StockDriftsStockDriftsTop 47 North Growth Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CIEN | CIENA | 9.34% | 157.0K | $61.0M | -36.44%(-90.00K) | $33.08(+1177.11%) | 2026-03-31 | |
| JBL | JABIL | 7.2% | 177.0K | $47.0M | -13.24%(-27.00K) | $35.75(+854.59%) | 2026-03-31 | |
| AMAT | APPLIED MATERIALS | 5.83% | 111.0K | $38.1M | -16.54%(-22.00K) | $57.08(+956.50%) | 2026-03-31 | |
| LITE | LUMENTUM | 5.75% | 53.0K | $37.6M | -44.21%(-42.00K) | $84.66(+760.25%) | 2026-03-31 | |
| COHR | COHERENT | 4.15% | 114.0K | $27.1M | -21.38%(-31.00K) | $42.79(+679.05%) | 2026-03-31 | |
| MSI | MOTOROLA SOLUTIONS | 3.45% | 52.0K | $22.6M | +8.33%(+4.00K) | $144.38(+192.73%) | 2026-03-31 | |
| EAT | BRINKER INTERNATIONAL | 3.11% | 142.0K | $20.3M | +1.43%(+2.00K) | $65.14(+172.83%) | 2026-03-31 | |
| JCI | JOHNSON CONTROLS | 3.03% | 151.0K | $19.8M | -1.31%(-2.00K) | $37.16(+278.75%) | 2026-03-31 | |
| TPR | TAPESTRY | 2.97% | 138.0K | $19.4M | -6.12%(-9.00K) | $38.45(+275.01%) | 2026-03-31 | |
| NVDA | NVIDIA | 2.49% | 93.0K | $16.2M | +12.05%(+10.00K) | $36.20(+438.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +38.25% | +164.22% |
| Top 20 Holdings Unweighted | +28.09% | +110.16% |
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