North Growth Management Ltd. has disclosed a total value of $742.9 million in its latest 13F-HR filing, which was submitted to the SEC on October 20, 2026. This filing is significant as it provides insights into the company’s investment strategy and market positioning.
The report covers the period ending September 30, 2026, and showcases the firm’s holdings across various sectors. Notably, the filing includes investments in prominent companies such as Lumentum, Applied Materials, and NVIDIA, indicating a strong focus on technology and consumer sectors.
Background
North Growth Management Ltd. is an investment management firm based in Vancouver, Canada. The firm operates under the Central Index Key (CIK) 0001745796 and is categorized under the SEC filing type 13F-HR. The company’s recent filings include several quarterly reports, with the latest submission being on October 20, 2026. The firm is known for its strategic investments in technology and consumer-related companies.
What the Filing Says
The filing states that North Growth Management Ltd. holds a total of 48 positions with a reported value of $742,897,000. The report includes detailed information about various stock holdings, reflecting the firm’s investment discretion and strategy. Notably, the filing mentions that all shares are held under sole investment discretion.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. The detailed reporting of holdings provides valuable insights that can influence market perceptions and investment strategies. Competitors may analyze North Growth Management's portfolio to adjust their own strategies in response to market trends.
What's Next
The filing does not say what happens next. However, it is expected that North Growth Management will continue to monitor its investments and may adjust its portfolio in future filings based on market conditions.