NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPQ | 829K | $15.92M |
 | ARHS | 810K | $5.49M |
 | INMD | 676K | $9.24M |
 | WBD | 513K | $14.10M |
 | MBC | 430K | $3.57M |
 | SGI | 202K | $14.96M |
 | GPN | 178K | $12.00M |
 | JBL | 177K | $47.01M |
 | AMTM | 172K | $4.47M |
 | ITGR | 159K | $14.04M |
 | CIEN | 157K | $61.03M |
 | JCI | 151K | $19.77M |
 | EAT | 142K | $20.34M |
 | TPR | 138K | $19.43M |
 | NKE | 134K | $7.06M |
 | CROX | 123K | $10.19M |
 | ANF | 122K | $11.18M |
 | COHR | 114K | $27.09M |
 | AMAT | 111K | $38.06M |
 | NVDA | 93K | $16.25M |
HP Inc.
HPQ
Shares Held
829K
Value
$15.92M
Arhaus, Inc.
ARHS
Shares Held
810K
Value
$5.49M
InMode Ltd.
INMD
Shares Held
676K
Value
$9.24M
Warner Bros. Discovery, Inc.
WBD
Shares Held
513K
Value
$14.10M
MasterBrand, Inc.
MBC
Shares Held
430K
Value
$3.57M
Somnigroup International Inc
SGI
Shares Held
202K
Value
$14.96M
Global Payments Inc.
GPN
Shares Held
178K
Value
$12.00M
Jabil Inc.
JBL
Shares Held
177K
Value
$47.01M
Amentum Holdings, Inc.
AMTM
Shares Held
172K
Value
$4.47M
Integer Holdings Corporation
ITGR
Shares Held
159K
Value
$14.04M
Ciena Corporation
CIEN
Shares Held
157K
Value
$61.03M
Johnson Controls International plc
JCI
Shares Held
151K
Value
$19.77M
Brinker International, Inc.
EAT
Shares Held
142K
Value
$20.34M
Tapestry, Inc.
TPR
Shares Held
138K
Value
$19.43M
NIKE, Inc.
NKE
Shares Held
134K
Value
$7.06M
Crocs, Inc.
CROX
Shares Held
123K
Value
$10.19M
Abercrombie & Fitch Co.
ANF
Shares Held
122K
Value
$11.18M
Coherent, Inc.
COHR
Shares Held
114K
Value
$27.09M
Applied Materials, Inc.
AMAT
Shares Held
111K
Value
$38.06M
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$16.25M