Christopher Lee

North Growth Management Ltd.

Assets Managed

$780.235M

Holdings

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

19.44%(2Q avg: 10.82%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in North Growth Management Ltd.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 48 positions.

Assets under management

The assets under management (AUM) of North Growth Management Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 780.235M in assets, with a quarterly growth rate of 19.44% and a 2-quarter average growth rate of 10.82%. The portfolio is managed by Christopher Lee, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMAT Applied Materials Inc Recent Activity Decreased -18.01%	8.43%	$65.75M 91,000 shares@ $722.53 avg price	Decreased -18.01%
JBL Jabil Inc Recent Activity Decreased -15.25%	7.42%	$57.884M 150,000 shares@ $385.9 avg price	Decreased -15.25%
CIEN Ciena Corp Recent Activity Decreased -28.02%	7.11%	$55.474M 113,000 shares@ $490.93 avg price	Decreased -28.02%
LITE Lumentum Holdings Inc Recent Activity	5.81%	$45.306M 53,000 shares@ $854.84 avg price
COHR Coherent Corp Recent Activity Decreased -15.78%	4.87%	$37.929M 96,000 shares@ $395.1 avg price	Decreased -15.78%
EAT Brinker International Inc Recent Activity Increased 1.41%	3.1%	$24.123M 144,000 shares@ $167.53 avg price	Increased 1.41%
MSI Motorola Solutions Inc Recent Activity Increased 11.54%	3.07%	$23.892M 58,000 shares@ $411.94 avg price	Increased 11.54%
WST West Pharmaceutical Services Recent Activity	2.88%	$22.432M 62,000 shares@ $361.81 avg price
JCI Johnson Controls Internation Recent Activity Increased 0.67%	2.85%	$22.228M 152,000 shares@ $146.24 avg price	Increased 0.67%
TPR Tapestry Inc Recent Activity Increased 9.43%	2.84%	$22.158M 151,000 shares@ $146.75 avg price	Increased 9.43%

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