North-Growth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "INMD",
  "ATKR",
  "MBC",
  null,
  "ARHS",
  "ITGR",
  "HPQ",
  "FBIN",
  "QCOM",
  "AMAT",
  "BKNG",
  "MSFT",
  "ODFL",
  "ZYME",
  "AAPL",
  "NVDA",
  "TPR",
  "TXN",
  "TMO",
  "JBL",
  "ULTA",
  "GPN",
  "EA",
  "ANF",
  "LITE",
  "ALGN",
  "WTS",
  "FSLR",
  "MSI",
  "AMTM",
  "WBD",
  "WST",
  "BIIB",
  "JCI",
  "FDX",
  "LULU",
  "AZO",
  "EAT",
  "CRL",
  "CIEN",
  "COHR",
  "CROX",
  "J",
  "NKE",
  "ELV",
  "URI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 47
Total Value: 473685
Accession Number: 0001745796-25-000002
Form Type: 13F-HR
CIK: north-growth-management
Manager Name: North-Growth-Management

Data Enrichment

98% identified

46 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $473.7K total value

SEC FilingSEC DataHachi Filing

Manager:

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Atkore Inc.

ATKR|047649108

Shares:72.0K

Value:$4.3M

% of Portfolio:912.0% ($4.3M/$473.7K)

AUTOZONE INC

AZO|053332102

Shares:1.0K

Value:$3.7M

% of Portfolio:772.7% ($3.7M/$473.7K)

MasterBrand, Inc.

MBC|57638P104

Shares:177.0K

Value:$2.3M

% of Portfolio:489.1% ($2.3M/$473.7K)

FIRST SOLAR, INC.

FSLR|336433107

Shares:15.0K

Value:$1.9M

% of Portfolio:398.6% ($1.9M/$473.7K)

Amentum Holdings, Inc.

AMTM|023939101

Shares:92.0K

Value:$1.7M

% of Portfolio:352.3% ($1.7M/$473.7K)

Zymeworks Inc.

ZYME|98985Y108

Shares:97.0K

Value:$1.2M

% of Portfolio:243.6% ($1.2M/$473.7K)

lululemon athletica inc.

LULU|550021109

Shares:1.0K

Value:$204.0K

% of Portfolio:43.1% ($204.0K/$473.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Atkore Inc.(ATKRcusip047649108)	72.0K	QoQ NEW(+72.0K) YoY +89.47% (-34.0K)	All Managers (Combined)	$4.3M	912.0% ($4.3M/$473.7K)	QoQ NEW(+$4) YoY -40.99% (-$3)
AUTOZONE INC(AZOcusip053332102)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$3.7M	772.7% ($3.7M/$473.7K)	QoQ NEW(+$4) YoY NEW(+$4)
MasterBrand, Inc.(MBCcusip57638P104)	177.0K	QoQ NEW(+177.0K) YoY -1.11% (-2.0K)	All Managers (Combined)	$2.3M	489.1% ($2.3M/$473.7K)	QoQ NEW(+$2) YoY -30.95% (-$1)
FIRST SOLAR, INC.(FSLRcusip336433107)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$1.9M	398.6% ($1.9M/$473.7K)	QoQ NEW(+$2) YoY NEW(+$2)
Amentum Holdings, Inc.(AMTMcusip023939101)	92.0K	QoQ NEW(+92.0K) YoY NEW(+92.0K)	All Managers (Combined)	$1.7M	352.3% ($1.7M/$473.7K)	QoQ NEW(+$2) YoY NEW(+$2)
Zymeworks Inc.(ZYMEcusip98985Y108)	97.0K	QoQ NEW(+97.0K) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	243.6% ($1.2M/$473.7K)	QoQ NEW(+$1) YoY +13.13% (+$0)
lululemon athletica inc.(LULUcusip550021109)	1.0K	QoQ NEW(+1.0K) YoY -(+1.0K)	All Managers (Combined)	$204.0K	43.1% ($204.0K/$473.7K)	QoQ NEW(+$0) YoY +55.72% (+$0)