§ 13F · FUND PROFILE
North Growth Management Ltd..
AUM · $780K (13F)Positions · 48Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS | 91K | $66K | 8.4% | −18% |
| 2 | JBL | JABIL | 150K | $58K | 7.4% | −15% |
| 3 | CIEN | CIENA | 113K | $55K | 7.1% | −28% |
| 4 | LITE | LUMENTUM | 53K | $45K | 5.8% | ±0% |
| 5 | COHR | COHERENT | 96K | $38K | 4.9% | −16% |
| 6 | EAT | BRINKER INTERNATIONAL | 144K | $24K | 3.1% | +1% |
| 7 | MSI | MOTOROLA SOLUTIONS | 58K | $24K | 3.1% | +12% |
| 8 | WST | WEST PHARMACEUTICAL SERVICES | 62K | $22K | 2.9% | ±0% |
| 9 | JCI | JOHNSON CONTROLS | 152K | $22K | 2.8% | +1% |
| 10 | TPR | TAPESTRY | 151K | $22K | 2.8% | +9% |
§ 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 $780 thousand in assets. The fund runs a portfolio of 48 positions.
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