North Growth Management Ltd. Portfolio Holdings

North Growth Management Ltd.

  • $574 Million
  • Q3 2025

North Growth Management Ltd. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $574 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ciena Corp with a value of $47.3M, Jabil Inc with a value of $43.8M, Applied Materials Inc with a value of $29.6M, Lumentum Holdings Inc. with a value of $24.8M, and Motorola Solutions, Inc. with a value of $21.8M.

Examining the 13F form we can see an increase of $41.4M in the current position value, from $533M to 574M.

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

Portfolio value $574 Million
Technology: $239 Million
Consumer Cyclical: $133 Million
Industrials: $71.9 Million
Healthcare: $65.1 Million
Communication Services: $24.2 Million

Stock Holdings Table ETFs Only

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

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $574 Million
  • Prior Value $533 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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