North Growth Management Ltd. — 13F holdings

North Growth Management Ltd. reported 48 holdings worth $743M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. LITE LUMENTUM HLDGS INC — $48.5M (6.5%)
2. AMAT APPLIED MATLS INC — $45.4M (6.1%)
3. JBL JABIL INC — $43.7M (5.9%)
4. CIEN CIENA CORP — $40.8M (5.5%)
5. NVDA NVIDIA CORPORATION — $29.2M (3.9%)
6. COHR COHERENT CORP — $28.9M (3.9%)
7. HPQ HP INC — $26.5M (3.6%)
8. MSI MOTOROLA SOLUTIONS INC — $26.0M (3.5%)
9. EAT BRINKER INTL INC — $25.4M (3.4%)
10. IQV IQVIA HLDGS INC — $24.2M (3.3%)