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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.4B
$47.3 Million 8.24% of portfolio
325,000
Q3 2025 Reduced 20.15%
$27.2B
$43.8 Million 7.63% of portfolio
202,000
Q3 2025 Reduced 3.35%
$197B
$29.6 Million 5.15% of portfolio
144,000
Q3 2025 Reduced 0.69%
$15.8B
$24.8 Million 4.32% of portfolio
152,000
Q3 2025 Reduced 29.63%
$63.4B
$21.8 Million 3.8% of portfolio
48,000
Q2 2025 Reduced 4.0%
$191B
$18.2 Million 3.17% of portfolio
3,000
Q3 2023 Reduced 25.0%
$81.8B
$16.7 Million 2.9% of portfolio
152,000
Q3 2025 Reduced 3.8%
$24.5B
$16.4 Million 2.85% of portfolio
145,000
Q3 2025 Reduced 0.68%
$55.8B
$14.5 Million 2.52% of portfolio
72,000
Q1 2025 Added 16.13%
$25.4B
$12.8 Million 2.23% of portfolio
470,000
Q3 2025 Reduced 0.63%
$27.1B
$12.5 Million 2.18% of portfolio
23,000
Q1 2025 Added 15.0%
$187B
$11.9 Million 2.07% of portfolio
72,000
Q3 2025 Reduced 15.29%
$23.4B
$11.3 Million 1.96% of portfolio
1,000
Q3 2024 Reduced 50.0%
$20.5B
$11.1 Million 1.93% of portfolio
134,000
Q2 2025 Added 15.52%
$177B
$10.5 Million 1.83% of portfolio
57,000
Q3 2025 Reduced 1.72%
$55.9B
$10.2 Million 1.77% of portfolio
11,000
Q3 2025 Added 22.22%
$55.9B
$9.74 Million 1.7% of portfolio
499,000
Q3 2025 Reduced 10.25%
$19.3B
$8.93 Million 1.55% of portfolio
34,000
Q3 2025 Added 17.24%
$41B
$8.32 Million 1.45% of portfolio
44,000
Q3 2025 Added 33.33%
$78.2B
$7.13 Million 1.24% of portfolio
22,000
Q2 2025 Reduced 21.43%
$68.9B
$6.71 Million 1.17% of portfolio
28,000
Q3 2025 Reduced 17.65%
$79.2B
$5.92 Million 1.03% of portfolio
85,000
Q3 2025 Reduced 1.16%
$10.7B
$5.62 Million 0.98% of portfolio
45,000
Q3 2025 Added 36.36%
$24.1B
$4.73 Million 0.82% of portfolio
34,000
Q1 2025 Added 88.89%
$14.8B
$4.31 Million 0.75% of portfolio
31,000
Q1 2025 Added 19.23%
$27B
$3.27 Million 0.57% of portfolio
15,000
Q4 2024 Added 50.0%
$20.9B
$232,000 0.04% of portfolio
1,000
Q3 2024 New

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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