North Growth Management Ltd.
Investment Portfolio & 13F Holdings Analysis
About
North Growth Management Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 47 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- North-Growth-Management
Data Enrichment
98% identified46 identified1 unidentified
Holdings
47 positions
Manager:
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88023U101
Shares:253.0K
Value:$15.1M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 246.0K | QoQ NEW(+246.0K) | All Managers (Combined) | $33.5M | QoQ NEW(+$33) YoY -13.23% (-$5) | |
CIENA CORP(CIENcusip171779309) | 429.0K | QoQ NEW(+429.0K) | All Managers (Combined) | $26.0M | QoQ NEW(+$26) YoY -0.60% (-$0) |
| 50.0K | QoQ NEW(+50.0K) | All Managers (Combined) | $22.0M | QoQ NEW(+$22) YoY +9.58% (-$2) | |
| 144.0K | QoQ NEW(+144.0K) | All Managers (Combined) | $21.4M | QoQ NEW(+$21) | |
| 145.0K | QoQ NEW(+145.0K) | All Managers (Combined) | $21.1M | QoQ NEW(+$21) | |
COHERENT CORP.(COHRcusip19247G107) | 249.0K | QoQ NEW(+249.0K) | All Managers (Combined) | $16.2M | QoQ NEW(+$16) YoY -23.28% (-$5) |
| 3.0K | QoQ NEW(+3.0K) YoY 0.00% (+0) | All Managers (Combined) | $15.6M | QoQ NEW(+$16) YoY +25.87% (+$3) | |
(cusip88023U101)✕ | 253.0K | QoQ NEW(+253.0K) | All Managers (Combined) | $15.1M | QoQ NEW(+$15) YoY +4.47% (-$1) |
| 216.0K | QoQ NEW(+216.0K) | All Managers (Combined) | $13.5M | QoQ NEW(+$13) YoY +30.47% (-$3) | |
| 473.0K | QoQ NEW(+473.0K) | All Managers (Combined) | $13.1M | QoQ NEW(+$13) YoY -9.19% (-$1) | |
QUALCOMM INC/DE(QCOMcusip747525103) | 85.0K | QoQ NEW(+85.0K) | All Managers (Combined) | $13.1M | QoQ NEW(+$13) YoY -34.54% (-$7) |
| 158.0K | QoQ NEW(+158.0K) | All Managers (Combined) | $12.7M | QoQ NEW(+$13) YoY +21.55% (-$2) | |
| 28.0K | QoQ NEW(+28.0K) YoY 0.00% (-0) | All Managers (Combined) | $12.1M | QoQ NEW(+$12) YoY -16.85% (-$2) | |
InMode Ltd.(INMDcusipM5425M103) | 659.0K | QoQ NEW(+659.0K) | All Managers (Combined) | $11.7M | QoQ NEW(+$12) YoY +1.99% (+$0) |
| 98.0K | QoQ NEW(+98.0K) | All Managers (Combined) | $11.5M | QoQ NEW(+$12) YoY +7.79% (+$1) | |
| 116.0K | QoQ NEW(+116.0K) | All Managers (Combined) | $11.4M | QoQ NEW(+$11) YoY -19.66% (-$3) | |
| 92.0K | QoQ NEW(+92.0K) YoY 0.00% (-0) | All Managers (Combined) | $11.1M | QoQ NEW(+$11) YoY -22.04% (-$3) | |
| 1.0M | QoQ NEW(+1.0M) | All Managers (Combined) | $11.0M | QoQ NEW(+$11) YoY +70.65% (+$5) | |
NVIDIA CORP(NVDAcusip67066G104) | 99.0K | QoQ NEW(+99.0K) | All Managers (Combined) | $10.8M | QoQ NEW(+$11) YoY -36.70% (-$6) |
| 72.0K | QoQ NEW(+72.0K) | All Managers (Combined) | $10.4M | QoQ NEW(+$10) YoY +25.89% (+$2) |