North Growth Management Ltd
$653M 13F equity value
48 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CIEN | CIENA | 157,000 | $61M | 9.3% |
| JBL | JABIL | 177,000 | $47M | 7.2% |
| AMAT | APPLIED MATERIALS | 111,000 | $38M | 5.8% |
| LITE | LUMENTUM | 53,000 | $38M | 5.8% |
| COHR | COHERENT | 114,000 | $27M | 4.1% |
| MSI | MOTOROLA SOLUTIONS | 52,000 | $23M | 3.5% |
| EAT | BRINKER INTERNATIONAL | 142,000 | $20M | 3.1% |
| JCI | JOHNSON CONTROLS | 151,000 | $20M | 3.0% |
| TPR | TAPESTRY | 138,000 | $19M | 3.0% |
| NVDA | NVIDIA | 93,000 | $16M | 2.5% |
Track North Growth Management Ltd's 13F portfolio: $653M in reported holdings, 48 positions. Top holdings and quarterly changes on SentiSense.