Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
North Growth Management Ltd. (CIK 1745796) reported $653.3M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CIEN ($61.0M, 9.34%), JBL ($47.0M, 7.20%), AMAT ($38.1M, 5.83%), LITE ($37.6M, 5.75%), COHR ($27.1M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CIEN | CIENA | $61.0M | 9.34% | 157,000 | Trimmed |
| 2 | JBL | JABIL | $47.0M | 7.20% | 177,000 | Trimmed |
| 3 | AMAT | APPLIED MATERIALS | $38.1M | 5.83% | 111,000 | Trimmed |
| 4 | LITE | LUMENTUM | $37.6M | 5.75% | 53,000 | Trimmed |
| 5 | COHR | COHERENT | $27.1M | 4.15% | 114,000 | Trimmed |
| 6 | MSI | MOTOROLA SOLUTIONS | $22.6M | 3.45% | 52,000 | Added |
| 7 | EAT | BRINKER INTERNATIONAL | $20.3M | 3.11% | 142,000 | Added |
| 8 | JCI | JOHNSON CONTROLS | $19.8M | 3.03% | 151,000 | Trimmed |
| 9 | TPR | TAPESTRY | $19.4M | 2.97% | 138,000 | Trimmed |
| 10 | NVDA | NVIDIA | $16.2M | 2.49% | 93,000 | Added |
| 11 | HPQ | HP | $15.9M | 2.44% | 829,000 | Added |
| 12 | WST | WEST PHARMACEUTICAL SERVICES | $15.6M | 2.38% | 62,000 | Added |
| 13 | BKNG | BOOKING HOLDINGS | $15.4M | 2.36% | 4,000 | Added |
| 14 | TPX | SOMNIGROUP INTERNATIONAL | $15.0M | 2.29% | 202,000 | Trimmed |
| 15 | TXN | TEXAS INSTRUMENTS | $14.4M | 2.21% | 74,000 | Added |
| 16 | WBD | WARNER BROS DISCOVERY INC | $14.1M | 2.16% | 513,000 | Added |
| 17 | ITGR | INTEGER HOLDINGS | $14.0M | 2.15% | 159,000 | Added |
| 18 | WTS | WATTS WATER | $13.5M | 2.07% | 47,000 | Added |
| 19 | TMO | THERMO FISHER SCIENTIFIC | $13.1M | 2.01% | 27,000 | Added |
| 20 | IQV | IQVIA | $12.9M | 1.97% | 76,000 | Added |
| 21 | GPN | GLOBAL PAYMENTS | $12.0M | 1.84% | 178,000 | Added |
| 22 | ANF | ABERCROMBIE & FITCH | $11.2M | 1.71% | 122,000 | Added |
| 23 | AZO | AUTOZONE | $11.2M | 1.71% | 3,000 | Hold |
| 24 | ULTA | ULTA BEAUTY | $11.0M | 1.68% | 21,000 | Trimmed |
| 25 | NVR | NVR | $10.5M | 1.60% | 2,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31