North Growth Management Ltd. Portfolio Holdings

North Growth Management Ltd.

  • $533 Million
  • Q2 2025

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 Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $533 Million
  • Prior Value $474 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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