§ 13F · FUND PROFILE
North Growth Management Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $574K (13F)Positions · 47Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CIEN | CIENA | 157K | $61K | 9.3% | −36% |
| 2 | JBL | JABIL | 177K | $47K | 7.2% | −13% |
| 3 | AMAT | APPLIED MATERIALS | 111K | $38K | 5.8% | −17% |
| 4 | LITE | LUMENTUM | 53K | $38K | 5.8% | −44% |
| 5 | COHR | COHERENT | 114K | $27K | 4.1% | −21% |
| 6 | MSI | MOTOROLA SOLUTIONS | 52K | $23K | 3.5% | +8% |
| 7 | EAT | BRINKER INTERNATIONAL | 142K | $20K | 3.1% | +1% |
| 8 | JCI | JOHNSON CONTROLS | 151K | $20K | 3.0% | −1% |
| 9 | TPR | TAPESTRY | 138K | $19K | 3.0% | −6% |
| 10 | NVDA | NVIDIA | 93K | $16K | 2.5% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTH SIGNAL
AC read
North Growth Management Ltd. is a Other fund managing $574 thousand in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed