North Growth Management Ltd.

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

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Filer information

Filed by: North Growth Management Ltd., CFO
Address: SUITE 830 - 505 BURRARD ST., BOX 56, VANCOUVER, A1, V7X1M4
Phone: 6046885440
AUM: $639K

AUM over time

$743K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryIndustrialsOther

Holdings by filing

Portfolio value: $780K48 positionsView on SEC.gov

			% of Portfolio
ABERCROMBIE & FITCH	COM	$11K	1.4%Prev: 1.9%	123,000 SH	Increased+4,000 SH
ADOBE SYSTEMS	COM	$13K	1.6%	61,000 SH	New
ALIGN TECHNOLOGY	COM	$9K	1.2%Prev: 1.2%	56,000 SH	Increased+23,000 SH
AMENTUM HOLDINGS	COM	$4K	0.5%Prev: 0.4%	173,000 SH	Increased+76,000 SH
APPLE	COM	$13K	1.7%Prev: 1.4%	46,000 SH	Increased+9,000 SH
APPLIED MATERIALS	COM	$66K	8.4%Prev: 5.0%	91,000 SH	Increased-54,000 SH
ARHAUS	COM	$7K	0.9%Prev: 1.1%	816,000 SH	Increased+117,000 SH
AUTOZONE	COM	$11K	1.4%Prev: 0.9%	3,000 SH	Increased+2,000 SH
BIOGEN	COM	$11K	1.4%Prev: 0.8%	50,000 SH	Increased+16,000 SH
BOOKING HOLDINGS	COM	$16K	2.1%Prev: 3.7%	92,000 SH	Decreased+89,000 SH
BRINKER INTERNATIONAL	COM	$24K	3.1%Prev: 4.3%	144,000 SH	Increased+16,000 SH
CIENA	COM	$55K	7.1%Prev: 6.2%	113,000 SH	Increased-294,000 SH
COHERENT	COM	$38K	4.9%Prev: 4.2%	96,000 SH	Increased-153,000 SH
CROCS	COM	$15K	1.9%Prev: 1.6%	124,000 SH	Increased+39,000 SH
ELECTRONIC ARTS INC	COM	$7K	0.9%Prev: 2.2%	36,000 SH	Decreased-36,000 SH
ELEVANCE HEALTH	COM	$12K	1.5%Prev: 1.6%	30,000 SH	Increased+8,000 SH
FEDEX CORP	COM	$5K	0.6%Prev: 1.4%	15,000 SH	Decreased-19,000 SH
FEDEX FREIGHT	COM	$1K	0.1%	7,000 SH	New
FIRST SOLAR INC	COM	$4K	0.5%Prev: 0.5%	15,000 SH	Increased
FORTUNE BRANDS	COM	$7K	0.9%Prev: 1.1%	123,000 SH	Increased+10,000 SH
GLOBAL PAYMENTS	COM	$15K	1.9%Prev: 2.0%	205,000 SH	Increased+71,000 SH
HP	COM	$18K	2.3%Prev: 2.2%	835,000 SH	Increased+362,000 SH
INTEGER HOLDINGS	COM	$15K	1.9%Prev: 2.3%	161,000 SH	Increased+63,000 SH
IQVIA	COM	$17K	2.2%Prev: 1.0%	89,000 SH	Increased+56,000 SH
JABIL	COM	$58K	7.4%Prev: 8.5%	150,000 SH	Increased-59,000 SH
JACOBS SOLUTIONS	COM	$10K	1.3%Prev: 2.3%	82,000 SH	Decreased-10,000 SH
JOHNSON CONTROLS	COM	$22K	2.8%Prev: 3.1%	152,000 SH	Increased-6,000 SH
LULULEMON ATHLETICA	COM	$154	0.0%Prev: 0.0%	1,000 SH	Decreased
LUMENTUM	COM	$45K	5.8%Prev: 3.9%	53,000 SH	Increased-163,000 SH
MASTERBRAND	COM	$4K	0.6%Prev: 0.4%	433,000 SH	Increased+217,000 SH
MICROSOFT	COM	$7K	0.9%Prev: 1.9%	19,000 SH	Decreased-2,000 SH
MOODY'S	COM	$8K	1.0%	18,000 SH	New
MOTOROLA SOLUTIONS	COM	$24K	3.1%Prev: 3.8%	58,000 SH	Increased+10,000 SH
NIKE CL B	COM	$7K	0.9%Prev: 1.1%	179,000 SH	Increased+93,000 SH
NVIDIA	COM	$19K	2.4%Prev: 2.9%	94,000 SH	Increased-5,000 SH
NVR	COM	$11K	1.4%Prev: 2.0%	2,000 SH	Increased+1,000 SH
OLD DOMINION FREIGHT LINE	COM	$9K	1.2%Prev: 0.9%	42,000 SH	Increased+11,000 SH
QUALCOMM	COM	$6K	0.8%Prev: 2.5%	32,000 SH	Decreased-53,000 SH
SOMNIGROUP INTERNATIONAL	COM	$16K	2.0%Prev: 3.2%	204,000 SH	Decreased-49,000 SH
TAPESTRY	COM	$22K	2.8%Prev: 2.4%	151,000 SH	Increased+5,000 SH
TEXAS INSTRUMENTS	COM	$21K	2.7%Prev: 2.2%	71,000 SH	Increased+13,000 SH
THERMO FISHER SCIENTIFIC	COM	$16K	2.1%Prev: 1.2%	32,000 SH	Increased+17,000 SH
ULTA BEAUTY	COM	$10K	1.2%Prev: 2.0%	21,000 SH	Decreased-2,000 SH
UNITED RENTALS	COM	$14K	1.8%Prev: 1.2%	13,000 SH	Increased+4,000 SH
WARNER BROS DISCOVERY INC	COM	$14K	1.8%Prev: 1.2%	517,000 SH	Increased-39,000 SH
WATTS WATER	COM	$18K	2.4%Prev: 1.9%	47,000 SH	Increased+7,000 SH
WEST PHARMACEUTICAL SERVICES	COM	$22K	2.9%Prev: 1.2%	62,000 SH	Increased+33,000 SH
ZYMEWORKS INC	COM	$1K	0.2%Prev: 0.2%	46,000 SH	Decreased-51,000 SH

Sold (vs prior filing)

ATKORE — $6K
INMODE — $10K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001745796-26-000001	$639K	View
Oct 20, 2026	Q3 2026	13F-HR	0001745796-26-000005	$743K	View
Oct 22, 2025	Q3 2025