Stock Taper 
NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lululemon Athletica Inc. | LULU | 1K | $154K |
 NVR, Inc. | NVR | 2K | $10.89M |
 AutoZone, Inc. | AZO | 3K | $10.64M |
 FedEx Freight Holding Company, Inc. | FDXF | 7K | $1.13M |
 United Rentals, Inc. | URI | 13K | $14.26M |
 FedEx Corporation | FDX | 15K | $4.67M |
 First Solar, Inc. | FSLR | 15K | $3.64M |
 Moody's Corporation | MCO | 18K | $8.12M |
 Microsoft Corporation | MSFT | 19K | $7.27M |
 Ulta Beauty, Inc. | ULTA | 21K | $9.55M |
 Elevance Health Inc. | ELV | 30K | $11.52M |
 Thermo Fisher Scientific Inc. | TMO | 32K | $16.03M |
 QUALCOMM Incorporated | QCOM | 32K | $5.98M |
| EA ELECTRONIC ARTS INC | EA | 36K | $7.28M |
 Old Dominion Freight Line, Inc. | ODFL | 42K | $9.13M |
 Apple Inc. | AAPL | 46K | $13.36M |
 Zymeworks Inc. | ZYME | 46K | $1.2M |
 Watts Water Technologies, Inc. | WTS | 47K | $18.37M |
 Biogen Inc. | BIIB | 50K | $10.84M |
 Lumentum Holdings Inc. | LITE | 53K | $45.31M |