Stock Taper 
NORTH GROWTH MANAGEMENT LTD.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jacobs Solutions Inc. | J | 82K | $10.31M |
 Texas Instruments Incorporated | TXN | 71K | $21.27M |
 West Pharmaceutical Services, Inc. | WST | 62K | $22.43M |
 Adobe Inc. | ADBE | 61K | $12.59M |
 Motorola Solutions, Inc. | MSI | 58K | $23.89M |
 Align Technology, Inc. | ALGN | 56K | $9.45M |
 Lumentum Holdings Inc. | LITE | 53K | $45.31M |
 Biogen Inc. | BIIB | 50K | $10.84M |
 Watts Water Technologies, Inc. | WTS | 47K | $18.37M |
 Zymeworks Inc. | ZYME | 46K | $1.2M |
 Apple Inc. | AAPL | 46K | $13.36M |
 Old Dominion Freight Line, Inc. | ODFL | 42K | $9.13M |
| EA ELECTRONIC ARTS INC | EA | 36K | $7.28M |
 QUALCOMM Incorporated | QCOM | 32K | $5.98M |
 Thermo Fisher Scientific Inc. | TMO | 32K | $16.03M |
 Elevance Health Inc. | ELV | 30K | $11.52M |
 Ulta Beauty, Inc. | ULTA | 21K | $9.55M |
 Microsoft Corporation | MSFT | 19K | $7.27M |
 Moody's Corporation | MCO | 18K | $8.12M |
 FedEx Corporation | FDX | 15K | $4.67M |