NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NKE | 85K | $5.92M |
 | NVDA | 82K | $15.26M |
 | ZYME | 82K | $1.41M |
 | EA | 72K | $14.48M |
 | QCOM | 72K | $11.91M |
 | TXN | 57K | $10.52M |
 | MSI | 48K | $21.84M |
 | ALGN | 45K | $5.62M |
 | IQV | 44K | $8.32M |
 | WTS | 40K | $11.13M |
 | AAPL | 34K | $8.59M |
 | WST | 34K | $8.93M |
 | BIIB | 34K | $4.73M |
 | ODFL | 31K | $4.31M |
 | FDX | 28K | $6.71M |
 | ULTA | 23K | $12.51M |
 | ELV | 22K | $7.13M |
 | TMO | 21K | $9.99M |
 | MSFT | 19K | $9.70M |
 | FSLR | 15K | $3.27M |
NIKE, Inc.
NKE
Shares Held
85K
Value
$5.92M
NVIDIA Corporation
NVDA
Shares Held
82K
Value
$15.26M
Zymeworks Inc.
ZYME
Shares Held
82K
Value
$1.41M
Electronic Arts Inc.
EA
Shares Held
72K
Value
$14.48M
QUALCOMM Incorporated
QCOM
Shares Held
72K
Value
$11.91M
Texas Instruments Incorporated
TXN
Shares Held
57K
Value
$10.52M
Motorola Solutions, Inc.
MSI
Shares Held
48K
Value
$21.84M
Align Technology, Inc.
ALGN
Shares Held
45K
Value
$5.62M
IQVIA Holdings Inc.
IQV
Shares Held
44K
Value
$8.32M
Watts Water Technologies, Inc.
WTS
Shares Held
40K
Value
$11.13M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.59M
West Pharmaceutical Services, Inc.
WST
Shares Held
34K
Value
$8.93M
Biogen Inc.
BIIB
Shares Held
34K
Value
$4.73M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
31K
Value
$4.31M
FedEx Corporation
FDX
Shares Held
28K
Value
$6.71M
Ulta Beauty, Inc.
ULTA
Shares Held
23K
Value
$12.51M
Elevance Health Inc.
ELV
Shares Held
22K
Value
$7.13M
Thermo Fisher Scientific Inc.
TMO
Shares Held
21K
Value
$9.99M
Microsoft Corporation
MSFT
Shares Held
19K
Value
$9.70M
First Solar, Inc.
FSLR
Shares Held
15K
Value
$3.27M