North Growth Management Ltd. - Q32026 Holdings

North Growth Management Ltd. holds 48 stocks with a total portfolio value of $ 742.9K as of Q32026. In Q32026, North Growth Management Ltd. added 2 new positions, increased stakes in 29 stocks, reduced 7 holdings, and fully exited 2 positions. The largest holding is Lumentum (LITE), representing 6.53% of the total portfolio.