North Growth Management Ltd.: Q2 2026 Portfolio Shifts Highlight Significant Technology and Consumer Activity

This quarter, North Growth Management Ltd.'s portfolio saw substantial changes with notable additions to Booking Holdings (BKNG) and ADOBE SYSTEMS (ADBE), alongside significant reductions in Applied Materials (AMAT).

By Insiderset.Jul 26, 2026, 2:00 AM
North Growth Management Ltd.: Q2 2026 Portfolio Shifts Highlight Significant Technology and Consumer Activity
This quarter, North Growth Management Ltd.'s portfolio saw substantial changes with notable additions to Booking Holdings (BKNG) and ADOBE SYSTEMS (ADBE), alongside significant reductions in Applied Materials (AMAT).