North Growth Management Ltd.

VANCOUVER, A1 · CIK 1745796 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNORTH GROWTH MANAGEMENT LTD. (CA)

Others nearbyVancouver

$780.2m reported value +19.4% vs Q1 2026

48positions

48.3%in top 10

2 new 27 added 9 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	91,000	$65.8m8.43%	8.43%	Reduced -20.0k	-20,000 -18.0%
2	JABIL INC COM JBL	JBL	150,000	$57.9m7.42%	7.42%	Reduced -27.0k	-27,000 -15.2%
3	CIENA CORP COM NEW CIEN	CIEN	113,000	$55.5m7.11%	7.11%	Reduced -44.0k	-44,000 -28.0%
4	LUMENTUM HLDGS INC COM LITE	LITE	53,000	$45.3m5.81%	5.81%	Unchanged
5	COHERENT CORP COM COHR	COHR	96,000	$37.9m4.86%	4.86%	Reduced -18.0k	-18,000 -15.8%
6	BRINKER INTL INC COM EAT	EAT	144,000	$24.1m3.09%	3.09%	Added +2.0k	+2,000 1.4%
7	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	58,000	$23.9m3.06%	3.06%	Added +6.0k	+6,000 11.5%
8	WEST PHARMACEUTICAL SVSC INC COM WST	WST	62,000	$22.4m2.88%	2.88%	Unchanged
9	JOHNSON CTLS INTL PLC SHS JCI	JCI	152,000	$22.2m2.85%	2.85%	Added +1.0k	+1,000 0.7%
10	TAPESTRY INC COM TPR	TPR	151,000	$22.2m2.84%	2.84%	Added +13.0k	+13,000 9.4%
11	TEXAS INSTRS INC COM TXN	TXN	71,000	$21.3m2.73%	2.73%	Reduced -3.0k	-3,000 -4.0%
12	NVIDIA CORPORATION COM NVDA	NVDA	94,000	$18.8m2.41%	2.41%	Added +1.0k	+1,000 1.1%
13	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	47,000	$18.4m2.35%	2.35%	Unchanged
14	HP INC COM HPQ	HPQ	835,000	$18.3m2.35%	2.35%	Added +6.0k	+6,000 0.7%
15	IQVIA HLDGS INC COM IQV	IQV	89,000	$17.1m2.19%	2.19%	Added +13.0k	+13,000 17.1%
16	BOOKING HOLDINGS INC COM BKNG	BKNG	92,000	$16.5m2.11%	2.11%	Reduced -8.0k	-8,000 -8.0%
17	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	32,000	$16.0m2.06%	2.06%	Added +5.0k	+5,000 18.5%
18	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	204,000	$16.0m2.05%	2.05%	Added +2.0k	+2,000 1.0%
19	INTEGER HLDGS CORP COM ITGR	ITGR	161,000	$15.0m1.92%	1.92%	Added +2.0k	+2,000 1.3%
20	CROCS INC COM CROX	CROX	124,000	$14.9m1.91%	1.91%	Added +1.0k	+1,000 0.8%
21	GLOBAL PMTS INC COM GPN	GPN	205,000	$14.9m1.91%	1.91%	Added +27.0k	+27,000 15.2%
22	UNITED RENTALS INC COM URI	URI	13,000	$14.3m1.83%	1.83%	Reduced -1.0k	-1,000 -7.1%
23	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	517,000	$13.8m1.77%	1.77%	Added +4.0k	+4,000 0.8%
24	APPLE INC COM AAPL	AAPL	46,000	$13.4m1.71%	1.71%	Added +5.0k	+5,000 12.2%
25	ADOBE INC COM ADBE	ADBE	61,000	$12.6m1.61%	1.61%	Added +23.0k	+23,000 60.5%
26	ELEVANCE HEALTH INC COM ELV	ELV	30,000	$11.5m1.48%	1.48%	Added +4.0k	+4,000 15.4%
27	ABERCROMBIE & FITCH CO CL A ANF	ANF	123,000	$11.1m1.42%	1.42%	Added +1.0k	+1,000 0.8%
28	NVR INC COM NVR	NVR	2,000	$10.9m1.40%	1.40%	Unchanged
29	BIOGEN INC COM BIIB	BIIB	50,000	$10.8m1.39%	1.39%	Added +15.0k	+15,000 42.9%
30	AUTOZONE INC COM AZO	AZO	3,000	$10.6m1.36%	1.36%	Unchanged
31	JACOBS SOLUTIONS INC COM J	J	82,000	$10.3m1.32%	1.32%	Added +1.0k	+1,000 1.2%
32	ULTA BEAUTY INC COM ULTA	ULTA	21,000	$9.6m1.22%	1.22%	Unchanged
33	ALIGN TECHNOLOGY INC COM ALGN	ALGN	56,000	$9.4m1.21%	1.21%	Added +10.0k	+10,000 21.7%
34	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	42,000	$9.1m1.17%	1.17%	Added +8.0k	+8,000 23.5%
35	MOODYS CORP COM MCO	MCO	18,000	$8.1m1.04%	1.04%	New
36	NIKE INC CL B NKE	NKE	179,000	$7.3m0.94%	0.94%	Added +45.0k	+45,000 33.6%
37	ELECTRONIC ARTS INC COM EA	EA	36,000	$7.3m0.93%	0.93%	Added +1.0k	+1,000 2.9%
38	MICROSOFT CORP COM MSFT	MSFT	19,000	$7.3m0.93%	0.93%	Unchanged
39	ARHAUS INC COM CL A ARHS	ARHS	816,000	$6.9m0.88%	0.88%	Added +6.0k	+6,000 0.7%
40	FORTUNE BRANDS INNOVATIONS I COM FBIN	FBIN	123,000	$6.8m0.87%	0.87%	Added +1.0k	+1,000 0.8%
41	QUALCOMM INC COM QCOM	QCOM	32,000	$6.0m0.77%	0.77%	Reduced -13.0k	-13,000 -28.9%
42	FEDEX CORP COM FDX	FDX	15,000	$4.7m0.60%	0.60%	Reduced -4.0k	-4,000 -21.1%
43	MASTERBRAND INC COMMON STOCK MBC	MBC	433,000	$4.5m0.57%	0.57%	Added +3.0k	+3,000 0.7%
44	FIRST SOLAR INC COM FSLR	FSLR	15,000	$3.6m0.47%	0.47%	Unchanged
45	AMENTUM HOLDINGS INC COM AMTM	AMTM	173,000	$3.6m0.46%	0.46%	Added +1.0k	+1,000 0.6%
46	ZYMEWORKS INC COM ZYME	ZYME	46,000	$1.2m0.15%	0.15%	Unchanged
47	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	7,000	$1.1m0.14%	0.14%	New
48	LULULEMON ATHLETICA INC COM LULU	LULU	1,000	$154.0k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INMODE LTD INMD	INMD	676,000	$9.2m676.0k shares