Stock Taper 
NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HP Inc. | HPQ | 835K | $18.32M |
 Warner Bros. Discovery, Inc. | WBD | 517K | $13.79M |
 MasterBrand, Inc. | MBC | 433K | $4.46M |
 Global Payments Inc. | GPN | 205K | $14.89M |
 Somnigroup International Inc | SGI | 204K | $15.99M |
 NIKE, Inc. | NKE | 179K | $7.33M |
 Amentum Holdings, Inc. | AMTM | 173K | $3.57M |
 Integer Holdings Corporation | ITGR | 161K | $15.02M |
 Johnson Controls International plc | JCI | 152K | $22.23M |
 Tapestry, Inc. | TPR | 151K | $22.16M |
 Jabil Inc. | JBL | 150K | $57.88M |
 Brinker International, Inc. | EAT | 144K | $24.12M |
 Crocs, Inc. | CROX | 124K | $14.92M |
 Abercrombie & Fitch Co. | ANF | 123K | $11.1M |
 Ciena Corporation | CIEN | 113K | $55.47M |
 Coherent, Inc. | COHR | 96K | $37.93M |
 NVIDIA Corporation | NVDA | 94K | $18.78M |
 Booking Holdings Inc. | BKNG | 92K | $16.48M |
 Applied Materials, Inc. | AMAT | 91K | $65.75M |
 IQVIA Holdings Inc. | IQV | 89K | $17.11M |