyclical: $113 Million
Industrials: $71.7 Million
Healthcare: $70.8 Million
Communication Services: $17.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $537 Million
  • Prior Value $506 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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