account_balance
Investment manager · 13F filer · SEC CIK 1745796
North Growth Management Ltd.
Reported value$743Mas of Sep 30, 2026
Positions48 2 new, 2 sold out
Top 10 weight45.6%LITE alone is 7%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LITELumentum Holdings Inc.
6.5%Trimmed −6%
AMATApplied Materials Inc
6.1%Trimmed −2%
JBLJabil Inc
5.9%
CIENCiena Corp
5.5%Added +3%
NVDANVIDIA Corp
3.9%Added +36%
COHRCoherent Corp.
3.9%Added +4%
HPQHP Inc
3.6%
MSIMotorola Solutions, Inc.
3.5%
EATBrinker International, Inc
3.4%Trimmed −9%
IQVIQVIA Holdings Inc.
3.3%
WSTWest Pharmaceutical Services Inc
3.2%
JCIJohnson Controls International PLC
3.1%
LITELumentum Holdings Inc.
6.5%−6%
AMATApplied Materials Inc
6.1%
JBLJabil Inc
5.9%
CIENCiena Corp
5.5%+3%
NVDANVIDIA Corp
3.9%+36%
COHRCoherent Corp.
3.9%+4%
HPQHP Inc
3.6%
MSIMotorola Solutions, Inc.
3.5%
EATBrinker International, Inc
3.4%
IQVIQVIA Holdings Inc.
3.3%
WSTWest Pharmaceutical Services Inc
3.2%
JCIJohnson Controls International PLC
3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LITE Lumentum Holdings Inc. 6.5% Trimmed −6%AMAT Applied Materials Inc 6.1% Trimmed −2%JBL Jabil Inc 5.9% HeldCIEN Ciena Corp 5.5% Added +3%NVDA NVIDIA Corp 3.9% Added +36%COHR Coherent Corp. 3.9% Added +4%HPQ HP Inc 3.6% HeldMSI Motorola Solutions, Inc. 3.5% HeldEAT Brinker International, Inc 3.4% Trimmed −9%IQV IQVIA Holdings Inc. 3.3% HeldWST West Pharmaceutical Services Inc 3.2% HeldJCI Johnson Controls International PLC 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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