13F Insight
DOSSIER · 13F-HR · Q4 2025

North Growth Management Ltd.

$639M in tracked AUM across 47 positions as of Q4 2025.

NG
CIK 0001745796 · last filed Dec 31, 2025
Total AUM
$639M
as of Q4 2025
Holdings
47
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

North Growth Management Ltd. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
CIEN
CIENA
$58M247K9.0%02
JBL
JABIL
$47M204K7.3%03
LITE
LUMENTUM
$35M95K5.5%04
AMAT
APPLIED MATERIALS
$34M133K5.3%05
COHR
COHERENT
$27M145K4.2%06
EAT
BRINKER INTERNATIONAL
$20M140K3.1%07
SGI
SOMNIGROUP INTERNATIONAL
$19M213K3.0%08
TPR
TAPESTRY
$19M147K2.9%09
MSI
MOTOROLA SOLUTIONS
$19M48K2.9%10
G51502105
JOHNSON CONTROLS
$18M153K2.9%

Filing history

2025Q4Dec 31
$639M▲ 11.3%
47 positionsView →2025Q3Sep 30
$574M▲ 7.8%
47 positionsView →2025Q2Jun 30
$533M▲ 12.5%
47 positionsLocked2025Q1Mar 31
$474M▼ 10.1%
47 positionsLocked2024Q4Dec 31
$527M▼ 1.9%
46 positionsLocked2024Q3Sep 30
$537M▲ 6.1%
48 positionsLocked2024Q2Jun 30
$506M▼ 3.4%
46 positionsLocked2024Q1Mar 31
$524M▲ 11.7%
47 positionsLocked2023Q4Dec 31
$469M▲ 4.0%
47 positionsLocked2023Q3Sep 30
$451M▼ 7.4%
49 positionsLocked2023Q2Jun 30
$487M▲ 3.8%
48 positionsLocked2023Q1Mar 31
$469M▲ 106555.2%
46 positionsLocked
Showing 12 of 31