Holdings
North Growth Management Ltd.
As of Jun 30, 2026, North Growth Management Ltd. reported 46 positions worth US$757M. Largest: Applied Materials, Inc., Jabil Inc. and Ciena Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 91,000 | US$65.8M | −20,000 | Jun 30, 2026 |
| Jabil Inc. | 150K | US$57.9M | −27,000 | Jun 30, 2026 |
| Ciena Corporation | 113K | US$55.5M | −44,000 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 53,000 | US$45.3M | no change | Jun 30, 2026 |
| Coherent Corp. | 96,000 | US$37.9M | −18,000 | Jun 30, 2026 |
| Brinker International, Inc. | 144K | US$24.1M | +2,000 | Jun 30, 2026 |
| Motorola Solutions, Inc. | 58,000 | US$23.9M | +6,000 | Jun 30, 2026 |
| West Pharmaceutical Services, Inc. | 62,000 | US$22.4M | no change | Jun 30, 2026 |
| Tapestry, Inc. | 151K | US$22.2M | +13,000 | Jun 30, 2026 |
| Texas Instruments Incorporated | 71,000 | US$21.3M | −3,000 | Jun 30, 2026 |