North Growth Management Ltd. 13F 持仓 · 2026年Q2
North Growth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 7.80 亿美元。前几大持仓：AMAT（8.43%）、JBL（7.42%）、CIEN（7.11%）。本季前 25 大持仓中：增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS | $65.8M | 8.43% | 91,000 | 减持 |
| 2 | JBL | JABIL | $57.9M | 7.42% | 150,000 | 减持 |
| 3 | CIEN | CIENA | $55.5M | 7.11% | 113,000 | 减持 |
| 4 | LITE | LUMENTUM | $45.3M | 5.81% | 53,000 | 持平 |
| 5 | COHR | COHERENT | $37.9M | 4.86% | 96,000 | 减持 |
| 6 | EAT | BRINKER INTERNATIONAL | $24.1M | 3.09% | 144,000 | 增持 |
| 7 | MSI | MOTOROLA SOLUTIONS | $23.9M | 3.06% | 58,000 | 增持 |
| 8 | WST | WEST PHARMACEUTICAL SERVICES | $22.4M | 2.88% | 62,000 | 持平 |
| 9 | JCI | JOHNSON CONTROLS | $22.2M | 2.85% | 152,000 | 增持 |
| 10 | TPR | TAPESTRY | $22.2M | 2.84% | 151,000 | 增持 |
| 11 | TXN | TEXAS INSTRUMENTS | $21.3M | 2.73% | 71,000 | 减持 |
| 12 | NVDA | NVIDIA | $18.8M | 2.41% | 94,000 | 增持 |
| 13 | HPQ | HP | $18.3M | 2.35% | 835,000 | 增持 |
| 14 | WTS | WATTS WATER | $18.4M | 2.35% | 47,000 | 持平 |
| 15 | IQV | IQVIA | $17.1M | 2.19% | 89,000 | 增持 |
| 16 | BKNG | BOOKING HOLDINGS | $16.5M | 2.11% | 92,000 | 增持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC | $16.0M | 2.06% | 32,000 | 增持 |
| 18 | SGI | SOMNIGROUP INTERNATIONAL | $16.0M | 2.05% | 204,000 | 增持 |
| 19 | ITGR | INTEGER HOLDINGS | $15.0M | 1.92% | 161,000 | 增持 |
| 20 | CROX | CROCS | $14.9M | 1.91% | 124,000 | 增持 |
| 21 | GPN | GLOBAL PAYMENTS | $14.9M | 1.91% | 205,000 | 增持 |
| 22 | URI | UNITED RENTALS | $14.3M | 1.83% | 13,000 | 减持 |
| 23 | WBD | WARNER BROS DISCOVERY INC | $13.8M | 1.77% | 517,000 | 增持 |
| 24 | AAPL | APPLE | $13.4M | 1.71% | 46,000 | 增持 |
| 25 | ADBE | ADOBE SYSTEMS | $12.6M | 1.61% | 61,000 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR