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NORTH GROWTH MANAGEMENT LTD. 13F portfolio summary

NORTH GROWTH MANAGEMENT LTD. of NORTH GROWTH MANAGEMENT LTD. has 46 current stock holdings with a reported portfolio value of $653.3M. The portfolio 1 year return is +67.31%. Top holdings include CIEN (9.41%), JBL (7.25%), AMAT (5.87%), LITE (5.79%), COHR (4.18%).

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NORTH GROWTH MANAGEMENT LTD.

NORTH GROWTH MANAGEMENT LTD.
Latest filing: 2026-03-31

NORTH GROWTH MANAGEMENT LTD. runs NORTH GROWTH MANAGEMENT LTD. and currently holds 46 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $653.27M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NORTH GROWTH MANAGEMENT LTD. ranks #221 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NORTH GROWTH MANAGEMENT LTD.'s portfolio at NORTH GROWTH MANAGEMENT LTD. has delivered returns of +67.31%. Their 3-year annualized return is +105.84%. Looking at the 5-year horizon, NORTH GROWTH MANAGEMENT LTD. has achieved +92.48% annualized returns at NORTH GROWTH MANAGEMENT LTD..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+67.31%
#98/1000
3 Year
+105.84%
#197/1000
5 Year
+92.48%
#290/1000

Portfolio Value

$653.27M

Alpha Score

83.1

#221 of 1000

Holdings

46

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change