13F Filings History of North Growth Management Ltd.

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$639,298,000
Signature - Title
Rachid Nayel - CFO
Location
Vancouver, British Columbia, Canada
Summary
This page shows a list of all the recent 13F filings made by North Growth Management Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. North Growth Management Ltd. reported 47 stock holdings with total value $639,298,000 as of Q4 2025. Top holdings included CIEN, JBL, LITE, AMAT, and COHR.

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Holdings Value
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