North Growth Management Ltd.

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$523M
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 48 stock holdings with total value $523M as of Q3 2024. Top holdings included JBL, AMAT, CIEN, MSI, and COHR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 48 $523M +$11.4M -$5.01M +$6.42M JBL, AMAT, CIEN, MSI, COHR 13F-HR 11/4/2024, 07:07 PM
Q2 2024 45 $494M +$22.2M -$22.9M -$663K AMAT, JBL, CIEN, COHR, MSI 13F-HR 7/24/2024, 07:08 PM
Q1 2024 46 $511M +$11.4M -$16.9M -$5.5M JBL, AMAT, CIEN, COHR, MSI 13F-HR 4/30/2024, 01:13 PM
Q4 2023 46 $458M +$32.4M -$58.2M -$25.8M JBL, AMAT, CIEN, MSI, QCOM 13F-HR 2/7/2024, 05:02 PM
Q3 2023 48 $442M +$13.4M -$31.2M -$17.8M JBL, CIEN, AMAT, HZNP, MSI 13F-HR 10/18/2023, 07:09 PM
Q2 2023 47 $487M +$25.4M -$29.9M -$4.49M JBL, AMAT, CIEN, HZNP, MSI 13F-HR 7/20/2023, 03:20 PM
Q1 2023 45 $469M +$21.9M -$41.1M -$19.3M JBL, CIEN, AMAT, HZNP, MSI 13F-HR 5/3/2023, 03:23 PM
Q4 2022 45 $440M +$2.68M -$23.2M -$20.5M CIEN, JBL, HZNP, DHI, AMAT 13F-HR 2/9/2023, 02:33 PM
Q3 2022 46 $401M +$46.8M -$55.9M -$9.1M JBL, CIEN, BMY, ELV, LITE 13F-HR 10/17/2022, 05:26 PM
Q2 2022 47 $431M +$71.2M -$89.1M -$17.9M CIEN, JBL, BMY, QCOM, HPQ 13F-HR 7/18/2022, 05:14 PM
Q1 2022 51 $541M +$76.5M -$72.4M +$4.1M CIEN, JBL, LITE, IIVI, QCOM 13F-HR 4/13/2022, 06:24 PM
Q4 2021 49 $602M +$63.8M -$88.5M -$24.7M CIEN, AMAT, JBL, LITE, QCOM 13F-HR 2/7/2022, 02:04 PM
Q3 2021 50 $567M +$30.6M -$24M +$6.63M AMAT, CIEN, JBL, LITE, FSLR 13F-HR 10/14/2021, 04:09 PM
Q2 2021 50 $615M +$25M -$8.56M +$16.4M AMAT, CIEN, JBL, IIVI, FSLR 13F-HR 7/15/2021, 03:00 PM
Q1 2021 50 $564M +$43.8M -$25.1M +$18.6M AMAT, CIEN, JBL, FSLR, LITE 13F-HR 5/6/2021, 06:19 PM
Q4 2020 47 $488M +$11.9M -$66.8M -$55M CIEN, IIVI, AMAT, FSLR, JBL 13F-HR 2/9/2021, 06:08 PM
Q3 2020 47 $450M +$43.5M -$44.3M -$780K CIEN, FSLR, SEDG, AMAT, IIVI 13F-HR 11/4/2020, 02:37 PM
Q2 2020 48 $414M +$13.5M -$41.4M -$27.9M CIEN, AMAT, INTC, CSCO, SEDG 13F-HR 8/10/2020, 04:01 PM
Q1 2020 47 $356M +$42.1M -$38.2M +$3.88M CIEN, INTC, CSCO, AMAT, SEDG 13F-HR 5/8/2020, 11:07 AM
Q4 2019 45 $446M +$2.48M -$6.98M -$4.5M CSCO, AMAT, INTC, JBL, FSLR 13F-HR 2/12/2020, 07:25 PM
Q3 2019 46 $414M +$19M -$11.3M +$7.7M CSCO, FSLR, INTC, AMAT, JBL 13F-HR 11/14/2019, 12:55 PM
Q2 2019 46 $404M +$27.4M -$16.8M +$10.6M CSCO, FSLR, AMAT, INTC, CIEN 13F-HR 8/8/2019, 03:59 PM
Q1 2019 42 $374M +$2.18M -$42.4M -$40.3M CSCO, FSLR, CELG, INTC, AEO Restatement 5/10/2019, 01:21 PM
Q4 2018 43 $358M +$41.5M -$30.2M +$11.3M CSCO, INTC, FSLR, AAPL, SEDG 13F-HR 2/12/2019, 01:32 PM
Q3 2018 44 $395M +$6.22M -$23.5M -$17.3M CSCO, AAPL, INTC, SEDG, PFE 13F-HR 10/5/2018, 10:24 AM
Q2 2018 44 $397M +$40.4M -$39.6M +$809K CSCO, AAPL, INTC, AEO, AMAT 13F-HR 8/10/2018, 01:44 PM
Q1 2018 43 $388M +$27.8M -$31.3M -$3.53M CSCO, INTC, AAPL, AMAT, AEO 13F-HR 8/10/2018, 02:16 PM
Q4 2017 42 $382M $0 $0 CSCO, AAPL, INTC, MSFT, AMAT 13F-HR 8/10/2018, 02:35 PM