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North Growth Management Ltd.
North Growth Management Ltd. is an institution, managing $586.6M across 48 long positions as of Q3 2025 with 47% Technology concentration and 46% technology allocation.
- Portfolio Value
- $586.6M
- Positions
- 48
- Top Holding
- CIEN at 8.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in North Growth Management Ltd.'s portfolio (43.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Communication Equipment Technology | $47.3M | 8.07% | -$11.9M Sold | 0.23% 325.0K shares | |
Hardware, Equipment & Parts Technology | $43.9M | 7.48% | -$1.5M Sold | 0.19% 202.0K shares | |
Semiconductors Technology | $29.5M | 5.03% | -$204.7K Sold | 0.02% 144.0K shares | |
Communication Equipment Technology | $24.7M | 4.22% | -$10.4M Sold | 0.22% 152.0K shares | |
Communication Equipment Technology | $21.9M | 3.74% | — | 0.03% 48.0K shares | |
Hardware, Equipment & Parts Technology | $21.5M | 3.67% | -$5.3M Sold | — 200.0K shares | |
Unknown Unknown | $17.7M | 3.02% | -$3.6M Sold | — 210.0K shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $17.7M | 3.02% | -$3.6M Sold | 0.10% 210.0K shares | |
Construction Industrials | $16.7M | 2.85% | -$659.7K Sold | 0.02% 152.0K shares | |
Luxury Goods Consumer Cyclical | $16.4M | 2.80% | -$113.2K Sold | 0.07% 145.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in North Growth Management Ltd.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+100.0% | |
+40.0% | |
+36.36% | |
+33.33% | |
+22.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-29.63% | |
-20.15% | |
-19.68% | |
-17.65% | |
-17.17% |
Analytics
Portfolio insights and performance metrics for North Growth Management Ltd.
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