North Growth Management Ltd. Portfolio Holdings

North Growth Management Ltd.

$474 Million
Q1 2025

North Growth Management Ltd. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $474 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 $33.5M, Ciena Corp with a value of $26M, Motorola Solutions, Inc. with a value of $22M, Brinker International, Inc with a value of $21.4M, and Applied Materials Inc with a value of $21.1M.

Examining the 13F form we can see an decrease of $53.4M in the current position value, from $527M to 474M.

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

Portfolio value $474 Million

Technology: $181 Million

Consumer Cyclical: $113 Million

Healthcare: $63.5 Million

Industrials: $62.1 Million

Communication Services: $21.5 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
INMD In Mode Ltd. Healthcare	$1.21B	$11.7 Million 2.47% of portfolio	659,000	Q1 2025 Added 12.84%
ARHS Arhaus, Inc. Consumer Cyclical	$466M	$5.51 Million 1.16% of portfolio	634,000	Q1 2025 Added 16.54%

Summary

Portfolio
No. of Stocks 47
Current Value $474 Million
Prior Value $527 Million
Filing
Period Q1 2025
Filing Date April 21, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 20 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

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North Growth Management Ltd. Portfolio Holdings