North Growth Management Ltd.
North Growth Management Ltd. reported 48 positions worth $780.2K as of June 30, 2026 (13F filed July 22, 2026). Largest holding: AMAT (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $65.8K | 8.43% | 91,000 | — | — | |
| ▸ 2 | JBL | SH | $57.9K | 7.42% | 150,000 | — | — | |
| ▸ 3 | CIEN | SH | $55.5K | 7.11% | 113,000 | — | — | |
| ▸ 4 | LITE | SH | $45.3K | 5.81% | 53,000 | — | — | |
| ▸ 5 | COHR | SH | $37.9K | 4.86% | 96,000 | — | — | |
| ▸ 6 | EAT | SH | $24.1K | 3.09% | 144,000 | — | — | |
| ▸ 7 | MSI | SH | $23.9K | 3.06% | 58,000 | — | — | |
| ▸ 8 | WST | SH | $22.4K | 2.88% | 62,000 | — | — | |
| ▸ 9 | JCI | SH | $22.2K | 2.85% | 152,000 | — | — | |
| ▸ 10 | TPR | SH | $22.2K | 2.84% | 151,000 | — | — |
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Frequently Asked Questions
What stocks does North Growth Management Ltd. hold as of Q2 2026?
North Growth Management Ltd. reported 48 positions worth $780.2K in its Q2 2026 13F filing. Largest positions: AMAT (8.4%), JBL (7.4%), CIEN (7.1%), LITE (5.8%) and COHR (4.9%).
What did North Growth Management Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did North Growth Management Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.