North Growth Management Ltd. Portfolio Holdings

North Growth Management Ltd.

  • $527 Million
  • Q4 2024

North Growth Management Ltd. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $527 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jabil Inc with a value of $40.9M, Ciena Corp with a value of $38.9M, Coherent with a value of $25.7M, Applied Materials Inc with a value of $23.5M, and Motorola Solutions, Inc. with a value of $23.2M.

Examining the 13F form we can see an decrease of $9.96M in the current position value, from $537M to 527M.

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

Portfolio value $527 Million
Technology: $218 Million
Consumer Cyclical: $120 Million
Industrials: $63.1 Million
Healthcare: $62.8 Million
Communication Services: $19.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $527 Million
  • Prior Value $537 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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