North Growth Management Ltd.

CIK 0001745796 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryIndustrialsOther

Holdings by filing

Portfolio value: $653K47 positionsView on SEC.gov

			% of Portfolio
ABERCROMBIE & FITCH	COM	$11K	1.7%Prev: 1.7%	122,000 SH	Increased+16,000 SH
ADOBE SYSTEMS	COM	$9K	1.4%	38,000 SH	New
ALIGN TECHNOLOGY	COM	$8K	1.2%Prev: 1.1%	46,000 SH	Increased+13,000 SH
AMENTUM HOLDINGS	COM	$4K	0.7%Prev: 0.4%	172,000 SH	Increased+80,000 SH
APPLE	COM	$10K	1.6%Prev: 1.7%	41,000 SH	Increased+4,000 SH
APPLIED MATERIALS	COM	$38K	5.8%Prev: 4.5%	111,000 SH	Increased-34,000 SH
ARHAUS	COM	$5K	0.8%Prev: 1.2%	810,000 SH	Decreased+176,000 SH
AUTOZONE	COM	$11K	1.7%Prev: 0.8%	3,000 SH	Increased+2,000 SH
BIOGEN	COM	$6K	1.0%Prev: 1.0%	35,000 SH	Increased+1,000 SH
BOOKING HOLDINGS	COM	$15K	2.4%Prev: 3.3%	4,000 SH	Decreased+1,000 SH
BRINKER INTERNATIONAL	COM	$20K	3.1%Prev: 4.5%	142,000 SH	Decreased-2,000 SH
CIENA	COM	$61K	9.3%Prev: 5.5%	157,000 SH	Increased-272,000 SH
COHERENT	COM	$27K	4.1%Prev: 3.4%	114,000 SH	Increased-135,000 SH
CROCS	COM	$10K	1.6%Prev: 1.9%	123,000 SH	Increased+38,000 SH
ELECTRONIC ARTS INC	COM	$7K	1.1%Prev: 2.2%	35,000 SH	Decreased-37,000 SH
ELEVANCE HEALTH	COM	$8K	1.2%Prev: 2.5%	26,000 SH	Decreased-2,000 SH
FEDEX CORP	COM	$7K	1.0%Prev: 1.7%	19,000 SH	Decreased-15,000 SH
FIRST SOLAR INC	COM	$3K	0.5%Prev: 0.4%	15,000 SH	Increased
FORTUNE BRANDS	COM	$5K	0.7%Prev: 1.5%	122,000 SH	Decreased+9,000 SH
GLOBAL PAYMENTS	COM	$12K	1.8%Prev: 2.4%	178,000 SH	Increased+62,000 SH
HP	COM	$16K	2.4%Prev: 2.8%	829,000 SH	Increased+356,000 SH
INMODE	COM	$9K	1.4%Prev: 2.5%	676,000 SH	Decreased+17,000 SH
INTEGER HOLDINGS	COM	$14K	2.1%Prev: 2.4%	159,000 SH	Increased+61,000 SH
IQVIA	COM	$13K	2.0%	76,000 SH	New
JABIL	COM	$47K	7.2%Prev: 7.1%	177,000 SH	Increased-69,000 SH
JACOBS SOLUTIONS	COM	$10K	1.6%Prev: 2.3%	81,000 SH	Decreased-11,000 SH
JOHNSON CONTROLS	COM	$20K	3.0%Prev: 2.7%	151,000 SH	Increased-7,000 SH
LULULEMON ATHLETICA	COM	$204	0.0%Prev: 0.0%	1,000 SH
LUMENTUM	COM	$38K	5.8%Prev: 2.8%	53,000 SH	Increased-163,000 SH
MASTERBRAND	COM	$4K	0.5%Prev: 0.5%	430,000 SH	Increased+253,000 SH
MICROSOFT	COM	$7K	1.1%Prev: 1.6%	19,000 SH	Decreased-2,000 SH
MOTOROLA SOLUTIONS	COM	$23K	3.5%Prev: 4.7%	52,000 SH	Increased+2,000 SH
NIKE CL B	COM	$7K	1.1%Prev: 1.1%	134,000 SH	Increased+48,000 SH
NVIDIA	COM	$16K	2.5%Prev: 2.3%	93,000 SH	Increased-6,000 SH
NVR	COM	$10K	1.6%Prev: 2.2%	2,000 SH	Increased+1,000 SH
OLD DOMINION FREIGHT LINE	COM	$7K	1.0%Prev: 1.1%	34,000 SH	Increased+3,000 SH
QUALCOMM	COM	$6K	0.9%Prev: 2.8%	45,000 SH	Decreased-40,000 SH
SOMNIGROUP INTERNATIONAL	COM	$15K	2.3%Prev: 3.2%	202,000 SH	Decreased-51,000 SH
TAPESTRY	COM	$19K	3.0%Prev: 2.2%	138,000 SH	Increased-8,000 SH
TEXAS INSTRUMENTS	COM	$14K	2.2%Prev: 2.2%	74,000 SH	Increased+16,000 SH
THERMO FISHER SCIENTIFIC	COM	$13K	2.0%Prev: 1.5%	27,000 SH	Increased+13,000 SH
ULTA BEAUTY	COM	$11K	1.7%Prev: 1.8%	21,000 SH	Increased-2,000 SH
UNITED RENTALS	COM	$10K	1.5%Prev: 1.1%	14,000 SH	Increased+5,000 SH
WARNER BROS DISCOVERY INC	COM	$14K	2.2%Prev: 2.3%	513,000 SH	Increased-514,000 SH
WATTS WATER	COM	$14K	2.1%Prev: 1.7%	47,000 SH	Increased+7,000 SH
WEST PHARMACEUTICAL SERVICES	COM	$16K	2.4%Prev: 1.2%	62,000 SH	Increased+37,000 SH
ZYMEWORKS INC	COM	$1K	0.2%Prev: 0.2%	46,000 SH	Decreased-51,000 SH

Sold (vs prior filing)

ATKORE — $4K
CHARLES RIVER LABORATORIES — $6K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001745796-26-000005	—	View
Feb 13, 2026	Q4 2025	13F-HR	0001745796-26-000001	$639K	View
Oct 22, 2025	Q3 2025