North Growth Management Ltd.: 13F holdings
CIK 17457962026Q2
| Positions | 48 |
|---|
| Reported value | $780.2m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 48 (+1 vs prior quarter) |
|---|
| Reported value | $780.2m (+19.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATERIALS | 91,000 | $65.8m | 8.4% |
| JBL JABIL | 150,000 | $57.9m | 7.4% |
| CIEN CIENA | 113,000 | $55.5m | 7.1% |
| LITE LUMENTUM | 53,000 | $45.3m | 5.8% |
| COHR COHERENT | 96,000 | $37.9m | 4.9% |
| EAT BRINKER INTERNATIONAL | 144,000 | $24.1m | 3.1% |
| MSI MOTOROLA SOLUTIONS | 58,000 | $23.9m | 3.1% |
| WST WEST PHARMACEUTICAL SERVICES | 62,000 | $22.4m | 2.9% |
| JOHNSON CONTROLS | 152,000 | $22.2m | 2.8% |
| TPR TAPESTRY | 151,000 | $22.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1745796")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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