Notify me when North Growth Management Ltd. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 47 | $639,298,000 | +$23,030,135 | -$55,720,518 | -$32,690,383 | CIEN, JBL, LITE, AMAT, COHR | 13F-HR | 13 Feb 2026, 11:33 |
| Q3 2025 | 47 | $574,280,000 | +$15,812,384 | -$45,335,244 | -$29,522,860 | CIEN, JBL, AMAT, LITE, MSI | 13F-HR | 21 Oct 2025, 19:21 |
| Q2 2025 | 47 | $532,851,000 | +$10,780,517 | -$27,188,501 | -$16,407,984 | JBL, CIEN, AMAT, EAT, COHR | 13F-HR | 13 Aug 2025, 12:40 |
| Q1 2025 | 47 | $473,685,000 | +$21,067,021 | -$18,784,211 | +$2,282,810 | JBL, CIEN, MSI, EAT, AMAT | 13F-HR | 21 Apr 2025, 17:31 |
| Q4 2024 | 46 | $515,631,000 | +$5,857,576 | -$37,357,488 | -$31,499,912 | JBL, CIEN, COHR, AMAT, MSI | 13F-HR | 28 Jan 2025, 15:13 |
| Q3 2024 | 48 | $523,024,000 | +$11,431,012 | -$5,014,721 | +$6,416,291 | JBL, AMAT, CIEN, MSI, COHR | 13F-HR | 04 Nov 2024, 19:07 |
| Q2 2024 | 45 | $494,327,000 | +$22,226,301 | -$22,889,448 | -$663,147 | AMAT, JBL, CIEN, COHR, MSI | 13F-HR | 24 Jul 2024, 19:08 |
| Q1 2024 | 46 | $511,191,000 | +$11,374,174 | -$16,877,438 | -$5,503,264 | JBL, AMAT, CIEN, COHR, MSI | 13F-HR | 30 Apr 2024, 13:13 |
| Q4 2023 | 46 | $457,902,000 | +$32,411,398 | -$58,217,615 | -$25,806,217 | JBL, AMAT, CIEN, MSI, QCOM | 13F-HR | 07 Feb 2024, 17:02 |
| Q3 2023 | 48 | $441,562,000 | +$13,385,336 | -$31,180,258 | -$17,794,922 | JBL, CIEN, AMAT, HZNP, MSI | 13F-HR | 18 Oct 2023, 19:09 |
| Q2 2023 | 47 | $486,844,000 | +$25,443,231 | -$29,936,712 | -$4,493,481 | JBL, AMAT, CIEN, HZNP, MSI | 13F-HR | 20 Jul 2023, 15:20 |
| Q1 2023 | 45 | $469,157,000 | +$21,857,809 | -$41,143,193 | -$19,285,384 | JBL, CIEN, AMAT, HZNP, MSI | 13F-HR | 03 May 2023, 15:23 |
| Q4 2022 | 45 | $440,019,000 | +$2,677,124 | -$23,153,018 | -$20,475,894 | CIEN, JBL, HZNP, DHI, AMAT | 13F-HR | 09 Feb 2023, 14:33 |
| Q3 2022 | 46 | $400,617,000 | +$46,776,707 | -$55,875,257 | -$9,098,550 | JBL, CIEN, BMY, ELV, LITE | 13F-HR | 17 Oct 2022, 17:26 |
| Q2 2022 | 47 | $431,352,000 | +$71,185,541 | -$89,063,452 | -$17,877,911 | CIEN, JBL, BMY, QCOM, HPQ | 13F-HR | 18 Jul 2022, 17:14 |
| Q1 2022 | 51 | $541,465,000 | +$76,521,367 | -$72,419,637 | +$4,101,730 | CIEN, JBL, LITE, IIVI, QCOM | 13F-HR | 13 Apr 2022, 18:24 |
| Q4 2021 | 49 | $601,815,000 | +$63,750,873 | -$88,478,251 | -$24,727,378 | CIEN, AMAT, JBL, LITE, QCOM | 13F-HR | 07 Feb 2022, 14:04 |
| Q3 2021 | 50 | $567,340,000 | +$30,637,916 | -$24,009,460 | +$6,628,456 | AMAT, CIEN, JBL, LITE, FSLR | 13F-HR | 14 Oct 2021, 16:09 |
| Q2 2021 | 50 | $615,458,000 | +$24,972,293 | -$8,557,852 | +$16,414,441 | AMAT, CIEN, JBL, IIVI, FSLR | 13F-HR | 15 Jul 2021, 15:00 |
| Q1 2021 | 50 | $564,353,000 | +$43,760,528 | -$25,113,836 | +$18,646,692 | AMAT, CIEN, JBL, FSLR, LITE | 13F-HR | 06 May 2021, 18:19 |
| Q4 2020 | 47 | $488,444,000 | +$11,889,628 | -$66,845,306 | -$54,955,678 | CIEN, IIVI, AMAT, FSLR, JBL | 13F-HR | 09 Feb 2021, 18:08 |
| Q3 2020 | 47 | $450,334,000 | +$43,498,604 | -$44,278,509 | -$779,905 | CIEN, FSLR, SEDG, AMAT, IIVI | 13F-HR | 04 Nov 2020, 14:37 |
| Q2 2020 | 48 | $413,607,000 | +$13,451,202 | -$41,397,531 | -$27,946,329 | CIEN, AMAT, INTC, CSCO, SEDG | 13F-HR | 10 Aug 2020, 16:01 |
| Q1 2020 | 47 | $355,774,000 | +$42,074,562 | -$38,198,321 | +$3,876,241 | CIEN, INTC, CSCO, AMAT, SEDG | 13F-HR | 08 May 2020, 11:07 |
| Q4 2019 | 45 | $445,781,000 | +$2,479,363 | -$6,981,145 | -$4,501,782 | CSCO, AMAT, INTC, JBL, FSLR | 13F-HR | 12 Feb 2020, 19:25 |
| Q3 2019 | 46 | $414,169,000 | +$19,038,302 | -$11,337,213 | +$7,701,089 | CSCO, FSLR, INTC, AMAT, JBL | 13F-HR | 14 Nov 2019, 12:55 |
| Q2 2019 | 46 | $403,931,000 | +$27,367,548 | -$16,811,000 | +$10,556,548 | CSCO, FSLR, AMAT, INTC, CIEN | 13F-HR | 08 Aug 2019, 15:59 |
| Q1 2019 | 42 | $374,383,000 | +$2,179,000 | -$42,430,830 | -$40,251,830 | CSCO, FSLR, CELG, INTC, AEO | Restatement | 10 May 2019, 13:21 |
| Q4 2018 | 43 | $357,515,000 | +$41,476,143 | -$30,203,544 | +$11,272,599 | CSCO, INTC, FSLR, AAPL, SEDG | 13F-HR | 12 Feb 2019, 13:32 |
| Q3 2018 | 44 | $394,990,000 | +$6,217,159 | -$23,472,638 | -$17,255,479 | CSCO, AAPL, INTC, SEDG, PFE | 13F-HR | 05 Oct 2018, 10:24 |
| Q2 2018 | 44 | $396,828,000 | +$40,417,523 | -$39,608,107 | +$809,416 | CSCO, AAPL, INTC, AEO, AMAT | 13F-HR | 10 Aug 2018, 13:44 |
| Q1 2018 | 43 | $388,154,000 | +$27,820,046 | -$31,347,354 | -$3,527,308 | CSCO, INTC, AAPL, AMAT, AEO | 13F-HR | 10 Aug 2018, 14:16 |
| Q4 2017 | 42 | $381,977,000 | $0 | $0 | $0 | CSCO, AAPL, INTC, MSFT, AMAT | 13F-HR | 10 Aug 2018, 14:35 |